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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 20 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 USFD US FOODS HLDG CORP Consumer Defensive 2,247.0 $230K 0.01% NEW $102.25 +5.2%
382 MOS MOSAIC CO Basic Materials 10,838.0 $230K 0.01% NEW $21.19 +11.1%
383 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 777.0 $228K 0.01% NEW $293.25 +3.7%
384 CVNA CARVANA CO Consumer Cyclical 3,454.0 $227K 0.01% NEW $65.82 +14.0%
385 ARW ARROW ELECTRS INC Technology 1,062.0 $227K 0.01% NEW $213.41 -2.0%
386 HBAN HUNTINGTON BANCSHARES INC Financial Services 12,770.0 $226K 0.01% NEW $17.73 -4.7%
387 BKR BAKER HUGHES COMPANY Energy 4,074.0 $226K 0.01% NEW $55.50 +11.3%
388 SSNC SS&C TECH HLDGS Technology 3,643.0 $226K 0.01% NEW $62.05 +34.7%
389 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,784.0 $226K 0.01% NEW $81.15 -9.6%
390 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 2,950.0 $225K 0.01% NEW $76.39 +3.8%
391 OSK OSHKOSH CORP Industrials 1,467.0 $225K 0.01% NEW $153.48 +2.1%
392 PAYC PAYCOM SOFTWARE INC Technology 1,789.0 $225K 0.01% NEW $125.68 +89.2%
393 U HAUL HOLDING COMPANY 3,878.0 $224K 0.01% NEW $57.70
394 OTIS OTIS WORLDWIDE CORP Industrials 3,118.0 $223K 0.01% NEW $71.59 +0.1%
395 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,453.0 $223K 0.01% NEW $49.98 +6.5%
396 USB US BANCORP Financial Services 3,677.0 $222K 0.01% NEW $60.40 +3.4%
397 FANG DIAMONDBACK ENERGY INC Energy 1,261.0 $222K 0.01% NEW $175.78 +13.6%
398 MTRN MATERION CORP Basic Materials 745.0 $222K 0.01% NEW $297.39 -18.1%
399 HUBS HUBSPOT INC Technology 1,209.0 $221K 0.01% NEW $182.51 +38.9%
400 FOXA FOX CORP Communication Services 4,226.0 $220K 0.01% NEW $52.16 +31.4%
Page 20 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%