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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 23 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 NTNX NUTANIX INC Technology 6,949.0 $354K 0.01% NEW $50.96 +37.0%
442 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,866.0 $354K 0.01% NEW $123.44 -5.3%
443 FDS FACTSET RESH SYS INC Financial Services 1,531.0 $352K 0.01% NEW $230.08 +32.3%
444 HEQT SIMPLIFY EXCHANGE TRADED FUN 10,470.0 $351K 0.01% $33.54 +2.8%
445 KRC KILROY REALTY CORP Real Estate 9,367.0 $351K 0.01% NEW $37.47 -2.1%
446 PCTY PAYLOCITY HLDG CORP Technology 3,330.0 $348K 0.01% NEW $104.53 +51.3%
447 EFA ISHARES TR 3,343.0 $347K 0.01% -663.0 -16.6% $103.88 +4.0%
448 BK BANK OF NY MELLON CORP Financial Services 2,397.0 $347K 0.01% NEW $144.60 -0.6%
449 LLYVA LIBERTY LIVE HOLDINGS INC 3,406.0 $345K 0.01% +1K +43.4% $101.26
450 DKNG DRAFTKINGS INC NEW Consumer Cyclical 13,635.0 $344K 0.01% NEW $25.26 -4.1%
451 HCA HCA HEALTHCARE INC Healthcare 881.0 $343K 0.01% NEW $389.72 +7.6%
452 DUK DUKE ENERGY CORP NEW Utilities 2,698.0 $341K 0.01% NEW $126.57 -4.5%
453 CHD CHURCH & DWIGHT CO INC Consumer Defensive 3,520.0 $341K 0.01% NEW $96.89 +5.7%
454 CEG CONSTELLATION ENERGY CORP Utilities 1,373.0 $341K 0.01% NEW $248.36 +13.7%
455 WBD WARNER BROS DISCOVERY INC Communication Services 12,747.0 $340K 0.01% NEW $26.66 +8.3%
456 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,163.0 $338K 0.01% NEW $290.59 -9.8%
457 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12,767.0 $336K 0.01% NEW $26.35 +4.1%
458 OHI OMEGA HEALTHCARE INVS INC Real Estate 7,040.0 $336K 0.01% NEW $47.68 -2.9%
459 BRO BROWN & BROWN INC Financial Services 5,230.0 $336K 0.01% -4K -42.0% $64.15 +11.3%
460 VIKING HOLDINGS LTD 3,199.0 $335K 0.01% NEW $104.67
Page 23 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%