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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 12 of 16  ·  302 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 5,352.0 $225K 0.00% NEW $42.09 +17.4%
222 FULT FULTON FINL CORP PA Financial Services 11,016.0 $224K 0.00% NEW $20.34 +12.6%
223 EQNR EQUINOR ASA Energy 5,285.0 $223K 0.00% NEW $42.20 -23.3%
224 BHP BHP BILLITON LIMITED Basic Materials 3,069.0 $223K 0.00% NEW $72.65 +21.0%
225 EC ECOPETROL S A Energy 14,868.0 $223K 0.00% NEW $14.99 +10.6%
226 OCCIDENTAL PETE CORP 5,192.0 $223K 0.00% NEW $42.90
227 MSC INCOME FUND INC 18,215.0 $222K 0.00% NEW $12.18
228 HR HEALTHCARE RLTY TR Real Estate 13,026.0 $221K 0.00% NEW $16.98 +16.6%
229 HMOP HARTFORD FDS EXCHANGE TRADED 5,681.0 $220K 0.00% NEW $38.74 +0.9%
230 CHDN CHURCHILL DOWNS INC Consumer Cyclical 2,449.0 $220K 0.00% NEW $89.82 -1.7%
231 TENB TENABLE HLDGS INC Technology 12,918.0 $219K 0.00% NEW $16.92 +58.8%
232 CRC CALIFORNIA RES CORP Energy 3,157.0 $219K 0.00% NEW $69.22 -20.1%
233 WTM WHITE MTNS INS GROUP LTD Financial Services 99.0 $217K 0.00% NEW $2196.96 -8.4%
234 MELI MERCADOLIBRE INC Consumer Cyclical 125.0 $217K 0.00% NEW $1733.28 -5.7%
235 FNV FRANCO NEV CORP Basic Materials 869.0 $215K 0.00% NEW $247.17 -11.3%
236 JAAA JANUS DETROIT STR TR 4,258.0 $214K 0.00% NEW $50.37 +0.5%
237 USLM UNITED STS LIME & MINERALS I Basic Materials 1,642.0 $214K 0.00% NEW $130.59 -13.0%
238 AWR AMER STATES WTR CO Utilities 2,826.0 $214K 0.00% NEW $75.62 +2.0%
239 ITA ISHARES TR 975.0 $213K 0.00% NEW $218.78 +9.2%
240 WAY WAYSTAR HLDG CORP Technology 8,838.0 $213K 0.00% NEW $24.11 -23.4%
Page 12 of 16  ·  302 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%