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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 41 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MANH MANHATTAN ASSOCIATES INC Technology 10,500.0 $1.4M 0.00% +2K +22.9% $133.12 +1.3%
802 FLJP FRANKLIN TEMPLETON ETF TR 38,501.0 $1.4M 0.00% +2K +4.7% $36.18 +7.5%
803 GTES GATES INDL CORP PLC Industrials 59,463.0 $1.4M 0.00% +3K +5.4% $23.33 +3.1%
804 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 38,382.0 $1.4M 0.00% +785.0 +2.1% $36.12 +7.3%
805 ETHA ISHARES ETHEREUM TR Financial Services 87,346.0 $1.4M 0.00% +6K +7.7% $15.83 +1.6%
806 VFLO VICTORY PORTFOLIOS II 34,826.0 $1.4M 0.00% +6K +18.8% $39.48 +8.6%
807 MCHP MICROCHIP TECHNOLOGY INC. Technology 21,036.0 $1.4M 0.00% +335.0 +1.6% $64.62 +43.9%
808 BSMV INVESCO EXCH TRD SLF IDX FD 64,637.0 $1.3M 0.00% +3K +4.8% $20.88 -0.3%
809 AIT APPLIED INDL TECHNOLOGIES IN Industrials 5,078.0 $1.3M 0.00% +4K +232.6% $265.32 +15.6%
810 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 16,384.0 $1.3M 0.00% +198.0 +1.2% $82.13 -18.4%
811 CQP CHENIERE ENERGY PARTNERS L P Energy 20,738.0 $1.3M 0.00% +8K +60.3% $64.63 -1.4%
812 UAE ISHARES TR 71,593.0 $1.3M 0.00% +1K +1.5% $18.65 +0.9%
813 VLYPN VALLEY NATL BANCORP Financial Services 107,936.0 $1.3M 0.00% +47K +76.3% $12.29 +111.5%
814 PXF INVESCO EXCH TRADED FD TR II 18,943.0 $1.3M 0.00% +9K +84.1% $69.90 +8.7%
815 EXLS EXLSERVICE HLDGS INC Technology 43,122.0 $1.3M 0.00% +35K +430.3% $30.62 -5.2%
816 ATI ATI INC Industrials 8,995.0 $1.3M 0.00% +2K +24.2% $145.47 +5.1%
817 IWC ISHARES TR 8,195.0 $1.3M 0.00% +770.0 +10.4% $159.62 +13.1%
818 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 49,086.0 $1.3M 0.00% +8K +18.1% $26.43 +4.3%
819 RVTY REVVITY INC Healthcare 14,761.0 $1.3M 0.00% +3K +26.2% $87.69 +8.1%
820 CUZ COUSINS PPTYS INC Real Estate 55,576.0 $1.3M 0.00% +36K +178.7% $23.23 +12.6%
Page 41 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%