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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 38 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 RPM RPM INTL INC Basic Materials 93,544.0 $9.3M 0.01% -8K -8.3% $99.40 -2.3%
742 AIPO TIDAL TRUST II 369,376.0 $9.2M 0.01% NEW $24.96 +22.2%
743 EBAY EBAY INC. Consumer Cyclical 100,075.0 $9.2M 0.01% +8K +8.7% $92.00 +24.4%
744 WAB WABTEC Industrials 36,792.0 $9.2M 0.01% +1K +3.4% $249.91 +4.1%
745 MLM MARTIN MARIETTA MATLS INC Basic Materials 15,492.0 $9.1M 0.01% $589.21 -5.7%
746 ZS ZSCALER INC Technology 64,842.0 $9.1M 0.01% -7K -9.2% $140.29 +24.5%
747 DFCF DIMENSIONAL ETF TRUST 215,276.0 $9.1M 0.01% +5K +2.5% $42.22 -1.4%
748 DYNF BLACKROCK ETF TRUST 155,988.0 $9.1M 0.01% -5K -3.0% $58.18 +12.8%
749 INFL LISTED FDS TR 173,216.0 $9.0M 0.01% +47K +37.7% $52.06 +2.1%
750 QDF FLEXSHARES TR 113,617.0 $9.0M 0.01% -90K -44.2% $79.09 +10.2%
751 MOAT VANECK ETF TRUST 92,858.0 $9.0M 0.01% +811.0 +0.9% $96.69 +3.2%
752 EVR EVERCORE INC Financial Services 29,884.0 $9.0M 0.01% +4K +14.7% $300.24 +11.1%
753 CVLC MORGAN STANLEY ETF TRUST 111,754.0 $8.9M 0.01% +68K +154.6% $80.06 +13.6%
754 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 482,387.0 $8.9M 0.01% -80K -14.2% $18.39 -9.9%
755 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 189,144.0 $8.8M 0.01% +20K +11.8% $46.43 -1.3%
756 JPIN J P MORGAN EXCHANGE TRADED F 122,207.0 $8.7M 0.01% $71.24 +2.9%
757 MELI MERCADOLIBRE INC Consumer Cyclical 5,032.0 $8.7M 0.01% +1K +29.9% $1729.13 -8.3%
758 SABA SABA CAPITAL INCOME & OPPORT Financial Services 1,044,953.0 $8.7M 0.01% +24K +2.4% $8.32 -1.1%
759 TT TRANE TECHNOLOGIES PLC Industrials 20,727.0 $8.7M 0.01% -2K -9.1% $419.40 +9.8%
760 NTNX NUTANIX INC Technology 227,077.0 $8.6M 0.01% +43K +23.4% $38.01 +24.8%
Page 38 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%