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Portfolio (Quarterly) Guide ↗

Procyon Advisors, LLC

· CIK 0001804329
13F Portfolio $1.7B AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 507 New
Page 22 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NDSN NORDSON CORP Industrials 1,197.0 $272K 0.02% NEW $226.95 +26.4%
422 HYD VANECK ETF TRUST 5,293.0 $269K 0.02% NEW $50.90 -0.4%
423 HOOD ROBINHOOD MKTS INC Financial Services 1,875.0 $268K 0.02% NEW $143.18 -47.0%
424 HUM HUMANA INC Healthcare 1,022.0 $266K 0.02% NEW $260.17 +16.7%
425 BRO BROWN & BROWN INC Financial Services 2,809.0 $263K 0.02% NEW $93.79 -37.6%
426 BLKB BLACKBAUD INC Technology 4,084.0 $263K 0.02% NEW $64.31 -53.9%
427 REGN REGENERON PHARMACEUTICALS Healthcare 463.0 $260K 0.01% NEW $562.27 +15.6%
428 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 595.0 $260K 0.01% NEW $437.51 -26.8%
429 CALL MICROSOFT CORP 500.0 $257K 0.01% NEW $514.61
430 SDY SPDR SERIES TRUST 1,805.0 $253K 0.01% NEW $140.08 +6.2%
431 LYB LYONDELLBASELL INDUSTRIES N Basic Materials 5,140.0 $252K 0.01% NEW $49.04 +42.9%
432 ENSG ENSIGN GROUP INC Healthcare 1,459.0 $252K 0.01% NEW $172.77 -0.6%
433 ALGN ALIGN TECHNOLOGY INC Healthcare 2,010.0 $252K 0.01% NEW $125.22 +30.2%
434 PZA INVESCO EXCH TRADED FD TR II 10,891.0 $251K 0.01% NEW $23.09 -0.7%
435 JCI JOHNSON CTLS INTL PLC Industrials 2,256.0 $248K 0.01% NEW $109.97 +23.2%
436 DHR DANAHER CORPORATION Healthcare 1,251.0 $248K 0.01% NEW $198.19 -12.5%
437 ITA ISHARES TR 1,182.0 $247K 0.01% NEW $209.26 +6.6%
438 IEX IDEX CORP Industrials 1,517.0 $247K 0.01% NEW $162.76 +26.3%
439 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 4,860.0 $246K 0.01% NEW $50.63 -32.2%
440 IYY ISHARES TR 1,512.0 $246K 0.01% NEW $162.48 +10.9%
Page 22 of 26  ·  507 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 31.4%
Financial Services 14.3%
Consumer Cyclical 11.7%
Industrials 10.3%
Communication Services 9.3%
Healthcare 8.7%
Consumer Defensive 5.2%
Energy 3.5%
Utilities 3.1%
Basic Materials 1.5%