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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 37 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 HUM HUMANA INC Healthcare 2,817.0 $489K 0.00% -4K -58.0% $173.54 +76.3%
722 LBRX LB PHARMACEUTICALS INC Healthcare 19,815.0 $489K 0.00% -280.0 -1.4% $24.66 +12.5%
723 WTAI WISDOMTREE TR 17,255.0 $487K 0.00% -1K -7.2% $28.23 +39.6%
724 ILCV ISHARES TR 4,282.0 $486K 0.00% -2K -31.6% $113.59 -12.0%
725 PJP INVESCO EXCHANGE TRADED FD T 4,686.0 $486K 0.00% -846.0 -15.3% $103.78 +2.2%
726 FNV FRANCO NEV CORP Basic Materials 1,961.0 $485K 0.00% -181.0 -8.4% $247.17 -8.8%
727 NOK NOKIA CORP Technology 55,227.0 $477K 0.00% -16K -22.0% $8.64 +59.0%
728 BRX BRIXMOR PPTY GROUP INC Real Estate 16,519.0 $476K 0.00% -19K -53.7% $28.80 +3.7%
729 SIGI SELECTIVE INS GROUP INC Financial Services 6,299.0 $475K 0.00% -1K -14.3% $75.39 +17.0%
730 LIBERTY MEDIA CORP DEL 5,534.0 $471K 0.00% -2K -28.4% $85.03
731 TRV TRAVELERS COMPANIES INC Financial Services 1,557.0 $466K 0.00% -6K -79.4% $299.51 +2.2%
732 MOOG INC 1,588.0 $465K 0.00% -260.0 -14.1% $292.69
733 LFUS LITTELFUSE INC Technology 1,367.0 $464K 0.00% -1K -43.2% $339.44 +28.4%
734 GTLS CHART INDS INC Industrials 2,236.0 $463K 0.00% -186.0 -7.7% $207.13 +0.0%
735 ACHR ARCHER AVIATION INC Industrials 88,640.0 $458K 0.00% -6K -6.3% $5.17 +14.3%
736 EMN EASTMAN CHEM CO Basic Materials 5,936.0 $456K 0.00% -7K -54.5% $76.81 -7.6%
737 HODL VANECK BITCOIN ETF 23,820.0 $454K 0.00% -992.0 -4.0% $19.05 +14.0%
738 HDB HDFC BANK LTD Financial Services 18,209.0 $453K 0.00% -401.0 -2.1% $24.88 -1.0%
739 DBC INVESCO DB COMMDY INDX TRCK Financial Services 15,580.0 $451K 0.00% -585.0 -3.6% $28.95 +9.2%
740 MP MP MATERIALS CORP Basic Materials 9,334.0 $451K 0.00% -22K -70.1% $48.27 +17.4%
Page 37 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%