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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 34 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CAG CONAGRA BRANDS INC Consumer Defensive 14,686.0 $198K 0.01% NEW $13.46 +20.4%
662 S SENTINELONE INC Technology 11,116.0 $189K 0.01% NEW $16.97 +20.9%
663 VFC V F CORP Consumer Cyclical 11,050.0 $184K 0.01% NEW $16.68 -16.7%
664 TNDM TANDEM DIABETES CARE INC Healthcare 11,897.0 $180K 0.01% NEW $15.09 +41.6%
665 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 16,571.0 $175K 0.01% NEW $10.57 +8.3%
666 GROW U S GLOBAL INVS INC Financial Services 54,578.0 $170K 0.01% +11K +24.6% $3.12 +7.1%
667 NVCR NOVOCURE LTD Healthcare 10,691.0 $162K 0.01% NEW $15.15 +18.1%
668 DLHC DLH HLDGS CORP Industrials 30,000.0 $158K 0.01% -8K -21.7% $5.25 -15.4%
669 MPT MEDICAL PROPERTIES TRUST INC Financial Services 30,544.0 $141K 0.01% NEW $4.62 -11.7%
670 PD PAGERDUTY INC Technology 13,355.0 $129K 0.01% NEW $9.65 +26.3%
671 RXT RACKSPACE TECHNOLOGY INC Technology 18,256.0 $119K 0.00% NEW $6.53 -47.9%
672 SPT SPROUT SOCIAL INC Technology 15,735.0 $119K 0.00% NEW $7.55 +40.9%
673 TDOC TELADOC HEALTH INC Healthcare 12,528.0 $106K 0.00% NEW $8.48 -25.4%
674 BITO PROSHARES TR 12,530.0 $100K 0.00% $7.98 +32.6%
675 NEXT NEXTDECADE CORP Energy 13,109.0 $99K 0.00% NEW $7.54 -2.4%
676 SG SWEETGREEN INC Consumer Cyclical 11,198.0 $99K 0.00% NEW $8.81 -22.2%
677 PCT PURECYCLE TECHNOLOGIES INC Industrials 11,240.0 $91K 0.00% NEW $8.11 -17.5%
678 OEC ORION S.A. Basic Materials 13,433.0 $89K 0.00% NEW $6.63 -6.9%
679 NWL NEWELL BRANDS INC Consumer Defensive 13,494.0 $83K 0.00% NEW $6.14 -2.9%
680 ADT ADT INC DEL Industrials 11,910.0 $77K 0.00% NEW $6.50 +14.5%
Page 34 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%