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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
Q1 2026 Q4 2025 · All 302 New 519 Added 379 Reduced 141 Exited
Page 23 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 DIV GLOBAL X FDS 20,259.0 $383K 0.00% +4K +28.2% $18.90 -1.2%
442 LUV SOUTHWEST AIRLS CO Industrials 10,147.0 $381K 0.00% +4K +57.4% $37.51 +27.9%
443 SCHR SCHWAB STRATEGIC TR 14,871.0 $370K 0.00% +2K +17.0% $24.91 -1.2%
444 CNH INDL N V 33,625.0 $370K 0.00% +3K +10.3% $11.00
445 BUG GLOBAL X FDS 14,226.0 $357K 0.00% +924.0 +7.0% $25.11 +35.0%
446 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,842.0 $351K 0.00% +431.0 +30.6% $190.69 +15.9%
447 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 6,072.0 $350K 0.00% +376.0 +6.6% $57.59 +28.8%
448 RDN RADIAN GROUP INC Financial Services 10,517.0 $348K 0.00% +5K +80.4% $33.08 +4.9%
449 CNQ CANADIAN NAT RES LTD MED TER Energy 6,905.0 $337K 0.00% +225.0 +3.4% $48.74 -15.8%
450 MFG MIZUHO FINANCIAL GROUP INC Financial Services 41,487.0 $329K 0.00% +5K +14.4% $7.94 +29.7%
451 CSTM CONSTELLIUM SE Basic Materials 13,309.0 $327K 0.00% +2K +16.7% $24.58 +38.3%
452 SPSM SPDR SERIES TRUST 6,729.0 $325K 0.00% +743.0 +12.4% $48.32 +15.6%
453 XYL XYLEM INC Industrials 2,709.0 $324K 0.00% +492.0 +22.2% $119.49 -6.8%
454 TYL TYLER TECHNOLOGIES INC Technology 940.0 $322K 0.00% +356.0 +61.0% $342.35 -18.5%
455 DV DOUBLEVERIFY HLDGS INC Technology 32,955.0 $313K 0.00% +19K +144.9% $9.50 +8.7%
456 NTR NUTRIEN LTD Basic Materials 4,143.0 $313K 0.00% +428.0 +11.5% $75.47 -16.7%
457 KLIC KULICKE & SOFFA INDS INC Technology 4,747.0 $311K 0.00% +166.0 +3.6% $65.60 +85.8%
458 CBRE CBRE GROUP INC Real Estate 2,297.0 $311K 0.00% +746.0 +48.1% $135.23 -2.7%
459 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,268.0 $310K 0.00% +150.0 +4.8% $94.73 +17.9%
460 TM TOYOTA MOTOR CORP Consumer Cyclical 1,472.0 $303K 0.00% +383.0 +35.2% $206.11 -15.6%
Page 23 of 26  ·  519 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 29.9%
Financial Services 17.1%
Industrials 11.9%
Consumer Cyclical 9.6%
Healthcare 9.2%
Communication Services 6.6%
Consumer Defensive 5.2%
Energy 5.0%
Utilities 2.4%
Basic Materials 2.2%