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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 44 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 XME SPDR SERIES TRUST 57,119.0 $6.2M 0.01% -7K -10.5% $108.01 +4.8%
862 UAL UNITED AIRLS HLDGS INC Industrials 66,910.0 $6.2M 0.01% +10K +17.3% $92.05 -3.2%
863 VEEV VEEVA SYS INC Healthcare 35,006.0 $6.1M 0.01% +7K +24.0% $175.66 -7.0%
864 CCK CROWN HLDGS INC Consumer Cyclical 61,089.0 $6.1M 0.01% +4K +7.6% $100.63 -3.2%
865 VSGX VANGUARD WORLD FD 85,084.0 $6.1M 0.01% +2K +2.0% $71.97 +10.7%
866 DG DOLLAR GEN CORP Consumer Defensive 51,259.0 $6.1M 0.01% +15K +41.1% $119.02 -13.0%
867 NUE NUCOR CORP Basic Materials 35,998.0 $6.1M 0.01% +6K +19.0% $169.17 +31.1%
868 ITB ISHARES TR 67,045.0 $6.1M 0.01% -2K -2.4% $90.55 -0.5%
869 NTR NUTRIEN LTD Basic Materials 80,395.0 $6.1M 0.01% -647.0 -0.8% $75.46 -5.1%
870 FNF FIDELITY NATL FINL INC Financial Services 129,875.0 $6.0M 0.01% -170K -56.6% $46.38 +5.4%
871 FEGE RBB FUND TRUST 127,631.0 $6.0M 0.01% +27K +27.4% $47.00 +6.4%
872 FTAI AVIATION LTD 28,641.0 $6.0M 0.01% -14K -32.3% $209.44
873 ITA ISHARES TR 27,407.0 $6.0M 0.01% -274.0 -1.0% $218.76 +2.1%
874 FTEC FIDELITY COVINGTON TRUST 28,788.0 $6.0M 0.01% -2K -5.3% $207.97 +30.7%
875 PSH PGIM ETF TR 119,653.0 $5.9M 0.01% +32K +36.5% $49.60 +0.8%
876 ITGR INTEGER HLDGS CORP Healthcare 67,386.0 $5.9M 0.01% -3K -3.6% $88.00 +2.8%
877 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 354,925.0 $5.9M 0.01% +11K +3.3% $16.69 -1.7%
878 OKLO OKLO INC Utilities 119,322.0 $5.9M 0.01% -6K -4.6% $49.59 +12.7%
879 EXC EXELON CORP Utilities 121,243.0 $5.9M 0.01% -293K -70.7% $48.78 -8.5%
880 EXTR EXTREME NETWORKS INC Technology 392,071.0 $5.9M 0.01% +4K +0.9% $15.08 +59.9%
Page 44 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%