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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 54 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 EQWL INVESCO EXCHANGE TRADED FD T 3,177.0 $363K +1K +80.8% $114.18 +8.5%
1062 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 33,043.0 $360K +1K +4.5% $10.91 +7.9%
1063 OLED UNIVERSAL DISPLAY CORP Technology 3,913.0 $359K +1K +40.8% $91.68 -2.0%
1064 FRSH FRESHWORKS INC Technology 44,534.0 $358K +22K +95.3% $8.03 +12.5%
1065 AI C3 AI INC Technology 42,084.0 $354K +6K +15.1% $8.42 +3.6%
1066 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,435.0 $354K +74.0 +5.4% $246.94 -2.0%
1067 EWW ISHARES INC 4,705.0 $354K +193.0 +4.3% $75.24 +3.5%
1068 SBSI SOUTHSIDE BANCSHARES INC Financial Services 11,270.0 $350K +2K +21.6% $31.09 +3.0%
1069 TRN TRINITY INDS INC Industrials 10,832.0 $349K +1K +10.3% $32.18 +8.8%
1070 AGZ ISHARES TR 3,162.0 $347K +77.0 +2.5% $109.71 -0.9%
1071 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,176.0 $341K +376.0 +47.0% $290.29 +3.6%
1072 IFEB INNOVATOR ETFS TRUST 11,419.0 $340K +3K +43.2% $29.81 +3.2%
1073 STLA STELLANTIS N.V Consumer Cyclical 40,177.0 $338K +7K +20.9% $8.42 -11.7%
1074 TNDM TANDEM DIABETES CARE INC Healthcare 17,534.0 $337K +8K +83.7% $19.19 -29.3%
1075 CRC CALIFORNIA RES CORP Energy 4,859.0 $336K +265.0 +5.8% $69.23 -10.0%
1076 ABCB AMERIS BANCORP Financial Services 4,303.0 $336K +122.0 +2.9% $78.05 +6.9%
1077 DXYZ DESTINY TECH100 INC 12,483.0 $334K +1K +11.1% $26.78 +92.1%
1078 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4,425.0 $332K +1K +40.8% $75.12 +16.4%
1079 DJD INVESCO EXCHANGE TRADED FD T 5,548.0 $331K +80.0 +1.5% $59.74 +2.3%
1080 FSK FS KKR CAP CORP Financial Services 32,393.0 $330K +5K +18.4% $10.19 +5.7%
Page 54 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%