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Portfolio (Quarterly) Guide ↗

Proficio Capital Partners LLC

· CIK 0001654175
13F Portfolio $1.9B AUM 248 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 58 Added 56 Reduced 31 Exited
Page 7 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWD ISHARES TR 5,761.0 $1.2M 0.07% $213.68 +10.6%
122 PFXF VANECK ETF TRUST 70,150.0 $1.2M 0.07% +18K +34.9% $17.54 +5.3%
123 URBN URBAN OUTFITTERS INC Consumer Cyclical 19,161.0 $1.2M 0.07% $63.35 +15.2%
124 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,202.0 $1.2M 0.06% $996.17 +3.2%
125 DIS DISNEY WALT CO Communication Services 12,221.0 $1.2M 0.06% $96.28 +7.0%
126 TOL TOLL BROTHERS INC Consumer Cyclical 8,394.0 $1.1M 0.06% $136.47 -1.6%
127 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 21,682.0 $1.1M 0.06% -22K -50.9% $52.76 +11.5%
128 BSCQ INVESCO EXCH TRD SLF IDX FD 55,789.0 $1.1M 0.06% +567.0 +1.0% $19.53 -0.1%
129 WPM WHEATON PRECIOUS METALS CORP Basic Materials 8,300.0 $1.1M 0.06% $131.01 -3.4%
130 RGR STURM RUGER & CO INC Industrials 26,485.0 $1.1M 0.06% $40.09 -0.1%
131 REM ISHARES TR 48,840.0 $1.0M 0.06% -595.0 -1.2% $21.47 +1.2%
132 LMT LOCKHEED MARTIN CORP Industrials 1,724.0 $1.0M 0.06% -89.0 -4.9% $604.39 -11.8%
133 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 17,275.0 $1.0M 0.05% -10K -36.7% $59.03 +11.8%
134 DFGR DIMENSIONAL ETF TRUST 38,320.0 $1.0M 0.05% -2K -3.8% $26.58 +8.9%
135 FNV FRANCO NEV CORP Basic Materials 4,105.0 $1.0M 0.05% $247.05 -8.4%
136 VEU VANGUARD INTL EQUITY INDEX F 12,530.0 $941K 0.05% $75.10 +9.8%
137 XOM EXXON MOBIL CORP Energy 5,482.0 $930K 0.05% +59.0 +1.1% $169.67 -8.7%
138 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,556.0 $916K 0.05% $588.68 -8.9%
139 KYMR KYMERA THERAPEUTICS INC Healthcare 10,845.0 $903K 0.05% $83.29 -5.3%
140 RSG REPUBLIC SVCS INC Industrials 4,097.0 $899K 0.05% $219.50 -4.8%
Page 7 of 13  ·  248 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 75.1%
Technology 10.7%
Consumer Cyclical 4.0%
Communication Services 3.5%
Healthcare 1.8%
Consumer Defensive 1.6%
Industrials 1.4%
Energy 0.8%
Basic Materials 0.7%
Real Estate 0.4%