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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 11 of 12  ·  240 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DE DEERE & CO Industrials 646.0 $301K 0.02% NEW $465.57 +13.7%
202 JNJ JOHNSON & JOHNSON Healthcare 1,440.0 $298K 0.02% NEW $207.02 +13.2%
203 ISHARES TR 10,380.0 $293K 0.02% NEW $28.19
204 CDW CDW CORP Technology 2,096.0 $285K 0.02% NEW $136.20 -18.6%
205 PFE PFIZER INC Healthcare 11,399.0 $284K 0.02% NEW $24.90 +4.0%
206 TFLO ISHARES TR 5,615.0 $283K 0.02% NEW $50.46 +0.3%
207 EPD ENTERPRISE PRODS PARTNERS L Energy 8,837.0 $283K 0.02% NEW $32.06 +23.6%
208 JAKK JAKKS PAC INC Consumer Cyclical 16,236.0 $274K 0.02% NEW $16.88 +31.4%
209 SCI SERVICE CORP INTL Consumer Cyclical 3,437.0 $268K 0.02% NEW $77.97 -0.7%
210 USMV ISHARES TR 2,800.0 $264K 0.02% NEW $94.16 +2.9%
211 IUSG ISHARES TR 1,514.0 $254K 0.02% NEW $167.94 +11.1%
212 TIP ISHARES TR 2,310.0 $254K 0.02% NEW $109.91 +0.4%
213 SPG SIMON PPTY GROUP INC NEW Real Estate 1,341.0 $248K 0.02% NEW $185.13 +10.4%
214 APP APPLOVIN CORP Technology 360.0 $243K 0.02% NEW $673.82 -28.5%
215 MRSH MARSH & MCLENNAN COS INC Financial Services 1,307.0 $242K 0.02% NEW $185.52 -11.5%
216 TDG TRANSDIGM GROUP INC Industrials 181.0 $241K 0.02% NEW $1332.31 -8.9%
217 MA MASTERCARD INCORPORATED Financial Services 419.0 $239K 0.02% NEW $571.48 -12.8%
218 ABBV ABBVIE INC Healthcare 1,034.0 $236K 0.02% NEW $228.52 -5.6%
219 SCHD SCHWAB STRATEGIC TR 8,577.0 $235K 0.02% NEW $27.43 +19.7%
220 MOAT VANECK ETF TRUST 2,200.0 $228K 0.02% NEW $103.56 -1.3%
Page 11 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%