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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 55 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 MTZ MASTEC INC Industrials 10,665.0 $3.4M 0.00% +1K +10.8% $321.74 +20.8%
1082 HLN HALEON PLC Healthcare 195,548.0 $3.4M 0.00% +25K +14.4% $17.48 -46.7%
1083 APA APA CORPORATION Energy 80,442.0 $3.4M 0.00% +23K +41.1% $42.44 -9.7%
1084 SMURFIT WESTROCK PLC 84,860.0 $3.4M 0.00% -2K -2.3% $39.85
1085 FANG DIAMONDBACK ENERGY INC Energy 17,095.0 $3.4M 0.00% -63K -78.7% $197.81 +1.6%
1086 BROOKFIELD ASSET MANAGMT LTD 76,051.0 $3.4M 0.00% +10K +14.3% $44.45
1087 DT DYNATRACE INC Technology 92,022.0 $3.4M 0.00% -118K -56.3% $36.62 +6.9%
1088 G GENPACT LIMITED Technology 90,128.0 $3.3M 0.00% -17K -16.0% $37.11 -13.8%
1089 CGBD CARLYLE SECURED LENDING INC Financial Services 304,864.0 $3.3M 0.00% +153K +100.9% $10.94 -1.4%
1090 PDN INVESCO EXCH TRADED FD TR II 76,754.0 $3.3M 0.00% $43.37 +7.3%
1091 UNM UNUM GROUP Financial Services 45,144.0 $3.3M 0.00% -668.0 -1.5% $73.44 +14.2%
1092 EATON VANCE TAX-MANAGED BUY- 241,942.0 $3.3M 0.00% +207K +590.5% $13.67
1093 CRCL CIRCLE INTERNET GROUP INC Financial Services 34,644.0 $3.3M 0.00% -28K -44.7% $95.41 +20.4%
1094 FELC FIDELITY COVINGTON TRUST 90,979.0 $3.3M 0.00% +21K +29.4% $36.27 +14.6%
1095 BBJP J P MORGAN EXCHANGE TRADED F 47,860.0 $3.3M 0.00% +2K +4.8% $68.91 +7.7%
1096 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 45,181.0 $3.3M 0.00% +7K +19.4% $72.48 +3.8%
1097 FNB F N B CORP Financial Services 194,442.0 $3.3M 0.00% +55K +39.1% $16.79 +4.1%
1098 MTH MERITAGE HOMES CORP Consumer Cyclical 52,768.0 $3.3M 0.00% +8K +18.7% $61.84 +3.3%
1099 PKW INVESCO EXCHANGE TRADED FD T 24,796.0 $3.3M 0.00% +9K +54.0% $131.25 +3.4%
1100 PHO INVESCO EXCHANGE TRADED FD T 48,626.0 $3.3M 0.00% -606.0 -1.2% $66.86 -2.9%
Page 55 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%