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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 37 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 AGO ASSURED GUARANTY LTD Financial Services 24,970.0 $2.0M 0.00% +1K +5.6% $81.76 -3.6%
722 TDIV FIRST TR EXCHANGE TRADED FD 21,778.0 $2.0M 0.00% +1K +6.6% $93.66 +19.6%
723 TGTX TG THERAPEUTICS INC Healthcare 60,560.0 $2.0M 0.00% +2K +3.0% $33.22 +18.7%
724 LUMN LUMEN TECHNOLOGIES INC Communication Services 287,434.0 $2.0M 0.00% +59K +25.6% $6.95 +32.2%
725 RGTI RIGETTI COMPUTING INC Technology 140,978.0 $2.0M 0.00% +103K +272.4% $14.04 +13.7%
726 CVIE MORGAN STANLEY ETF TRUST 27,188.0 $2.0M 0.00% +12K +84.8% $72.69 +11.5%
727 TEX TEREX CORP NEW Industrials 33,413.0 $2.0M 0.00% +620.0 +1.9% $59.12 -6.3%
728 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 80,783.0 $2.0M 0.00% +9K +12.4% $24.39 +0.4%
729 FHN FIRST HORIZON CORPORATION Financial Services 86,369.0 $2.0M 0.00% +36K +71.1% $22.77 +3.6%
730 OC OWENS CORNING NEW Industrials 18,081.0 $2.0M 0.00% +5K +36.7% $108.41 -0.4%
731 NBBK NB BANCORP INC Financial Services 92,809.0 $2.0M 0.00% +1K +1.6% $21.07 -7.4%
732 BLUE OWL CAPITAL CORPORATION 176,435.0 $2.0M 0.00% +21K +13.5% $11.06
733 GPN GLOBAL PMTS INC Industrials 28,964.0 $1.9M 0.00% +6K +23.7% $67.29 +1.0%
734 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 20,715.0 $1.9M 0.00% +15K +260.1% $93.87 +80.0%
735 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 97,599.0 $1.9M 0.00% +16K +19.3% $19.91 +12.5%
736 FIRST HAWAIIAN INC 76,431.0 $1.9M 0.00% +32K +73.4% $25.07
737 IBMQ ISHARES TR 75,005.0 $1.9M 0.00% +10K +15.7% $25.53 -0.2%
738 LEN LENNAR CORP Consumer Cyclical 21,925.0 $1.9M 0.00% +7K +47.8% $86.84 -4.4%
739 NFG NATIONAL FUEL GAS CO Energy 20,188.0 $1.9M 0.00% +1K +7.2% $93.96 -10.0%
740 EAGG ISHARES TR 39,837.0 $1.9M 0.00% +4K +12.2% $47.55 -1.1%
Page 37 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%