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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 38 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SHC SOTERA HEALTH CO Healthcare 31,357.0 $450K 0.00% -24K -42.9% $14.34 +6.5%
742 PFFD GLOBAL X FDS 24,403.0 $449K -9K -26.8% $18.40 +2.3%
743 QQQX NUVEEN NASDAQ 100 DYNAMIC OV Financial Services 16,737.0 $446K -749.0 -4.3% $26.67 +11.9%
744 DSMC ETF SER SOLUTIONS 11,746.0 $440K -1K -9.8% $37.42 +3.1%
745 BRBR BELLRING BRANDS INC Consumer Defensive 27,233.0 $438K -80K -74.6% $16.09 -42.4%
746 MPT MEDICAL PROPERTIES TRUST INC Financial Services 94,830.0 $438K -167K -63.8% $4.62 +9.3%
747 PTC PTC INC Technology 3,082.0 $435K -7K -68.1% $141.20 +0.5%
748 EL LAUDER ESTEE COS INC Consumer Defensive 6,000.0 $431K -3K -31.3% $71.78 +11.8%
749 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 6,950.0 $426K -1K -15.1% $61.33 +4.6%
750 AHR AMERICAN HEALTHCARE REIT INC Real Estate 8,803.0 $416K -15K -62.3% $47.21 +4.5%
751 DOCN DIGITALOCEAN HLDGS INC Technology 4,497.0 $411K -5K -54.3% $91.44 +69.4%
752 BUSE FIRST BUSEY CORP Financial Services 16,268.0 $411K -223.0 -1.4% $25.27 +3.7%
753 ASB ASSOCIATED BANC-CORP Financial Services 14,606.0 $409K -571.0 -3.8% $28.03 -1.9%
754 EWX SPDR INDEX SHS FDS 6,139.0 $406K -507.0 -7.6% $66.13 +10.2%
755 SII SPROTT INC Financial Services 2,837.0 $405K -278.0 -8.9% $142.90 -9.7%
756 PSMT PRICESMART INC Consumer Defensive 2,682.0 $404K -130.0 -4.6% $150.54 +5.8%
757 GHC GRAHAM HLDGS CO Consumer Defensive 371.0 $392K -67.0 -15.3% $1057.26 +3.4%
758 MRNA MODERNA INC Healthcare 7,667.0 $389K -6K -43.2% $50.80 -3.5%
759 RDN RADIAN GROUP INC Financial Services 11,605.0 $384K -4K -27.5% $33.08 +11.6%
760 STEL STELLAR BANCORP INC Financial Services 10,436.0 $382K -4K -30.1% $36.61 -0.6%
Page 38 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%