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 20 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 1,786.0 $430K 0.01% NEW $240.97 +4.2%
382 BLDR BUILDERS FIRSTSOURCE INC Industrials 4,761.0 $426K 0.01% NEW $89.48 -24.9%
383 EQIX EQUINIX INC Real Estate 408.0 $425K 0.01% NEW $1042.64 +3.2%
384 PAYX PAYCHEX INC Industrials 4,317.0 $424K 0.01% NEW $98.32 +28.6%
385 J JACOBS SOLUTIONS INC Industrials 3,331.0 $420K 0.01% +711.0 +27.1% $126.01 +19.5%
386 ACN ACCENTURE PLC IRELAND Technology 3,371.0 $419K 0.01% NEW $124.44 +50.6%
387 LSTR LANDSTAR SYS INC Industrials 2,025.0 $419K 0.01% NEW $206.76 -12.1%
388 AZO AUTOZONE INC Consumer Cyclical 131.0 $419K 0.01% NEW $3195.94 -8.2%
389 TTC TORO CO Industrials 4,281.0 $417K 0.01% NEW $97.42 +2.1%
390 AEP AMERICAN ELEC PWR CO INC Utilities 3,012.0 $412K 0.01% NEW $136.81 -10.3%
391 NOC NORTHROP GRUMMAN CORP Industrials 807.0 $411K 0.01% NEW $509.62 +7.0%
392 MHK MOHAWK INDS INC Consumer Cyclical 3,369.0 $409K 0.01% NEW $121.33 +7.0%
393 IWF ISHARES TR 3,280.0 $407K 0.01% +3K +331.6% $124.17 -0.2%
394 MAS MASCO CORP Industrials 4,998.0 $407K 0.01% NEW $81.37 -10.5%
395 RSG REPUBLIC SVCS INC Industrials 1,895.0 $404K 0.01% -2K -53.8% $213.11 +2.9%
396 VO VANGUARD INDEX FDS 4,996.0 $403K 0.01% +4K +321.6% $80.57 +3.1%
397 TT TRANE TECHNOLOGIES PLC Industrials 816.0 $401K 0.01% NEW $491.35 -7.5%
398 BE BLOOM ENERGY CORP Industrials 1,323.0 $400K 0.01% NEW $302.70 -28.0%
399 DUPONT DE NEMOURS INC 2,942.0 $399K 0.01% NEW $135.64
400 AME AMETEK INC Industrials 1,649.0 $399K 0.01% NEW $241.89 +0.7%
Page 20 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%