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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $2.3B AUM 588 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 123 New 204 Added 218 Reduced 96 Exited
Page 9 of 30  ·  588 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NEE NEXTERA ENERGY INC Utilities 29,521.0 $2.6M 0.11% +11K +59.8% $87.77 -4.0%
162 MCD MCDONALDS CORP Consumer Cyclical 9,494.0 $2.6M 0.11% +274.0 +3.0% $270.32 -1.3%
163 TXN TEXAS INSTRS INC Technology 8,591.0 $2.6M 0.11% +753.0 +9.6% $298.06 -12.2%
164 CORPAY INC 7,637.0 $2.5M 0.11% +4K +113.9% $333.27
165 VZ VERIZON COMMUNICATIONS INC Communication Services 58,758.0 $2.5M 0.11% +18K +43.6% $42.34 +18.5%
166 AMGN AMGEN INC Healthcare 6,850.0 $2.5M 0.11% -209.0 -3.0% $362.12 +21.6%
167 CF CF INDUSTRIES HOLD Basic Materials 22,788.0 $2.5M 0.11% NEW $108.26 +16.1%
168 ACN ACCENTURE PLC IRELAND Technology 19,638.0 $2.4M 0.10% +12K +158.0% $124.44 +45.8%
169 AMP AMERIPRISE FINL INC Financial Services 5,256.0 $2.4M 0.10% -1K -17.2% $458.73 +22.1%
170 ETN EATON CORP PLC Industrials 5,655.0 $2.4M 0.10% -271.0 -4.6% $426.15 -1.6%
171 RTX RTX CORPORATION Industrials 12,666.0 $2.4M 0.10% +824.0 +7.0% $189.73 +11.7%
172 YUM YUM BRANDS INC Consumer Cyclical 14,973.0 $2.4M 0.10% +4K +39.0% $159.86 -3.4%
173 IVE ISHARES TR 10,364.0 $2.4M 0.10% +2K +18.7% $227.07 +4.8%
174 IEMG ISHARES INC 28,308.0 $2.3M 0.10% -5K -15.9% $82.84 -1.2%
175 LQD ISHARES TR 21,232.0 $2.3M 0.10% -1K -5.7% $109.07 -2.1%
176 OUNZ VANECK MERK GOLD ETF Financial Services 59,742.0 $2.3M 0.10% +26K +75.8% $38.59 +14.4%
177 IXUS ISHARES TR 23,760.0 $2.3M 0.10% $95.44 +2.7%
178 PYPL PAYPAL HLDGS INC Financial Services 52,167.0 $2.3M 0.10% +26K +98.7% $43.18 +43.1%
179 XLE SELECT SECTOR SPDR TR 41,909.0 $2.2M 0.10% +3K +6.5% $53.11 +17.5%
180 CEG CONSTELLATION ENERGY CORP Utilities 8,887.0 $2.2M 0.10% +4K +66.1% $248.38 +12.5%
Page 9 of 30  ·  588 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.7%
Financial Services 12.9%
Consumer Cyclical 11.0%
Industrials 10.5%
Healthcare 9.1%
Communication Services 7.5%
Consumer Defensive 5.6%
Energy 3.4%
Utilities 2.6%
Basic Materials 2.0%