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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 52 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 CBSH COMMERCE BANCSHARES INC Financial Services 80,447.0 $4.0M 0.00% +3K +4.1% $49.20 +6.1%
1022 HOLOGIC INC 52,565.0 $4.0M 0.00% +4K +8.8% $75.23
1023 RJF RAYMOND JAMES FINL INC Financial Services 27,308.0 $4.0M 0.00% -4K -12.5% $144.77 +5.0%
1024 WBD WARNER BROS DISCOVERY INC Communication Services 143,429.0 $3.9M 0.00% +50K +54.2% $27.45 -0.1%
1025 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 57,283.0 $3.9M 0.00% +5K +8.9% $68.73 -5.6%
1026 RPG INVESCO EXCHANGE TRADED FD T 84,209.0 $3.9M 0.00% -6K -6.2% $46.74 +23.3%
1027 IDCC INTERDIGITAL INC Technology 12,978.0 $3.9M 0.00% -348.0 -2.6% $302.01 -11.6%
1028 DXCM DEXCOM INC Healthcare 62,145.0 $3.9M 0.00% +8K +14.1% $62.89 +14.3%
1029 CRS CARPENTER TECHNOLOGY CORP Industrials 9,902.0 $3.9M 0.00% +3K +48.0% $394.16 +11.2%
1030 HALOZYME THERAPEUTICS INC 3,751,000.0 $3.9M 0.00% -30K -0.8% $1.03
1031 QLD PROSHARES TR 63,472.0 $3.9M 0.00% $61.00 +51.5%
1032 JMUB J P MORGAN EXCHANGE TRADED F 77,296.0 $3.9M 0.00% -59K -43.3% $49.99 -0.1%
1033 BIIB BIOGEN INC Healthcare 20,982.0 $3.9M 0.00% +6K +43.9% $183.71 +3.1%
1034 GAP GAP INC Consumer Cyclical 158,901.0 $3.9M 0.00% +45K +39.8% $24.23 -4.4%
1035 HDV ISHARES TR 32,236.0 $3.8M 0.00% +1K +4.3% $119.07 -76.8%
1036 AUR AURORA INNOVATION INC Technology 930,475.0 $3.8M 0.00% -99K -9.6% $4.12 +74.0%
1037 WTM WHITE MTNS INS GROUP LTD Financial Services 1,129.0 $3.8M 0.00% -481.0 -29.9% $3380.10 -36.5%
1038 CALUMET INC 105,836.0 $3.8M 0.00% -5K -4.3% $35.90
1039 LOUP INNOVATOR ETFS TRUST 54,968.0 $3.8M 0.00% -1K -1.9% $68.84 +26.5%
1040 WCN WASTE CONNECTIONS INC Industrials 23,188.0 $3.8M 0.00% +2K +9.0% $163.10 -3.8%
Page 52 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%