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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 8 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5,230.0 $382K 0.01% +515.0 +10.9% $72.99 +5.0%
142 LLYVA LIBERTY LIVE HOLDINGS INC 3,406.0 $345K 0.01% +1K +43.4% $101.26
143 ROP ROPER TECHNOLOGIES INC Industrials 984.0 $333K 0.01% +104.0 +11.8% $338.39 +24.0%
144 NVS NOVARTIS AG Healthcare 2,058.0 $323K 0.01% +574.0 +38.7% $156.72 -1.0%
145 BROOKFIELD ASSET MANAGMT LTD 7,148.0 $321K 0.01% +665.0 +10.3% $44.85
146 REGCO REGENCY CTRS CORP 3,833.0 $306K 0.01% +1K +36.9% $79.74
147 SCI SERVICE CORP INTL Consumer Cyclical 3,658.0 $278K 0.01% +226.0 +6.6% $75.96 +10.9%
148 GROW U S GLOBAL INVS INC Financial Services 54,578.0 $170K 0.01% +11K +24.6% $3.12 +7.7%
Page 8 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%