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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 10 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NEM NEWMONT CORP Basic Materials 12,719.0 $1.2M 0.04% +5K +55.9% $93.40 +41.6%
182 WFC WELLS FARGO & CO Financial Services 14,276.0 $1.2M 0.04% NEW $82.64 +2.8%
183 CIEN CIENA CORP Technology 2,342.0 $1.1M 0.04% NEW $490.62 -18.5%
184 JCI JOHNSON CONTROLS INTERNATION Industrials 7,827.0 $1.1M 0.04% +4K +127.9% $146.11 -2.7%
185 ETN EATON CORP PLC Industrials 2,596.0 $1.1M 0.04% +2K +352.3% $426.14 -2.4%
186 URNM SPROTT FDS TR 20,995.0 $1.1M 0.04% -91K -81.3% $52.59 +16.1%
187 WELL WELLTOWER INC Real Estate 4,862.0 $1.1M 0.04% NEW $226.97 +5.6%
188 ABT ABBOTT LABORATORIES Healthcare 12,158.0 $1.1M 0.04% NEW $90.74 +23.0%
189 BSCQ INVESCO EXCH TRD SLF IDX FD 56,349.0 $1.1M 0.04% +560.0 +1.0% $19.52 -0.0%
190 TGT TARGET CORP Consumer Defensive 8,383.0 $1.1M 0.04% NEW $130.61 +27.0%
191 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,184.0 $1.1M 0.04% NEW $496.73 +10.2%
192 ANET ARISTA NETWORKS INC Technology 6,378.0 $1.1M 0.04% NEW $169.88 +18.4%
193 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,874.0 $1.1M 0.04% +318.0 +20.4% $576.76 -8.4%
194 FDX FEDEX CORP Industrials 3,438.0 $1.1M 0.04% NEW $313.09 +5.9%
195 PLTR PALANTIR TECHNOLOGIES INC Technology 9,206.0 $1.1M 0.04% NEW $116.67 +59.4%
196 ORCL ORACLE CORP Technology 7,228.0 $1.1M 0.04% NEW $146.55 +3.7%
197 VEU VANGUARD INTL EQUITY INDEX F 12,559.0 $1.1M 0.04% $83.75 +2.5%
198 CVS CVS HEALTH CORP Healthcare 10,072.0 $1.0M 0.04% NEW $103.45 -10.2%
199 DE DEERE & CO Industrials 1,637.0 $1.0M 0.04% +984.0 +150.7% $634.29 -1.8%
200 COF CAPITAL ONE FINL CORP Financial Services 5,171.0 $1.0M 0.04% +4K +224.8% $200.62 +8.0%
Page 10 of 35  ·  691 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%