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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 14 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PFE PFIZER INC Healthcare 13,440.0 $324K 0.01% NEW $24.08 +16.4%
262 DVN DEVON ENERGY CORP NEW Energy 7,745.0 $320K 0.01% NEW $41.32 +14.0%
263 MPWR MONOLITHIC PWR SYS INC Technology 230.0 $318K 0.01% NEW $1382.83 -5.2%
264 RYAM RAYONIER ADVANCED MATLS INC Basic Materials 40,439.0 $318K 0.01% NEW $7.86 +7.1%
265 ALGN ALIGN TECHNOLOGY INC Healthcare 1,883.0 $318K 0.01% NEW $168.66 -5.8%
266 CNA CNA FINL CORP Financial Services 6,499.0 $316K 0.01% NEW $48.61 +0.6%
267 GRMN GARMIN LTD Technology 1,328.0 $315K 0.01% NEW $237.47 +22.1%
268 MSI MOTOROLA SOLUTIONS INC Technology 757.0 $314K 0.01% NEW $415.11 +17.2%
269 NVR NVR INC Consumer Cyclical 46.0 $313K 0.01% NEW $6813.39 -6.6%
270 DLTR DOLLAR TREE INC Consumer Defensive 2,586.0 $313K 0.01% NEW $120.95 +5.0%
271 SMG SCOTTS MIRACLE-GRO CO Basic Materials 4,584.0 $312K 0.01% NEW $68.11 -11.0%
272 MIDD MIDDLEBY CORP Industrials 1,809.0 $311K 0.01% NEW $172.01 -34.0%
273 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,893.0 $311K 0.01% NEW $164.27 -5.3%
274 TEAM ATLASSIAN CORPORATION Technology 3,986.0 $310K 0.01% NEW $77.79 +138.6%
275 WEC WEC ENERGY GROUP INC Utilities 2,654.0 $310K 0.01% NEW $116.75 -9.0%
276 IDEV ISHARES TR 3,475.0 $309K 0.01% NEW $89.01 +4.8%
277 CAH CARDINAL HEALTH INC Healthcare 1,296.0 $308K 0.01% NEW $237.56 -1.0%
278 RNG RINGCENTRAL INC Technology 7,859.0 $306K 0.01% NEW $38.98 +75.8%
279 NRG NRG ENERGY INC Utilities 2,096.0 $306K 0.01% NEW $146.09 -21.7%
280 AMP AMERIPRISE FINL INC Financial Services 662.0 $304K 0.01% NEW $458.94 +21.1%
Page 14 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%