PROCYON ADVISORS, LLC

PrivateCIK: 1804329
Location

SHELTON, CT

📋 What this filing means

PROCYON ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 588 equity positions with a total reported market value of $2.32B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

588
Positions
$2.32B
Total AUM (reported)
29.54M
Total Shares

Allocation by class

TOTAL AUM$2.32B588 positions
COM$694.22M30.0%
MEGA CAP INDEX$120.70M5.2%
ST STR P500ETF$69.67M3.0%
TOTAL STK MKT$67.18M2.9%
SHS CREAT UNIT$57.43M2.5%
ST STR CORPO ETF$55.49M2.4%
INTL EQTY ETF$51.56M2.2%

Portfolio Concentration

Top 311.1%4–1015.1%11–2518.4%Rest55.4%TOP 1026.2%0%100%
Top 3$257.56M11.1%
4–10$350.36M15.1%
11–25$425.93M18.4%
Rest$1.28B55.4%

Top 3 weight

11.1%

Top 10 weight

26.2%

Voting Authority Distribution

Total shares with voting rights: 29.54M

Sole

Full voting authority

29.54M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole588
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings588
Rows:

VANGUARD WORLD FD

SOLE
MEGA CAP INDEX
Shares441.12K
TypeSH
Market value$120.70M
5.21%
Sole
441.12K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P500ETF
Shares792.78K
TypeSH
Market value$69.67M
3.01%
Sole
792.78K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares181.56K
TypeSH
Market value$67.18M
2.90%
Sole
181.56K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares194.47K
TypeSH
Market value$56.27M
2.43%
Sole
194.47K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR CORPO ETF
Shares1.91M
TypeSH
Market value$55.49M
2.39%
Sole
1.91M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares1.86M
TypeSH
Market value$51.56M
2.22%
Sole
1.86M
Shared
0.00
None
0.00

CAPITAL GROUP DIVIDEND VALUE

SOLE
SHS CREAT UNIT
Shares1.04M
TypeSH
Market value$51.15M
2.21%
Sole
1.04M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares67.22K
TypeSH
Market value$50.34M
2.17%
Sole
67.22K
Shared
0.00
None
0.00

AMERICAN CENTY ETF TR

SOLE
US QUALITY GROW
Shares362.36K
TypeSH
Market value$42.78M
1.85%
Sole
362.36K
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P TTL STK
Shares260.38K
TypeSH
Market value$42.77M
1.85%
Sole
260.38K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
ST STR PO EX ETF
Shares721.49K
TypeSH
Market value$36.36M
1.57%
Sole
721.49K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares100.43K
TypeSH
Market value$35.89M
1.55%
Sole
100.43K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares135.06K
TypeSH
Market value$32.19M
1.39%
Sole
135.06K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares105.92K
TypeSH
Market value$32.10M
1.39%
Sole
105.92K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares159.62K
TypeSH
Market value$31.94M
1.38%
Sole
159.62K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
MID CAP ETF
Shares395.97K
TypeSH
Market value$31.90M
1.38%
Sole
395.97K
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares507.76K
TypeSH
Market value$30.31M
1.31%
Sole
507.76K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INTER TERM TREAS
Shares488.91K
TypeSH
Market value$28.84M
1.24%
Sole
488.91K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares74.54K
TypeSH
Market value$27.80M
1.20%
Sole
74.54K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares354.43K
TypeSH
Market value$25.25M
1.09%
Sole
354.43K
Shared
0.00
None
0.00

ISHARES TR

SOLE
RUS 1000 GRW ETF
Shares195.91K
TypeSH
Market value$24.33M
1.05%
Sole
195.91K
Shared
0.00
None
0.00

FIDELITY COMWLTH TR

SOLE
NASDAQ COMPSIT
Shares235.51K
TypeSH
Market value$24.31M
1.05%
Sole
235.51K
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
VNG RUS1000GRW
Shares182.89K
TypeSH
Market value$23.37M
1.01%
Sole
182.89K
Shared
0.00
None
0.00

VANGUARD WHITEHALL FDS

SOLE
HIGH DIV YLD
Shares135.84K
TypeSH
Market value$21.47M
0.93%
Sole
135.84K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
NASDAQ CYB ETF
Shares221.11K
TypeSH
Market value$19.87M
0.86%
Sole
221.11K
Shared
0.00
None
0.00
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