Position in GROW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$170,283
+$61,677 QoQ
Shares Held
54,578
+24.6% QoQ
Ownership
0.444%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#14
of 35 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GROW 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. GROW ranks #15 (0.7% 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 GROW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,283 | 54,578 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $108,606 | 43,793 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $105,541 | 43,793 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||