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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $87.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2645 New
Page 83 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 SNN SMITH & NEPHEW PLC Healthcare 30,024.0 $985K 0.00% NEW $32.81 -6.7%
1642 GLP GLOBAL PARTNERS LP Energy 23,373.0 $978K 0.00% NEW $41.85 +23.4%
1643 NLR VANECK ETF TRUST 7,822.0 $971K 0.00% NEW $124.20 +4.1%
1644 FFIV F5 INC Technology 3,804.0 $971K 0.00% NEW $255.30 +49.5%
1645 PARNASSUS INCOME FDS 34,654.0 $971K 0.00% NEW $28.01
1646 SOMNIGROUP INTERNATIONAL INC 10,856.0 $969K 0.00% NEW $89.28
1647 SHC SOTERA HEALTH CO Healthcare 54,875.0 $968K 0.00% NEW $17.64 -12.1%
1648 AVBH AVIDBANK HLDGS INC Financial Services 36,362.0 $966K 0.00% NEW $26.56 +13.4%
1649 KGC KINROSS GOLD CORP Basic Materials 34,280.0 $965K 0.00% NEW $28.16 +0.6%
1650 ICICI BANK LIMITED 32,352.0 $964K 0.00% NEW $29.80
1651 ONTO ONTO INNOVATION INC Technology 6,077.0 $959K 0.00% NEW $157.85 +64.3%
1652 CNXC CONCENTRIX CORP Technology 22,935.0 $954K 0.00% NEW $41.58 -39.2%
1653 LW LAMB WESTON HLDGS INC Consumer Defensive 22,718.0 $953K 0.00% NEW $41.96 -0.1%
1654 SOUN SOUNDHOUND AI INC Technology 92,510.0 $953K 0.00% NEW $10.30 -20.4%
1655 CGMS CAPITAL GRP FIXED INCM ETF T 34,328.0 $948K 0.00% NEW $27.62 -1.0%
1656 XOP SPDR SERIES TRUST 7,491.0 $947K 0.00% NEW $126.41 +37.1%
1657 UFCS UNITED FIRE GROUP INC Financial Services 26,005.0 $945K 0.00% NEW $36.35 +33.3%
1658 SILA SILA REALTY TRUST INC Real Estate 40,364.0 $941K 0.00% NEW $23.31 +29.6%
1659 BRX BRIXMOR PPTY GROUP INC Real Estate 35,709.0 $936K 0.00% NEW $26.22 +15.9%
1660 WOMN TIDAL TRUST III 22,547.0 $936K 0.00% NEW $41.52 +2.1%
Page 83 of 133  ·  2,645 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 31.3%
Financial Services 20.5%
Communication Services 9.5%
Consumer Cyclical 8.7%
Healthcare 8.6%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%