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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 23 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 MPT MEDICAL PROPERTIES TRUST INC Financial Services 30,544.0 $141K 0.01% NEW $4.62 -12.4%
442 PD PAGERDUTY INC Technology 13,355.0 $129K 0.01% NEW $9.65 +31.4%
443 RXT RACKSPACE TECHNOLOGY INC Technology 18,256.0 $119K 0.00% NEW $6.53 -47.9%
444 SPT SPROUT SOCIAL INC Technology 15,735.0 $119K 0.00% NEW $7.55 +46.0%
445 TDOC TELADOC HEALTH INC Healthcare 12,528.0 $106K 0.00% NEW $8.48 -25.1%
446 NEXT NEXTDECADE CORP Energy 13,109.0 $99K 0.00% NEW $7.54 -0.4%
447 SG SWEETGREEN INC Consumer Cyclical 11,198.0 $99K 0.00% NEW $8.81 -23.6%
448 PCT PURECYCLE TECHNOLOGIES INC Industrials 11,240.0 $91K 0.00% NEW $8.11 -17.9%
449 OEC ORION S.A. Basic Materials 13,433.0 $89K 0.00% NEW $6.63 -5.7%
450 NWL NEWELL BRANDS INC Consumer Defensive 13,494.0 $83K 0.00% NEW $6.14 -4.8%
451 ADT ADT INC DEL Industrials 11,910.0 $77K 0.00% NEW $6.50 +14.4%
452 FATE FATE THERAPEUTICS INC Healthcare 26,252.0 $71K 0.00% NEW $2.70 -6.7%
453 PTON PELOTON INTERACTIVE INC Consumer Cyclical 10,079.0 $60K 0.00% NEW $5.91 -9.2%
454 EXPI AGNT INC Real Estate 10,456.0 $57K 0.00% NEW $5.41 -12.6%
455 KOS KOSMOS ENERGY LTD Energy 12,836.0 $27K 0.00% NEW $2.11 +36.7%
456 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 16,453.0 $24K 0.00% NEW $1.45 -29.3%
457 JELD JELD-WEN HLDG INC Industrials 12,322.0 $18K 0.00% NEW $1.50 +47.7%
458 AKBA AKEBIA THREAPEUTICS INC Healthcare 12,725.0 $15K 0.00% NEW $1.14 -17.5%
459 TEADS HLDG CO 16,983.0 $13K NEW $0.77
460 HAIN HAIN CELESTIAL GROUP INC Consumer Defensive 21,147.0 $12K NEW $0.56 +30.6%
Page 23 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%