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Peter W. Kronberg

@Proficio Capital Partners Llc

Latest period2024 - Q3ReportedManaged Assets$1.006BTotal holdings285
Assets growth rate5.58%Assets growth rate (2-Q avg)5.22%Continuous growth in asset value7 quarters

Portfolio positions

This chart displays the top 10 holdings in Proficio Capital Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 285 positions.

Assets under management

The assets under management (AUM) of Proficio Capital Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.006B in assets, with a quarterly growth rate of 5.58% and a 2-quarter average growth rate of 5.22%. The portfolio is managed by Peter W. Kronberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PSAPublic Storage Oper Co
Recent Activity
Exited
0%
$278,991
970 shares@ $287.62 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Exited
0%
$268,137
1,518 shares@ $176.64 avg price
CBRECbre Group Inc
Recent Activity
Exited
0%
$262,518
2,946 shares@ $89.11 avg price
CTASCintas Corp
Recent Activity
Exited
0%
$258,004
368 shares@ $701.1 avg price
MPCMarathon Pete Corp
Recent Activity
Exited
0%
$254,960
1,470 shares@ $173.45 avg price
NVSNovartis Ag
Recent Activity
Exited
0%
$252,736
2,374 shares@ $106.46 avg price
EZUIshares Inc
Recent Activity
Exited
0%
$252,376
5,169 shares@ $48.83 avg price
INTCIntel Corp
Recent Activity
Exited
0%
$252,088
8,140 shares@ $30.97 avg price
BOOTBoot Barn Hldgs Inc
Recent Activity
Exited
0%
$252,058
1,955 shares@ $128.93 avg price
WMBWilliams Cos Inc
Recent Activity
Exited
0%
$250,430
5,892 shares@ $42.51 avg price