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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 6 of 26  ·  507 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKNG BOOKING HOLDINGS INC Consumer Cyclical 587.0 $3.2M 0.19% NEW $5394.70 -97.0%
102 WCBR WISDOMTREE TR 98,239.0 $3.1M 0.18% NEW $31.38 +1.5%
103 TMO THERMO FISHER SCIENTIFIC INC Healthcare 6,340.0 $3.1M 0.18% NEW $485.01 -6.9%
104 JBL JABIL INC Technology 14,091.0 $3.1M 0.18% NEW $217.17 +64.1%
105 PEP PEPSICO INC Consumer Defensive 21,276.0 $3.0M 0.18% NEW $140.44 +6.0%
106 SNA SNAP ON INC Industrials 8,556.0 $3.0M 0.18% NEW $346.54 +3.9%
107 IWR ISHARES TR 30,375.0 $2.9M 0.17% NEW $96.55 +8.8%
108 PFF ISHARES TR 92,684.0 $2.9M 0.17% NEW $31.62 -1.5%
109 J P MORGAN EXCHANGE TRADED F 57,483.0 $2.9M 0.17% NEW $50.73
110 EFG ISHARES TR 25,174.0 $2.9M 0.17% NEW $113.88 +6.6%
111 NEM NEWMONT CORP Basic Materials 32,930.0 $2.8M 0.16% NEW $84.31 +28.5%
112 CGXU CAPITAL GROUP INTL FOCUS EQT 93,107.0 $2.8M 0.16% NEW $29.62 +13.3%
113 LQD ISHARES TR 23,822.0 $2.7M 0.16% NEW $111.47 -3.0%
114 PRU PRUDENTIAL FINL INC Financial Services 25,110.0 $2.6M 0.15% NEW $103.74 -0.5%
115 TEL TE CONNECTIVITY PLC Technology 11,820.0 $2.6M 0.15% NEW $219.53 -8.3%
116 MCK MCKESSON CORP Healthcare 3,345.0 $2.6M 0.15% NEW $772.45 -0.8%
117 GNRC GENERAC HLDGS INC Industrials 15,403.0 $2.6M 0.15% NEW $167.40 +48.0%
118 CSX CSX CORP Industrials 72,207.0 $2.6M 0.15% NEW $35.51 +29.3%
119 HWM HOWMET AEROSPACE INC Industrials 13,062.0 $2.6M 0.15% NEW $196.23 +32.4%
120 SHOP SHOPIFY INC Technology 17,134.0 $2.5M 0.15% NEW $148.61 -29.3%
Page 6 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%