Proficio Capital Partners
Latest statistics and disclosures from Proficio Capital Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPTS, IAU, GLD, VOO, SPY, and represent 26.46% of Proficio Capital Partners's stock portfolio.
- Added to shares of these 10 stocks: SPTS (+$160M), IWX (+$73M), SPY (+$26M), PDBA (+$26M), XYLD (+$25M), SPHB (+$25M), BILS (+$24M), VOO (+$24M), GSST (+$23M), AAPL (+$21M).
- Started 460 new stock positions in SPCX, TXRH, WST, COO, ADT, VICR, PRU, HWM, AMKR, SG.
- Reduced shares in these 10 stocks: IWS (-$52M), PYLD (-$29M), SGOV (-$22M), ACWX (-$21M), FLOT (-$17M), MINT (-$13M), AAAU (-$12M), SHLD (-$9.3M), GLD, URNM.
- Sold out of its positions in CDW, SNDA, DFGR, COAL, FPE, ARGT, URA, SHLD, TLT, IWS. ACWX, IDV, PFF, REM, FALN, CHRD, TFPM, PFXF.
- Proficio Capital Partners was a net buyer of stock by $909M.
- Proficio Capital Partners has $2.8B in assets under management (AUM), dropping by 48.74%.
- Central Index Key (CIK): 0001654175
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Portfolio Holdings for Proficio Capital Partners
Proficio Capital Partners holds 690 positions in its portfolio as reported in the June 2026 quarterly 13F filing
Proficio Capital Partners has 690 total positions. Only the first 250 positions are shown.
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- Download the Proficio Capital Partners June 2026 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Sho Treas Etf (SPTS) | 7.3 | $203M | +376% | 7.0M | 29.01 |
|
| Ishares Gold Tr Ishares New (IAU) | 5.9 | $166M | +5% | 2.2M | 75.51 |
|
| Spdr Gold Tr Gold Shs (GLD) | 5.3 | $148M | -3% | 402k | 368.38 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.2 | $146M | +19% | 212k | 686.81 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.7 | $75M | +53% | 100k | 746.77 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 2.6 | $73M | -14% | 723k | 100.81 |
|
| Ishares Tr Rus Tp200 Vl Etf (IWX) | 2.6 | $73M | NEW | 693k | 105.16 |
|
| Bitwise Funds Trust Prof Curr De Etf (BPRO) | 2.5 | $71M | +20% | 3.7M | 18.92 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 2.2 | $61M | 143k | 426.40 |
|
|
| Spdr Series Trust St Str Blo 1 Etf (BIL) | 2.1 | $59M | +29% | 641k | 91.64 |
|
| Spdr Series Trust St Str Bl 12 Etf (BILS) | 1.9 | $53M | +83% | 530k | 99.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.8 | $50M | +45% | 134k | 370.04 |
|
| NVIDIA Corporation (NVDA) | 1.8 | $49M | +70% | 246k | 200.09 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.7 | $49M | +30% | 476k | 102.30 |
|
| First Tr Exchange Traded Rba Indl Etf (AIRR) | 1.6 | $45M | +52% | 334k | 133.25 |
|
| Apple (AAPL) | 1.3 | $37M | +129% | 128k | 289.36 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Hb Etf (SPHB) | 1.3 | $37M | +218% | 235k | 155.59 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 1.2 | $35M | +7% | 221k | 156.95 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.2 | $32M | 622k | 51.85 |
|
|
| Invesco Actvely Mngd Etc Agri Cmdty Stra (PDBA) | 1.1 | $31M | +493% | 866k | 35.62 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 1.1 | $30M | -27% | 760k | 39.57 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $29M | -8% | 354k | 82.11 |
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 1.0 | $28M | +10% | 818k | 33.75 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $27M | +49% | 78k | 353.33 |
|
| Global X Fds S&p 500 Covered (XYLD) | 1.0 | $27M | +1566% | 664k | 40.79 |
|
| Global X Fds Artificial Etf (AIQ) | 0.9 | $25M | +25% | 380k | 65.61 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.9 | $24M | +62% | 419k | 58.15 |
