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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 10 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AXP AMERICAN EXPRESS CO Financial Services 1,376.0 $416K 0.02% $302.57 +3.0%
182 AIG AMERICAN INTL GROUP INC Financial Services 5,460.0 $411K 0.02% $75.25 +2.4%
183 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,234.0 $407K 0.02% $182.36 +5.6%
184 VONG VANGUARD SCOTTSDALE FDS 3,705.0 $406K 0.02% $109.69 +17.3%
185 CB CHUBB LTD SWITZ Financial Services 1,224.0 $399K 0.02% $326.04 +0.6%
186 DBMF LITMAN GREGORY FDS TR 12,766.0 $390K 0.02% +980.0 +8.3% $30.54 +1.8%
187 IWY ISHARES TR 1,525.0 $389K 0.02% -117K -98.7% $255.37 +14.9%
188 EFA ISHARES TR 4,006.0 $389K 0.02% NEW $97.14 +7.0%
189 BXSL BLACKSTONE SECD LENDING FD Financial Services 16,210.0 $384K 0.02% -90K -84.8% $23.69 -1.5%
190 EEM ISHARES TR 6,753.0 $383K 0.02% -164K -96.0% $56.79 +16.0%
191 PG PROCTER & GAMBLE CO Consumer Defensive 2,622.0 $379K 0.02% $144.46 -0.0%
192 BUR BURFORD CAPITAL LIMITED Financial Services 82,630.0 $373K 0.02% $4.52 +0.2%
193 ARGT GLOBAL X FDS 3,950.0 $369K 0.02% NEW $93.32 -3.1%
194 DE DEERE & CO Industrials 653.0 $368K 0.02% +7.0 +1.1% $563.30 -6.1%
195 JNJ JOHNSON & JOHNSON Healthcare 1,475.0 $360K 0.02% +35.0 +2.4% $244.36 -4.1%
196 IGPT INVESCO EXCHANGE TRADED FD T 6,000.0 $348K 0.02% $58.06 +58.1%
197 VO VANGUARD INDEX FDS 1,185.0 $340K 0.02% -108.0 -8.3% $287.18 -72.8%
198 EPD ENTERPRISE PRODS PARTNERS L Energy 8,837.0 $334K 0.02% $37.84 +4.7%
199 MS MORGAN STANLEY Financial Services 2,028.0 $334K 0.02% $164.55 +22.2%
200 J JACOBS SOLUTIONS INC Industrials 2,620.0 $333K 0.02% $127.28 -9.9%
Page 10 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%