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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 30 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 TRTX TPG RE FIN TR INC Real Estate 474,610.0 $3.7M 0.00% +14K +3.1% $7.81 +5.1%
582 DOCU DOCUSIGN INC Technology 78,078.0 $3.7M 0.00% +32K +70.6% $47.42 +1.6%
583 MAA MID-AMER APT CMNTYS INC Real Estate 30,092.0 $3.7M 0.00% +9K +42.2% $122.56 +4.9%
584 FCF FIRST COMWLTH FINL CORP PA Financial Services 209,144.0 $3.7M 0.00% +129K +160.1% $17.58 +5.5%
585 TKR TIMKEN CO Industrials 36,078.0 $3.6M 0.00% +1K +4.0% $101.02 +14.2%
586 FNDE SCHWAB STRATEGIC TR 95,161.0 $3.6M 0.00% +5K +6.0% $38.26 +4.9%
587 NNN NNN REIT INC Real Estate 84,900.0 $3.6M 0.00% +18K +27.7% $42.37 +6.1%
588 SFIX STITCH FIX INC Consumer Cyclical 1,085,482.0 $3.6M 0.00% +187K +20.8% $3.31 -3.6%
589 ARGX ARGENX SE Healthcare 4,810.0 $3.5M 0.00% +1K +38.2% $730.34 +9.5%
590 BIZD VANECK ETF TRUST 274,058.0 $3.5M 0.00% +209K +318.9% $12.80 -2.3%
591 EFX EQUIFAX INC Industrials 19,452.0 $3.5M 0.00% +6K +41.6% $180.07 -11.9%
592 INDA ISHARES TR 74,154.0 $3.5M 0.00% +6K +8.4% $46.84 +1.3%
593 RDVY FIRST TR EXCHANGE TRADED FD 50,683.0 $3.5M 0.00% +5K +11.3% $68.28 +8.4%
594 BLOCK INC 22,174.0 $3.5M 0.00% +6K +38.3% $155.87
595 AXS AXIS CAP HLDGS LTD Financial Services 33,897.0 $3.4M 0.00% +10K +40.7% $101.33 -1.6%
596 EPR EPR PPTYS Real Estate 66,843.0 $3.4M 0.00% +17K +33.8% $51.35 +13.2%
597 MTZ MASTEC INC Industrials 10,665.0 $3.4M 0.00% +1K +10.8% $321.74 +19.8%
598 HLN HALEON PLC Healthcare 195,548.0 $3.4M 0.00% +25K +14.4% $17.48 -47.2%
599 APA APA CORPORATION Energy 80,442.0 $3.4M 0.00% +23K +41.1% $42.44 -6.6%
600 BROOKFIELD ASSET MANAGMT LTD 76,051.0 $3.4M 0.00% +10K +14.3% $44.45
Page 30 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%