Procyon Advisors, LLC has submitted its latest 13F-HR report, revealing significant details about its investment holdings as of September 30, 2026. The filing indicates that the firm manages assets totaling over $2.36 billion. This report is crucial as it provides insight into the company's investment strategies and market positioning.
Procyon Advisors, based in Shelton, Connecticut, is an investment management firm that focuses on a diverse range of assets. The company was previously known as Procyon Private Wealth Partners, LLC, having undergone a name change in February 2020. The firm operates under the SEC file number 028-20175 and is incorporated in Delaware.
According to the filing, Procyon Advisors reported a total of 586 holdings, with a significant portion allocated to prominent companies across various sectors. Notable investments include:
"AMAZON COM INC - Value: $33,489,666, Shares: 134,416"
"JOHNSON & JOHNSON - Value: $7,922,938, Shares: 29,927"
"EBAY INC - Value: $5,413,585, Shares: 51,047"
This diverse portfolio reflects Procyon's strategic focus on both technology and healthcare sectors, which are known for their growth potential. The filing also indicates that the firm exercises sole investment discretion over its holdings, showcasing its active management approach.
The implications of this filing extend beyond Procyon Advisors itself. Other investment management firms and competitors will likely analyze these holdings to gauge market trends and investment strategies. With the total value of investments exceeding $2.36 billion, Procyon stands as a significant player in the investment management industry, particularly in the context of its diverse asset allocation.
As for the next steps, the filing does not specify any upcoming actions or changes in strategy. However, stakeholders will be keenly watching how Procyon Advisors adapts to market conditions and adjusts its portfolio in future filings.
For those interested in the details of the filing, the accession number is 0001951757-26-001734, and it can be accessed through the SEC's EDGAR database.