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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DIS DISNEY WALT CO Communication Services 6,362.0 $612K 0.02% -6K -47.9% $96.25 +12.1%
22 PYLD PIMCO ETF TR 16,325.0 $433K 0.02% -1.1M -98.5% $26.52 -1.0%
23 RSG REPUBLIC SVCS INC Industrials 1,895.0 $404K 0.01% -2K -53.8% $213.11 +3.0%
24 EFA ISHARES TR 3,343.0 $347K 0.01% -663.0 -16.6% $103.88 +3.6%
25 BRO BROWN & BROWN INC Financial Services 5,230.0 $336K 0.01% -4K -42.0% $64.15 +12.0%
26 ATEX ANTERIX INC Communication Services 3,000.0 $309K 0.01% -17K -85.0% $102.94 -9.1%
27 ISHARES TR 9,995.0 $291K 0.01% -385.0 -3.7% $29.13
28 CLBT CELLEBRITE DI LTD Technology 18,875.0 $276K 0.01% -2K -10.3% $14.60 -17.1%
29 TFLO ISHARES TR 5,315.0 $269K 0.01% -300.0 -5.3% $50.63 +0.0%
30 FLOT ISHARES TR 4,943.0 $252K 0.01% -338K -98.6% $51.05 -0.0%
31 DLHC DLH HLDGS CORP Industrials 30,000.0 $158K 0.01% -8K -21.7% $5.25 -14.3%
Page 2 of 2  ·  31 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%