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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 14 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FIVE FIVE BELOW INC Consumer Cyclical 3,903.0 $702K 0.03% NEW $179.79 +37.4%
262 SCHW SCHWAB CHARLES CORP Financial Services 7,549.0 $697K 0.03% NEW $92.27 +17.1%
263 MRSH MARSH & MCLENNAN COS INC Financial Services 4,171.0 $695K 0.03% +3K +228.7% $166.66 +14.0%
264 GLDM WORLD GOLD TR Financial Services 8,685.0 $690K 0.03% $79.42 +14.8%
265 BTC GRAYSCALE BITCOIN MINI TR ET Financial Services 26,509.0 $688K 0.03% $25.95 +36.2%
266 MCO MOODYS CORP Financial Services 1,518.0 $687K 0.03% NEW $452.88 +12.4%
267 VRT VERTIV HOLDINGS CO Industrials 2,039.0 $683K 0.03% NEW $334.82 -19.6%
268 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 7,376.0 $679K 0.02% NEW $92.09 -4.6%
269 BA BOEING CO Industrials 3,121.0 $676K 0.02% NEW $216.47 -3.0%
270 VMC VULCAN MATLS CO Basic Materials 2,266.0 $668K 0.02% +631.0 +38.6% $294.98 -7.2%
271 SPGI S&P GLOBAL INC Financial Services 1,638.0 $667K 0.02% NEW $407.26 +6.9%
272 FAST FASTENAL CO Industrials 13,824.0 $664K 0.02% NEW $48.03 +6.5%
273 CTVA CORTEVA INC Basic Materials 7,814.0 $662K 0.02% NEW $84.69 -2.7%
274 PWR QUANTA SVCS INC Industrials 918.0 $661K 0.02% NEW $720.12 -13.6%
275 APP APPLOVIN CORP Technology 1,280.0 $659K 0.02% NEW $515.23 -39.3%
276 SYK STRYKER CORPORATION Healthcare 2,086.0 $657K 0.02% NEW $314.79 +2.3%
277 MLI MUELLER INDS INC Industrials 5,333.0 $656K 0.02% NEW $122.93 -47.8%
278 VGK VANGUARD INTL EQUITY INDEX F 7,400.0 $655K 0.02% $88.54 +4.2%
279 FCX FREEPORT MCMORAN INC Basic Materials 10,403.0 $654K 0.02% NEW $62.89 +24.7%
280 MTCH MATCH GROUP INC NEW Communication Services 17,158.0 $653K 0.02% NEW $38.05 +8.3%
Page 14 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%