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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 42 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FIRST TR EXCHNG TRADED FD VI 7,930.0 $292K -526.0 -6.2% $36.85
822 IMCB ISHARES TR 3,468.0 $289K -1K -23.7% $83.43 +7.9%
823 MAT MATTEL INC Consumer Cyclical 19,795.0 $288K -35K -63.7% $14.53 +4.3%
824 DBX DROPBOX INC Technology 7,462.0 $284K -60K -89.0% $38.12 -29.6%
825 KBWB INVESCO EXCH TRADED FD TR II 3,590.0 $284K -1K -27.6% $79.13 +6.5%
826 EXPI EXP WORLD HLDGS INC Real Estate 47,322.0 $283K -18K -27.1% $5.99 +12.5%
827 NNI NELNET INC Financial Services 2,170.0 $280K -644.0 -22.9% $128.96 -2.8%
828 GII SPDR INDEX SHS FDS 2,634.0 $277K -2K -39.2% $105.32 -28.3%
829 ENIC ENEL CHILE SA Utilities 66,835.0 $276K -2K -2.9% $4.13 +1.5%
830 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,902.0 $275K -5K -56.5% $70.51 -26.1%
831 DSGX DESCARTES SYS GROUP INC Technology 3,837.0 $275K -32K -89.3% $71.55 -5.4%
832 SMA SMARTSTOP SELF STORAG REIT I Real Estate 5,981.0 $273K -2K -28.0% $45.71 -35.2%
833 TPH TRI POINTE HOMES INC Consumer Cyclical 5,729.0 $268K -3K -31.3% $46.73 +0.5%
834 HAE HAEMONETICS CORP MASS Healthcare 4,743.0 $267K -246.0 -4.9% $56.36 -0.1%
835 NEU NEWMARKET CORP Basic Materials 412.0 $264K -530.0 -56.3% $641.17 +6.5%
836 SOMNIGROUP INTERNATIONAL INC 3,597.0 $264K -7K -66.9% $73.36
837 GNW GENWORTH FINL INC Financial Services 32,259.0 $262K -4K -10.8% $8.12 +11.7%
838 NOVT NOVANTA INC Technology 2,210.0 $261K -673.0 -23.3% $118.11 +29.5%
839 VSTS VESTIS CORPORATION Industrials 33,050.0 $260K -2K -6.3% $7.86 +55.9%
840 OGN ORGANON & CO Healthcare 42,991.0 $258K -11K -21.0% $5.99 +123.7%
Page 42 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%