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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 13 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,866.0 $354K 0.01% NEW $123.44 -5.3%
242 FDS FACTSET RESH SYS INC Financial Services 1,531.0 $352K 0.01% NEW $230.08 +32.3%
243 KRC KILROY REALTY CORP Real Estate 9,367.0 $351K 0.01% NEW $37.47 -2.1%
244 PCTY PAYLOCITY HLDG CORP Technology 3,330.0 $348K 0.01% NEW $104.53 +51.3%
245 BK BANK OF NY MELLON CORP Financial Services 2,397.0 $347K 0.01% NEW $144.60 -0.6%
246 DKNG DRAFTKINGS INC NEW Consumer Cyclical 13,635.0 $344K 0.01% NEW $25.26 -4.1%
247 HCA HCA HEALTHCARE INC Healthcare 881.0 $343K 0.01% NEW $389.72 +7.6%
248 DUK DUKE ENERGY CORP NEW Utilities 2,698.0 $341K 0.01% NEW $126.57 -4.5%
249 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,520.0 $341K 0.01% NEW $96.89 +5.7%
250 CEG CONSTELLATION ENERGY CORP Utilities 1,373.0 $341K 0.01% NEW $248.36 +13.7%
251 WBD WARNER BROS DISCOVERY INC Communication Services 12,747.0 $340K 0.01% NEW $26.66 +8.3%
252 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,163.0 $338K 0.01% NEW $290.59 -9.8%
253 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12,767.0 $336K 0.01% NEW $26.35 +4.1%
254 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,040.0 $336K 0.01% NEW $47.68 -2.9%
255 VIKING HOLDINGS LTD 3,199.0 $335K 0.01% NEW $104.67
256 F FORD MTR CO Consumer Cyclical 23,944.0 $333K 0.01% NEW $13.90 +0.4%
257 RBLX ROBLOX CORP Technology 6,116.0 $333K 0.01% NEW $54.38 -29.8%
258 DOCU DOCUSIGN INC Technology 7,409.0 $329K 0.01% NEW $44.42 +43.6%
259 CHTR CHARTER COMMUNICATIONS INC Communication Services 2,312.0 $329K 0.01% NEW $142.21 +4.3%
260 ESS ESSEX PPTY TR INC Real Estate 1,124.0 $328K 0.01% NEW $291.48 -3.7%
Page 13 of 24  ·  461 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%