Procyon Advisors, LLC Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$188.3B

Holdings

1,204

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (1,204 positions)

#StockSharesValue% PortfolioType
101
ARMKARAMARK COM
17,579$397.0M0.21%
102
VMWEURVMWARE INC CL A COM
2,526$391.0M0.21%
103
PFEPFIZER INC COM
11,824$387.0M0.21%
104
PAYCPAYCOM SOFTWARE INC COM
1,236$383.0M0.20%
105
JBHTHUNT J B TRANS SVCS INC COM
3,161$380.0M0.20%
106
TFXTELEFLEX INCORPORATED COM
1,029$375.0M0.20%
107
NDQINVESCO QQQ TRUST
1,504$372.0M0.20%
108
SERVUSDSERVICEMASTER GLOBAL HLDGS INC COM
10,396$371.0M0.20%
109
DWDMORGAN STANLEY COM NEW
7,566$365.0M0.19%
110
BMYBRISTOL-MYERS SQUIBB CO COM
6,138$361.0M0.19%
111
4I1PHILIP MORRIS INTL INC COM
5,074$355.0M0.19%
112
LLYLILLY ELI & CO COM
2,145$352.0M0.19%
113
EDCONSOLIDATED EDISON INC COM
4,783$344.0M0.18%
114
ATRAPTARGROUP INC COM
3,057$342.0M0.18%
115
TSLATESLA INC COM
314$339.0M0.18%
116
ADBEADOBE INC COM
759$330.0M0.18%
117
XRAYDENTSPLY SIRONA INC COM
7,448$328.0M0.17%
118
ABTABBOTT LABS COM
3,534$323.0M0.17%
119
ACNACCENTURE PLC IRELAND SHS CLASS A
1,495$321.0M0.17%
120
BLKCHFBLACKROCK INC COM
589$320.0M0.17%
121
STZCONSTELLATION BRANDS INC CL A
1,827$320.0M0.17%
122
IWBISHARES RUSSELL 1000 ETF
1,850$318.0M0.17%
123
MOALTRIA GROUP INC COM
8,075$317.0M0.17%
124
FLOFLOWERS FOODS INC COM
13,898$311.0M0.17%
125
AZNASTRAZENECA PLC SPONSORED ADR
5,855$310.0M0.16%
126
SOSOUTHERN CO COM
5,952$309.0M0.16%
127
SPDR S&P 500 ETF
1,000$308.0M0.16%Put
128
ESPRESPERION THERAPEUTICS INC NEW COM
6,000$308.0M0.16%
129
TRUTRANSUNION COM
3,484$303.0M0.16%
130
CSLCARLISLE COS INC COM
2,442$292.0M0.16%
131
NDSNNORDSON CORP COM
1,506$286.0M0.15%
132
RPMRPM INTL INC COM
3,781$284.0M0.15%
133
SEICSEI INVTS CO COM
5,104$281.0M0.15%
134
CVSCVS HEALTH CORP COM
4,289$279.0M0.15%
135
MANHMANHATTAN ASSOCS INC COM
2,926$276.0M0.15%
136
RTXRAYTHEON TECHNOLOGIES CORP COM
4,433$273.0M0.14%
137
TECHBIO-TECHNE CORP COM
1,032$273.0M0.14%
138
FRCBFIRST REP BK SAN FRANCISCO CAL COM
2,553$271.0M0.14%
139
LIILENNOX INTL INC COM
1,164$271.0M0.14%
140
NEENEXTERA ENERGY INC COM
1,127$271.0M0.14%
141
NFLXNETFLIX INC COM
593$270.0M0.14%
142
GILDGILEAD SCIENCES INC COM
3,485$268.0M0.14%
143
NVSTENVISTA HOLDINGS CORPORATION COM
12,648$267.0M0.14%
144
VCSHVANGUARD SHORT-TERM CORPORATE BOND INDEX FUND
3,200$265.0M0.14%
145
SPGIS&P GLOBAL INC COM
799$263.0M0.14%
146
BRBROADRIDGE FINL SOLUTIONS INC COM
2,045$258.0M0.14%
147
SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF
5,000$258.0M0.14%
148
HXLHEXCEL CORP NEW COM
5,716$258.0M0.14%
149
GOOGALPHABET INC CAP STK CL C
181$256.0M0.14%
150
FDSFACTSET RESH SYS INC COM
