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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 45 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 SOUN SOUNDHOUND AI INC Technology 141,665.0 $973K 0.00% +49K +53.1% $6.87 +22.3%
882 FMC FMC CORP Basic Materials 55,216.0 $960K 0.00% +44K +385.8% $17.39 -26.3%
883 HEICO CORP NEW 4,538.0 $958K 0.00% +361.0 +8.6% $211.12
884 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 73,779.0 $941K 0.00% +3K +4.2% $12.75 -1.3%
885 AVIG AMERICAN CENTY ETF TR 22,627.0 $940K 0.00% +317.0 +1.4% $41.54 -1.6%
886 NMR NOMURA HLDGS INC Financial Services 116,188.0 $939K 0.00% +16K +16.0% $8.09 -0.1%
887 AIZ ASSURANT INC Financial Services 4,305.0 $938K 0.00% +847.0 +24.5% $217.81 +18.1%
888 OTTR OTTER TAIL CORP Utilities 10,602.0 $931K 0.00% +416.0 +4.1% $87.77 -1.3%
889 SCHI SCHWAB STRATEGIC TR 40,840.0 $926K 0.00% +9K +27.3% $22.68 -1.4%
890 FDL FIRST TR EXCHANGE-TRADED FD 18,167.0 $923K 0.00% +6K +46.4% $50.80 -0.7%
891 SIMO SILICON MOTION TECHNOLOGY CO Technology 8,197.0 $921K 0.00% +1K +14.2% $112.30 +127.3%
892 MUST COLUMBIA ETF TR I 44,715.0 $917K 0.00% +5K +13.2% $20.51 -0.8%
893 LBRDK LIBERTY BROADBAND CORP Communication Services 18,025.0 $907K 0.00% +5K +40.2% $50.30 -34.9%
894 WES WESTERN MIDSTREAM PARTNERS L Energy 21,700.0 $893K 0.00% +6K +37.4% $41.17 +14.4%
895 QQQH NEOS ETF TRUST 17,400.0 $892K 0.00% +268.0 +1.6% $51.25 +8.4%
896 IMTM ISHARES TR 18,500.0 $888K 0.00% +2K +9.8% $48.02 +7.8%
897 ASX ASE TECHNOLOGY HLDG CO LTD Technology 36,429.0 $879K 0.00% +556.0 +1.6% $24.12 +29.0%
898 UMBF UMB FINL CORP Financial Services 7,787.0 $878K 0.00% +971.0 +14.2% $112.81 +11.8%
899 YOU CLEAR SECURE INC Technology 18,010.0 $872K 0.00% +534.0 +3.1% $48.41 +22.8%
900 VIOV VANGUARD ADMIRAL FDS INC 8,508.0 $866K 0.00% +220.0 +2.6% $101.74 +5.2%
Page 45 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%