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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 5 of 13  ·  248 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IGF ISHARES TR 49,060.0 $3.3M 0.18% +25K +104.4% $67.00 +0.6%
82 XLU SELECT SECTOR SPDR TR 71,215.0 $3.3M 0.17% -254K -78.1% $45.89 -1.2%
83 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 89,840.0 $3.2M 0.17% -109K -54.9% $35.44 -3.8%
84 PFF ISHARES TR 103,625.0 $3.1M 0.17% +49K +91.2% $30.32 +3.0%
85 TSLA TESLA INC Consumer Cyclical 7,879.0 $2.9M 0.16% $371.76 +14.6%
86 KKR KKR & CO INC Financial Services 31,461.0 $2.9M 0.15% $92.50 +1.7%
87 SHV ISHARES TR 25,888.0 $2.9M 0.15% -3K -10.2% $110.39 -0.1%
88 DELL DELL TECHNOLOGIES INC Technology 16,893.0 $2.8M 0.15% +2K +11.4% $164.13 +79.9%
89 AGG ISHARES TR 26,557.0 $2.7M 0.14% -20K -43.6% $100.39 -1.9%
90 IDV ISHARES TR 61,775.0 $2.6M 0.14% +27K +79.9% $42.56 +5.6%
91 VYMI VANGUARD WHITEHALL FDS 27,205.0 $2.6M 0.14% +15K +120.1% $94.24 +5.9%
92 IDVO AMPLIFY ETF TR 63,210.0 $2.6M 0.14% +35K +124.5% $40.47 +4.9%
93 PXF INVESCO EXCH TRADED FD TR II 36,580.0 $2.6M 0.14% +20K +115.2% $69.90 +9.3%
94 IEFA ISHARES TR 27,289.0 $2.5M 0.13% $90.53 +7.4%
95 HHH HOWARD HUGHES HOLDINGS INC Real Estate 38,130.0 $2.4M 0.13% +8K +25.4% $63.26 +0.7%
96 FALN ISHARES TR 89,915.0 $2.4M 0.13% +39K +77.5% $26.72 +1.1%
97 MCY MERCURY GENL CORP NEW Financial Services 26,986.0 $2.4M 0.13% NEW $88.15 +14.6%
98 META META PLATFORMS INC Communication Services 4,082.0 $2.3M 0.12% +27.0 +0.7% $572.10 +6.7%
99 BITB BITWISE BITCOIN ETF TR Financial Services 63,129.0 $2.3M 0.12% -24K -27.9% $36.81 +11.8%
100 USHY ISHARES TR 63,041.0 $2.3M 0.12% NEW $36.84 +0.4%
Page 5 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%