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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 40 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 BV BRIGHTVIEW HLDGS INC Industrials 30,023.0 $354K -271.0 -0.9% $11.79 +6.6%
782 MCY MERCURY GENL CORP NEW Financial Services 4,006.0 $353K -146.0 -3.5% $88.15 +11.3%
783 ISHARES TR 16,059.0 $351K -3K -17.9% $21.84
784 EXPD EXPEDITORS INTL WASH INC Industrials 2,443.0 $350K -4K -60.0% $143.29 +8.5%
785 EUFN ISHARES TR 10,016.0 $349K -737.0 -6.8% $34.85 +8.4%
786 TFI SPDR SERIES TRUST 7,812.0 $347K -1K -11.4% $44.45 +1.6%
787 CBT CABOT CORP Basic Materials 4,609.0 $347K -628.0 -12.0% $75.31 +8.8%
788 FV FIRST TR EXCHANGE TRADED FD 2,981.0 $346K -3K -49.7% $116.18 -40.0%
789 LIT GLOBAL X FDS 4,642.0 $345K -25.0 -0.5% $74.36 +11.7%
790 CLOU GLOBAL X FDS 17,682.0 $345K -1K -7.6% $19.50 +16.3%
791 URBN URBAN OUTFITTERS INC Consumer Cyclical 5,387.0 $341K -325.0 -5.7% $63.35 +8.8%
792 DWAS INVESCO EXCH TRADED FD TR II 3,452.0 $340K -64.0 -1.8% $98.50 +12.2%
793 BTO HANCOCK JOHN FINL OPPTYS Financial Services 9,470.0 $340K -532.0 -5.3% $35.87 +0.5%
794 NHI NATIONAL HEALTH INVS INC Real Estate 4,111.0 $332K -793.0 -16.2% $80.86 -7.7%
795 SLG SL GREEN RLTY CORP Real Estate 8,906.0 $329K -5K -36.0% $36.94 +14.9%
796 EHC ENCOMPASS HEALTH CORP Healthcare 3,384.0 $327K -3K -50.7% $96.76 +10.2%
797 ENVA ENOVA INTL INC Financial Services 2,410.0 $327K -119.0 -4.7% $135.83 +20.8%
798 DEA EASTERLY GOVT PPTYS INC Real Estate 15,229.0 $326K -2K -10.1% $21.43 +7.4%
799 CALF PACER FDS TR 7,260.0 $326K -533.0 -6.8% $44.87 +5.4%
800 IYT ISHARES TR 4,363.0 $325K -776.0 -15.1% $74.60 +7.7%
Page 40 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%