BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 19 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 TWLO TWILIO INC Communication Services 2,175.0 $449K 0.02% NEW $206.33 +17.0%
362 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,712.0 $448K 0.02% +578.0 +51.0% $261.42 +29.9%
363 ROK ROCKWELL AUTOMATION INC Industrials 903.0 $447K 0.02% NEW $495.35 -12.6%
364 CSX CSX CORP Industrials 9,406.0 $447K 0.02% NEW $47.53 +8.4%
365 ENTERGY CORP NEW 3,881.0 $446K 0.02% NEW $114.86
366 LQD ISHARES TR 4,086.0 $446K 0.02% $109.07 -2.1%
367 JBL JABIL INC Technology 1,154.0 $445K 0.02% NEW $385.48 -19.0%
368 DHI D R HORTON INC Consumer Cyclical 2,721.0 $443K 0.02% NEW $162.89 -10.8%
369 SBUX STARBUCKS CORP Consumer Cyclical 4,336.0 $443K 0.02% NEW $102.18 +5.0%
370 VTR VENTAS INC Real Estate 4,981.0 $442K 0.02% NEW $88.81 +4.6%
371 ADBE ADOBE INC Technology 2,138.0 $438K 0.02% NEW $205.02 +41.0%
372 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 808.0 $438K 0.02% NEW $541.83 -2.6%
373 INFL LISTED FDS TR 8,770.0 $437K 0.02% $49.88 +12.3%
374 CRM SALESFORCE INC Technology 2,788.0 $437K 0.02% NEW $156.67 +60.9%
375 WCN WASTE CONNECTIONS INC Industrials 2,619.0 $437K 0.02% NEW $166.69 -0.6%
376 MTG MGIC INVT CORP WIS Financial Services 15,435.0 $435K 0.02% NEW $28.20 +10.2%
377 BSX BOSTON SCIENTIFIC CORP Healthcare 10,166.0 $434K 0.02% NEW $42.68 +9.3%
378 ODFL OLD DOMINION FREIGHT LINE IN Industrials 2,001.0 $433K 0.02% NEW $216.63 -7.6%
379 PYLD PIMCO ETF TR 16,325.0 $433K 0.02% -1.1M -98.5% $26.52 -1.1%
380 RL RALPH LAUREN CORP Consumer Cyclical 1,075.0 $432K 0.01% NEW $401.41 -12.3%
Page 19 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%