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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 7 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GD GENERAL DYNAMICS CORP Industrials 1,577.0 $559K 0.02% NEW $354.18 +7.8%
122 AON AON PLC Financial Services 1,680.0 $557K 0.02% NEW $331.78 +5.5%
123 GILD GILEAD SCIENCES INC Healthcare 4,405.0 $557K 0.02% NEW $126.35 +17.2%
124 CBRE CBRE GROUP INC Real Estate 4,101.0 $552K 0.02% NEW $134.69 +10.1%
125 QBTS D-WAVE QUANTUM INC Technology 22,898.0 $549K 0.02% NEW $23.99 -25.1%
126 T AT&T INC Communication Services 26,527.0 $549K 0.02% NEW $20.70 +23.1%
127 CARR CARRIER GLOBAL CORPORATION Industrials 7,478.0 $548K 0.02% NEW $73.35 -19.7%
128 SHW SHERWIN WILLIAMS CO Basic Materials 1,591.0 $548K 0.02% NEW $344.25 +0.8%
129 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,400.0 $542K 0.02% NEW $386.79 +3.4%
130 CRC CALIFORNIA RES CORP Energy 10,218.0 $540K 0.02% NEW $52.87 -0.2%
131 DT DYNATRACE INC Technology 12,197.0 $536K 0.02% NEW $43.91 +21.3%
132 PODD INSULET CORP Healthcare 3,517.0 $535K 0.02% NEW $152.25 -6.3%
133 CF CF INDUSTRIES HOLD Basic Materials 4,928.0 $534K 0.02% NEW $108.27 +14.3%
134 VZ VERIZON COMMUNICATIONS INC Communication Services 12,551.0 $531K 0.02% NEW $42.34 +17.5%
135 ROKU ROKU INC Communication Services 3,825.0 $528K 0.02% NEW $138.14 +14.1%
136 CFG CITIZENS FINL GROUP INC Financial Services 7,513.0 $526K 0.02% NEW $70.07 +0.2%
137 PGR PROGRESSIVE CORP Financial Services 2,401.0 $525K 0.02% NEW $218.49 -0.4%
138 PLD PROLOGIS INC. Real Estate 3,870.0 $524K 0.02% NEW $135.46 +4.9%
139 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,580.0 $522K 0.02% NEW $45.11 +21.3%
140 LITE LUMENTUM HLDGS INC Technology 606.0 $520K 0.02% NEW $858.12 +9.5%
Page 7 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%