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Portfolio (Quarterly) Guide ↗

Focus Partners Advisor Solutions, LLC

· CIK 0001868872
13F Portfolio $9.9B AUM 1,249 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 302 New 519 Added 379 Reduced
Page 13 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 NTNX NUTANIX INC Technology 43,274.0 $1.6M 0.02% +21K +92.7% $38.01 +79.0%
242 GS GOLDMAN SACHS GROUP INC Financial Services 1,923.0 $1.6M 0.02% +115.0 +6.4% $844.68 +10.7%
243 AOA ISHARES TR — 18,113.0 $1.6M 0.02% +16K +594.8% $88.49 +11.2%
244 SF STIFEL FINL CORP Financial Services 21,617.0 $1.6M 0.02% +12K +125.5% $73.92 -4.8%
245 CMCSA COMCAST CORP NEW Communication Services 55,626.0 $1.6M 0.02% +16K +40.4% $28.71 -23.7%
246 — EXPAND ENERGY CORPORATION — 14,466.0 $1.6M 0.02% +8K +132.0% $109.80 —
247 — VIKING HOLDINGS LTD — 21,574.0 $1.6M 0.02% +9K +73.9% $73.48 —
248 EOG EOG RES INC Energy 10,937.0 $1.6M 0.02% +884.0 +8.8% $144.60 -2.9%
249 OEF ISHARES TR — 4,958.0 $1.6M 0.02% +707.0 +16.6% $318.08 +21.4%
250 OZK BANK OZK LITTLE ROCK ARK Financial Services 34,068.0 $1.6M 0.02% +988.0 +3.0% $45.88 +2.2%
251 ROP ROPER TECHNOLOGIES INC Industrials 4,319.0 $1.5M 0.01% +2K +96.5% $353.90 +1.3%
252 HYBB ISHARES TR — 32,805.0 $1.5M 0.01% +5K +19.9% $46.49 -2.2%
253 DKNG DRAFTKINGS INC NEW Consumer Cyclical 70,369.0 $1.5M 0.01% +6K +8.8% $21.62 +1.9%
254 MS MORGAN STANLEY Financial Services 9,218.0 $1.5M 0.01% +3K +40.6% $164.49 +19.3%
255 EVR EVERCORE INC Financial Services 5,070.0 $1.5M 0.01% +1K +28.7% $298.46 -11.9%
256 VTR VENTAS INC Real Estate 18,496.0 $1.5M 0.01% +7K +60.9% $81.78 +5.9%
257 SCHO SCHWAB STRATEGIC TR — 62,271.0 $1.5M 0.01% +33K +113.1% $24.27 -1.6%
258 DECK DECKERS OUTDOOR CORP Consumer Cyclical 15,032.0 $1.5M 0.01% +4K +31.2% $100.02 -21.3%
259 OSK OSHKOSH CORP Industrials 10,171.0 $1.5M 0.01% +383.0 +3.9% $147.17 -9.8%
260 SMH VANECK ETF TRUST — 3,869.0 $1.5M 0.01% +2K +81.3% $383.42 +58.2%
Page 13 of 26  ·  519 positions

① 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 30.6%
Financial Services 17.2%
Industrials 12.1%
Consumer Cyclical 9.8%
Healthcare 9.4%
Consumer Defensive 5.3%
Communication Services 5.0%
Energy 5.0%
Utilities 2.4%
Basic Materials 2.2%