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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 21 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CCK CROWN HLDGS INC Consumer Cyclical 3,522.0 $394K 0.01% NEW $111.82 +4.9%
402 URI UNITED RENTALS INC Industrials 347.0 $393K 0.01% NEW $1133.26 -8.4%
403 ECL ECOLAB INC Basic Materials 1,410.0 $393K 0.01% NEW $278.58 +2.6%
404 FFIV F5 INC Technology 943.0 $392K 0.01% NEW $415.96 -1.4%
405 BUR BURFORD CAPITAL LIMITED Financial Services 95,106.0 $390K 0.01% +12K +15.1% $4.10 +5.4%
406 STT STATE STR CORP Financial Services 2,291.0 $389K 0.01% NEW $169.60 +14.0%
407 SNOW SNOWFLAKE INC Technology 1,525.0 $388K 0.01% NEW $254.50 +29.3%
408 RHI ROBERT HALF INC. Industrials 12,611.0 $387K 0.01% NEW $30.70 +46.5%
409 PSX PHILLIPS 66 Energy 2,273.0 $384K 0.01% NEW $169.08 +41.8%
410 FITB FIFTH THIRD BANCORP Financial Services 6,813.0 $384K 0.01% NEW $56.37 -2.7%
411 AMKR AMKOR TECHNOLOGY INC Technology 4,452.0 $384K 0.01% NEW $86.23 -40.0%
412 IDXX IDEXX LABS INC Healthcare 728.0 $383K 0.01% NEW $526.44 +3.5%
413 LNG CHENIERE ENERGY INC Energy 1,603.0 $383K 0.01% NEW $239.06 +17.5%
414 DBX DROPBOX INC Technology 13,927.0 $383K 0.01% NEW $27.47 +30.6%
415 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 5,230.0 $382K 0.01% +515.0 +10.9% $72.99 +5.0%
416 SO SOUTHERN CO Utilities 3,977.0 $381K 0.01% NEW $95.70 -7.0%
417 WST WEST PHARMACEUTICAL SVSC INC Healthcare 1,060.0 $381K 0.01% NEW $359.02 -3.6%
418 CARNIVAL CORP LTD 13,301.0 $380K 0.01% NEW $28.57
419 SYY SYSCO CORP Consumer Defensive 4,545.0 $380K 0.01% NEW $83.57 -1.3%
420 A AGILENT TECHNOLOGIES INC Healthcare 2,854.0 $379K 0.01% NEW $132.85 +18.7%
Page 21 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%