Proficio Capital Partners LLC
Position in APO — Apollo Global Management, Inc.
CIK 1654175
NEWTON, MA
Position in APO
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$262,174
-$66,396 QoQ
Shares Held
2,216
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#859
of 1,165 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Proficio Capital Partners LLC holds $26,017,727 across 15 Asset Management names. APO ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSUS |
Pershing Square USA, Ltd.
|
222,730 | $8,325,647 | |
| 2 | BX |
Blackstone Inc.
|
49,947 | $5,877,263 | |
| 3 | KKR |
KKR & Co. Inc.
|
33,372 | $3,062,882 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
89,840 | $2,710,472 | |
| 5 | PS |
Pershing Square Inc.
|
44,400 | $1,458,984 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
56,557 | $1,340,966 | |
| 7 | BLK |
BlackRock, Inc.
|
786 | $755,786 | |
| 8 | BUR |
Burford Capital Ltd
|
95,106 | $389,934 |
All Filings in APO
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,174 | 2,216 | Shares | Sole | 2026-08-17 | |
| 2025-06-30 | $328,570 | 2,316 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $311,401 | 2,274 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $639,004 | 3,869 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $522,123 | 4,180 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $521,633 | 4,418 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $576,081 | 5,123 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $469,957 | 5,043 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $457,416 | 5,096 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $378,519 | 4,928 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $298,936 | 4,733 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $305,936 | 4,796 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $25,993 | 559 | Shares | Sole | 2022-10-11 | |
| No filing history on record for this holder in this stock. | ||||||