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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $89.9B AUM 2,644 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New 1206 Added 941 Reduced 235 Exited
Page 22 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 INFL LISTED FDS TR 173,216.0 $9.0M 0.01% +47K +37.7% $52.06 +2.3%
422 MOAT VANECK ETF TRUST 92,858.0 $9.0M 0.01% +811.0 +0.9% $96.69 +4.1%
423 EVR EVERCORE INC Financial Services 29,884.0 $9.0M 0.01% +4K +14.7% $300.24 +11.3%
424 CVLC MORGAN STANLEY ETF TRUST 111,754.0 $8.9M 0.01% +68K +154.6% $80.06 +14.5%
425 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 189,144.0 $8.8M 0.01% +20K +11.8% $46.43 +2.0%
426 MELI MERCADOLIBRE INC Consumer Cyclical 5,032.0 $8.7M 0.01% +1K +29.9% $1729.13 -5.0%
427 SABA SABA CAPITAL INCOME & OPPORT Financial Services 1,044,953.0 $8.7M 0.01% +24K +2.4% $8.32 +0.2%
428 NTNX NUTANIX INC Technology 227,077.0 $8.6M 0.01% +43K +23.4% $38.01 +17.2%
429 NXPI NXP SEMICONDUCTORS N V Technology 43,622.0 $8.6M 0.01% +756.0 +1.8% $197.03 +54.8%
430 IBDT ISHARES TR 339,172.0 $8.6M 0.01% +107K +45.9% $25.33 -0.4%
431 FSLR FIRST SOLAR INC Energy 43,447.0 $8.6M 0.01% +2K +4.5% $197.26 +18.7%
432 NTRS NORTHERN TR CORP Financial Services 60,499.0 $8.6M 0.01% +10K +18.7% $141.40 +17.1%
433 FE FIRSTENERGY CORP Utilities 168,289.0 $8.5M 0.01% +9K +5.4% $50.66 -10.2%
434 SCHO SCHWAB STRATEGIC TR 351,200.0 $8.5M 0.01% +11K +3.4% $24.27 -0.5%
435 CTAS CINTAS CORP Industrials 50,066.0 $8.5M 0.01% +13K +34.7% $169.43 +0.4%
436 MGC VANGUARD WORLD FD 35,717.0 $8.4M 0.01% +1K +3.2% $236.35 +15.1%
437 MLPA GLOBAL X FDS 155,282.0 $8.4M 0.01% +6K +4.3% $53.87 +3.7%
438 GPC GENUINE PARTS CO Consumer Cyclical 78,713.0 $8.3M 0.01% +538.0 +0.7% $105.75 -10.3%
439 CRWV COREWEAVE INC Technology 106,914.0 $8.3M 0.01% +10K +10.9% $77.47 +31.2%
440 FAST FASTENAL CO Industrials 178,375.0 $8.3M 0.01% +25K +16.2% $46.31 -5.5%
Page 22 of 61  ·  1,206 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 20.0%
Industrials 10.1%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 2.0%
Real Estate 1.4%