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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 27 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ESI ELEMENT SOLUTIONS INC Basic Materials 44,471.0 $1.6M 0.00% -5K -11.0% $35.14 +12.3%
522 AFG AMERICAN FINANCIAL GROUP INC Financial Services 12,192.0 $1.6M 0.00% -2K -11.5% $127.72 +7.2%
523 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 65,449.0 $1.5M 0.00% -1K -1.7% $23.56 -13.1%
524 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 43,464.0 $1.5M 0.00% -12K -21.8% $35.44 -2.9%
525 EDIV SPDR INDEX SHS FDS 38,867.0 $1.5M 0.00% -2K -5.1% $39.48 +4.1%
526 TTEK TETRA TECH INC NEW Industrials 50,026.0 $1.5M 0.00% -18K -26.1% $30.53 -10.8%
527 VST VISTRA CORP Utilities 10,123.0 $1.5M 0.00% -4K -28.2% $150.33 -10.4%
528 ETSY INC 28,562.0 $1.5M 0.00% -5K -14.5% $52.39
529 ESTC ELASTIC N V Technology 29,531.0 $1.5M 0.00% -31K -51.5% $49.99 +7.5%
530 SJM SMUCKER J M CO Consumer Defensive 15,113.0 $1.5M 0.00% -27K -64.2% $96.45 +6.8%
531 VSH VISHAY INTERTECHNOLOGY INC Technology 80,367.0 $1.4M 0.00% -10K -10.7% $18.00 +105.3%
532 SPIB SPDR SERIES TRUST 42,933.0 $1.4M 0.00% -2K -3.9% $33.54 -0.6%
533 CENCORA INC 4,534.0 $1.4M 0.00% -5K -54.4% $314.21
534 ACI ALBERTSONS COS INC Consumer Defensive 83,369.0 $1.4M 0.00% -30K -26.2% $17.05 +0.0%
535 PULS PGIM ETF TR 17,510.0 $1.4M 0.00% -28K -61.8% $80.78 -38.5%
536 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 249,768.0 $1.4M 0.00% -10K -3.9% $5.60 +1.8%
537 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 19,084.0 $1.4M 0.00% -5K -20.3% $72.47 +0.7%
538 AMG AFFILIATED MANAGERS GROUP Financial Services 4,980.0 $1.4M 0.00% -768.0 -13.4% $276.70 +8.9%
539 XOP SPDR SERIES TRUST 7,445.0 $1.4M 0.00% -46.0 -0.6% $181.85 -3.9%
540 AIQ GLOBAL X FDS 29,004.0 $1.4M 0.00% -1K -3.8% $46.59 +32.8%
Page 27 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%