Portfolio (Quarterly)
Guide ↗
Focus Partners Advisor Solutions, LLC
· CIK 0001868872| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GDDY | GODADDY INC | Technology | 6,200 | $769K | 0.01% | SOLD |
| 22 | DASH | DOORDASH INC | Communication Services | 3,369 | $763K | 0.01% | SOLD |
| 23 | HUM | HUMANA INC | Healthcare | 2,913 | $746K | 0.01% | SOLD |
| 24 | BDYN | BLACKROCK ETF TRUST | — | 28,910 | $740K | 0.01% | SOLD |
| 25 | — | COMERICA INC | — | 8,034 | $698K | 0.01% | SOLD |
| 26 | AFL | AFLAC INC | Financial Services | 6,301 | $695K | 0.01% | SOLD |
| 27 | WEN | WENDYS CO | Consumer Cyclical | 82,273 | $685K | 0.01% | SOLD |
| 28 | IDXX | IDEXX LABS INC | Healthcare | 1,009 | $683K | 0.01% | SOLD |
| 29 | — | CADENCE BANK | — | 15,843 | $679K | 0.01% | SOLD |
| 30 | GWRE | GUIDEWIRE SOFTWARE INC | Technology | 3,355 | $674K | 0.01% | SOLD |
| 31 | AMT | AMERICAN TOWER CORP NEW | Real Estate | 3,836 | $674K | 0.01% | SOLD |
| 32 | SNA | SNAP ON INC | Industrials | 1,869 | $644K | 0.01% | SOLD |
| 33 | PWR | QUANTA SVCS INC | Industrials | 1,443 | $609K | 0.01% | SOLD |
| 34 | CHTR | CHARTER COMMUNICATIONS INC N | Communication Services | 2,904 | $606K | 0.01% | SOLD |
| 35 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 2,814 | $580K | 0.01% | SOLD |
| 36 | — | DAYFORCE INC | — | 8,293 | $574K | 0.01% | SOLD |
| 37 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 971 | $563K | 0.01% | SOLD |
| 38 | HIG | HARTFORD INSURANCE GROUP INC | Financial Services | 3,798 | $523K | 0.01% | SOLD |
| 39 | QTWO | Q2 HLDGS INC | Technology | 7,039 | $508K | 0.01% | SOLD |
| 40 | CSX | CSX CORP | Industrials | 13,495 | $489K | 0.01% | SOLD |
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%