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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 4 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SWX SOUTHWEST GAS HLDGS INC Utilities 4,917.0 $427K NEW $86.90 +2.3%
62 EQNR EQUINOR ASA Energy 9,922.0 $419K NEW $42.20 -5.8%
63 NJR NEW JERSEY RES CORP Utilities 7,567.0 $416K NEW $54.98 +5.1%
64 ARKB ARK 21SHARES BITCOIN ETF Financial Services 17,291.0 $389K NEW $22.49 +12.9%
65 ROIV ROIVANT SCIENCES LTD Healthcare 13,935.0 $386K NEW $27.70 +3.2%
66 FLTR VANECK ETF TRUST 15,024.0 $383K NEW $25.48 +0.2%
67 CMB.TECH NV 30,233.0 $382K NEW $12.65
68 FSEC FIDELITY MERRIMACK STR TR 8,652.0 $379K NEW $43.84 -0.7%
69 EXPO EXPONENT INC Industrials 5,788.0 $378K NEW $65.26 -13.8%
70 BFRZ INNOVATOR ETFS TRUST 14,280.0 $376K NEW $26.36 +2.0%
71 ASGN ASGN INC Technology 9,348.0 $362K NEW $38.71 -45.9%
72 EWZ ISHARES INC 9,306.0 $357K NEW $38.39 -4.7%
73 MAKO MNG CORP 55,400.0 $354K NEW $6.39
74 VBIL VANGUARD INSTL INDEX FD 4,662.0 $353K NEW $75.65 -0.1%
75 LANDBRIDGE COMPANY LLC 5,087.0 $351K NEW $69.05
76 SHAK SHAKE SHACK INC Consumer Cyclical 3,956.0 $350K NEW $88.47 -31.8%
77 TFLO ISHARES TR 6,890.0 $349K NEW $50.63 -0.1%
78 JFR NUVEEN FLOATING RATE INCOME Financial Services 44,438.0 $334K NEW $7.52 -0.2%
79 HESM HESS MIDSTREAM LP Energy 8,450.0 $328K NEW $38.87 +3.7%
80 WBI WATERBRIDGE INFRASTRUCTURE L Energy 12,241.0 $328K NEW $26.79 +16.5%
Page 4 of 12  ·  234 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%