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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 8 of 12  ·  235 positions
# Ticker Company Sector Shares Value ↓ % Port Status
141 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 17,682 $266K SOLD
142 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 16,166 $265K SOLD
143 IXJ ISHARES TR 2,715 $264K SOLD
144 PRGO PERRIGO CO PLC Healthcare 18,990 $264K SOLD
145 ENOV ENOVIS CORPORATION Industrials 9,872 $263K SOLD
146 FXR FIRST TR EXCHANGE TRADED FD 3,287 $263K SOLD
147 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 3,143 $258K SOLD
148 RNR RENAISSANCERE HLDGS LTD Financial Services 912 $257K SOLD
149 POTLATCHDELTIC CORPORATION 6,418 $255K SOLD
150 PZZA PAPA JOHNS INTL INC Consumer Cyclical 6,624 $255K SOLD
151 REV GROUP INC 4,180 $254K SOLD
152 GANX GAIN THERAPEUTICS INC Healthcare 77,855 $251K SOLD
153 PIPER SANDLER COMPANIES 733 $249K SOLD
154 PPH VANECK ETF TRUST 2,405 $248K SOLD
155 FIRST TR EXCHANGE TRADED FD 10,490 $248K SOLD
156 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 6,595 $247K SOLD
157 UGL PROSHARES TR II Financial Services 4,400 $244K SOLD
158 TREEHOUSE FOODS INC 10,308 $243K SOLD
159 ADC AGREE RLTY CORP Real Estate 3,371 $243K SOLD
160 GRAL GRAIL INC Healthcare 2,828 $242K SOLD
Page 8 of 12  ·  235 positions
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%