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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 34 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 VMC VULCAN MATLS CO Basic Materials 9,465.0 $2.6M 0.00% +299.0 +3.3% $272.32 -4.7%
662 STLD STEEL DYNAMICS INC Basic Materials 14,281.0 $2.6M 0.00% +986.0 +7.4% $180.05 +24.1%
663 BSMS INVESCO EXCH TRD SLF IDX FD 109,444.0 $2.6M 0.00% +1K +1.0% $23.40 -0.3%
664 BHP BHP BILLITON LIMITED Basic Materials 33,916.0 $2.5M 0.00% +7K +26.3% $74.64 +11.9%
665 QBTS D-WAVE QUANTUM INC Technology 174,951.0 $2.5M 0.00% +109K +166.7% $14.43 +26.1%
666 CHD CHURCH & DWIGHT CO INC Consumer Defensive 26,900.0 $2.5M 0.00% +4K +20.0% $93.32 +3.0%
667 IYM ISHARES TR 14,249.0 $2.5M 0.00% +535.0 +3.9% $175.92 +1.7%
668 NEBIUS GROUP N.V. 24,148.0 $2.5M 0.00% +8K +52.6% $103.76
669 OGE OGE ENERGY CORP Utilities 52,362.0 $2.5M 0.00% +22K +71.8% $47.78 +0.6%
670 NYF ISHARES TR 46,642.0 $2.5M 0.00% +13K +37.1% $53.49 -0.8%
671 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 53,807.0 $2.5M 0.00% +481.0 +0.9% $46.19 -2.9%
672 MKTX MARKETAXESS HLDGS INC Financial Services 15,054.0 $2.5M 0.00% +908.0 +6.4% $164.98 -14.5%
673 SSNC SS&C TECH HLDGS Technology 36,159.0 $2.5M 0.00% +2K +6.0% $67.82 -2.3%
674 FN FABRINET Technology 4,692.0 $2.4M 0.00% +454.0 +10.7% $521.97 +29.8%
675 ESML ISHARES TR 52,041.0 $2.4M 0.00% +2K +3.2% $47.02 +9.4%
676 FFIV F5 INC Technology 8,320.0 $2.4M 0.00% +5K +118.7% $293.85 +30.5%
677 TTD THE TRADE DESK INC Technology 107,689.0 $2.4M 0.00% +58K +116.0% $22.69 -6.7%
678 BYD BOYD GAMING CORP Consumer Cyclical 29,362.0 $2.4M 0.00% +1K +4.4% $83.12 -6.0%
679 PHG KONINKLIJKE PHILIPS N V Healthcare 88,988.0 $2.4M 0.00% +4K +5.2% $27.40 -4.9%
680 FCN FTI CONSULTING INC Industrials 13,580.0 $2.4M 0.00% +11K +401.7% $178.35 -13.3%
Page 34 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%