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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 17 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 VONV VANGUARD SCOTTSDALE FDS — 4,940.0 $525K 0.02% — — $106.31 +4.0%
322 PGR PROGRESSIVE CORP Financial Services 2,401.0 $525K 0.02% NEW — $218.49 -5.9%
323 PLD PROLOGIS INC. Real Estate 3,870.0 $524K 0.02% NEW — $135.46 -1.8%
324 HPE HEWLETT PACKARD ENTERPRISE C Technology 11,580.0 $522K 0.02% NEW — $45.11 +39.5%
325 LITE LUMENTUM HLDGS INC Technology 606.0 $520K 0.02% NEW — $858.12 +9.7%
326 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,376.0 $510K 0.02% NEW — $370.46 -5.0%
327 INCY INCYTE CORP Healthcare 4,483.0 $508K 0.02% NEW — $113.36 +9.3%
328 UPS UNITED PARCEL SVCS INC Industrials 4,726.0 $508K 0.02% NEW — $107.50 -12.6%
329 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 6,476.0 $504K 0.02% NEW — $77.87 -18.2%
330 ITW ILLINOIS TOOL WKS INC Industrials 1,863.0 $504K 0.02% NEW — $270.48 +1.4%
331 CCI CROWN CASTLE INC Real Estate 6,529.0 $494K 0.02% NEW — $75.73 -10.4%
332 PAL PROFICIENT AUTO LOGISTICS IN Industrials 72,296.0 $492K 0.02% NEW — $6.81 -46.0%
333 ZM ZOOM COMMUNICATIONS INC Technology 5,697.0 $492K 0.02% NEW — $86.31 +3.9%
334 NET CLOUDFLARE INC Technology 1,984.0 $487K 0.02% NEW — $245.28 +42.2%
335 WMB WILLIAMS COS INC Energy 6,498.0 $483K 0.02% NEW — $74.34 -6.8%
336 MEDP MEDPACE HLDGS INC Healthcare 910.0 $482K 0.02% +263.0 +40.6% $529.59 +16.9%
337 ALL ALLSTATE CORP Financial Services 2,014.0 $479K 0.02% NEW — $237.94 -4.3%
338 ES EVERSOURCE ENERGY Utilities 6,625.0 $479K 0.02% NEW — $72.27 -11.9%
339 IONQ IONQ INC Technology 8,953.0 $477K 0.02% NEW — $53.26 -14.6%
340 MPC MARATHON PETE CORP Energy 1,860.0 $476K 0.02% NEW — $255.70 +53.9%
Page 17 of 35  ·  691 positions

① 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%