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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 35 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 SHW SHERWIN WILLIAMS CO Basic Materials 35,531.0 $11.4M 0.01% -908.0 -2.5% $321.50 -7.0%
682 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 216,502.0 $11.4M 0.01% -5K -2.1% $52.75 +14.3%
683 TIP ISHARES TR 103,318.0 $11.4M 0.01% +4K +4.3% $110.36 +0.0%
684 IYR ISHARES TR 120,362.0 $11.4M 0.01% -2K -1.6% $94.56 +8.3%
685 CTVA CORTEVA INC Basic Materials 135,739.0 $11.4M 0.01% +6K +5.0% $83.71 -5.6%
686 VONE VANGUARD SCOTTSDALE FDS 38,196.0 $11.3M 0.01% -12K -24.2% $295.12 +13.3%
687 VFQY VANGUARD WELLINGTON FD 75,307.0 $11.2M 0.01% -2K -3.2% $149.23 +7.8%
688 AEM AGNICO EAGLE MINES LTD Basic Materials 54,928.0 $11.1M 0.01% +1K +2.8% $202.98 -12.2%
689 EME EMCOR GROUP INC Industrials 15,031.0 $11.1M 0.01% +3K +28.2% $740.40 +15.4%
690 YUM YUM BRANDS INC Consumer Cyclical 71,483.0 $11.1M 0.01% +1K +1.9% $155.62 -2.2%
691 BHE BENCHMARK ELECTRS INC Technology 196,590.0 $11.0M 0.01% +2K +1.1% $56.06 +48.9%
692 FISV FISERV INC Technology 196,523.0 $11.0M 0.01% +73K +58.9% $56.03 +0.0%
693 AFL AFLAC INC Financial Services 99,480.0 $10.9M 0.01% -15K -13.3% $110.02 +6.5%
694 HALO HALOZYME THERAPEUTICS INC Healthcare 169,286.0 $10.9M 0.01% +45K +36.6% $64.63 +6.3%
695 UNILEVER PLC 191,789.0 $10.9M 0.01% +13K +7.2% $57.00
696 TSI TCW STRATEGIC INCOME FD INC Financial Services 2,434,597.0 $10.9M 0.01% +966K +65.8% $4.49 +0.4%
697 INCY INCYTE CORP Healthcare 116,075.0 $10.9M 0.01% +77K +196.7% $94.12 +1.6%
698 DAL DELTA AIR LINES INC Industrials 163,317.0 $10.9M 0.01% +31K +23.4% $66.58 +1.8%
699 ED CONSOLIDATED EDISON INC Utilities 96,003.0 $10.8M 0.01% +15K +18.7% $112.86 -5.6%
700 TDVG T ROWE PRICE ETF INC 238,757.0 $10.7M 0.01% +3K +1.4% $44.63 +6.5%
Page 35 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%