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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 43 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 ALLE ALLEGION PLC Industrials 7,747.0 $1.2M 0.00% +370.0 +5.0% $151.43 -16.7%
842 VAC MARRIOTT VACATIONS WORLDWIDE Consumer Cyclical 17,479.0 $1.2M 0.00% +2K +15.2% $66.36 +9.7%
843 DTCR GLOBAL X FDS 47,931.0 $1.2M 0.00% +10K +26.9% $24.06 +22.7%
844 NUVEEN PA INVT QUALITY MUN F 96,616.0 $1.2M 0.00% +62K +179.2% $11.93
845 GLDM WORLD GOLD TR Financial Services 12,218.0 $1.1M 0.00% +4K +40.9% $93.79 -5.4%
846 AEGON LTD 153,269.0 $1.1M 0.00% +12K +8.1% $7.41
847 CM CANADIAN IMPERIAL BANK OF CO Financial Services 11,941.0 $1.1M 0.00% +646.0 +5.7% $94.76 +18.4%
848 AWR AMER STATES WTR CO Utilities 14,806.0 $1.1M 0.00% +5K +46.5% $75.62 -0.1%
849 CTBI COMMUNITY TR BANCORP INC Financial Services 18,325.0 $1.1M 0.00% +560.0 +3.1% $61.07 +7.0%
850 FELG FIDELITY COVINGTON TRUST 29,768.0 $1.1M 0.00% +283.0 +1.0% $37.49 +16.2%
851 PECO PHILLIPS EDISON & CO INC Real Estate 29,202.0 $1.1M 0.00% +894.0 +3.2% $37.42 +6.9%
852 PAAS PAN AMERN SILVER CORP Basic Materials 19,972.0 $1.1M 0.00% +2K +11.2% $54.63 +1.0%
853 ISHARES TR 42,190.0 $1.1M 0.00% +10K +31.0% $25.83
854 KB KB FINL GROUP INC Financial Services 10,537.0 $1.1M 0.00% +1K +11.9% $103.26 +0.4%
855 URA GLOBAL X FDS 22,312.0 $1.1M 0.00% +2K +10.3% $48.43 -2.5%
856 VOD VODAFONE GROUP PLC Communication Services 70,652.0 $1.1M 0.00% +12K +21.0% $15.13 -0.9%
857 BTZ BLACKROCK CR ALLOCATION Financial Services 105,820.0 $1.1M 0.00% +33K +46.0% $10.10 -2.4%
858 LW LAMB WESTON HLDGS INC Consumer Defensive 25,110.0 $1.1M 0.00% +2K +10.5% $42.50 +2.7%
859 BOKF BOK FINL CORP Financial Services 8,319.0 $1.1M 0.00% +2K +39.8% $128.06 -0.8%
860 IX ORIX CORP Financial Services 34,583.0 $1.1M 0.00% +5K +18.6% $30.38 +21.5%
Page 43 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%