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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 11 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HEQT SIMPLIFY EXCHANGE TRADED FUN 10,470.0 $330K 0.02% $31.50 +5.7%
202 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,134.0 $330K 0.02% $290.70 -11.5%
203 CVX CHEVRON CORPORATION Energy 1,591.0 $329K 0.02% -10K -86.2% $206.89 -7.5%
204 IWF ISHARES TR 760.0 $324K 0.02% $426.40 -70.7%
205 FMDE FIDELITY COVINGTON TRUST 8,875.0 $319K 0.02% $35.96 +9.0%
206 ROP ROPER TECHNOLOGIES INC Industrials 880.0 $312K 0.02% $354.66 -7.8%
207 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 4,715.0 $312K 0.02% -991.0 -17.4% $66.11 +4.2%
208 MEDP MEDPACE HLDGS INC Healthcare 647.0 $311K 0.02% $480.19 -9.9%
209 TLT ISHARES TR 3,519.0 $305K 0.02% $86.69 -2.3%
210 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,485.0 $303K 0.02% $203.86 +10.5%
211 ISHARES TR 10,380.0 $292K 0.02% $28.16
212 COF CAPITAL ONE FINL CORP Financial Services 1,592.0 $290K 0.02% $182.38 +3.0%
213 CLBT CELLEBRITE DI LTD Technology 21,035.0 $290K 0.01% NEW $13.78 -4.4%
214 BROOKFIELD ASSET MANAGMT LTD 6,483.0 $288K 0.01% +44.0 +0.7% $44.45
215 TFLO ISHARES TR 5,615.0 $284K 0.01% $50.63 -0.0%
216 SCI SERVICE CORP INTL Consumer Cyclical 3,432.0 $283K 0.01% $82.51 -6.2%
217 BKNG BOOKING HOLDINGS INC Consumer Cyclical 66.0 $278K 0.01% +1.0 +1.5% $4211.53 -96.2%
218 SCHD SCHWAB STRATEGIC TR 8,577.0 $263K 0.01% $30.68 +7.0%
219 USMV ISHARES TR 2,800.0 $260K 0.01% $92.74 +4.5%
220 FCG FIRST TR EXCHANGE-TRADED FD 8,140.0 $258K 0.01% NEW $31.69 -4.3%
Page 11 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%