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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 28 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 ADSK AUTODESK INC Technology 1,386.0 $269K 0.01% NEW $194.42 +39.6%
542 AKAM AKAMAI TECHNOLOGIES INC Technology 2,278.0 $269K 0.01% NEW $118.21 -6.4%
543 TFLO ISHARES TR 5,315.0 $269K 0.01% -300.0 -5.3% $50.63 +0.0%
544 ON ON SEMICONDUCTOR CORP Technology 2,844.0 $269K 0.01% NEW $94.54 -21.5%
545 NNN NNN REIT INC Real Estate 5,778.0 $269K 0.01% NEW $46.53 -2.6%
546 NFG NATIONAL FUEL GAS CO Energy 3,480.0 $269K 0.01% NEW $77.21 +7.7%
547 OKE ONEOK INC NEW Energy 3,089.0 $269K 0.01% NEW $86.93 +9.2%
548 VMI VALMONT INDS INC Industrials 464.0 $268K 0.01% NEW $577.60 -16.8%
549 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,499.0 $268K 0.01% NEW $178.59 +1.3%
550 AMT AMERICAN TOWER CORP Real Estate 1,634.0 $267K 0.01% NEW $163.57 +6.8%
551 KMI KINDER MORGAN INC DEL Energy 8,345.0 $267K 0.01% NEW $31.97 -1.0%
552 UNM UNUM GROUP Financial Services 2,977.0 $266K 0.01% NEW $89.40 +3.8%
553 TFC TRUIST FINL CORP Financial Services 5,339.0 $266K 0.01% NEW $49.82 +1.0%
554 VOYG VOYAGER TECHNOLOGIES INC Industrials 8,244.0 $266K 0.01% NEW $32.25 +7.7%
555 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 2,358.0 $266K 0.01% NEW $112.74 +14.3%
556 EXC EXELON CORP Utilities 5,700.0 $266K 0.01% NEW $46.62 -5.6%
557 RMD RESMED INC Healthcare 1,363.0 $266K 0.01% NEW $194.88 +20.7%
558 HOOD ROBINHOOD MKTS INC Financial Services 2,643.0 $265K 0.01% NEW $100.28 +9.7%
559 CME CME GROUP INC Financial Services 1,195.0 $264K 0.01% NEW $220.84 +27.0%
560 PSTL POSTAL REALTY TRUST INC Real Estate 10,710.0 $264K 0.01% NEW $24.64 -4.9%
Page 28 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%