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Portfolio (Quarterly) Guide ↗

Proficio Capital Partners LLC

· CIK 0001654175
13F Portfolio $2.8B AUM 691 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 461 New 148 Added 31 Reduced 18 Exited
Page 5 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 APH AMPHENOL CORP Technology 14,131.0 $2.5M 0.09% +10K +252.0% $176.31 -8.5%
82 WM WASTE MGMT INC DEL Industrials 10,976.0 $2.4M 0.09% +1K +15.5% $222.88 -2.3%
83 AMGN AMGEN INC Healthcare 6,520.0 $2.4M 0.09% +2K +54.0% $362.10 +20.7%
84 ABBV ABBVIE INC Healthcare 8,651.0 $2.2M 0.08% +8K +712.3% $251.63 +2.5%
85 RTX RTX CORPORATION Industrials 11,390.0 $2.2M 0.08% +8K +213.6% $189.73 +11.8%
86 ICSH ISHARES TR 39,325.0 $2.0M 0.07% +24K +149.3% $50.58 -0.1%
87 PH PARKER-HANNIFIN CORP Industrials 1,954.0 $1.9M 0.07% +1K +234.0% $978.04 +3.4%
88 NFLX NETFLIX INC. Communication Services 26,136.0 $1.9M 0.07% +19K +250.8% $71.40 +11.8%
89 MS MORGAN STANLEY Financial Services 8,753.0 $1.8M 0.07% +7K +331.6% $209.05 +2.8%
90 MA MASTERCARD INCORPORATED Financial Services 3,498.0 $1.8M 0.06% +3K +742.9% $513.56 +15.2%
91 CTA SIMPLIFY EXCHANGE TRADED FUN 68,581.0 $1.8M 0.06% +5K +8.3% $25.94 +5.9%
92 TOL TOLL BROTHERS INC Consumer Cyclical 10,182.0 $1.7M 0.06% +2K +21.3% $164.75 -11.9%
93 CB CHUBB LIMITED Financial Services 4,919.0 $1.7M 0.06% +4K +301.9% $340.76 -0.7%
94 PG PROCTER & GAMBLE CO Consumer Defensive 10,645.0 $1.6M 0.06% +8K +306.0% $146.64 -2.4%
95 LIN LINDE PLC Basic Materials 2,969.0 $1.5M 0.06% +2K +150.3% $518.95 -6.5%
96 URBN URBAN OUTFITTERS INC Consumer Cyclical 21,376.0 $1.5M 0.05% +2K +11.6% $70.86 +11.2%
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,954.0 $1.4M 0.05% +1K +95.0% $477.57 -10.5%
98 CVX CHEVRON CORPORATION Energy 8,330.0 $1.4M 0.05% +7K +423.6% $165.76 +20.4%
99 NEE NEXTERA ENERGY INC Utilities 15,519.0 $1.4M 0.05% +13K +465.4% $87.77 -4.9%
100 BXSL BLACKSTONE SECD LENDING FD Financial Services 56,557.0 $1.3M 0.05% +40K +248.9% $23.71 +4.3%
Page 5 of 8  ·  148 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 51.7%
Technology 21.2%
Consumer Cyclical 6.8%
Healthcare 5.2%
Industrials 5.1%
Communication Services 3.3%
Consumer Defensive 2.3%
Energy 1.6%
Basic Materials 1.1%
Real Estate 0.9%