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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 4 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 19,081.0 $8.0M 0.29% +11K +142.2% $420.60 -16.5%
62 W WAYFAIR INC Consumer Cyclical 86,194.0 $8.0M 0.29% +3K +3.4% $92.42 +14.7%
63 META META PLATFORMS INC Communication Services 13,627.0 $7.7M 0.28% +10K +233.8% $563.30 +1.5%
64 CMDY ISHARES U S ETF TR 134,645.0 $7.4M 0.27% +52K +62.0% $55.23 +13.1%
65 RYLD GLOBAL X FDS 462,895.0 $7.4M 0.27% NEW $15.99 +1.9%
66 XDTE ROUNDHILL ETF TRUST 183,165.0 $7.2M 0.26% +39K +26.7% $39.08 -0.3%
67 UBER UBER TECHNOLOGIES INC Technology 98,703.0 $7.1M 0.26% +7K +7.2% $72.16 +6.6%
68 XME SPDR SERIES TRUST 65,380.0 $7.0M 0.25% +27K +71.7% $106.93 +14.0%
69 VNQ VANGUARD INDEX FDS 71,310.0 $6.9M 0.25% +47K +196.9% $96.43 +1.7%
70 XLU SELECT SECTOR SPDR TR 149,835.0 $6.8M 0.24% +79K +110.4% $45.34 -5.2%
71 MU MICRON TECHNOLOGY INC Technology 5,880.0 $6.8M 0.24% NEW $1154.38 -21.1%
72 IGF ISHARES TR 101,480.0 $6.8M 0.24% +52K +106.8% $66.60 -1.9%
73 IXC ISHARES TR 136,125.0 $6.7M 0.24% +47K +53.1% $49.13 +15.2%
74 ISHG ISHARES TR 88,060.0 $6.5M 0.23% +15K +21.1% $74.25 +2.5%
75 AMD ADVANCED MICRO DEVICES INC Technology 11,103.0 $6.4M 0.23% NEW $580.92 -18.5%
76 VWO VANGUARD INTL EQUITY INDEX F 103,944.0 $6.2M 0.22% $59.69 +2.1%
77 QDTE ROUNDHILL ETF TRUST 196,865.0 $6.1M 0.22% +7K +3.7% $31.13 -6.7%
78 XLI SELECT SECTOR SPDR TR 32,870.0 $6.1M 0.22% NEW $185.23 -3.3%
79 BX BLACKSTONE INC Financial Services 49,947.0 $5.9M 0.21% +12K +33.1% $117.67 +23.3%
80 GDX VANECK ETF TRUST 77,340.0 $5.8M 0.21% $75.45 +37.5%
Page 4 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%