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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 8 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,376.0 $510K 0.02% NEW $370.46 -4.5%
142 INCY INCYTE CORP Healthcare 4,483.0 $508K 0.02% NEW $113.36 +12.7%
143 UPS UNITED PARCEL SVCS INC Industrials 4,726.0 $508K 0.02% NEW $107.50 -1.7%
144 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 6,476.0 $504K 0.02% NEW $77.87 -11.5%
145 ITW ILLINOIS TOOL WKS INC Industrials 1,863.0 $504K 0.02% NEW $270.48 +4.1%
146 CCI CROWN CASTLE INC Real Estate 6,529.0 $494K 0.02% NEW $75.73 -0.9%
147 PAL PROFICIENT AUTO LOGISTICS IN Industrials 72,296.0 $492K 0.02% NEW $6.81 -21.1%
148 ZM ZOOM COMMUNICATIONS INC Technology 5,697.0 $492K 0.02% NEW $86.31 +16.2%
149 NET CLOUDFLARE INC Technology 1,984.0 $487K 0.02% NEW $245.28 +25.7%
150 WMB WILLIAMS COS INC Energy 6,498.0 $483K 0.02% NEW $74.34 -0.2%
151 ALL ALLSTATE CORP Financial Services 2,014.0 $479K 0.02% NEW $237.94 +8.3%
152 ES EVERSOURCE ENERGY Utilities 6,625.0 $479K 0.02% NEW $72.27 -1.9%
153 IONQ IONQ INC Technology 8,953.0 $477K 0.02% NEW $53.26 -20.3%
154 MPC MARATHON PETE CORP Energy 1,860.0 $476K 0.02% NEW $255.70 +42.2%
155 EBAY EBAY INC. Consumer Cyclical 4,247.0 $475K 0.02% NEW $111.75 -8.5%
156 MCK MCKESSON CORP Healthcare 625.0 $472K 0.02% NEW $755.91 +17.8%
157 MKSI MKS INC. Technology 1,054.0 $469K 0.02% NEW $444.64 -39.1%
158 EMR EMERSON ELEC CO Industrials 3,243.0 $464K 0.02% NEW $143.16 +10.2%
159 BWA BORGWARNER INC Consumer Cyclical 6,966.0 $463K 0.02% NEW $66.40 -2.4%
160 MOH MOLINA HEALTHCARE INC Healthcare 2,015.0 $461K 0.02% NEW $228.70 -13.1%
Page 8 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%