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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 33 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 UJAN INNOVATOR ETFS TRUST 18,572.0 $789K 0.00% -257.0 -1.4% $42.51 +5.5%
642 KRE SPDR SERIES TRUST 12,092.0 $788K 0.00% -698.0 -5.5% $65.15 +3.7%
643 CHRW C H ROBINSON WORLDWIDE IN Industrials 4,730.0 $787K 0.00% -3K -38.7% $166.42 +2.0%
644 M MACYS INC Consumer Cyclical 41,973.0 $760K 0.00% -50K -54.4% $18.11 +2.3%
645 SRLN SSGA ACTIVE ETF TR 18,897.0 $759K 0.00% -2K -11.1% $40.14 +0.9%
646 BKLN INVESCO EXCH TRADED FD TR II 37,005.0 $755K 0.00% -7K -16.4% $20.41 +0.4%
647 ALK ALASKA AIR GROUP INC Industrials 20,453.0 $752K 0.00% -10K -33.0% $36.78 -1.5%
648 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 13,466.0 $750K 0.00% -470.0 -3.4% $55.68 +1.2%
649 VTES VANGUARD WELLINGTON FD 7,324.0 $741K 0.00% -2K -18.4% $101.14 -0.5%
650 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,886.0 $731K 0.00% -70.0 -1.8% $188.05 +19.6%
651 LUV SOUTHWEST AIRLS CO Industrials 19,162.0 $721K 0.00% -12K -39.4% $37.64 +1.9%
652 INMU BLACKROCK ETF TRUST II 30,009.0 $718K 0.00% -15K -33.6% $23.91 -0.0%
653 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 43,105.0 $716K 0.00% -439.0 -1.0% $16.60 +0.2%
654 INFY INFOSYS LTD Technology 52,884.0 $714K 0.00% -4K -7.1% $13.51 -6.8%
655 POWW OUTDOOR HOLDING CO Industrials 352,719.0 $709K 0.00% -64K -15.3% $2.01 -1.0%
656 OSCR OSCAR HEALTH INC Healthcare 60,873.0 $698K 0.00% -935.0 -1.5% $11.47 +120.6%
657 PL PLANET LABS PBC Industrials 24,598.0 $688K 0.00% -1K -5.4% $27.95 +48.9%
658 EMLP FIRST TR EXCHANGE-TRADED FD 15,670.0 $685K 0.00% -3K -16.2% $43.70 +1.5%
659 HNGE HINGE HEALTH INC Healthcare 17,736.0 $684K 0.00% -176.0 -1.0% $38.56 +41.9%
660 PROSHARES TR $666K 0.00% -100.0%
Page 33 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%