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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 33 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 AGL AGILON HEALTH INC Healthcare 1,957.0 $210K 0.01% NEW $107.18 -10.7%
642 ED CONSOLIDATED EDISON INC Utilities 1,888.0 $209K 0.01% NEW $110.60 -2.3%
643 ST SENSATA TECHNOLOGIES HLDG PL Technology 4,366.0 $208K 0.01% NEW $47.74 -10.8%
644 PPL PPL CORP Utilities 5,725.0 $208K 0.01% NEW $36.35 -3.7%
645 SF STIFEL FINL CORP Financial Services 2,979.0 $208K 0.01% NEW $69.77 +15.8%
646 G GENPACT LIMITED Technology 7,530.0 $207K 0.01% NEW $27.50 +34.1%
647 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,082.0 $207K 0.01% NEW $34.00 +9.9%
648 GAP GAP INC Consumer Cyclical 11,057.0 $207K 0.01% NEW $18.68 +13.2%
649 EWBC EAST WEST BANCORP INC Financial Services 1,594.0 $206K 0.01% NEW $129.09 +1.0%
650 CRH PLC 1,915.0 $205K 0.01% NEW $107.00
651 HEI HEICO CORP NEW Industrials 575.0 $205K 0.01% NEW $356.19 -2.8%
652 D DOMINION ENERGY INC Utilities 2,991.0 $204K 0.01% NEW $68.29 -2.0%
653 EXPAND ENERGY CORPORATION 2,226.0 $203K 0.01% NEW $91.19
654 ET ENERGY TRANSFER L P Energy 10,613.0 $203K 0.01% NEW $19.12 +12.1%
655 DGX QUEST DIAGNOSTICS INC Healthcare 957.0 $203K 0.01% NEW $212.03 +15.5%
656 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 2,355.0 $202K 0.01% NEW $85.75 +3.7%
657 VCIT VANGUARD SCOTTSDALE FDS 2,436.0 $201K 0.01% NEW $82.65 -1.4%
658 PRU PRUDENTIAL FINL INC Financial Services 1,863.0 $201K 0.01% NEW $107.93 +11.4%
659 Q QNITY ELECTRONICS INC Technology 1,231.0 $201K 0.01% NEW $163.31 -22.7%
660 OXY OCCIDENTAL PETE CORP Energy 4,130.0 $201K 0.01% NEW $48.57 +20.7%
Page 33 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%