Proficio Capital Partners LLC

Position in WSM — Williams Sonoma Inc

CIK 1654175 NEWTON, MA

Position in WSM

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$761,537

+$354,212 QoQ

Shares Held

3,267

+46.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#539

of 996 holders

Holding Since

Mar 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Proficio Capital Partners LLC holds $3,259,153 across 6 Specialty Retail names. WSM ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CASY	Caseys General Stores Inc	1,060	$842,477
2	WSM	Williams Sonoma Inc This page	3,267	$761,537
3	FIVE	Five Below, Inc	3,903	$701,720
4	BBY	Best Buy Co Inc	4,755	$360,809
5	MUSA	Murphy USA Inc.	560	$301,767
6	TSCO	Tractor Supply Co /De/	9,201	$290,843

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$761,537	3,267	+46.2%	Shares	Sole	2026-08-17
2026-03-31	$407,325	2,234	+0.2%	Shares	Sole	2026-05-14
2025-12-31	$398,255	2,230	+0.4%	Shares	Sole	2026-02-12
2025-09-30	$434,094	2,221	-21.6%	Shares	Sole	2025-11-17
2025-06-30	$462,663	2,832	+3.7%	Shares	Sole	2025-08-07
2025-03-31	$431,613	2,730	+2.0%	Shares	Sole	2025-05-06
2024-12-31	$495,541	2,676	+8.2%	Shares	Sole	2025-02-06
2024-09-30	$383,117	2,473	+88.5%	Shares	Sole	2024-11-01
2024-06-30	$370,469	1,312	-0.6%	Shares	Sole	2024-07-25
2024-03-31	$419,139	1,320	+6.1%	Shares	Sole	2024-05-02
2023-12-31	$251,014	1,244	-16.4%	Shares	Sole	2024-02-13
2022-03-31	$215,760	1,488	+29.8%	Shares	Sole	2022-05-13
2021-09-30	$203,220	1,146	-13.1%	Shares	Sole	2021-11-15
2021-06-30	$210,418	1,318	+8.0%	Shares	Sole	2021-08-16
2021-03-31	$218,624	1,220	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.