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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 27 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IRM IRON MTN INC DEL Real Estate 2,229.0 $282K 0.01% NEW $126.33 -2.9%
522 IEX IDEX CORP Industrials 1,240.0 $281K 0.01% NEW $226.95 +3.1%
523 WCC WESCO INTL INC Industrials 813.0 $281K 0.01% NEW $345.48 +1.5%
524 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,271.0 $280K 0.01% NEW $123.14 +30.9%
525 SCI SERVICE CORP INTL Consumer Cyclical 3,658.0 $278K 0.01% +226.0 +6.6% $75.96 +9.9%
526 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 919.0 $277K 0.01% NEW $301.03 -21.4%
527 YETI YETI HLDGS INC Consumer Cyclical 5,580.0 $277K 0.01% NEW $49.56 -15.6%
528 VLYPN VALLEY NATL BANCORP 18,838.0 $276K 0.01% NEW $14.65
529 CLBT CELLEBRITE DI LTD Technology 18,875.0 $276K 0.01% -2K -10.3% $14.60 -15.8%
530 BLOCK INC 3,623.0 $275K 0.01% NEW $76.00
531 VICR VICOR CORP Technology 725.0 $275K 0.01% NEW $379.78 -46.4%
532 WAB WABTEC Industrials 1,016.0 $274K 0.01% NEW $269.70 +10.2%
533 NWSA NEWS CORP NEW Communication Services 11,019.0 $274K 0.01% NEW $24.83 +25.6%
534 SPSC SPS COMM INC Technology 4,773.0 $273K 0.01% NEW $57.17 +47.3%
535 SCHD SCHWAB STRATEGIC TR 8,577.0 $272K 0.01% $31.71 +9.8%
536 MET METLIFE INC Financial Services 3,209.0 $272K 0.01% NEW $84.61 +13.8%
537 BALL BALL CORP Consumer Cyclical 4,351.0 $272K 0.01% NEW $62.40 +1.6%
538 ITT ITT INC Industrials 1,368.0 $270K 0.01% NEW $197.70 +5.2%
539 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 5,181.0 $270K 0.01% NEW $52.17 -0.9%
540 USMV ISHARES TR 2,800.0 $270K 0.01% $96.46 +5.7%
Page 27 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%