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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 9 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IWM ISHARES TR 2,439.0 $605K 0.03% +2K +192.4% $248.03 +15.0%
162 COAL EXCHANGE TRADED CONCEPTS TRU 21,650.0 $594K 0.03% NEW $27.44 -10.3%
163 BRO BROWN & BROWN INC Financial Services 9,019.0 $588K 0.03% $65.21 -11.3%
164 LIN LINDE PLC Basic Materials 1,186.0 $588K 0.03% +7.0 +0.6% $495.69 +4.4%
165 NNI NELNET INC Financial Services 4,440.0 $573K 0.03% $128.96 -0.0%
166 IWB ISHARES TR 1,490.0 $531K 0.03% $356.56 +14.0%
167 PH PARKER-HANNIFIN CORP Industrials 585.0 $524K 0.03% -176.0 -23.1% $895.60 -3.2%
168 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,515.0 $512K 0.03% +76.0 +5.3% $337.95 +19.7%
169 GL GLOBE LIFE INC Financial Services 3,661.0 $510K 0.03% $139.17 +12.3%
170 APH AMPHENOL CORP Technology 4,014.0 $507K 0.03% +111.0 +2.8% $126.36 +4.5%
171 CAT CATERPILLAR INC Industrials 713.0 $505K 0.03% +5.0 +0.7% $708.37 +24.2%
172 FIX COMFORT SYS USA INC Industrials 361.0 $498K 0.03% $1378.99 +32.6%
173 VONV VANGUARD SCOTTSDALE FDS 4,940.0 $463K 0.03% $93.74 +10.6%
174 INFL LISTED FDS TR 8,770.0 $457K 0.02% -50K -85.1% $52.06 +2.3%
175 SNDA SONIDA SENIOR LIVING INC Healthcare 14,047.0 $453K 0.02% +1K +11.4% $32.25 +14.8%
176 JCI JOHNSON CONTROLS INTERNATION Industrials 3,435.0 $450K 0.02% $130.95 +5.7%
177 AMAT APPLIED MATLS INC Technology 1,311.0 $448K 0.02% $341.89 +26.4%
178 LQD ISHARES TR 4,086.0 $445K 0.02% $108.99 -0.6%
179 VMC VULCAN MATLS CO Basic Materials 1,635.0 $445K 0.02% $272.34 -4.3%
180 COKE COCA COLA CONS INC Consumer Defensive 2,277.0 $437K 0.02% $191.78 -8.5%
Page 9 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%