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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 39 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 FNLC FIRST BANCORP INC ME Financial Services 62,212.0 $1.7M 0.00% +1K +2.0% $28.03 +2.9%
762 CRGY CRESCENT ENERGY COMPANY Energy 128,893.0 $1.7M 0.00% +58K +81.1% $13.50 -0.5%
763 PB PROSPERITY BANCSHARES INC Financial Services 25,876.0 $1.7M 0.00% +8K +46.8% $67.19 +2.4%
764 BOH BANK HAWAII CORP Financial Services 23,361.0 $1.7M 0.00% +998.0 +4.5% $74.25 +4.8%
765 YETI YETI HLDGS INC Consumer Cyclical 45,980.0 $1.7M 0.00% +3K +6.9% $37.62 +17.6%
766 CAG CONAGRA BRANDS INC Consumer Defensive 111,318.0 $1.7M 0.00% +5K +5.0% $15.39 -10.1%
767 PRAA PRA GROUP INC Financial Services 97,550.0 $1.7M 0.00% +3K +2.8% $17.50 -15.9%
768 HE HAWAIIAN ELEC INDS INC MTN B Utilities 113,947.0 $1.7M 0.00% +9K +8.1% $14.92 -7.3%
769 CORPAY INC 5,824.0 $1.7M 0.00% +2K +57.1% $291.02
770 ICLN ISHARES TR 92,052.0 $1.7M 0.00% +3K +3.9% $18.29 +17.7%
771 OUNZ VANECK MERK GOLD ETF Financial Services 37,182.0 $1.7M 0.00% +4K +13.2% $45.05 -3.2%
772 ARW ARROW ELECTRS INC Technology 11,164.0 $1.7M 0.00% +8K +286.7% $149.33 +42.4%
773 MIDD MIDDLEBY CORP Industrials 12,290.0 $1.7M 0.00% +581.0 +5.0% $135.22 +6.3%
774 POST POST HLDGS INC Consumer Defensive 16,311.0 $1.6M 0.00% +5K +45.4% $100.56 -3.4%
775 SNDR SCHNEIDER NATIONAL INC Industrials 59,528.0 $1.6M 0.00% +2K +4.3% $27.40 +20.8%
776 BY BYLINE BANCORP INC Financial Services 51,652.0 $1.6M 0.00% +631.0 +1.2% $31.57 +3.7%
777 WTRG ESSENTIAL UTILS INC Utilities 40,331.0 $1.6M 0.00% +9K +27.7% $40.27 -8.4%
778 IMAR INNOVATOR ETFS TRUST 55,902.0 $1.6M 0.00% +4K +8.2% $29.03 +3.9%
779 PPL PPL CORP Utilities 42,402.0 $1.6M 0.00% +19K +81.5% $38.26 -7.4%
780 ONTO ONTO INNOVATION INC Technology 7,784.0 $1.6M 0.00% +2K +28.1% $205.08 +27.2%
Page 39 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%