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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 22 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,082.0 $207K 0.01% NEW $34.00 +9.0%
422 GAP GAP INC Consumer Cyclical 11,057.0 $207K 0.01% NEW $18.68 +13.2%
423 EWBC EAST WEST BANCORP INC Financial Services 1,594.0 $206K 0.01% NEW $129.09 +0.1%
424 CRH PLC 1,915.0 $205K 0.01% NEW $107.00
425 HEI HEICO CORP NEW Industrials 575.0 $205K 0.01% NEW $356.19 -5.6%
426 D DOMINION ENERGY INC Utilities 2,991.0 $204K 0.01% NEW $68.29 -3.0%
427 EXPAND ENERGY CORPORATION 2,226.0 $203K 0.01% NEW $91.19
428 ET ENERGY TRANSFER L P Energy 10,613.0 $203K 0.01% NEW $19.12 +11.1%
429 DGX QUEST DIAGNOSTICS INC Healthcare 957.0 $203K 0.01% NEW $212.03 +16.2%
430 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 2,355.0 $202K 0.01% NEW $85.75 +3.9%
431 VCIT VANGUARD SCOTTSDALE FDS 2,436.0 $201K 0.01% NEW $82.65 -1.4%
432 PRU PRUDENTIAL FINL INC Financial Services 1,863.0 $201K 0.01% NEW $107.93 +11.3%
433 Q QNITY ELECTRONICS INC Technology 1,231.0 $201K 0.01% NEW $163.31 -22.2%
434 OXY OCCIDENTAL PETE CORP Energy 4,130.0 $201K 0.01% NEW $48.57 +20.9%
435 CAG CONAGRA BRANDS INC Consumer Defensive 14,686.0 $198K 0.01% NEW $13.46 +19.2%
436 S SENTINELONE INC Technology 11,116.0 $189K 0.01% NEW $16.97 +31.8%
437 VFC V F CORP Consumer Cyclical 11,050.0 $184K 0.01% NEW $16.68 -17.4%
438 TNDM TANDEM DIABETES CARE INC Healthcare 11,897.0 $180K 0.01% NEW $15.09 +44.5%
439 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 16,571.0 $175K 0.01% NEW $10.57 +8.8%
440 NVCR NOVOCURE LTD Healthcare 10,691.0 $162K 0.01% NEW $15.15 +19.3%
Page 22 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%