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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 9 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPTM SPDR SERIES TRUST 16,726.0 $1.5M 0.06% $90.79 +3.0%
162 BROOKFIELD WEALTH SOL LTD 35,589.0 $1.5M 0.05% $42.66
163 URBN URBAN OUTFITTERS INC Consumer Cyclical 21,376.0 $1.5M 0.05% +2K +11.6% $70.86 +11.2%
164 PERSHING SQUARE INC 44,400.0 $1.5M 0.05% NEW $32.86
165 AZN ASTRAZENECA PLC Healthcare 7,518.0 $1.4M 0.05% NEW $189.62 -13.2%
166 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,954.0 $1.4M 0.05% +1K +95.0% $477.57 -10.5%
167 JBHT HUNT J B TRANS SVCS INC Industrials 4,874.0 $1.4M 0.05% NEW $289.43 -9.0%
168 IWD ISHARES TR 5,761.0 $1.4M 0.05% $242.44 +6.2%
169 CNC CENTENE CORP DEL Healthcare 21,560.0 $1.4M 0.05% NEW $64.19 +1.8%
170 CEREBRAS SYSTEMS INC 6,258.0 $1.4M 0.05% NEW $221.00
171 CVX CHEVRON CORPORATION Energy 8,330.0 $1.4M 0.05% +7K +423.6% $165.76 +20.4%
172 NEE NEXTERA ENERGY INC Utilities 15,519.0 $1.4M 0.05% +13K +465.4% $87.77 -4.9%
173 BXSL BLACKSTONE SECD LENDING FD Financial Services 56,557.0 $1.3M 0.05% +40K +248.9% $23.71 +4.3%
174 TXN TEXAS INSTRS INC Technology 4,435.0 $1.3M 0.05% +3K +328.1% $298.05 -10.6%
175 TECHNIPFMC PLC 19,625.0 $1.3M 0.05% NEW $66.30
176 LMT LOCKHEED MARTIN CORP Industrials 2,510.0 $1.3M 0.05% +786.0 +45.6% $509.39 +11.1%
177 KYMR KYMERA THERAPEUTICS INC Healthcare 11,045.0 $1.3M 0.04% +200.0 +1.8% $114.67 +4.8%
178 CMI CUMMINS INC Industrials 1,742.0 $1.2M 0.04% NEW $713.03 -19.5%
179 FORTINET INC 7,990.0 $1.2M 0.04% NEW $153.62
180 AXP AMERICAN EXPRESS CO Financial Services 3,532.0 $1.2M 0.04% +2K +156.7% $338.27 -1.2%
Page 9 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%