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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 2 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 759,580.0 $30.1M 1.08% -295K -28.0% $39.57 +13.9%
22 SHY ISHARES TR 354,385.0 $29.1M 1.04% -33K -8.4% $82.11 -0.1%
23 ILF ISHARES TR 817,924.0 $27.6M 0.99% +79K +10.6% $33.75 +3.1%
24 GOOG ALPHABET INC 77,679.0 $27.4M 0.98% +26K +49.6% $353.33
25 XYLD GLOBAL X FDS 663,735.0 $27.1M 0.97% +624K +1566.2% $40.79 +1.7%
26 AIQ GLOBAL X FDS 379,934.0 $24.9M 0.90% +77K +25.4% $65.61 -2.1%
27 PICK ISHARES INC 418,765.0 $24.4M 0.87% +162K +62.9% $58.15 +13.9%
28 MSFT MICROSOFT CORP Technology 65,137.0 $24.3M 0.87% +32K +99.2% $373.02 +35.1%
29 GSST GOLDMAN SACHS ETF TR 465,485.0 $23.5M 0.84% +461K +10000.0% $50.58 -0.0%
30 AMZN AMAZON COM INC Consumer Cyclical 95,828.0 $22.8M 0.82% +44K +83.3% $238.34 +8.0%
31 SGOV ISHARES TR 220,448.0 $22.2M 0.80% -220K -50.0% $100.67 -0.0%
32 SDCI USCF ETF TR 809,665.0 $21.4M 0.77% +360K +80.0% $26.44 +12.3%
33 IVV ISHARES TR 28,056.0 $21.0M 0.75% +6K +29.5% $748.88 +3.1%
34 QQQ INVESCO QQQ TR Financial Services 26,975.0 $19.9M 0.71% +10K +55.1% $736.39 -2.5%
35 LLY ELI LILLY & CO Healthcare 14,566.0 $17.5M 0.63% +7K +100.0% $1199.42 -1.6%
36 COPX GLOBAL X FDS 226,952.0 $17.5M 0.63% +56K +33.0% $76.97 +23.9%
37 IBIT ISHARES BITCOIN TRUST ETF Financial Services 505,612.0 $16.8M 0.60% +403K +390.7% $33.29 +35.2%
38 LRCX LAM RESEARCH CORP Technology 38,496.0 $16.7M 0.60% +8K +24.4% $433.34 -27.3%
39 MTBA SIMPLIFY EXCHANGE TRADED FUN 338,534.0 $16.6M 0.60% -45K -11.8% $49.07 -1.0%
40 GOOGL ALPHABET INC Communication Services 43,130.0 $15.4M 0.55% +26K +154.8% $357.37 -4.8%
Page 2 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%