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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 39 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IHI ISHARES TR 7,154.0 $382K -4K -35.9% $53.35 -6.7%
762 BELFB BEL FUSE INC Technology 1,916.0 $379K -531.0 -21.7% $197.98 +30.5%
763 BHRB BURKE HERBERT FINL SVCS CORP Financial Services 6,081.0 $379K -328.0 -5.1% $62.30 -0.2%
764 AIRJ AIRJOULE TECHNOLOGIES CORP Industrials 150,446.0 $378K -4K -2.4% $2.51 +40.2%
765 AVA AVISTA CORP Utilities 9,404.0 $377K -7K -44.2% $40.14 +2.6%
766 GAM GENERAL AMERN INVS CO INC Financial Services 6,427.0 $376K -113.0 -1.7% $58.47 +8.3%
767 PHIN PHINIA INC Consumer Cyclical 5,489.0 $376K -1K -19.8% $68.44 +11.1%
768 INSTALLED BLDG PRODS INC 1,415.0 $375K -475.0 -25.1% $265.25
769 BOOM DMC GLOBAL INC Energy 1,354.0 $372K -69K -98.1% $274.56 -97.4%
770 WK WORKIVA INC Technology 6,221.0 $371K -2K -26.4% $59.63 -20.5%
771 FCOM FIDELITY COVINGTON TRUST 5,415.0 $369K -6K -53.6% $68.12 +9.4%
772 MGA MAGNA INTL INC Consumer Cyclical 6,577.0 $367K -974.0 -12.9% $55.81 +8.2%
773 COMB GRANITESHARES ETF TR 13,965.0 $367K -4K -21.0% $26.27 +5.5%
774 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,103.0 $365K -136.0 -11.0% $330.89 -5.2%
775 EDV VANGUARD WORLD FD 240.0 $363K -7K -96.8% $1511.44 -95.9%
776 FIRST TR HIGH YIELD OPPRT 20 26,571.0 $360K -2K -7.4% $13.53
777 HUN HUNTSMAN CORP Basic Materials 26,966.0 $359K -9K -25.7% $13.31 +2.9%
778 TPC TUTOR PERINI CORP Industrials 4,637.0 $358K -1K -18.8% $77.19 +3.0%
779 NIO NIO INC Consumer Cyclical 59,349.0 $358K -1K -2.3% $6.03 +1.2%
780 AVB AVALONBAY CMNTYS INC Real Estate 2,188.0 $358K -1K -37.5% $163.40 +10.7%
Page 39 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%