779$256.0M0.14%
151
GEGENERAL ELECTRIC CO COM
36,853$252.0M0.13%
152
IMCBISHARES MORNINGSTAR MID-CAP ETF
1,333$246.0M0.13%
153
CNCCENTENE CORP DEL COM
3,854$245.0M0.13%
154
ULTAULTA BEAUTY INC COM
1,189$242.0M0.13%
155
SWKSTANLEY BLACK & DECKER INC COM
1,712$239.0M0.13%
156
NKENIKE INC CL B
2,436$239.0M0.13%
157
BDXBECTON DICKINSON & CO COM
995$238.0M0.13%
158
IYHISHARES U.S. HEALTHCARE ETF
1,100$237.0M0.13%
159
MRSHMARSH & MCLENNAN COS INC COM
2,202$236.0M0.13%
160
IBBISHARES NASDAQ BIOTECHNOLOGY INDEX FUND
1,714$234.0M0.12%
161
AMGNAMGEN INC COM
993$234.0M0.12%
162
BLKBBLACKBAUD INC COM
4,087$233.0M0.12%
163
COLMCOLUMBIA SPORTSWEAR CO COM
2,886$233.0M0.12%
164
XYZSQUARE INC CL A
2,210$232.0M0.12%
165
TSCOTRACTOR SUPPLY CO COM
1,758$232.0M0.12%
166
CHHCHOICE HOTELS INTL INC COM
2,898$229.0M0.12%
167
MKLMARKEL CORP COM
245$226.0M0.12%
168
DEDEERE & CO COM
1,432$225.0M0.12%
169
LSTRLANDSTAR SYS INC COM
1,995$224.0M0.12%
170
TRVTRAVELERS COMPANIES INC COM
1,954$223.0M0.12%
171
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
2,845$221.0M0.12%
172
SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
8,000$221.0M0.12%
173
BROBROWN & BROWN INC COM
5,433$221.0M0.12%
174
VWOVANGUARD FTSE EMERGING MARKETS ETF
5,543$220.0M0.12%
175
TRMBTRIMBLE INC COM
5,081$219.0M0.12%
176
UPSUNITED PARCEL SERVICE INC CL B
1,960$218.0M0.12%
177
NYTNEW YORK TIMES CO CL A
5,188$218.0M0.12%
178
BUWABIO RAD LABS INC CL A
481$217.0M0.12%
179
ITGARTNER INC COM
1,791$217.0M0.12%
180
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
3,704$210.0M0.11%
181
KMBKIMBERLY CLARK CORP COM
1,477$209.0M0.11%
182
IEXIDEX CORP COM
1,260$199.0M0.11%
183
AVGOBROADCOM INC COM
625$197.0M0.10%
184
STIPISHARES 0-5 YEAR TIPS BOND ETF
1,922$197.0M0.10%
185
WHRWHIRLPOOL CORP COM
1,511$196.0M0.10%
186
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
2,788$194.0M0.10%
187
FLIRFLIR SYS INC COM
4,746$193.0M0.10%
188
GVIISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
1,630$192.0M0.10%
189
QCOMQUALCOMM INC COM
2,091$191.0M0.10%
190
AXPAMERICAN EXPRESS CO COM
1,995$190.0M0.10%
191
ACWXISHARES MSCI ACWI EX US INDEX FUND
4,369$189.0M0.10%
192
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
2,881$189.0M0.10%
193
8CWCROWN CASTLE INTL CORP NEW COM
1,120$187.0M0.10%
194
CMGCHIPOTLE MEXICAN GRILL INC COM
178$187.0M0.10%
195
VAREURVARIAN MED SYS INC COM
1,508$185.0M0.10%
196
MMM3M CO COM
1,184$185.0M0.10%
197
GPNGLOBAL PMTS INC COM
1,086$184.0M0.10%
198
MDLZMONDELEZ INTL INC CL A
3,535$181.0M0.10%
199
DHRDANAHER CORPORATION COM
1,019$180.0M0.10%
200
IAA-WUSDIAA INC COM
4,655$180.0M0.10%
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