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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 19 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 GIS GENERAL MILLS INC Consumer Defensive 7,077.0 $246K 0.01% NEW $34.80 +16.2%
362 COOPER COS INC 3,419.0 $245K 0.01% NEW $71.71
363 PCAR PACCAR INC Industrials 2,040.0 $245K 0.01% NEW $120.11 +5.4%
364 HRB BLOCK H & R INC Consumer Cyclical 6,422.0 $245K 0.01% NEW $38.08 +37.9%
365 EME EMCOR GROUP INC Industrials 294.0 $244K 0.01% NEW $830.46 -6.7%
366 DASH DOORDASH INC Communication Services 1,317.0 $243K 0.01% NEW $184.53 +25.7%
367 CPRT COPART INC Industrials 8,548.0 $241K 0.01% NEW $28.19 +16.2%
368 LBRT LIBERTY ENERGY INC Energy 9,151.0 $240K 0.01% NEW $26.19 -26.5%
369 PKG PACKAGING CORP AMER Consumer Cyclical 1,004.0 $239K 0.01% NEW $238.28 +2.3%
370 RBRK RUBRIK INC. Technology 2,979.0 $239K 0.01% NEW $80.28 +33.3%
371 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 954.0 $238K 0.01% NEW $249.98 -6.8%
372 VST VISTRA CORP Utilities 1,503.0 $238K 0.01% NEW $158.63 -11.9%
373 HEICO CORP NEW 913.0 $235K 0.01% NEW $257.91
374 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 3,061.0 $234K 0.01% NEW $76.43 -6.2%
375 GDDY GODADDY INC Technology 2,754.0 $234K 0.01% NEW $84.88 +14.3%
376 RGLD ROYAL GOLD INC Basic Materials 1,170.0 $234K 0.01% NEW $199.61 +34.7%
377 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,208.0 $233K 0.01% NEW $193.23 +3.6%
378 AFL AFLAC INC Financial Services 1,979.0 $232K 0.01% NEW $117.27 -0.6%
379 SRE SEMPRA Utilities 2,498.0 $232K 0.01% NEW $92.72 -8.6%
380 AIP ARTERIS INC Technology 4,745.0 $231K 0.01% NEW $48.59 -51.4%
Page 19 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%