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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 17 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BALL BALL CORP Consumer Cyclical 4,351.0 $272K 0.01% NEW $62.40 +1.6%
322 ITT ITT INC Industrials 1,368.0 $270K 0.01% NEW $197.70 +5.2%
323 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 5,181.0 $270K 0.01% NEW $52.17 -0.9%
324 ADSK AUTODESK INC Technology 1,386.0 $269K 0.01% NEW $194.42 +39.2%
325 AKAM AKAMAI TECHNOLOGIES INC Technology 2,278.0 $269K 0.01% NEW $118.21 -5.9%
326 ON ON SEMICONDUCTOR CORP Technology 2,844.0 $269K 0.01% NEW $94.54 -20.9%
327 NNN NNN REIT INC Real Estate 5,778.0 $269K 0.01% NEW $46.53 -2.6%
328 NFG NATIONAL FUEL GAS CO Energy 3,480.0 $269K 0.01% NEW $77.21 +7.3%
329 OKE ONEOK INC NEW Energy 3,089.0 $269K 0.01% NEW $86.93 +9.0%
330 VMI VALMONT INDS INC Industrials 464.0 $268K 0.01% NEW $577.60 -16.8%
331 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,499.0 $268K 0.01% NEW $178.59 +0.7%
332 AMT AMERICAN TOWER CORP Real Estate 1,634.0 $267K 0.01% NEW $163.57 +6.5%
333 KMI KINDER MORGAN INC DEL Energy 8,345.0 $267K 0.01% NEW $31.97 -1.3%
334 UNM UNUM GROUP Financial Services 2,977.0 $266K 0.01% NEW $89.40 +3.4%
335 TFC TRUIST FINL CORP Financial Services 5,339.0 $266K 0.01% NEW $49.82 +1.0%
336 VOYG VOYAGER TECHNOLOGIES INC Industrials 8,244.0 $266K 0.01% NEW $32.25 +7.7%
337 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,358.0 $266K 0.01% NEW $112.74 +14.6%
338 EXC EXELON CORP Utilities 5,700.0 $266K 0.01% NEW $46.62 -5.7%
339 RMD RESMED INC Healthcare 1,363.0 $266K 0.01% NEW $194.88 +21.0%
340 HOOD ROBINHOOD MKTS INC Financial Services 2,643.0 $265K 0.01% NEW $100.28 +9.5%
Page 17 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%