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Portfolio (Quarterly) Guide ↗

Proficio Capital Partners LLC

· CIK 0001654175
13F Portfolio $1.4B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 240 New
Page 9 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 AXP AMERICAN EXPRESS CO Financial Services 1,377.0 $510K 0.04% NEW $370.06 -15.7%
162 LIN LINDE PLC Basic Materials 1,179.0 $503K 0.04% NEW $426.31 +21.4%
163 AIG AMERICAN INTL GROUP INC Financial Services 5,450.0 $466K 0.03% NEW $85.55 -9.9%
164 VMC VULCAN MATLS CO Basic Materials 1,634.0 $466K 0.03% NEW $285.26 -8.6%
165 VONV VANGUARD SCOTTSDALE FDS 4,940.0 $456K 0.03% NEW $92.30 +12.3%
166 VONG VANGUARD SCOTTSDALE FDS 3,705.0 $451K 0.03% NEW $121.75 +5.6%
167 LQD ISHARES TR 4,086.0 $450K 0.03% NEW $110.19 -1.7%
168 TSM TAIWAN SEMICONDUCTOR MFG Technology 1,439.0 $437K 0.03% NEW $303.89 +33.1%
169 ATEX ANTERIX INC Communication Services 20,000.0 $437K 0.03% NEW $21.83 +191.2%
170 JCI JOHNSON CTLS INTL PLC Industrials 3,437.0 $412K 0.03% NEW $119.75 +15.5%
171 SNDA SONIDA SENIOR LIVING INC Healthcare 12,612.0 $411K 0.03% NEW $32.61 +13.5%
172 CAT CATERPILLAR INC Industrials 708.0 $406K 0.03% NEW $572.77 +53.6%
173 ASHR DBX ETF TR 12,243.0 $402K 0.03% NEW $32.85 +7.6%
174 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,230.0 $398K 0.03% NEW $178.61 +7.8%
175 ROP ROPER TECHNOLOGIES INC Industrials 881.0 $392K 0.03% NEW $445.13 -26.6%
176 COF CAPITAL ONE FINL CORP Financial Services 1,586.0 $384K 0.03% NEW $242.29 -22.5%
177 CB CHUBB LIMITED Financial Services 1,224.0 $382K 0.03% NEW $312.21 +5.0%
178 ADP AUTOMATIC DATA PROCESSING Industrials 1,479.0 $380K 0.03% NEW $257.23 -12.4%
179 RCI ROGERS COMMUNICATIONS INC Communication Services 10,000.0 $377K 0.03% NEW $37.73 -3.0%
180 PG PROCTER AND GAMBLE CO Consumer Defensive 2,628.0 $377K 0.03% NEW $143.32 +0.8%
Page 9 of 12  ·  240 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 70.4%
Technology 12.6%
Communication Services 5.3%
Consumer Cyclical 4.9%
Healthcare 2.0%
Consumer Defensive 1.5%
Industrials 1.4%
Energy 1.0%
Basic Materials 0.6%
Real Estate 0.4%