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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 5 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CSX CSX CORP Industrials 1,539,044.0 $63.2M 0.07% -351K -18.6% $41.05 +11.4%
82 UNH UNITEDHEALTH GROUP INC Healthcare 232,602.0 $63.2M 0.07% -13K -5.1% $271.56 +42.1%
83 IUSB ISHARES TR 1,350,040.0 $62.4M 0.07% -258K -16.0% $46.19 -1.0%
84 VRTX VERTEX PHARMACEUTICALS INC Healthcare 131,435.0 $58.7M 0.07% -1K -1.1% $446.41 -2.5%
85 HYD VANECK ETF TRUST 1,164,109.0 $58.4M 0.07% -81K -6.5% $50.14 +0.8%
86 BN BROOKFIELD CORP Financial Services 1,434,504.0 $58.1M 0.07% -116K -7.5% $40.47 +13.1%
87 WFC WELLS FARGO & CO Financial Services 725,628.0 $57.8M 0.06% -45K -5.8% $79.67 -7.6%
88 INTU INTUIT Technology 131,933.0 $57.0M 0.06% -33K -19.9% $431.69 -9.2%
89 GSST GOLDMAN SACHS ETF TR 131,750.0 $55.9M 0.06% -544K -80.5% $424.56 -88.1%
90 UYLD ANGEL OAK FUNDS TRUST 1,080,969.0 $55.2M 0.06% -46K -4.0% $51.04 +0.2%
91 ISRG INTUITIVE SURGICAL INC Healthcare 117,405.0 $54.1M 0.06% -5K -4.3% $461.18 -8.0%
92 TW TRADEWEB MKTS INC Financial Services 448,548.0 $52.8M 0.06% -9K -2.0% $117.66 -5.8%
93 DE DEERE & CO Industrials 93,220.0 $52.5M 0.06% -96K -50.8% $563.55 -0.0%
94 ISCG ISHARES TR 955,722.0 $52.4M 0.06% -18K -1.9% $54.80 +10.6%
95 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 339,071.0 $52.0M 0.06% -179K -34.5% $153.31 -36.6%
96 RSG REPUBLIC SVCS INC Industrials 230,816.0 $50.5M 0.06% -25K -9.6% $218.77 -4.3%
97 BLUEROCK PVT REAL ESTATE FD 3,020,285.0 $50.2M 0.06% -153K -4.8% $16.61
98 INTC INTEL CORP Technology 1,124,670.0 $49.9M 0.06% -35K -3.0% $44.39 +153.1%
99 AZO AUTOZONE INC Consumer Cyclical 14,455.0 $48.8M 0.05% -4K -23.1% $3378.08 -2.2%
100 SU SUNCOR ENERGY INC NEW Energy 728,508.0 $48.2M 0.05% -11K -1.4% $66.11 +2.7%
Page 5 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%