|
| Microsoft Corporation (MSFT) | 0.9 | $24M | +99% | 65k | 373.02 |
|
| Goldman Sachs Etf Tr Ultr Shor Bd Etf (GSST) | 0.8 | $24M | +10383% | 466k | 50.58 |
|
| Amazon (AMZN) | 0.8 | $23M | +83% | 96k | 238.34 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.8 | $22M | -49% | 220k | 100.67 |
|
| Uscf Etf Tr Summerhaven K1 (SDCI) | 0.8 | $21M | +80% | 810k | 26.44 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $21M | +29% | 28k | 748.88 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $20M | +55% | 27k | 736.39 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $18M | +100% | 15k | 1199.42 |
|
| Global X Fds Global X Copper (COPX) | 0.6 | $18M | +32% | 227k | 76.97 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $17M | +390% | 506k | 33.29 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $17M | +24% | 39k | 433.34 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 0.6 | $17M | -11% | 339k | 49.07 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $15M | +154% | 43k | 357.37 |
|
| Ishares U S Etf Tr Gsci Cmdty Stgy (COMT) | 0.5 | $15M | +305% | 501k | 30.37 |
|
| Unified Ser Tr Oneascent Emgrg (OAEM) | 0.5 | $15M | NEW | 305k | 49.89 |
|
| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.5 | $15M | +17% | 291k | 50.66 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.5 | $15M | +26% | 225k | 64.60 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.5 | $14M | +42% | 268k | 53.11 |
|
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.5 | $13M | +28% | 35k | 372.03 |
|
| Ishares Silver Tr Ishares (SLV) | 0.5 | $13M | +63% | 241k | 53.47 |
|
| Proshares Tr Pshs Ultsh 20yrs (TBT) | 0.4 | $12M | NEW | 344k | 34.94 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.4 | $11M | +59% | 131k | 79.97 |
|
| Wal-Mart Stores (WMT) | 0.4 | $10M | +16% | 89k | 113.26 |
|
| Broadcom (AVGO) | 0.4 | $9.9M | +331% | 26k | 377.75 |
|
| Visa Com Cl A (V) | 0.3 | $9.5M | +42% | 28k | 343.09 |
|
| Ishares Em Mkts Div Etf (DVYE) | 0.3 | $9.5M | +91% | 296k | 32.23 |
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $9.4M | +562% | 29k | 327.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $9.1M | +61% | 18k | 500.40 |
|
| Vaneck Etf Trust Rare Ear Str Etf (REMX) | 0.3 | $8.5M | -12% | 96k | 88.50 |
|
| Pershing Square Usa Com Shs | 0.3 | $8.3M | NEW | 223k | 37.38 |
|
| Goldman Sachs (GS) | 0.3 | $8.2M | +17% | 8.1k | 1011.32 |
|
| Dell Technologies CL C (DELL) | 0.3 | $8.2M | +12% | 19k | 431.46 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.3 | $8.1M | NEW | 48k | 170.86 |
|
| Tesla Motors (TSLA) | 0.3 | $8.0M | +142% | 19k | 420.60 |
|
| Wayfair Cl A (W) | 0.3 | $8.0M | +3% | 86k | 92.42 |
|
| Meta Platforms Cl A (META) | 0.3 | $7.7M | +233% | 14k | 563.30 |
|
| Ishares U S Etf Tr Bloomberg Roll (CMDY) | 0.3 | $7.4M | +61% | 135k | 55.23 |
|
| Global X Fds Russell 2000 (RYLD) | 0.3 | $7.4M | NEW | 463k | 15.99 |
|
| Roundhill Etf Trust S&p 500 Odte Cov (XDTE) | 0.3 | $7.2M | +26% | 183k | 39.08 |
|
| Uber Technologies (UBER) | 0.3 | $7.1M | +7% | 99k | 72.16 |
|
| Spdr Series Trust St Str Sp Metal (XME) | 0.3 | $7.0M | +71% | 65k | 106.93 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $6.9M | +196% | 71k | 96.43 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $6.8M | +110% | 150k | 45.34 |
|
| Micron Technology (MU) | 0.2 | $6.8M | NEW | 5.9k | 1154.38 |
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.2 | $6.8M | +106% | 102k | 66.60 |
|
| Ishares Tr Global Energ Etf (IXC) | 0.2 | $6.7M | +53% | 136k | 49.13 |
|
| Ishares Tr 3yrtb Etf (ISHG) | 0.2 | $6.5M | +21% | 88k | 74.25 |
|
