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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 58 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 FTRE FORTREA HLDGS INC Healthcare 23,370.0 $220K +5K +29.9% $9.42 +46.2%
1142 CUBI CUSTOMERS BANCORP INC Financial Services 3,171.0 $220K +297.0 +10.3% $69.41 +5.1%
1143 CRSP CRISPR THERAPEUTICS AG Healthcare 4,560.0 $217K +293.0 +6.9% $47.57 +2.6%
1144 PONY AI INC 22,606.0 $213K +700.0 +3.2% $9.44
1145 UROY URANIUM RTY CORP Energy 57,920.0 $211K +38K +195.4% $3.65 +2.7%
1146 MSC INCOME FUND INC 17,259.0 $210K +7K +66.0% $12.18
1147 GMAB GENMAB A/S Healthcare 8,898.0 $204K +2K +29.7% $22.95 +15.1%
1148 TRIN TRINITY CAP INC Financial Services 13,792.0 $203K +1K +11.9% $14.71 +14.6%
1149 PLUG PLUG PWR INC Industrials 89,394.0 $202K +8K +10.1% $2.26 +57.1%
1150 ELPC COMPANHIA PARANAENSE DE ENER Utilities 16,843.0 $201K +4K +30.0% $11.94 -1.0%
1151 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 57,185.0 $201K +13K +30.1% $3.51 +0.9%
1152 ASM AVINO SILVER & GOLD MINES LT Basic Materials 30,616.0 $193K +5K +19.8% $6.32 +12.7%
1153 ARDX ARDELYX INC Healthcare 31,892.0 $191K +7K +29.2% $5.99 +3.5%
1154 BIOHAVEN LTD 21,481.0 $182K +9K +78.6% $8.46
1155 PFN PIMCO INCOME STRATEGY FD II Financial Services 26,215.0 $181K +138.0 +0.5% $6.89 -1.3%
1156 LCID LUCID GROUP INC Consumer Cyclical 23,821.0 $180K +2K +8.0% $7.54 -22.8%
1157 ICL ICL GROUP LTD Basic Materials 34,056.0 $171K +10K +44.5% $5.03 +26.3%
1158 GUT GABELLI UTIL TR Financial Services 28,303.0 $171K +11K +60.3% $6.05 +1.8%
1159 ZVIA ZEVIA PBC Consumer Defensive 145,264.0 $170K +2K +1.6% $1.17 +19.7%
1160 GRAB GRAB HOLDINGS LIMITED Technology 44,098.0 $161K +7K +19.2% $3.66 -2.5%
Page 58 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%