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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 16 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 UAL UNITED AIRLS HLDGS INC Industrials 4,129.0 $562K 0.02% NEW $135.99 -17.4%
302 GD GENERAL DYNAMICS CORP Industrials 1,577.0 $559K 0.02% NEW $354.18 +7.3%
303 AON AON PLC Financial Services 1,680.0 $557K 0.02% NEW $331.78 +5.4%
304 GILD GILEAD SCIENCES INC Healthcare 4,405.0 $557K 0.02% NEW $126.35 +17.8%
305 CBRE CBRE GROUP INC Real Estate 4,101.0 $552K 0.02% NEW $134.69 +9.3%
306 QBTS D-WAVE QUANTUM INC Technology 22,898.0 $549K 0.02% NEW $23.99 -25.4%
307 T AT&T INC Communication Services 26,527.0 $549K 0.02% NEW $20.70 +22.9%
308 CARR CARRIER GLOBAL CORPORATION Industrials 7,478.0 $548K 0.02% NEW $73.35 -19.8%
309 SHW SHERWIN WILLIAMS CO Basic Materials 1,591.0 $548K 0.02% NEW $344.25 +0.3%
310 FLEX FLEX LTD Technology 3,371.0 $546K 0.02% +224.0 +7.1% $162.07 -28.9%
311 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,400.0 $542K 0.02% NEW $386.79 +3.2%
312 CRC CALIFORNIA RES CORP Energy 10,218.0 $540K 0.02% NEW $52.87 +0.1%
313 DBMF LITMAN GREGORY FDS TR 17,536.0 $537K 0.02% +5K +37.4% $30.61 +2.0%
314 DT DYNATRACE INC Technology 12,197.0 $536K 0.02% NEW $43.91 +21.7%
315 OUNZ VANECK MERK GOLD ETF Financial Services 13,876.0 $535K 0.02% $38.59 +14.7%
316 PODD INSULET CORP Healthcare 3,517.0 $535K 0.02% NEW $152.25 -5.8%
317 CF CF INDUSTRIES HOLD Basic Materials 4,928.0 $534K 0.02% NEW $108.27 +16.1%
318 VZ VERIZON COMMUNICATIONS INC Communication Services 12,551.0 $531K 0.02% NEW $42.34 +16.7%
319 ROKU ROKU INC Communication Services 3,825.0 $528K 0.02% NEW $138.14 +13.1%
320 CFG CITIZENS FINL GROUP INC Financial Services 7,513.0 $526K 0.02% NEW $70.07 +0.2%
Page 16 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%