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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 54 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 NNN NNN REIT INC Real Estate 84,900.0 $3.6M 0.00% +18K +27.7% $42.37 +6.2%
1062 SFIX STITCH FIX INC Consumer Cyclical 1,085,482.0 $3.6M 0.00% +187K +20.8% $3.31 -3.3%
1063 SIVR ABRDN SILVER ETF TRUST Financial Services 50,104.0 $3.6M 0.00% -2K -3.1% $71.61 +1.9%
1064 BOTZ GLOBAL X FDS 107,968.0 $3.6M 0.00% -2K -1.9% $33.22 +19.4%
1065 XLG INVESCO EXCHANGE TRADED FD T 65,564.0 $3.6M 0.00% -3K -4.5% $54.55 +16.4%
1066 VWOB VANGUARD WHITEHALL FDS 54,266.0 $3.6M 0.00% $65.69 +0.8%
1067 MPWR MONOLITHIC PWR SYS INC Technology 3,099.0 $3.5M 0.00% -11K -77.6% $1143.85 +36.5%
1068 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 43,302.0 $3.5M 0.00% -13K -23.7% $81.23 -0.4%
1069 SON SONOCO PRODS CO Consumer Cyclical 65,001.0 $3.5M 0.00% -2K -2.8% $54.09 -11.3%
1070 ARGX ARGENX SE Healthcare 4,810.0 $3.5M 0.00% +1K +38.2% $730.34 +11.8%
1071 BIZD VANECK ETF TRUST 274,058.0 $3.5M 0.00% +209K +318.9% $12.80 -2.2%
1072 HPQ HP INC Technology 180,888.0 $3.5M 0.00% -85K -32.0% $19.39 +12.9%
1073 EFX EQUIFAX INC Industrials 19,452.0 $3.5M 0.00% +6K +41.6% $180.07 -9.4%
1074 COMP COMPASS INC Technology 475,675.0 $3.5M 0.00% -59K -11.1% $7.31 +15.9%
1075 INDA ISHARES TR 74,154.0 $3.5M 0.00% +6K +8.4% $46.84 +2.6%
1076 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 5,854.0 $3.5M 0.00% -785.0 -11.8% $593.01 -4.9%
1077 RDVY FIRST TR EXCHANGE TRADED FD 50,683.0 $3.5M 0.00% +5K +11.3% $68.28 +9.5%
1078 BLOCK INC 22,174.0 $3.5M 0.00% +6K +38.3% $155.87
1079 AXS AXIS CAP HLDGS LTD Financial Services 33,897.0 $3.4M 0.00% +10K +40.7% $101.33 -0.6%
1080 EPR EPR PPTYS Real Estate 66,843.0 $3.4M 0.00% +17K +33.8% $51.35 +14.3%
Page 54 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%