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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 57 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 IT GARTNER INC Technology 19,515.0 $3.1M 0.00% +3K +19.4% $158.34 -0.7%
1122 IWY ISHARES TR 12,370.0 $3.1M 0.00% -98.0 -0.8% $248.86 +17.7%
1123 STE STERIS PLC Healthcare 13,539.0 $3.1M 0.00% -5K -28.4% $227.02 -4.9%
1124 KHC KRAFT HEINZ CO Consumer Defensive 136,998.0 $3.1M 0.00% +45K +48.6% $22.39 +5.2%
1125 EWJ ISHARES INC 36,297.0 $3.1M 0.00% +12K +52.1% $84.44 +8.2%
1126 CVNA CARVANA CO Consumer Cyclical 9,787.0 $3.1M 0.00% -6K -37.2% $311.96 -79.4%
1127 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 43,781.0 $3.0M 0.00% +2K +4.2% $69.64 +19.7%
1128 ATO ATMOS ENERGY CORP Utilities 16,516.0 $3.0M 0.00% +8K +96.6% $184.45 -3.8%
1129 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 49,716.0 $3.0M 0.00% +5K +10.8% $61.14 -14.4%
1130 NDAQ NASDAQ INC Financial Services 35,789.0 $3.0M 0.00% +10K +41.4% $84.89 +6.5%
1131 VCLT VANGUARD SCOTTSDALE FDS 40,645.0 $3.0M 0.00% -3K -7.9% $74.72 -0.7%
1132 IAPR INNOVATOR ETFS TRUST 95,544.0 $3.0M 0.00% $31.67 +4.3%
1133 KNG FIRST TR EXCHANGE-TRADED FD 62,085.0 $3.0M 0.00% +5K +7.9% $48.71 -0.5%
1134 TM TOYOTA MOTOR CORP Consumer Cyclical 14,226.0 $3.0M 0.00% +3K +23.3% $212.23 -10.5%
1135 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 176,610.0 $3.0M 0.00% +23K +14.9% $17.07 +1.6%
1136 ROKU ROKU INC Communication Services 30,662.0 $3.0M 0.00% +877.0 +2.9% $98.02 +26.7%
1137 THC TENET HEALTHCARE CORP Healthcare 15,898.0 $3.0M 0.00% -351.0 -2.2% $188.89 -0.8%
1138 RHI ROBERT HALF INC. Industrials 115,104.0 $3.0M 0.00% +14K +14.4% $26.08 +0.6%
1139 OSEA HARBOR ETF TRUST 103,369.0 $3.0M 0.00% -72K -41.1% $28.95 +5.0%
1140 HALOZYME THERAPEUTICS INC 2,295,000.0 $3.0M 0.00% $1.29
Page 57 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%