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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 6 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SYK STRYKER CORPORATION Healthcare 2,086.0 $657K 0.02% NEW $314.79 +2.3%
102 MLI MUELLER INDS INC Industrials 5,333.0 $656K 0.02% NEW $122.93 -47.8%
103 FCX FREEPORT MCMORAN INC Basic Materials 10,403.0 $654K 0.02% NEW $62.89 +24.7%
104 MTCH MATCH GROUP INC NEW Communication Services 17,158.0 $653K 0.02% NEW $38.05 +8.3%
105 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 2,047.0 $650K 0.02% NEW $317.53 -10.3%
106 DDOG DATADOG INC Technology 2,471.0 $643K 0.02% NEW $260.36 -6.7%
107 CI THE CIGNA GROUP Healthcare 2,294.0 $632K 0.02% NEW $275.66 +0.7%
108 CRUS CIRRUS LOGIC INC Technology 4,196.0 $623K 0.02% NEW $148.53 -25.3%
109 PCG PG&E CORP Utilities 37,017.0 $623K 0.02% NEW $16.82 +6.7%
110 ONTO ONTO INNOVATION INC Technology 1,635.0 $619K 0.02% NEW $378.45 -22.7%
111 LOW LOWES COS INC Consumer Cyclical 2,806.0 $619K 0.02% NEW $220.47 -6.2%
112 NTRA NATERA INC Healthcare 2,272.0 $617K 0.02% NEW $271.45 +24.8%
113 CL COLGATE PALMOLIVE CO Consumer Defensive 6,630.0 $608K 0.02% NEW $91.68 -0.8%
114 VLO VALERO ENERGY CORP Energy 2,309.0 $601K 0.02% NEW $260.40 +33.1%
115 CLH CLEAN HARBORS INC Industrials 1,996.0 $596K 0.02% NEW $298.75 +4.4%
116 BIIB BIOGEN INC Healthcare 2,701.0 $584K 0.02% NEW $216.06 +2.5%
117 ENS ENERSYS Industrials 2,470.0 $578K 0.02% NEW $233.82 -18.3%
118 REGN REGENERON PHARMACEUTICALS Healthcare 909.0 $567K 0.02% NEW $623.54 +29.5%
119 ROST ROSS STORES INC Consumer Cyclical 2,639.0 $562K 0.02% NEW $212.83 +8.0%
120 UAL UNITED AIRLS HLDGS INC Industrials 4,129.0 $562K 0.02% NEW $135.99 -17.4%
Page 6 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%