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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 53 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 PML PIMCO MUN INCOME FD II Financial Services 56,120.0 $425K +688.0 +1.2% $7.57 -2.8%
1042 CSTM CONSTELLIUM SE Basic Materials 17,055.0 $419K +2K +15.4% $24.58 +31.9%
1043 RBCAA REPUBLIC BANCORP INC KY Financial Services 5,850.0 $415K +403.0 +7.4% $71.01 +8.2%
1044 SILJ AMPLIFY ETF TR 13,937.0 $414K +1K +12.0% $29.72 +0.2%
1045 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 7,164.0 $413K +570.0 +8.6% $57.59 +20.9%
1046 SMR NUSCALE PWR CORP Utilities 37,445.0 $406K +4K +12.2% $10.84 -3.7%
1047 URNM SPROTT FDS TR 6,372.0 $402K +2K +40.2% $63.16 -6.8%
1048 WDS WOODSIDE ENERGY GROUP LTD Energy 16,815.0 $402K +6K +53.4% $23.88 -2.9%
1049 SUSC ISHARES TR 17,259.0 $399K +3K +19.0% $23.14 -0.9%
1050 UCB UNITED CMNTY BKS BLAIRSVLE G Financial Services 12,659.0 $399K +705.0 +5.9% $31.52 +3.4%
1051 BCC BOISE CASCADE CO DEL Basic Materials 5,235.0 $397K +122.0 +2.4% $75.85 -10.8%
1052 RWX SPDR INDEX SHS FDS 14,609.0 $389K +240.0 +1.7% $26.62 +2.3%
1053 FXU FIRST TR EXCHANGE-TRADED FD 7,772.0 $385K +471.0 +6.5% $49.59 -4.1%
1054 BCE BCE INC Communication Services 15,195.0 $384K +1K +8.7% $25.24 -5.5%
1055 SAFT SAFETY INS GROUP INC Financial Services 5,218.0 $379K +361.0 +7.4% $72.64 +0.3%
1056 JETS ETF SER SOLUTIONS 15,366.0 $378K +4K +34.6% $24.63 +4.4%
1057 EA SERIES TRUST 13,800.0 $374K +6K +72.5% $27.14
1058 EFSC ENTERPRISE FINL SVCS CORP Financial Services 6,916.0 $374K +200.0 +3.0% $54.11 +9.4%
1059 WASH WASHINGTON TR BANCORP INC Financial Services 10,957.0 $367K +2K +18.1% $33.46 -5.8%
1060 JOE ST JOE CO Real Estate 5,809.0 $365K +510.0 +9.6% $62.80 +2.5%
Page 53 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%