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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 7 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,267.0 $761K 0.03% +1K +46.2% $233.07 +2.9%
122 MYCH SSGA ACTIVE TR 30,072.0 $749K 0.03% +305.0 +1.0% $24.91 -0.1%
123 COKE COCA COLA CONS INC Consumer Defensive 3,913.0 $747K 0.03% +2K +71.8% $190.94 +1.9%
124 AIG AMERICAN INTL GROUP INC Financial Services 9,979.0 $744K 0.03% +5K +82.8% $74.53 +2.8%
125 GL GLOBE LIFE INC Financial Services 4,112.0 $735K 0.03% +451.0 +12.3% $178.68 -1.9%
126 INTU INTUIT Technology 2,814.0 $734K 0.03% +2K +481.4% $260.96 +33.5%
127 TDG TRANSDIGM GROUP INC Industrials 532.0 $709K 0.03% +352.0 +195.6% $1332.88 -10.9%
128 MRSH MARSH & MCLENNAN COS INC Financial Services 4,171.0 $695K 0.03% +3K +228.7% $166.66 +13.5%
129 VMC VULCAN MATLS CO Basic Materials 2,266.0 $668K 0.02% +631.0 +38.6% $294.98 -6.5%
130 SIVR ABRDN SILVER ETF TRUST Financial Services 10,990.0 $618K 0.02% +1K +11.1% $56.22 +17.4%
131 NNI NELNET INC Financial Services 4,552.0 $607K 0.02% +112.0 +2.5% $133.33 -4.4%
132 FLEX FLEX LTD Technology 3,371.0 $546K 0.02% +224.0 +7.1% $162.07 -29.0%
133 DBMF LITMAN GREGORY FDS TR 17,536.0 $537K 0.02% +5K +37.4% $30.61 +2.1%
134 MEDP MEDPACE HLDGS INC Healthcare 910.0 $482K 0.02% +263.0 +40.6% $529.59 +16.1%
135 IWY ISHARES TR 1,565.0 $455K 0.02% +40.0 +2.6% $290.62 -0.5%
136 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,712.0 $448K 0.02% +578.0 +51.0% $261.42 +29.8%
137 J JACOBS SOLUTIONS INC Industrials 3,331.0 $420K 0.01% +711.0 +27.1% $126.01 +19.0%
138 IWF ISHARES TR 3,280.0 $407K 0.01% +3K +331.6% $124.17 -0.3%
139 VO VANGUARD INDEX FDS 4,996.0 $403K 0.01% +4K +321.6% $80.57 +3.1%
140 BUR BURFORD CAPITAL LIMITED Financial Services 95,106.0 $390K 0.01% +12K +15.1% $4.10 +6.0%
Page 7 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%