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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 41 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 UEC URANIUM ENERGY CORP Energy 23,869.0 $322K -17K -41.1% $13.50 +1.1%
802 IBTQ ISHARES TR 12,690.0 $321K -203.0 -1.6% $25.30 -2.1%
803 BC BRUNSWICK CORP Consumer Cyclical 4,412.0 $321K -2K -26.9% $72.77 +5.1%
804 IEO ISHARES TR 2,552.0 $319K -5K -68.2% $124.94 -2.3%
805 EW EDWARDS LIFESCIENCES CORP Healthcare 3,919.0 $319K -25K -86.5% $81.28 +0.1%
806 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 12,277.0 $318K -208.0 -1.7% $25.88 +3.1%
807 BMI BADGER METER INC Technology 2,055.0 $314K -92.0 -4.3% $152.67 -22.1%
808 CPER UNITED STS COMMODITY INDEX F Financial Services 9,098.0 $313K -1K -10.5% $34.43 +11.5%
809 SNAP SNAP INC Communication Services 53,048.0 $311K -12K -18.2% $5.87 -5.8%
810 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,325.0 $310K -447.0 -7.7% $58.24 -5.9%
811 MCI BARINGS CORPORATE INVS Financial Services 17,972.0 $310K -741.0 -4.0% $17.24 -0.1%
812 ACA ARCOSA INC Industrials 2,912.0 $309K -674.0 -18.8% $106.17 +15.0%
813 ABM ABM INDS INC Industrials 7,954.0 $306K -577.0 -6.8% $38.52 +4.3%
814 NAPR INNOVATOR ETFS TRUST 5,584.0 $305K -370.0 -6.2% $54.62 +7.5%
815 STAG STAG INDUSTRIAL INC Real Estate 8,392.0 $303K -2K -21.4% $36.06 +4.7%
816 TTAN SERVICETITAN INC Technology 4,695.0 $302K -16K -77.0% $64.35 -9.1%
817 PWB INVESCO EXCHANGE TRADED FD T 2,389.0 $301K -198.0 -7.7% $125.93 +20.2%
818 THOMSON REUTERS CORP 3,645.0 $298K -1K -28.8% $81.81
819 NUVEEN NEW JERSEY $293K -100.0%
820 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 57,291.0 $292K -4K -6.6% $5.10 -0.6%
Page 41 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%