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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 16 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PLXS PLEXUS CORP Technology 962.0 $289K 0.01% NEW $300.67 -18.4%
302 SYF SYNCHRONY FINANCIAL Financial Services 3,803.0 $289K 0.01% NEW $76.05 +5.1%
303 BURL BURLINGTON STORES INC Consumer Cyclical 911.0 $289K 0.01% NEW $316.80 -8.5%
304 GFS GLOBALFOUNDRIES INC Technology 3,501.0 $289K 0.01% NEW $82.41 -43.8%
305 MMM 3M CO Industrials 1,777.0 $288K 0.01% NEW $161.91 +10.5%
306 LAMR LAMAR ADVERTISING CO Real Estate 1,832.0 $286K 0.01% NEW $155.98 -3.5%
307 VTRS VIATRIS INC Healthcare 17,898.0 $284K 0.01% NEW $15.88 +6.4%
308 IRM IRON MTN INC DEL Real Estate 2,229.0 $282K 0.01% NEW $126.33 -2.9%
309 IEX IDEX CORP Industrials 1,240.0 $281K 0.01% NEW $226.95 +3.1%
310 WCC WESCO INTL INC Industrials 813.0 $281K 0.01% NEW $345.48 +1.5%
311 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,271.0 $280K 0.01% NEW $123.14 +30.9%
312 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 919.0 $277K 0.01% NEW $301.03 -21.4%
313 YETI YETI HLDGS INC Consumer Cyclical 5,580.0 $277K 0.01% NEW $49.56 -15.6%
314 VLYPN VALLEY NATL BANCORP 18,838.0 $276K 0.01% NEW $14.65
315 BLOCK INC 3,623.0 $275K 0.01% NEW $76.00
316 VICR VICOR CORP Technology 725.0 $275K 0.01% NEW $379.78 -46.4%
317 WAB WABTEC Industrials 1,016.0 $274K 0.01% NEW $269.70 +10.2%
318 NWSA NEWS CORP NEW Communication Services 11,019.0 $274K 0.01% NEW $24.83 +25.6%
319 SPSC SPS COMM INC Technology 4,773.0 $273K 0.01% NEW $57.17 +47.3%
320 MET METLIFE INC Financial Services 3,209.0 $272K 0.01% NEW $84.61 +13.8%
Page 16 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%