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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 33 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 TWLO TWILIO INC Communication Services 98,832.0 $12.6M 0.01% +5K +5.5% $127.27 +55.3%
642 CHDN CHURCHILL DOWNS INC Consumer Cyclical 139,707.0 $12.5M 0.01% +3K +2.5% $89.83 -3.5%
643 NVO NOVO-NORDISK A S Healthcare 340,709.0 $12.5M 0.01% -504K -59.6% $36.77 +20.4%
644 ADSK AUTODESK INC Technology 52,174.0 $12.5M 0.01% +2K +4.7% $240.01 +1.7%
645 XHLF BONDBLOXX ETF TRUST 247,772.0 $12.5M 0.01% +91K +58.2% $50.38 -0.2%
646 QQQ INVESCO QQQ TR Financial Services 19,841.0 $12.5M 0.01% -30K -60.6% $629.02 +11.5%
647 MRVL MARVELL TECHNOLOGY INC Technology 124,771.0 $12.5M 0.01% -225K -64.3% $100.02 +68.9%
648 IONS IONIS PHARMACEUTICALS INC Healthcare 165,544.0 $12.4M 0.01% -16K -8.9% $75.09 -3.4%
649 XBI SPDR SERIES TRUST 96,502.0 $12.3M 0.01% +2K +2.0% $127.91 -0.9%
650 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 136,313.0 $12.3M 0.01% +70K +104.0% $90.53 -6.0%
651 AMCOR PLC 309,795.0 $12.3M 0.01% NEW $39.75
652 VUSB VANGUARD BD INDEX FDS 247,177.0 $12.3M 0.01% -20K -7.6% $49.79 -0.2%
653 AVRE AMERICAN CENTY ETF TR 279,527.0 $12.3M 0.01% $44.02 +7.2%
654 XAR SPDR SERIES TRUST 48,205.0 $12.2M 0.01% -832.0 -1.7% $253.98 +2.2%
655 CGV TWO RDS SHARED TR 787,715.0 $12.2M 0.01% +43K +5.8% $15.45 +4.6%
656 ALB ALBEMARLE CORP Basic Materials 67,753.0 $12.2M 0.01% -13K -16.3% $179.55 -5.9%
657 CFG CITIZENS FINL GROUP INC Financial Services 201,494.0 $12.1M 0.01% +18K +9.7% $60.17 +1.9%
658 J P MORGAN EXCHANGE TRADED F 255,417.0 $12.1M 0.01% +8K +3.3% $47.30
659 VIRTUS DIVIDEND INTEREST & P 956,102.0 $12.1M 0.01% -25K -2.5% $12.61
660 DECK DECKERS OUTDOOR CORP Consumer Cyclical 119,832.0 $12.0M 0.01% +11K +9.8% $100.31 -5.7%
Page 33 of 133  ·  2,644 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%