| Advanced Micro Devices (AMD) | 0.2 | $6.4M | NEW | 11k | 580.92 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $6.2M | 104k | 59.69 |
|
|
| Roundhill Etf Trust Innovation 100 O (QDTE) | 0.2 | $6.1M | +3% | 197k | 31.13 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $6.1M | NEW | 33k | 185.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $5.9M | +33% | 50k | 117.67 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $5.8M | 77k | 75.45 |
|
|
| Neuberger Berman Etf Trust Opt Strategy Etf (NBOS) | 0.2 | $5.8M | 208k | 28.01 |
|
|
| Ishares Msci Cda Etf (EWC) | 0.2 | $5.8M | NEW | 100k | 57.64 |
|
| Spdr Series Trust Sp O&g Expl Pro (XOP) | 0.2 | $5.8M | -19% | 37k | 154.26 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $5.7M | +700% | 48k | 119.52 |
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.2 | $5.7M | NEW | 112k | 50.83 |
|
| Ishares Msci Japan Etf (EWJ) | 0.2 | $5.4M | NEW | 58k | 93.27 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $5.3M | 74k | 71.25 |
|
|
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.2 | $4.9M | 184k | 26.67 |
|
|
| Ishares Tr Broad Usd High (USHY) | 0.2 | $4.8M | +106% | 130k | 37.02 |
|
| Bny Mellon Etf Trust Global Infrasctr (BKGI) | 0.2 | $4.8M | +141% | 106k | 44.97 |
|
| Merck & Co (MRK) | 0.2 | $4.7M | +93% | 36k | 128.50 |
|
| Global Partners Com Units (GLP) | 0.2 | $4.7M | 100k | 46.59 |
|
|
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.2 | $4.6M | 120k | 38.23 |
|
|
| Home Depot (HD) | 0.2 | $4.5M | +109% | 13k | 352.68 |
|
| Spdr Series Trust St Bloo High Etf (JNK) | 0.2 | $4.5M | NEW | 47k | 96.37 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.2 | $4.4M | +60% | 59k | 75.64 |
|
| Cisco Systems (CSCO) | 0.2 | $4.4M | NEW | 37k | 117.46 |
|
| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.2 | $4.4M | -18% | 53k | 83.07 |
|
| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 0.2 | $4.3M | +60% | 102k | 42.00 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $4.3M | +59% | 43k | 98.20 |
|
| Fidelity Covington Trust Msci Energy Idx (FENY) | 0.2 | $4.2M | NEW | 144k | 29.56 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $4.2M | 57k | 73.66 |
|
|
| International Business Machines (IBM) | 0.1 | $4.2M | NEW | 15k | 281.21 |
|
| Analog Devices (ADI) | 0.1 | $4.0M | -16% | 10k | 397.17 |
|
| Global X Fds Globx Supdv Us (DIV) | 0.1 | $4.0M | NEW | 211k | 19.05 |
|
| Spdr Series Trust St Str Dow Reit (RWR) | 0.1 | $3.8M | NEW | 33k | 112.97 |
|
| Vaneck Etf Trust Mortgage Reit (MORT) | 0.1 | $3.5M | NEW | 343k | 10.36 |
|
| Mercury General Corporation (MCY) | 0.1 | $3.4M | +17% | 32k | 106.62 |
|
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 0.1 | $3.3M | +286% | 235k | 14.13 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.1 | $3.3M | NEW | 251k | 13.22 |
|
| Applied Materials (AMAT) | 0.1 | $3.2M | +235% | 4.4k | 723.05 |
|
| Kkr & Co (KKR) | 0.1 | $3.1M | +6% | 33k | 91.78 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $3.0M | +15% | 32k | 96.58 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $3.0M | +169% | 3.2k | 935.46 |
|
| Comfort Systems USA (FIX) | 0.1 | $2.9M | +309% | 1.5k | 1981.95 |
|
| Caterpillar (CAT) | 0.1 | $2.9M | +281% | 2.7k | 1064.81 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $2.8M | +269% | 20k | 136.72 |
|
| Airbnb Com Cl A (ABNB) | 0.1 | $2.8M | +33% | 19k | 143.10 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $2.7M | 90k | 30.17 |
|
|
| Johnson & Johnson (JNJ) | 0.1 | $2.7M | +615% | 11k | 253.97 |
|
| Intel Corporation (INTC) | 0.1 | $2.7M | NEW | 19k | 139.63 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.1 | $2.6M | -7% | 24k | 110.35 |
