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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 11 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SPYG SPDR SERIES TRUST 8,277.0 $810K 0.01% -2K -21.1% $97.91 +22.1%
202 ESTC ELASTIC N V Technology 16,166.0 $808K 0.01% -14K -46.0% $49.99 +18.0%
203 BPOP POPULAR INC Financial Services 5,982.0 $803K 0.01% -1K -15.8% $134.18 +18.7%
204 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 8,801.0 $793K 0.01% -426.0 -4.6% $90.11 +21.6%
205 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,286.0 $789K 0.01% -1K -31.8% $345.18 -14.6%
206 ARW ARROW ELECTRS INC Technology 5,409.0 $776K 0.01% -547.0 -9.2% $143.38 +62.3%
207 KEY KEYCORP Financial Services 38,143.0 $765K 0.01% -2K -4.5% $20.05 +12.7%
208 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4,635.0 $764K 0.01% -1K -21.3% $164.80 -4.2%
209 HUBS HUBSPOT INC Technology 3,125.0 $763K 0.01% -930.0 -22.9% $244.01 -27.9%
210 HWM HOWMET AEROSPACE INC Industrials 3,296.0 $759K 0.01% -465.0 -12.4% $230.40 +20.5%
211 KDP KEURIG DR PEPPER INC Consumer Defensive 28,753.0 $757K 0.01% -40K -58.1% $26.33 +16.8%
212 HPQ HP INC Technology 39,381.0 $756K 0.01% -8K -16.5% $19.20 +22.4%
213 EQT EQT CORP Energy 11,873.0 $756K 0.01% -6K -35.2% $63.66 -20.3%
214 CRWD CROWDSTRIKE HLDGS INC Technology 1,935.0 $756K 0.01% -2K -49.2% $390.53 +75.4%
215 MTG MGIC INVT CORP WIS Financial Services 28,745.0 $755K 0.01% -11K -27.8% $26.25 -0.7%
216 MDYG SPDR SERIES TRUST 7,794.0 $748K 0.01% -1K -14.9% $95.96 +15.2%
217 ECG EVERUS CONSTR GROUP Industrials 6,280.0 $741K 0.01% -473.0 -7.0% $118.05 +33.6%
218 ADT ADT INC DEL Industrials 112,000.0 $736K 0.01% -110K -49.5% $6.57 +0.2%
219 FERG FERGUSON ENTERPRISES INC Industrials 3,140.0 $732K 0.01% -606.0 -16.2% $233.03 +2.3%
220 DXCM DEXCOM INC Healthcare 11,606.0 $729K 0.01% -1K -11.3% $62.80 +15.4%
Page 11 of 19  ·  379 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%