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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 21 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IOO ISHARES TR 1,600.0 $219K 0.01% NEW $136.60 +5.8%
402 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,057.0 $218K 0.01% NEW $206.01 +3.1%
403 AYI ACUITY INC Industrials 578.0 $218K 0.01% NEW $376.66 -9.6%
404 GLOBUS MED INC 2,755.0 $218K 0.01% NEW $79.01
405 FICO FAIR ISAAC CORP Technology 181.0 $216K 0.01% NEW $1194.78 -3.5%
406 AFRM AFFIRM HLDGS INC Technology 2,647.0 $216K 0.01% NEW $81.55 -6.5%
407 PYPL PAYPAL HLDGS INC Financial Services 4,954.0 $214K 0.01% NEW $43.18 +42.2%
408 KHC KRAFT HEINZ CO Consumer Defensive 9,033.0 $213K 0.01% NEW $23.62 +6.3%
409 STLD STEEL DYNAMICS INC Basic Materials 928.0 $213K 0.01% NEW $229.50 +2.5%
410 HST HOST HOTELS & RESORTS INC Real Estate 8,949.0 $212K 0.01% NEW $23.71 -5.2%
411 LEG LEGGETT & PLATT INC Consumer Cyclical 18,108.0 $212K 0.01% NEW $11.71 -21.4%
412 SPEM SPDR INDEX SHS FDS 4,062.0 $210K 0.01% NEW $51.78 +2.0%
413 CWEN CLEARWAY ENERGY INC Utilities 6,144.0 $210K 0.01% NEW $34.18 -5.0%
414 BKU BANKUNITED INC Financial Services 4,330.0 $210K 0.01% NEW $48.45 -3.8%
415 AGL AGILON HEALTH INC Healthcare 1,957.0 $210K 0.01% NEW $107.18 -11.3%
416 ED CONSOLIDATED EDISON INC Utilities 1,888.0 $209K 0.01% NEW $110.60 -3.2%
417 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,366.0 $208K 0.01% NEW $47.74 -10.8%
418 PPL PPL CORP Utilities 5,725.0 $208K 0.01% NEW $36.35 -5.0%
419 SF STIFEL FINL CORP Financial Services 2,979.0 $208K 0.01% NEW $69.77 +15.6%
420 G GENPACT LIMITED Technology 7,530.0 $207K 0.01% NEW $27.50 +36.8%
Page 21 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%