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $2.5M | -8% | 26k | 98.25 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.5M | +252% | 14k | 176.31 |
|
| United Sts Commodity Index F Cm Rep Copp Fd (CPER) | 0.1 | $2.5M | NEW | 66k | 37.73 |
|
| Waste Management (WM) | 0.1 | $2.4M | +15% | 11k | 222.88 |
|
| Amgen (AMGN) | 0.1 | $2.4M | +53% | 6.5k | 362.10 |
|
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.1 | $2.3M | 19k | 119.33 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $2.2M | -16% | 22k | 98.98 |
|
| Howard Hughes Holdings (HHH) | 0.1 | $2.2M | -19% | 31k | 71.49 |
|
| Abbvie (ABBV) | 0.1 | $2.2M | +712% | 8.7k | 251.63 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $2.2M | +213% | 11k | 189.73 |
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $2.0M | 63k | 31.86 |
|
|
| Ishares Tr Ultra Short Dur (ICSH) | 0.1 | $2.0M | +149% | 39k | 50.58 |
|
| Trulieve Cannabis Corp Sub Vtg Shs | 0.1 | $2.0M | NEW | 202k | 9.83 |
|
| UnitedHealth (UNH) | 0.1 | $2.0M | NEW | 4.7k | 415.63 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.9M | +234% | 2.0k | 978.04 |
|
| Netflix (NFLX) | 0.1 | $1.9M | +250% | 26k | 71.40 |
|
| Sandisk Corp (SNDK) | 0.1 | $1.8M | NEW | 812.00 | 2273.73 |
|
| Ge Aerospace Com New (GE) | 0.1 | $1.8M | NEW | 4.9k | 373.72 |
|
| Western Digital (WDC) | 0.1 | $1.8M | NEW | 2.9k | 638.72 |
|
| ConocoPhillips (COP) | 0.1 | $1.8M | NEW | 18k | 103.96 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.8M | +331% | 8.8k | 209.05 |
|
| Qualcomm (QCOM) | 0.1 | $1.8M | NEW | 9.8k | 184.79 |
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| Ea Series Trust Spar Int Val Etf (ITAN) | 0.1 | $1.8M | 43k | 41.83 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $1.8M | NEW | 6.0k | 301.72 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.8M | +742% | 3.5k | 513.56 |
|
| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $1.8M | +8% | 69k | 25.94 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.8M | -16% | 19k | 94.52 |
|
| Ge Vernova (GEV) | 0.1 | $1.7M | NEW | 1.4k | 1174.86 |
|
| Toll Brothers (TOL) | 0.1 | $1.7M | +21% | 10k | 164.75 |
|
| Chubb (CB) | 0.1 | $1.7M | +301% | 4.9k | 340.76 |
|
| General Motors Company (GM) | 0.1 | $1.6M | NEW | 21k | 77.08 |
|
| Global X Fds Global X Silver (SIL) | 0.1 | $1.6M | -2% | 21k | 77.46 |
|
| Procter & Gamble Company (PG) | 0.1 | $1.6M | +305% | 11k | 146.64 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.5M | NEW | 27k | 56.98 |
|
| Coca-Cola Company (KO) | 0.1 | $1.5M | NEW | 19k | 81.27 |
|
| Linde SHS (LIN) | 0.1 | $1.5M | +150% | 3.0k | 518.95 |
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| Exchange Listed Fds Tr Saba Int Rate (CEFS) | 0.1 | $1.5M | 60k | 25.64 |
|
|
| Spdr Series Trust ST STR PR SP1500 (SPTM) | 0.1 | $1.5M | 17k | 90.79 |
|
|
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.1 | $1.5M | 36k | 42.66 |
|
|
| Urban Outfitters (URBN) | 0.1 | $1.5M | +11% | 21k | 70.86 |
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| Pershing Square Common Stock | 0.1 | $1.5M | NEW | 44k | 32.86 |
|
| Astrazeneca Ord (AZN) | 0.1 | $1.4M | NEW | 7.5k | 189.62 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.4M | +94% | 3.0k | 477.57 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $1.4M | NEW | 4.9k | 289.43 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.4M | 5.8k | 242.44 |
|
|
| Centene Corporation (CNC) | 0.0 | $1.4M | NEW | 22k | 64.19 |
|
| Cerebras Systems Com Cl A (CBRS) | 0.0 | $1.4M | NEW | 6.3k | 221.00 |
|
| Chevron Corporation (CVX) | 0.0 | $1.4M | +423% | 8.3k | 165.76 |
