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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 9 of 24  ·  461 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,386.0 $458K 0.02% NEW $330.46 -1.4%
162 DG DOLLAR GEN CORP Consumer Defensive 3,968.0 $457K 0.02% NEW $115.11 +9.4%
163 NOW SERVICENOW INC Technology 4,590.0 $456K 0.02% NEW $99.28 +39.4%
164 MDB MONGODB INC Technology 1,355.0 $455K 0.02% NEW $335.90 +31.2%
165 CGNX COGNEX CORP Technology 6,277.0 $455K 0.02% NEW $72.42 -13.0%
166 ZION ZIONS BANCORPORATION NATL AS Financial Services 6,560.0 $454K 0.02% NEW $69.19 -1.9%
167 DHR DANAHER CORP DEL Healthcare 2,381.0 $454K 0.02% NEW $190.49 +13.2%
168 TER TERADYNE INC Technology 933.0 $451K 0.02% NEW $483.89 -23.1%
169 TDC TERADATA CORP DEL Technology 13,011.0 $451K 0.02% NEW $34.65 -17.6%
170 BPOP POPULAR INC Financial Services 2,738.0 $450K 0.02% NEW $164.18 +3.4%
171 NYT NEW YORK TIMES CO MTN BE Communication Services 6,415.0 $449K 0.02% NEW $69.98 -2.7%
172 TWLO TWILIO INC Communication Services 2,175.0 $449K 0.02% NEW $206.33 +17.0%
173 ROK ROCKWELL AUTOMATION INC Industrials 903.0 $447K 0.02% NEW $495.35 -12.6%
174 CSX CSX CORP Industrials 9,406.0 $447K 0.02% NEW $47.53 +8.4%
175 ENTERGY CORP NEW 3,881.0 $446K 0.02% NEW $114.86
176 JBL JABIL INC Technology 1,154.0 $445K 0.02% NEW $385.48 -19.0%
177 DHI D R HORTON INC Consumer Cyclical 2,721.0 $443K 0.02% NEW $162.89 -10.8%
178 SBUX STARBUCKS CORP Consumer Cyclical 4,336.0 $443K 0.02% NEW $102.18 +5.0%
179 VTR VENTAS INC Real Estate 4,981.0 $442K 0.02% NEW $88.81 +4.6%
180 ADBE ADOBE INC Technology 2,138.0 $438K 0.02% NEW $205.02 +41.0%
Page 9 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%