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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 10 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LPG DORIAN LPG LTD Energy 63,798.0 $19.1M 0.02% -445K -87.5% $300.01 -86.0%
182 CCL CARNIVAL CORP Consumer Cyclical 726,220.0 $18.8M 0.02% -41K -5.4% $25.90 -3.8%
183 IGM ISHARES TR 145,779.0 $18.4M 0.02% -14K -8.7% $126.41 +20.9%
184 VTWO VANGUARD SCOTTSDALE FDS 178,002.0 $18.4M 0.02% -25K -12.5% $103.26 +8.0%
185 APP APPLOVIN CORP Technology 46,048.0 $18.4M 0.02% -22K -32.1% $399.09 +23.4%
186 BILS SPDR SERIES TRUST 184,651.0 $18.4M 0.02% -128K -40.9% $99.44 -0.1%
187 SDY SPDR SERIES TRUST 126,135.0 $18.3M 0.02% -6K -4.6% $145.27 +1.7%
188 PJUN INNOVATOR ETFS TRUST 431,601.0 $18.1M 0.02% -18K -3.9% $41.83 +3.5%
189 POCT INNOVATOR ETFS TRUST 416,304.0 $17.9M 0.02% -8K -1.8% $43.11 +6.4%
190 Q QNITY ELECTRONICS INC Technology 153,786.0 $17.7M 0.02% -74K -32.4% $115.38 +29.2%
191 TRMB TRIMBLE INC Technology 271,472.0 $17.7M 0.02% -4K -1.3% $65.23 -15.7%
192 PGR PROGRESSIVE CORP Financial Services 88,756.0 $17.6M 0.02% -17K -16.1% $198.33 +2.9%
193 SHEL SHELL PLC Energy 187,300.0 $17.4M 0.02% -36K -16.1% $92.84 -4.6%
194 PNOV INNOVATOR ETFS TRUST 416,480.0 $17.0M 0.02% -13K -3.0% $40.86 +7.3%
195 PLD PROLOGIS INC. Real Estate 127,250.0 $16.8M 0.02% -9K -6.4% $132.34 +7.5%
196 RDVI FIRST TR EXCHANGE-TRADED FD 656,856.0 $16.8M 0.02% -41K -5.8% $25.55 +6.1%
197 SNA SNAP ON INC Industrials 45,655.0 $16.7M 0.02% -3K -5.8% $365.20 -0.5%
198 DSI ISHARES TR 136,822.0 $16.6M 0.02% -6K -3.9% $121.35 +15.9%
199 LNG CHENIERE ENERGY INC Energy 57,857.0 $16.4M 0.02% -10K -14.5% $283.76 -12.7%
200 PSEP INNOVATOR ETFS TRUST 380,949.0 $16.4M 0.02% -21K -5.2% $43.06 +5.7%
Page 10 of 48  ·  941 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%