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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 18 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EBAY EBAY INC. Consumer Cyclical 4,247.0 $475K 0.02% NEW $111.75 -8.5%
342 VONG VANGUARD SCOTTSDALE FDS 3,705.0 $474K 0.02% $127.81 -0.1%
343 MCK MCKESSON CORP Healthcare 625.0 $472K 0.02% NEW $755.91 +17.8%
344 MKSI MKS INC. Technology 1,054.0 $469K 0.02% NEW $444.64 -39.1%
345 EMR EMERSON ELEC CO Industrials 3,243.0 $464K 0.02% NEW $143.16 +10.2%
346 BWA BORGWARNER INC Consumer Cyclical 6,966.0 $463K 0.02% NEW $66.40 -2.4%
347 EEM ISHARES TR 6,753.0 $462K 0.02% $68.41 -1.2%
348 MOH MOLINA HEALTHCARE INC Healthcare 2,015.0 $461K 0.02% NEW $228.70 -13.1%
349 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,386.0 $458K 0.02% NEW $330.46 -1.4%
350 DG DOLLAR GEN CORP Consumer Defensive 3,968.0 $457K 0.02% NEW $115.11 +9.4%
351 NOW SERVICENOW INC Technology 4,590.0 $456K 0.02% NEW $99.28 +39.4%
352 MDB MONGODB INC Technology 1,355.0 $455K 0.02% NEW $335.90 +31.2%
353 IWY ISHARES TR 1,565.0 $455K 0.02% +40.0 +2.6% $290.62 -0.4%
354 CGNX COGNEX CORP Technology 6,277.0 $455K 0.02% NEW $72.42 -13.0%
355 ZION ZIONS BANCORPORATION NATL AS Financial Services 6,560.0 $454K 0.02% NEW $69.19 -1.9%
356 DHR DANAHER CORP DEL Healthcare 2,381.0 $454K 0.02% NEW $190.49 +13.3%
357 TER TERADYNE INC Technology 933.0 $451K 0.02% NEW $483.89 -23.1%
358 TDC TERADATA CORP DEL Technology 13,011.0 $451K 0.02% NEW $34.65 -17.6%
359 BPOP POPULAR INC Financial Services 2,738.0 $450K 0.02% NEW $164.18 +3.4%
360 NYT NEW YORK TIMES CO MTN BE Communication Services 6,415.0 $449K 0.02% NEW $69.98 -2.7%
Page 18 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%