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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 25 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 MIDD MIDDLEBY CORP Industrials 1,809.0 $311K 0.01% NEW $172.01 -34.0%
482 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,893.0 $311K 0.01% NEW $164.27 -5.3%
483 TEAM ATLASSIAN CORPORATION Technology 3,986.0 $310K 0.01% NEW $77.79 +138.6%
484 WEC WEC ENERGY GROUP INC Utilities 2,654.0 $310K 0.01% NEW $116.75 -9.0%
485 IDEV ISHARES TR 3,475.0 $309K 0.01% NEW $89.01 +4.8%
486 ATEX ANTERIX INC Communication Services 3,000.0 $309K 0.01% -17K -85.0% $102.94 -8.0%
487 CAH CARDINAL HEALTH INC Healthcare 1,296.0 $308K 0.01% NEW $237.56 -1.0%
488 RNG RINGCENTRAL INC Technology 7,859.0 $306K 0.01% NEW $38.98 +75.8%
489 NRG NRG ENERGY INC Utilities 2,096.0 $306K 0.01% NEW $146.09 -21.7%
490 REGCO REGENCY CTRS CORP 3,833.0 $306K 0.01% +1K +36.9% $79.74
491 AMP AMERIPRISE FINL INC Financial Services 662.0 $304K 0.01% NEW $458.94 +21.1%
492 MDT MEDTRONIC PLC Healthcare 3,882.0 $304K 0.01% NEW $78.23 +15.0%
493 IQVIA HLDGS INC 1,566.0 $303K 0.01% NEW $193.22
494 GWW WW GRAINGER INC Industrials 222.0 $302K 0.01% NEW $1361.54 -3.0%
495 COIN COINBASE GLOBAL INC Financial Services 2,066.0 $302K 0.01% NEW $146.19 +30.5%
496 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 4,260.0 $302K 0.01% NEW $70.88 +4.9%
497 MUSA MURPHY USA INC Consumer Cyclical 560.0 $302K 0.01% NEW $538.92 -5.5%
498 EPR EPR PPTYS Real Estate 5,179.0 $300K 0.01% NEW $58.01 +2.8%
499 TREX TREX INC Industrials 5,987.0 $300K 0.01% NEW $50.04 -7.9%
500 OC OWENS CORNING NEW Industrials 1,882.0 $299K 0.01% NEW $158.96 -9.6%
Page 25 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%