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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 2 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INTC INTEL CORP Technology 19,015.0 $2.7M 0.10% NEW $139.63 -35.1%
22 GLD PUT SPDR GOLD TR Financial Services 1,895.0 $2.7M 0.10% NEW $1400.00 -70.0%
23 CPER UNITED STS COMMODITY INDEX F Financial Services 65,820.0 $2.5M 0.09% NEW $37.73 +5.8%
24 TRULIEVE CANNABIS CORP 201,931.0 $2.0M 0.07% NEW $9.83
25 UNH UNITEDHEALTH GROUP INC Healthcare 4,748.0 $2.0M 0.07% NEW $415.63 -4.8%
26 SNDK SANDISK CORP Technology 812.0 $1.8M 0.07% NEW $2273.73 -35.0%
27 GE GE AEROSPACE Industrials 4,936.0 $1.8M 0.07% NEW $373.72 -7.5%
28 WDC WESTERN DIGITAL CORP Technology 2,874.0 $1.8M 0.07% NEW $638.72 -28.8%
29 COP CONOCOPHILLIPS Energy 17,604.0 $1.8M 0.07% NEW $103.96 +23.9%
30 QCOM QUALCOMM INC Technology 9,836.0 $1.8M 0.07% NEW $184.79 -11.5%
31 KLAC KLA CORP Technology 5,988.0 $1.8M 0.07% NEW $301.72 -39.3%
32 GEV GE VERNOVA INC Utilities 1,448.0 $1.7M 0.06% NEW $1174.86 -19.0%
33 GM GENERAL MTRS CO Consumer Cyclical 20,786.0 $1.6M 0.06% NEW $77.08 +11.7%
34 BAC BANK OF AMER CORP Financial Services 27,157.0 $1.5M 0.06% NEW $56.98 +7.6%
35 KO COCA COLA CO Consumer Defensive 19,029.0 $1.5M 0.06% NEW $81.27 +9.8%
36 PERSHING SQUARE INC 44,400.0 $1.5M 0.05% NEW $32.86
37 AZN ASTRAZENECA PLC Healthcare 7,518.0 $1.4M 0.05% NEW $189.62 -13.4%
38 JBHT HUNT J B TRANS SVCS INC Industrials 4,874.0 $1.4M 0.05% NEW $289.43 -9.5%
39 CNC CENTENE CORP DEL Healthcare 21,560.0 $1.4M 0.05% NEW $64.19 +1.7%
40 CEREBRAS SYSTEMS INC 6,258.0 $1.4M 0.05% NEW $221.00
Page 2 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%