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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 24 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 MOS MOSAIC CO Basic Materials 290,094.0 $7.4M 0.01% +64K +28.1% $25.47 -15.6%
462 OZK BANK OZK LITTLE ROCK ARK Financial Services 160,641.0 $7.4M 0.01% +18K +12.6% $45.96 +4.6%
463 FRDM EA SERIES TRUST 133,104.0 $7.3M 0.01% +2K +1.4% $54.87 +21.1%
464 WEN WENDYS CO Consumer Cyclical 1,047,447.0 $7.3M 0.01% +335K +47.1% $6.95 +13.6%
465 MLI MUELLER INDS INC Industrials 65,048.0 $7.2M 0.01% +5K +8.0% $110.80 +20.6%
466 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 78,833.0 $7.2M 0.01% +6K +7.6% $91.37 -19.5%
467 CW CURTISS WRIGHT CORP Industrials 10,391.0 $7.1M 0.01% +1K +14.6% $684.74 +6.0%
468 LULU LULULEMON ATHLETICA INC Consumer Cyclical 46,462.0 $7.1M 0.01% +19K +68.1% $153.10 -19.7%
469 GTLB GITLAB INC Technology 328,403.0 $7.1M 0.01% +46K +16.3% $21.64 +20.6%
470 AVIV AMERICAN CENTY ETF TR 94,211.0 $7.0M 0.01% +4K +3.9% $74.83 +5.5%
471 WHR WHIRLPOOL CORP Consumer Cyclical 128,331.0 $6.9M 0.01% +3K +2.8% $53.92 -23.3%
472 AEE AMEREN CORP Utilities 62,854.0 $6.9M 0.01% +13K +26.0% $109.90 -1.0%
473 RL RALPH LAUREN CORP Consumer Cyclical 19,757.0 $6.9M 0.01% +3K +17.3% $348.95 -4.8%
474 GDX VANECK ETF TRUST 75,056.0 $6.9M 0.01% +377.0 +0.5% $91.77 -5.9%
475 SCHP SCHWAB STRATEGIC TR 257,347.0 $6.8M 0.01% +8K +3.1% $26.61 -0.2%
476 SPLV INVESCO EXCH TRADED FD TR II 85,251.0 $6.8M 0.01% +3K +3.6% $79.48 -7.5%
477 SONY SONY GROUP CORP Technology 317,073.0 $6.5M 0.01% +34K +12.0% $20.60 +10.1%
478 ESGE ISHARES INC 143,596.0 $6.5M 0.01% +21K +17.0% $45.47 +14.7%
479 ESGD ISHARES TR 67,816.0 $6.5M 0.01% +7K +11.8% $95.98 +6.4%
480 FNDA SCHWAB STRATEGIC TR 199,652.0 $6.5M 0.01% +31K +18.2% $32.56 +7.8%
Page 24 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%