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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 15 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MDT MEDTRONIC PLC Healthcare 3,882.0 $304K 0.01% NEW $78.23 +15.0%
282 IQVIA HLDGS INC 1,566.0 $303K 0.01% NEW $193.22
283 GWW WW GRAINGER INC Industrials 222.0 $302K 0.01% NEW $1361.54 -3.0%
284 COIN COINBASE GLOBAL INC Financial Services 2,066.0 $302K 0.01% NEW $146.19 +30.5%
285 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 4,260.0 $302K 0.01% NEW $70.88 +4.9%
286 MUSA MURPHY USA INC Consumer Cyclical 560.0 $302K 0.01% NEW $538.92 -5.5%
287 EPR EPR PPTYS Real Estate 5,179.0 $300K 0.01% NEW $58.01 +2.8%
288 TREX TREX INC Industrials 5,987.0 $300K 0.01% NEW $50.04 -7.9%
289 OC OWENS CORNING NEW Industrials 1,882.0 $299K 0.01% NEW $158.96 -9.6%
290 HONEYWELL INTL INC 1,334.0 $299K 0.01% NEW $223.90
291 MRNA MODERNA INC Healthcare 4,251.0 $298K 0.01% NEW $70.03 +103.9%
292 TRGP TARGA RES CORP Energy 1,100.0 $295K 0.01% NEW $268.22 +7.7%
293 HONEYWELL AEROSPACE INC 1,334.0 $295K 0.01% NEW $221.08
294 ECPG ENCORE CAP GROUP INC Financial Services 3,159.0 $295K 0.01% NEW $93.29 +9.3%
295 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,713.0 $294K 0.01% NEW $79.22 +9.6%
296 NTRS NORTHERN TR CORP Financial Services 1,688.0 $293K 0.01% NEW $173.84 +7.2%
297 VRSK VERISK ANALYTICS INC Industrials 1,629.0 $292K 0.01% NEW $179.54 +6.4%
298 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,201.0 $291K 0.01% NEW $31.61 +9.8%
299 ORI OLD REP INTL CORP Financial Services 7,106.0 $291K 0.01% NEW $40.92 +3.2%
300 EOG EOG RES INC Energy 2,241.0 $291K 0.01% NEW $129.73 +11.4%
Page 15 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%