|
| Nextera Energy (NEE) | 0.0 | $1.4M | +465% | 16k | 87.77 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $1.3M | +248% | 57k | 23.71 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $1.3M | +328% | 4.4k | 298.05 |
|
| Technipfmc (FTI) | 0.0 | $1.3M | NEW | 20k | 66.30 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $1.3M | +45% | 2.5k | 509.39 |
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| Kymera Therapeutics (KYMR) | 0.0 | $1.3M | 11k | 114.67 |
|
|
| Cummins (CMI) | 0.0 | $1.2M | NEW | 1.7k | 713.03 |
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| Fortinet (FTNT) | 0.0 | $1.2M | NEW | 8.0k | 153.62 |
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| American Express Company (AXP) | 0.0 | $1.2M | +156% | 3.5k | 338.27 |
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| Newmont Mining Corporation (NEM) | 0.0 | $1.2M | +55% | 13k | 93.40 |
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| Wells Fargo & Company (WFC) | 0.0 | $1.2M | NEW | 14k | 82.64 |
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| Ciena Corp Com New (CIEN) | 0.0 | $1.1M | NEW | 2.3k | 490.62 |
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| Johnson Controls Internation SHS (JCI) | 0.0 | $1.1M | +127% | 7.8k | 146.11 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.1M | +352% | 2.6k | 426.14 |
|
| Sprott Fds Tr Urani Miner Etf (URNM) | 0.0 | $1.1M | -81% | 21k | 52.59 |
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| Welltower Inc Com reit (WELL) | 0.0 | $1.1M | NEW | 4.9k | 226.97 |
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| Abbott Laboratories (ABT) | 0.0 | $1.1M | NEW | 12k | 90.74 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $1.1M | 56k | 19.52 |
|
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| Target Corporation (TGT) | 0.0 | $1.1M | NEW | 8.4k | 130.61 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $1.1M | NEW | 2.2k | 496.73 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $1.1M | NEW | 6.4k | 169.88 |
|
| Martin Marietta Materials (MLM) | 0.0 | $1.1M | +20% | 1.9k | 576.76 |
|
| FedEx Corporation (FDX) | 0.0 | $1.1M | NEW | 3.4k | 313.09 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $1.1M | NEW | 9.2k | 116.67 |
|
| Oracle Corporation (ORCL) | 0.0 | $1.1M | NEW | 7.2k | 146.55 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $1.1M | 13k | 83.75 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.0M | NEW | 10k | 103.45 |
|
| Deere & Company (DE) | 0.0 | $1.0M | +150% | 1.6k | 634.29 |
|
| Capital One Financial (COF) | 0.0 | $1.0M | +224% | 5.2k | 200.62 |
|
| Philip Morris International (PM) | 0.0 | $1.0M | NEW | 5.7k | 180.91 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $1.0M | +31% | 12k | 82.84 |
|
| Corning Incorporated (GLW) | 0.0 | $1.0M | NEW | 4.0k | 255.44 |
|
| Everpure Cl A (P) | 0.0 | $1.0M | +12% | 13k | 78.79 |
|
| TJX Companies (TJX) | 0.0 | $1.0M | NEW | 6.7k | 151.51 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $987k | 22k | 45.52 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $979k | NEW | 2.6k | 375.32 |
|
| Marvell Technology (MRVL) | 0.0 | $977k | NEW | 3.3k | 297.88 |
|
| Sturm, Ruger & Company (RGR) | 0.0 | $970k | -3% | 26k | 37.85 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $968k | NEW | 10k | 93.66 |
|
| Wheaton Precious Metals Corp (WPM) | 0.0 | $967k | +3% | 8.6k | 112.32 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $962k | NEW | 13k | 77.11 |
|
| Citigroup Com New (C) | 0.0 | $960k | NEW | 6.9k | 139.96 |
|
| Monster Beverage Corp (MNST) | 0.0 | $955k | NEW | 9.9k | 96.12 |
