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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 13 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4,313.0 $769K 0.03% +4K +6434.9% $178.22 +13.7%
242 PINNACLE FINL PARTNERS INC 7,582.0 $765K 0.03% NEW $100.88
243 VIG VANGUARD SPECIALIZED FUNDS 3,230.0 $764K 0.03% $236.62 +2.8%
244 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,267.0 $761K 0.03% +1K +46.2% $233.07 +2.3%
245 BLK BLACKROCK INC Financial Services 786.0 $755K 0.03% NEW $961.19 +21.5%
246 TPR TAPESTRY INC Consumer Cyclical 5,126.0 $750K 0.03% NEW $146.38 -15.8%
247 MYCH SSGA ACTIVE TR 30,072.0 $749K 0.03% +305.0 +1.0% $24.91 -0.1%
248 COKE COCA COLA CONS INC Consumer Defensive 3,913.0 $747K 0.03% +2K +71.8% $190.94 +1.9%
249 AIG AMERICAN INTL GROUP INC Financial Services 9,979.0 $744K 0.03% +5K +82.8% $74.53 +2.8%
250 TMUS T-MOBILE US INC Communication Services 4,400.0 $738K 0.03% NEW $167.73 +6.0%
251 GL GLOBE LIFE INC Financial Services 4,112.0 $735K 0.03% +451.0 +12.3% $178.68 -1.6%
252 INTU INTUIT Technology 2,814.0 $734K 0.03% +2K +481.4% $260.96 +33.4%
253 CRWD CROWDSTRIKE HLDGS INC Technology 960.0 $733K 0.03% NEW $190.78 +19.5%
254 SNPS SYNOPSYS INC Technology 1,627.0 $726K 0.03% NEW $446.07 +4.2%
255 TRV TRAVELERS COMPANIES INC Financial Services 2,194.0 $724K 0.03% NEW $330.06 +11.9%
256 UNP UNION PAC CORP Industrials 2,633.0 $716K 0.03% NEW $272.03 +13.1%
257 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 739.0 $713K 0.03% NEW $965.00 -12.2%
258 ISRG INTUITIVE SURGICAL INC Healthcare 1,785.0 $710K 0.03% NEW $397.68 -7.7%
259 TDG TRANSDIGM GROUP INC Industrials 532.0 $709K 0.03% +352.0 +195.6% $1332.88 -11.0%
260 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,412.0 $708K 0.03% NEW $501.38 +25.8%
Page 13 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%