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Christopher Foster

@Procyon Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$1.575BTotal holdings546
Assets growth rate7.57%Assets growth rate (2-Q avg)8.04%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Procyon Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 546 positions.

Assets under management

The assets under management (AUM) of Procyon Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.575B in assets, with a quarterly growth rate of 7.57% and a 2-quarter average growth rate of 8.04%. The portfolio is managed by Christopher Foster, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSXBoston Scientific Corp
Recent Activity
New Position
0.02%
$208,249
2,331 shares@ $89.34 avg price
AAAInvestment Managers Ser Tr I
Recent Activity
New Position
0.02%
$208,148
8,301 shares@ $25.08 avg price
DOWDow Inc
Recent Activity
New Position
0.02%
$200,892
5,006 shares@ $40.14 avg price
CBSHCommerce Bancshares Inc
Recent Activity
New Position
0.02%
$200,451
3,217 shares@ $62.31 avg price
PRMPerimeter Solutions Inc
Recent Activity
New Position
0.02%
$166,332
13,015 shares@ $12.79 avg price
8868⤦Tilray Brands Inc
Recent Activity
New Position
0.01%
$13,300↑ Call
10,000 shares@ $1.33 avg price