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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 55 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 LOGI LOGITECH INTL S A Technology 3,601.0 $328K +835.0 +30.2% $91.13 +14.8%
1082 TBLU TORTOISE CAPITAL SERIES TRUS 6,434.0 $324K +90.0 +1.4% $50.42 -2.6%
1083 THRO BLACKROCK ETF TRUST 8,936.0 $324K +1K +17.2% $36.22 +16.3%
1084 WGO WINNEBAGO INDS INC Consumer Cyclical 10,426.0 $323K +3K +38.1% $30.99 -6.0%
1085 BCPC BALCHEM CORP Basic Materials 1,900.0 $322K +575.0 +43.4% $169.54 -5.4%
1086 SE SEA LTD Consumer Cyclical 3,880.0 $321K +679.0 +21.2% $82.81 +5.9%
1087 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,789.0 $319K +263.0 +17.2% $178.23 -89.9%
1088 CHY CALAMOS CONV & HIGH INCOME F Financial Services 29,261.0 $319K +801.0 +2.8% $10.89 +12.0%
1089 NWL NEWELL BRANDS INC Consumer Defensive 92,408.0 $317K +40K +76.9% $3.43 +7.7%
1090 IJAN INNOVATOR ETFS TRUST 8,731.0 $317K +884.0 +11.3% $36.28 +2.7%
1091 RUN SUNRUN INC Energy 23,330.0 $316K +1K +5.6% $13.56 -1.5%
1092 HTBK HERITAGE COMM CORP Financial Services 25,144.0 $314K +4K +17.0% $12.48 +7.8%
1093 FTC FIRST TR EXCHANGE-TRADED ALP 2,018.0 $311K +15.0 +0.8% $154.15 +12.2%
1094 UHAL U HAUL HOLDING COMPANY Industrials 6,482.0 $310K +2K +31.7% $47.78 +3.4%
1095 QQEW FIRST TR EXCHANGE-TRADED FD 2,422.0 $308K +182.0 +8.1% $127.01 +13.3%
1096 EEMA ISHARES INC 3,207.0 $307K +37.0 +1.2% $95.74 +16.2%
1097 RDY DR REDDYS LABS LTD Healthcare 22,156.0 $307K +7K +42.6% $13.85 -2.0%
1098 PEN PENUMBRA INC Healthcare 934.0 $307K +281.0 +43.0% $328.37 -1.0%
1099 LIBERTY GLOBAL LTD 26,060.0 $306K +6K +32.6% $11.73
1100 ANGLOGOLD ASHANTI PLC 3,121.0 $303K +188.0 +6.4% $97.09
Page 55 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%