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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 64 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 ALGN ALIGN TECHNOLOGY INC Healthcare 13,315.0 $2.3M 0.00% +1K +9.0% $171.44 -4.9%
1262 VRNS VARONIS SYS INC Technology 106,264.0 $2.3M 0.00% $21.47 +44.9%
1263 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 104,157.0 $2.3M 0.00% +7K +6.7% $21.89 +13.6%
1264 B BARRICK MNG CORP Basic Materials 55,863.0 $2.3M 0.00% +7K +14.3% $40.79 +1.1%
1265 AWI ARMSTRONG WORLD INDS INC NEW Industrials 13,808.0 $2.3M 0.00% -6K -29.4% $164.81 -4.6%
1266 WMS ADVANCED DRAIN SYS INC DEL Industrials 16,305.0 $2.3M 0.00% -4K -17.7% $139.20 -1.7%
1267 OAKTREE SPECIALTY LENDING 199,908.0 $2.3M 0.00% -16K -7.3% $11.30
1268 FVD FIRST TR EXCHANGE-TRADED FD 47,980.0 $2.3M 0.00% -38K -44.5% $47.03 +1.4%
1269 CPNG COUPANG INC Consumer Cyclical 119,497.0 $2.3M 0.00% -55K -31.4% $18.88 -16.7%
1270 TROW PRICE T ROWE GROUP INC Financial Services 24,470.0 $2.3M 0.00% -5K -17.2% $92.10 +10.6%
1271 FLBR FRANKLIN TEMPLETON ETF TR 94,338.0 $2.3M 0.00% +5K +6.1% $23.89 -2.7%
1272 RGA REINSURANCE GROUP AMER INC Financial Services 11,034.0 $2.3M 0.00% +3K +39.6% $204.16 +4.9%
1273 TEAM ATLASSIAN CORPORATION Technology 32,937.0 $2.2M 0.00% -8K -19.7% $68.25 +26.3%
1274 GLOBUS MED INC 25,611.0 $2.2M 0.00% +16K +165.2% $87.58
1275 JKHY HENRY JACK & ASSOC INC Technology 14,163.0 $2.2M 0.00% +10K +206.9% $157.75 -11.5%
1276 DVYA ISHARES INC 46,177.0 $2.2M 0.00% -4K -8.4% $48.26 +4.9%
1277 AWK AMERICAN WTR WKS CO INC NEW Utilities 16,442.0 $2.2M 0.00% -3K -13.3% $135.43 -8.5%
1278 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 27,615.0 $2.2M 0.00% +17K +159.7% $80.56 -13.0%
1279 WDAY WORKDAY INC Technology 17,201.0 $2.2M 0.00% -78K -82.0% $129.33 -2.1%
1280 SPMO INVESCO EXCH TRADED FD TR II 19,794.0 $2.2M 0.00% +11K +123.0% $112.07 +29.1%
Page 64 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%