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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 32 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 USB US BANCORP Financial Services 3,677.0 $222K 0.01% NEW $60.40 +2.5%
622 FANG DIAMONDBACK ENERGY INC Energy 1,261.0 $222K 0.01% NEW $175.78 +13.0%
623 MTRN MATERION CORP Basic Materials 745.0 $222K 0.01% NEW $297.39 -18.1%
624 HUBS HUBSPOT INC Technology 1,209.0 $221K 0.01% NEW $182.51 +40.0%
625 FOXA FOX CORP Communication Services 4,226.0 $220K 0.01% NEW $52.16 +32.8%
626 IOO ISHARES TR 1,600.0 $219K 0.01% NEW $136.60 +5.4%
627 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,057.0 $218K 0.01% NEW $206.01 +3.8%
628 AYI ACUITY INC Industrials 578.0 $218K 0.01% NEW $376.66 -10.4%
629 GLOBUS MED INC 2,755.0 $218K 0.01% NEW $79.01
630 FCG FIRST TR EXCHANGE-TRADED FD 8,140.0 $217K 0.01% $26.61 +14.5%
631 FICO FAIR ISAAC CORP Technology 181.0 $216K 0.01% NEW $1194.78 -2.3%
632 AFRM AFFIRM HLDGS INC Technology 2,647.0 $216K 0.01% NEW $81.55 -5.4%
633 PYPL PAYPAL HLDGS INC Financial Services 4,954.0 $214K 0.01% NEW $43.18 +43.5%
634 KHC KRAFT HEINZ CO Consumer Defensive 9,033.0 $213K 0.01% NEW $23.62 +5.4%
635 STLD STEEL DYNAMICS INC Basic Materials 928.0 $213K 0.01% NEW $229.50 +2.1%
636 HST HOST HOTELS & RESORTS INC Real Estate 8,949.0 $212K 0.01% NEW $23.71 -5.6%
637 LEG LEGGETT & PLATT INC Consumer Cyclical 18,108.0 $212K 0.01% NEW $11.71 -21.4%
638 SPEM SPDR INDEX SHS FDS 4,062.0 $210K 0.01% NEW $51.78 +1.9%
639 CWEN CLEARWAY ENERGY INC Utilities 6,144.0 $210K 0.01% NEW $34.18 -5.5%
640 BKU BANKUNITED INC Financial Services 4,330.0 $210K 0.01% NEW $48.45 -5.0%
Page 32 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%