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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 23 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 KVUE KENVUE INC Consumer Defensive 478,984.0 $8.3M 0.01% +33K +7.3% $17.24 +0.8%
442 SPSB SPDR SERIES TRUST 254,867.0 $8.2M 0.01% +36K +16.5% $32.35 -7.3%
443 DOW DOW HLDGS INC Basic Materials 197,664.0 $8.2M 0.01% +89K +81.1% $41.65 -12.5%
444 SAP SAP SE Technology 47,813.0 $8.2M 0.01% +5K +10.9% $171.36 +3.8%
445 WPM WHEATON PRECIOUS METALS CORP Basic Materials 61,369.0 $8.0M 0.01% +2K +4.2% $131.01 -2.7%
446 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 194,138.0 $8.0M 0.01% +12K +6.4% $41.27 +25.1%
447 OMC OMNICOM GROUP INC Communication Services 105,853.0 $8.0M 0.01% +17K +19.6% $75.36 -5.0%
448 CNC CENTENE CORP DEL Healthcare 240,597.0 $7.9M 0.01% +12K +5.3% $32.95 +76.2%
449 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 107,723.0 $7.9M 0.01% +7K +7.2% $72.90 +19.5%
450 FIVE FIVE BELOW INC Consumer Cyclical 33,942.0 $7.8M 0.01% +13K +65.0% $229.77 -5.2%
451 FR FIRST INDL RLTY TR INC Real Estate 133,816.0 $7.8M 0.01% +10K +8.0% $58.23 +6.4%
452 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 26,671.0 $7.7M 0.01% +5K +22.8% $290.33 -13.1%
453 GABC GERMAN AMERN BANCORP INC Financial Services 184,198.0 $7.7M 0.01% +1K +0.7% $41.79 +3.3%
454 TECHNIPFMC PLC 109,427.0 $7.6M 0.01% +27K +33.4% $69.91
455 USFR WISDOMTREE TR 150,935.0 $7.6M 0.01% +4K +2.9% $50.34 +0.2%
456 VSS VANGUARD INTL EQUITY INDEX F 51,907.0 $7.6M 0.01% +6K +12.9% $146.10 +8.0%
457 IYJ ISHARES TR 51,372.0 $7.6M 0.01% +38K +299.0% $147.54 +4.8%
458 BCS BARCLAYS PLC Financial Services 352,123.0 $7.5M 0.01% +15K +4.3% $21.23 +11.9%
459 STIP ISHARES TR 71,895.0 $7.5M 0.01% +24K +50.1% $103.91 -0.5%
460 GBIL GOLDMAN SACHS ETF TR 74,260.0 $7.4M 0.01% +28K +60.3% $100.19 -0.1%
Page 23 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%