|
| Curtiss-Wright (CW) | 0.0 | $944k | NEW | 1.2k | 757.86 |
|
| Illumina (ILMN) | 0.0 | $941k | NEW | 5.4k | 175.83 |
|
| Regis Corporation Com Shs (RGS) | 0.0 | $935k | 33k | 28.00 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $934k | +27% | 3.1k | 300.45 |
|
| Palo Alto Networks (PANW) | 0.0 | $931k | NEW | 2.7k | 341.02 |
|
| Carpenter Technology Corporation (CRS) | 0.0 | $924k | NEW | 1.5k | 617.02 |
|
| First Virginia Community Bank (FVCB) | 0.0 | $917k | 52k | 17.50 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $895k | +169% | 4.0k | 223.95 |
|
| Expedia Group Com New (EXPE) | 0.0 | $858k | NEW | 3.4k | 255.89 |
|
| Franco-Nevada Corporation (FNV) | 0.0 | $856k | 4.1k | 208.44 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $850k | NEW | 3.2k | 268.83 |
|
| Casey's General Stores (CASY) | 0.0 | $843k | NEW | 1.1k | 794.85 |
|
| Edison International (EIX) | 0.0 | $842k | NEW | 11k | 74.45 |
|
| Ssga Active Tr St Str Total Etf (STOT) | 0.0 | $823k | 18k | 47.06 |
|
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.0 | $821k | -6% | 16k | 51.05 |
|
| Dover Corporation (DOV) | 0.0 | $801k | NEW | 3.6k | 224.28 |
|
| Lands' End (LE) | 0.0 | $792k | NEW | 76k | 10.48 |
|
| Pepsi (PEP) | 0.0 | $787k | NEW | 5.8k | 135.40 |
|
| Hartford Financial Services (HIG) | 0.0 | $786k | +18% | 5.9k | 132.52 |
|
| 10x Genomics Cl A Com (TXG) | 0.0 | $781k | NEW | 20k | 38.34 |
|
| Ea Series Trust Sparkline Intl (DTAN) | 0.0 | $780k | 25k | 31.48 |
|
|
| MasTec (MTZ) | 0.0 | $779k | NEW | 1.9k | 416.06 |
|
| Simon Property (SPG) | 0.0 | $779k | +158% | 3.5k | 223.65 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $775k | 40k | 19.62 |
|
|
| Altria (MO) | 0.0 | $773k | NEW | 11k | 71.95 |
|
| McDonald's Corporation (MCD) | 0.0 | $772k | NEW | 2.9k | 270.28 |
|
| Booking Holdings (BKNG) | 0.0 | $769k | +6434% | 4.3k | 178.22 |
|
| Pinnacle Finl Partners (PNFP) | 0.0 | $765k | NEW | 7.6k | 100.88 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $764k | 3.2k | 236.62 |
|
|
| Williams-Sonoma (WSM) | 0.0 | $762k | +46% | 3.3k | 233.07 |
|
| Blackrock (BLK) | 0.0 | $756k | NEW | 786.00 | 961.19 |
|
| Tapestry (TPR) | 0.0 | $750k | NEW | 5.1k | 146.38 |
|
| Ssga Active Tr State Street My (MYCH) | 0.0 | $749k | 30k | 24.91 |
|
|
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $747k | +71% | 3.9k | 190.94 |
|
| American Intl Group Com New (AIG) | 0.0 | $744k | +82% | 10k | 74.53 |
|
| Metropcs Communications (TMUS) | 0.0 | $738k | NEW | 4.4k | 167.73 |
|
| Globe Life (GL) | 0.0 | $735k | +12% | 4.1k | 178.68 |
|
Past Filings by Proficio Capital Partners
SEC 13F filings are viewable for Proficio Capital Partners going back to 2015
- Proficio Capital Partners 2026 Q2 filed Aug. 17, 2026
- Proficio Capital Partners 2026 Q1 filed May 14, 2026
- Proficio Capital Partners 2025 Q4 filed Feb. 12, 2026
- Proficio Capital Partners 2025 Q3 restated filed Nov. 17, 2025
- Proficio Capital Partners 2025 Q3 filed Nov. 12, 2025
- Proficio Capital Partners 2025 Q2 filed Aug. 7, 2025
- Proficio Capital Partners 2025 Q1 filed May 6, 2025
- Proficio Capital Partners 2024 Q4 restated filed Feb. 6, 2025
- Proficio Capital Partners 2024 Q3 filed Nov. 1, 2024
- Proficio Capital Partners 2024 Q2 filed July 25, 2024
- Proficio Capital Partners 2024 Q1 filed May 2, 2024
- Proficio Capital Partners 2023 Q3 filed Oct. 18, 2023
- Proficio Capital Partners 2023 Q2 filed Aug. 14, 2023
- Proficio Capital Partners 2023 Q1 restated filed April 21, 2023
- Proficio Capital Partners 2023 Q1 filed April 19, 2023
- Proficio Capital Partners 2022 Q4 filed Jan. 30, 2023