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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 22 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,078.0 $377K 0.01% NEW $350.07 -6.9%
422 NI NISOURCE INC Utilities 7,893.0 $375K 0.01% NEW $47.55 -13.9%
423 MSCI MSCI INC Financial Services 669.0 $375K 0.01% NEW $560.22 +1.6%
424 PNC PNC FINL SVCS GROUP INC Financial Services 1,519.0 $374K 0.01% NEW $246.16 -1.1%
425 NSC NORFOLK SOUTHN CORP Industrials 1,184.0 $372K 0.01% NEW $314.59 +10.6%
426 SNA SNAP ON INC Industrials 914.0 $368K 0.01% NEW $402.40 -1.6%
427 HAL HALLIBURTON CO Energy 10,799.0 $367K 0.01% NEW $33.95 +4.5%
428 EVR EVERCORE INC Financial Services 1,073.0 $366K 0.01% NEW $341.44 -14.4%
429 NVT NVENT ELEC PLC Industrials 2,160.0 $366K 0.01% NEW $169.61 -8.3%
430 VSAT VIASAT INC Technology 4,079.0 $366K 0.01% NEW $89.81 -19.0%
431 COHR COHERENT CORP Technology 926.0 $365K 0.01% NEW $394.47 -25.1%
432 LEN LENNAR CORP Consumer Cyclical 4,006.0 $363K 0.01% NEW $90.50 -6.0%
433 BBY BEST BUY INC Consumer Cyclical 4,755.0 $361K 0.01% NEW $75.88 +10.1%
434 FMDE FIDELITY COVINGTON TRUST 8,875.0 $360K 0.01% $40.58 +4.6%
435 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,240.0 $360K 0.01% NEW $57.62 +16.2%
436 MSOS ADVISORSHARES TR 70,633.0 $359K 0.01% $5.08 -4.9%
437 SPOT SPOTIFY TECHNOLOGY S A Communication Services 778.0 $357K 0.01% NEW $459.13 +14.8%
438 IVZ INVESCO LTD Financial Services 13,530.0 $357K 0.01% NEW $26.39 +26.2%
439 NUE NUCOR CORP Basic Materials 1,593.0 $355K 0.01% NEW $222.81 +13.3%
440 CTAS CINTAS CORP Industrials 2,083.0 $354K 0.01% NEW $170.08 +20.0%
Page 22 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%