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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 34 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 LEIDOS HOLDINGS INC 77,273.0 $12.0M 0.01% -7K -7.8% $155.52
662 JCI JOHNSON CONTROLS INTERNATION Industrials 91,204.0 $12.0M 0.01% +22K +31.1% $131.54 +4.4%
663 NTAP NETAPP INC Technology 116,641.0 $12.0M 0.01% +16K +16.4% $102.53 +17.6%
664 AKAM AKAMAI TECHNOLOGIES INC Technology 20,325.0 $11.9M 0.01% +1K +5.7% $587.78 -76.0%
665 AEP AMERICAN ELEC PWR CO INC Utilities 91,015.0 $11.9M 0.01% +8K +9.9% $131.09 -1.7%
666 USFD US FOODS HLDG CORP Consumer Defensive 129,372.0 $11.9M 0.01% +1K +1.1% $92.21 -11.0%
667 LITE LUMENTUM HLDGS INC Technology 16,974.0 $11.9M 0.01% -6K -25.7% $702.78 +25.9%
668 WU WESTERN UN CO Financial Services 1,364,400.0 $11.9M 0.01% +1.4M +9534.2% $8.73 -3.1%
669 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 371,751.0 $11.9M 0.01% -62K -14.3% $32.01 +3.2%
670 DASH DOORDASH INC Communication Services 66,228.0 $11.8M 0.01% -177K -72.8% $178.48 -8.9%
671 TOL TOLL BROTHERS INC Consumer Cyclical 86,196.0 $11.8M 0.01% +12K +15.6% $136.95 -7.3%
672 NEAR ISHARES U S ETF TR 232,064.0 $11.8M 0.01% -3K -1.3% $50.84 -0.5%
673 MGK VANGUARD WORLD FD 36,696.0 $11.7M 0.01% +5K +14.7% $319.58 -72.6%
674 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 316,030.0 $11.7M 0.01% -21K -6.2% $37.01 +0.2%
675 OXY OCCIDENTAL PETE CORP Energy 179,793.0 $11.7M 0.01% +60K +50.0% $65.02 -8.2%
676 TXT TEXTRON INC Industrials 132,622.0 $11.6M 0.01% +18K +15.4% $87.62 +3.4%
677 DVN DEVON ENERGY CORP NEW Energy 230,900.0 $11.6M 0.01% -35K -13.1% $50.32 -1.3%
678 BBIN J P MORGAN EXCHANGE TRADED F 158,607.0 $11.6M 0.01% -6K -3.8% $73.12 +4.8%
679 CE CELANESE CORP DEL Basic Materials 175,890.0 $11.6M 0.01% -7K -4.1% $65.77 -18.7%
680 MBB ISHARES TR 120,369.0 $11.5M 0.01% +3K +3.0% $95.61 -2.6%
Page 34 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%