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Portfolio (Quarterly) Guide ↗

Proficio Capital Partners LLC

· CIK 0001654175
13F Portfolio $1.9B AUM 248 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 58 Added 56 Reduced 31 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BSCR INVESCO EXCH TRD SLF IDX FD 39,116.0 $768K 0.04% +404.0 +1.0% $19.63 -0.1%
42 NFLX NETFLIX INC. Communication Services 7,450.0 $716K 0.04% +167.0 +2.3% $96.15 -7.9%
43 PSTG EVERPURE INC Technology 11,480.0 $678K 0.04% +3K +34.7% $59.04 +47.7%
44 VGK VANGUARD INTL EQUITY INDEX F 7,400.0 $610K 0.03% +1K +18.9% $82.43 +7.3%
45 IWM ISHARES TR 2,439.0 $605K 0.03% +2K +192.4% $248.03 +15.0%
46 LIN LINDE PLC Basic Materials 1,186.0 $588K 0.03% +7.0 +0.6% $495.69 +4.4%
47 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,515.0 $512K 0.03% +76.0 +5.3% $337.95 +19.7%
48 APH AMPHENOL CORP Technology 4,014.0 $507K 0.03% +111.0 +2.8% $126.36 +4.5%
49 CAT CATERPILLAR INC Industrials 713.0 $505K 0.03% +5.0 +0.7% $708.37 +24.2%
50 SNDA SONIDA SENIOR LIVING INC Healthcare 14,047.0 $453K 0.02% +1K +11.4% $32.25 +14.8%
51 DBMF LITMAN GREGORY FDS TR 12,766.0 $390K 0.02% +980.0 +8.3% $30.54 +1.8%
52 DE DEERE & CO Industrials 653.0 $368K 0.02% +7.0 +1.1% $563.30 -6.1%
53 JNJ JOHNSON & JOHNSON Healthcare 1,475.0 $360K 0.02% +35.0 +2.4% $244.36 -4.1%
54 BROOKFIELD ASSET MANAGMT LTD 6,483.0 $288K 0.01% +44.0 +0.7% $44.45
55 BKNG BOOKING HOLDINGS INC Consumer Cyclical 66.0 $278K 0.01% +1.0 +1.5% $4211.53 -96.2%
56 NEE NEXTERA ENERGY INC Utilities 2,745.0 $255K 0.01% +19.0 +0.7% $92.88 -4.7%
57 ABBV ABBVIE INC Healthcare 1,065.0 $232K 0.01% +31.0 +3.0% $217.44 -0.8%
58 DLHC DLH HLDGS CORP Industrials 38,311.0 $223K 0.01% +4K +10.1% $5.82 -4.6%
Page 3 of 3  ·  58 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
Financial Services 75.1%
Technology 10.7%
Consumer Cyclical 4.0%
Communication Services 3.5%
Healthcare 1.8%
Consumer Defensive 1.6%
Industrials 1.4%
Energy 0.8%
Basic Materials 0.7%
Real Estate 0.4%