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Portfolio (Quarterly) Guide ↗

Proficio Capital Partners LLC

· CIK 0001654175
13F Portfolio $1.4B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New
Page 10 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VO VANGUARD INDEX FDS 1,293.0 $375K 0.03% NEW $290.22 -73.1%
182 WTW WILLIS TOWERS WATSON PLC Financial Services 1,137.0 $374K 0.03% NEW $328.60 -21.7%
183 MEDP MEDPACE HLDGS INC Healthcare 647.0 $363K 0.03% NEW $561.65 -22.9%
184 IWF ISHARES TR 760.0 $360K 0.03% NEW $473.30 -73.6%
185 MS MORGAN STANLEY Financial Services 2,024.0 $359K 0.03% NEW $177.49 +13.3%
186 IGPT INVESCO EXCHANGE TRADED FD 6,000.0 $357K 0.03% NEW $59.47 +54.4%
187 BKNG BOOKING HOLDINGS INC Consumer Cyclical 65.0 $348K 0.02% NEW $5356.65 -97.0%
188 COKE COCA COLA CONS INC Consumer Defensive 2,270.0 $348K 0.02% NEW $153.33 +14.5%
189 J JACOBS SOLUTIONS INC Industrials 2,617.0 $347K 0.02% NEW $132.46 -13.4%
190 BROOKFIELD ASSET MANAGMT 6,439.0 $337K 0.02% NEW $52.39
191 AMAT APPLIED MATLS INC Technology 1,311.0 $337K 0.02% NEW $257.07 +68.1%
192 FIX COMFORT SYS USA INC Industrials 361.0 $337K 0.02% NEW $933.29 +95.9%
193 HEQT SIMPLIFY EXCHANGE TRADED 10,470.0 $336K 0.02% NEW $32.05 +3.8%
194 DBMF LITMAN GREGORY FDS TR 11,786.0 $331K 0.02% NEW $28.06 +10.8%
195 INTU INTUIT Technology 491.0 $325K 0.02% NEW $662.42 -51.7%
196 FMDE FIDELITY COVINGTON TRUST 8,875.0 $323K 0.02% NEW $36.38 +7.7%
197 CSX CSX CORP Industrials 8,523.0 $309K 0.02% NEW $36.25 +25.6%
198 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5,706.0 $308K 0.02% NEW $53.94 +27.7%
199 TLT ISHARES TR 3,519.0 $307K 0.02% NEW $87.16 -2.8%
200 GDXJ VANECK ETF TRUST 2,676.0 $304K 0.02% NEW $113.77 -1.9%
Page 10 of 12  ·  240 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 70.4%
Technology 12.6%
Communication Services 5.3%
Consumer Cyclical 4.9%
Healthcare 2.0%
Consumer Defensive 1.5%
Industrials 1.4%
Energy 1.0%
Basic Materials 0.6%
Real Estate 0.4%