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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 6 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VTS VITESSE ENERGY INC Energy 15,322.0 $278K NEW $18.16 +1.6%
102 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,014.0 $277K NEW $92.04 -11.3%
103 OUTFRONT MEDIA INC 10,459.0 $277K NEW $26.50
104 NTCT NETSCOUT SYS INC Technology 8,696.0 $277K NEW $31.81 +22.0%
105 IBOTTA INC 9,229.0 $277K NEW $29.97
106 AZZ AZZ INC Industrials 2,193.0 $275K NEW $125.17 +12.2%
107 USO UNITED STS OIL FD LP Financial Services 2,117.0 $269K NEW $127.26 +18.4%
108 SPXU PROSHARES TR 4,697.0 $267K NEW $56.75 -30.9%
109 FTS FORTIS INC Utilities 4,754.0 $265K NEW $55.79 -1.1%
110 BTU PEABODY ENGR CORP Energy 8,043.0 $265K NEW $32.95 -27.2%
111 FORM FORMFACTOR INC Technology 2,709.0 $263K NEW $96.99 +19.8%
112 DAC DANAOS CORPORATION Industrials 2,229.0 $261K NEW $116.96 +12.9%
113 VIZSLA SILVER CORP 78,717.0 $260K NEW $3.30
114 SCMB SCHWAB STRATEGIC TR 10,051.0 $256K NEW $25.48 -0.1%
115 CNR CORE NATURAL RESOURCES INC Energy 2,355.0 $247K NEW $104.75 -19.9%
116 NFRA FLEXSHARES TR 3,805.0 $243K NEW $63.95 +1.8%
117 CSWC CAPITAL SOUTHWEST CORP Financial Services 10,960.0 $242K NEW $22.12 +5.8%
118 LASR NLIGHT INC Technology 4,233.0 $241K NEW $57.02 +24.4%
119 HTO H2O AMERICA Utilities 4,119.0 $237K NEW $57.60 -1.7%
120 BRZE BRAZE INC Technology 10,010.0 $236K NEW $23.61 -8.6%
Page 6 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%