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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 14 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MEAR ISHARES U S ETF TR 193,420.0 $9.7M 0.01% -8K -4.1% $50.34 -0.2%
262 HAS HASBRO INC Consumer Cyclical 102,627.0 $9.7M 0.01% -5K -4.6% $94.24 +1.1%
263 BYLD ISHARES TR 427,129.0 $9.6M 0.01% -104K -19.6% $22.53 -0.5%
264 ZM ZOOM COMMUNICATIONS INC Technology 112,898.0 $9.5M 0.01% -34K -23.1% $84.08 +19.1%
265 CAVA CAVA GROUP INC Consumer Cyclical 116,453.0 $9.4M 0.01% -13K -10.2% $80.90 -1.2%
266 RPM RPM INTL INC Basic Materials 93,544.0 $9.3M 0.01% -8K -8.3% $99.40 -4.2%
267 ZS ZSCALER INC Technology 64,842.0 $9.1M 0.01% -7K -9.2% $140.29 +14.8%
268 DYNF BLACKROCK ETF TRUST 155,988.0 $9.1M 0.01% -5K -3.0% $58.18 +13.6%
269 QDF FLEXSHARES TR 113,617.0 $9.0M 0.01% -90K -44.2% $79.09 +10.9%
270 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 482,387.0 $8.9M 0.01% -80K -14.2% $18.39 -9.7%
271 TT TRANE TECHNOLOGIES PLC Industrials 20,727.0 $8.7M 0.01% -2K -9.1% $419.40 +11.3%
272 CHCT COMMUNITY HEALTHCARE TR INC Real Estate 537,868.0 $8.5M 0.01% -40K -7.0% $15.89 +8.8%
273 COMT ISHARES U S ETF TR 250,120.0 $8.5M 0.01% -74K -22.9% $33.81 +6.9%
274 ET ENERGY TRANSFER L P Energy 436,323.0 $8.4M 0.01% -40K -8.4% $19.30 +4.4%
275 DRI DARDEN RESTAURANTS INC Consumer Cyclical 42,612.0 $8.4M 0.01% -1K -2.7% $196.04 -0.1%
276 ILMN ILLUMINA INC Healthcare 67,274.0 $8.3M 0.01% -1K -1.8% $123.82 +15.1%
277 JPIE J P MORGAN EXCHANGE TRADED F 180,157.0 $8.3M 0.01% -17K -8.5% $46.07 -0.4%
278 CDNS CADENCE DESIGN SYSTEM INC Technology 27,813.0 $8.2M 0.01% -7K -19.4% $295.91 +16.9%
279 PINS PINTEREST INC Communication Services 441,357.0 $8.1M 0.01% -55K -11.0% $18.43 +5.6%
280 XYL XYLEM INC Industrials 68,004.0 $8.1M 0.01% -6K -7.8% $119.50 -9.5%
Page 14 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%