BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 3 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TECHNIPFMC PLC 19,625.0 $1.3M 0.05% NEW $66.30
42 CMI CUMMINS INC Industrials 1,742.0 $1.2M 0.04% NEW $713.03 -18.9%
43 FORTINET INC 7,990.0 $1.2M 0.04% NEW $153.62
44 WFC WELLS FARGO & CO Financial Services 14,276.0 $1.2M 0.04% NEW $82.64 +3.1%
45 CIEN CIENA CORP Technology 2,342.0 $1.1M 0.04% NEW $490.62 -17.6%
46 WELL WELLTOWER INC Real Estate 4,862.0 $1.1M 0.04% NEW $226.97 +6.5%
47 ABT ABBOTT LABORATORIES Healthcare 12,158.0 $1.1M 0.04% NEW $90.74 +25.8%
48 TGT TARGET CORP Consumer Defensive 8,383.0 $1.1M 0.04% NEW $130.61 +25.6%
49 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,184.0 $1.1M 0.04% NEW $496.73 +10.2%
50 ANET ARISTA NETWORKS INC Technology 6,378.0 $1.1M 0.04% NEW $169.88 +19.1%
51 FDX FEDEX CORP Industrials 3,438.0 $1.1M 0.04% NEW $313.09 +7.3%
52 PLTR PALANTIR TECHNOLOGIES INC Technology 9,206.0 $1.1M 0.04% NEW $116.67 +52.1%
53 ORCL ORACLE CORP Technology 7,228.0 $1.1M 0.04% NEW $146.55 +1.6%
54 CVS CVS HEALTH CORP Healthcare 10,072.0 $1.0M 0.04% NEW $103.45 -8.8%
55 PM PHILIP MORRIS INTL INC Consumer Defensive 5,720.0 $1.0M 0.04% NEW $180.91 +7.3%
56 GLW CORNING INC Technology 3,974.0 $1.0M 0.04% NEW $255.44 -40.2%
57 TJX TJX COS INC NEW Consumer Cyclical 6,685.0 $1.0M 0.04% NEW $151.51 -9.7%
58 CDNS CADENCE DESIGN SYSTEM INC Technology 2,607.0 $978K 0.04% NEW $375.32 -10.8%
59 MRVL MARVELL TECHNOLOGY INC Technology 3,281.0 $977K 0.04% NEW $297.88 -17.7%
60 DAL DELTA AIR LINES INC Industrials 10,331.0 $968K 0.04% NEW $93.66 -11.3%
Page 3 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%