Position in PS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,458,984
New position
Shares Held
44,400
first reported quarter
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#22
of 57 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Asset Management
Financial Services · as of Jun 30, 2026Proficio Capital Partners LLC holds $26,017,727 across 15 Asset Management names. PS ranks #5 (5.6% 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.
This page
|
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 PS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,458,984 | 44,400 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||