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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 12 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 NEE NEXTERA ENERGY INC Utilities 2,745.0 $255K 0.01% +19.0 +0.7% $92.88 -4.7%
222 TIP ISHARES TR 2,310.0 $255K 0.01% $110.36 +0.0%
223 CDW CDW CORP Technology 2,090.0 $253K 0.01% $121.02 -8.4%
224 SPG SIMON PPTY GROUP INC NEW Real Estate 1,347.0 $251K 0.01% $186.56 +9.6%
225 MSOS ADVISORSHARES TR 70,633.0 $251K 0.01% -90K -56.0% $3.55 +24.8%
226 IUSG ISHARES TR 1,514.0 $235K 0.01% $155.11 +20.3%
227 ABBV ABBVIE INC Healthcare 1,065.0 $232K 0.01% +31.0 +3.0% $217.44 -0.8%
228 NVS NOVARTIS AG Healthcare 1,484.0 $227K 0.01% NEW $152.75 -0.5%
229 GSST GOLDMAN SACHS ETF TR 4,440.0 $224K 0.01% $50.55 -0.0%
230 DLHC DLH HLDGS CORP Industrials 38,311.0 $223K 0.01% +4K +10.1% $5.82 -4.6%
231 MRSH MARSH & MCLENNAN COS INC Financial Services 1,269.0 $220K 0.01% -38.0 -2.9% $173.45 -5.4%
232 VB VANGUARD INDEX FDS 834.0 $218K 0.01% -3K -79.7% $261.92 +10.4%
233 CHRD CHORD ENERGY CORPORATION Energy 1,534.0 $218K 0.01% NEW $142.18 +1.3%
234 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 353.0 $218K 0.01% $617.45 +8.6%
235 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 2,375.0 $218K 0.01% NEW $91.64 +4.7%
236 MOAT VANECK ETF TRUST 2,200.0 $213K 0.01% $96.70 +5.7%
237 REGCO REGENCY CTRS CORP Real Estate 2,799.0 $212K 0.01% NEW $75.66 -70.4%
238 INTU INTUIT Technology 484.0 $209K 0.01% -7.0 -1.4% $432.38 -26.0%
239 TDG TRANSDIGM GROUP INC Industrials 180.0 $209K 0.01% -1.0 -0.6% $1161.12 +4.5%
240 MA MASTERCARD INCORPORATED Financial Services 415.0 $208K 0.01% -4.0 -0.9% $500.23 -0.3%
Page 12 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%