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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 26 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 HONEYWELL INTL INC 1,334.0 $299K 0.01% NEW $223.90
502 MRNA MODERNA INC Healthcare 4,251.0 $298K 0.01% NEW $70.03 +103.9%
503 TRGP TARGA RES CORP Energy 1,100.0 $295K 0.01% NEW $268.22 +7.7%
504 HONEYWELL AEROSPACE INC 1,334.0 $295K 0.01% NEW $221.08
505 ECPG ENCORE CAP GROUP INC Financial Services 3,159.0 $295K 0.01% NEW $93.29 +9.3%
506 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 3,713.0 $294K 0.01% NEW $79.22 +9.6%
507 NTRS NORTHERN TR CORP Financial Services 1,688.0 $293K 0.01% NEW $173.84 +7.2%
508 VRSK VERISK ANALYTICS INC Industrials 1,629.0 $292K 0.01% NEW $179.54 +6.4%
509 ISHARES TR 9,995.0 $291K 0.01% -385.0 -3.7% $29.13
510 TSCO TRACTOR SUPPLY CO Consumer Cyclical 9,201.0 $291K 0.01% NEW $31.61 +9.8%
511 ORI OLD REP INTL CORP Financial Services 7,106.0 $291K 0.01% NEW $40.92 +3.2%
512 EOG EOG RES INC Energy 2,241.0 $291K 0.01% NEW $129.73 +11.4%
513 PLXS PLEXUS CORP Technology 962.0 $289K 0.01% NEW $300.67 -18.4%
514 SYF SYNCHRONY FINANCIAL Financial Services 3,803.0 $289K 0.01% NEW $76.05 +5.1%
515 BURL BURLINGTON STORES INC Consumer Cyclical 911.0 $289K 0.01% NEW $316.80 -8.5%
516 GFS GLOBALFOUNDRIES INC Technology 3,501.0 $289K 0.01% NEW $82.41 -43.8%
517 MMM 3M CO Industrials 1,777.0 $288K 0.01% NEW $161.91 +10.5%
518 LAMR LAMAR ADVERTISING CO Real Estate 1,832.0 $286K 0.01% NEW $155.98 -3.5%
519 IUSG ISHARES TR 1,514.0 $285K 0.01% $188.09 +2.3%
520 VTRS VIATRIS INC Healthcare 17,898.0 $284K 0.01% NEW $15.88 +6.4%
Page 26 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%