Stock Taper 
PROFICIO CAPITAL PARTNERS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NVR, Inc. | NVR | 46 | $313.42K |
 AutoZone, Inc. | AZO | 131 | $418.67K |
 Fair Isaac Corporation | FICO | 181 | $216.25K |
 W.W. Grainger, Inc. | GWW | 222 | $302.26K |
 Monolithic Power Systems, Inc. | MPWR | 230 | $318.05K |
 EMCOR Group, Inc. | EME | 294 | $244.16K |
 Argan, Inc. | AGX | 325 | $259.53K |
 United Rentals, Inc. | URI | 347 | $393.24K |
 RBC Bearings Incorporated | RBC | 405 | $260.84K |
 Equinix, Inc. | EQIX | 408 | $425.4K |
 Valmont Industries, Inc. | VMI | 464 | $268.01K |
 TransDigm Group Incorporated | TDG | 532 | $709.09K |
 Murphy USA Inc. | MUSA | 560 | $301.8K |
 HEICO Corporation | HEI | 575 | $204.81K |
 Acuity Brands, Inc. | AYI | 578 | $217.71K |
 Lumentum Holdings Inc. | LITE | 606 | $520.02K |
 Woodward, Inc. | WWD | 618 | $262.92K |
 McKesson Corporation | MCK | 625 | $472.44K |
 Ameriprise Financial, Inc. | AMP | 662 | $303.82K |
 MSCI Inc. | MSCI | 669 | $374.79K |