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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 6 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TXN TEXAS INSTRS INC Technology 4,435.0 $1.3M 0.05% +3K +328.1% $298.05 -10.6%
102 LMT LOCKHEED MARTIN CORP Industrials 2,510.0 $1.3M 0.05% +786.0 +45.6% $509.39 +10.6%
103 KYMR KYMERA THERAPEUTICS INC Healthcare 11,045.0 $1.3M 0.04% +200.0 +1.8% $114.67 +6.6%
104 AXP AMERICAN EXPRESS CO Financial Services 3,532.0 $1.2M 0.04% +2K +156.7% $338.27 -1.6%
105 NEM NEWMONT CORP Basic Materials 12,719.0 $1.2M 0.04% +5K +55.9% $93.40 +42.7%
106 JCI JOHNSON CONTROLS INTERNATION Industrials 7,827.0 $1.1M 0.04% +4K +127.9% $146.11 -2.4%
107 ETN EATON CORP PLC Industrials 2,596.0 $1.1M 0.04% +2K +352.3% $426.14 -2.0%
108 BSCQ INVESCO EXCH TRD SLF IDX FD 56,349.0 $1.1M 0.04% +560.0 +1.0% $19.52 -0.0%
109 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,874.0 $1.1M 0.04% +318.0 +20.4% $576.76 -8.3%
110 DE DEERE & CO Industrials 1,637.0 $1.0M 0.04% +984.0 +150.7% $634.29 -1.7%
111 COF CAPITAL ONE FINL CORP Financial Services 5,171.0 $1.0M 0.04% +4K +224.8% $200.62 +7.8%
112 IEMG ISHARES INC 12,371.0 $1.0M 0.04% +3K +31.3% $82.84 -0.6%
113 PSTG EVERPURE INC 12,863.0 $1.0M 0.04% +1K +12.1% $78.79
114 WPM WHEATON PRECIOUS METALS CORP Basic Materials 8,613.0 $967K 0.04% +313.0 +3.8% $112.32 +40.8%
115 IWM ISHARES TR 3,107.0 $934K 0.03% +668.0 +27.4% $300.45 -0.1%
116 ADP AUTOMATIC DATA PROCESSING IN Industrials 3,996.0 $895K 0.03% +3K +169.1% $223.95 +27.6%
117 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,929.0 $786K 0.03% +943.0 +18.9% $132.52 +3.8%
118 SPG SIMON PPTY GROUP INC NEW Real Estate 3,483.0 $779K 0.03% +2K +158.6% $223.65 -3.6%
119 BSCR INVESCO EXCH TRD SLF IDX FD 39,531.0 $775K 0.03% +415.0 +1.1% $19.62 +0.0%
120 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,313.0 $769K 0.03% +4K +6434.9% $178.22 +14.4%
Page 6 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%