Position in FDS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$352,252
New position
Shares Held
1,531
first reported quarter
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#447
of 762 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Proficio Capital Partners LLC holds $2,927,042 across 7 Financial Data & Stock Exchanges names. FDS ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
1,518 | $687,532 | |
| 2 | SPGI |
S&P Global Inc.
|
1,731 | $667,091 | |
| 3 | MSCI |
MSCI Inc.
|
669 | $374,666 | |
| 4 | FDS |
Factset Research Systems Inc
This page
|
1,531 | $352,252 | |
| 5 | COIN |
Coinbase Global, Inc.
|
2,066 | $302,028 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
2,271 | $279,582 | |
| 7 | CME |
Cme Group Inc.
|
1,195 | $263,891 |
All Filings in FDS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,252 | 1,531 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||