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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 16 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 NTAP NETAPP INC Technology 3,440.0 $352K 0.00% -4K -51.7% $102.40 +56.0%
302 JXN JACKSON FINANCIAL INC Financial Services 3,322.0 $351K 0.00% -442.0 -11.7% $105.72 +1.0%
303 NFG NATIONAL FUEL GAS CO Energy 3,706.0 $348K 0.00% -1K -24.9% $93.96 -19.2%
304 XLU SELECT SECTOR SPDR TR 7,579.0 $348K 0.00% -3K -26.2% $45.89 -2.5%
305 BKH BLACK HILLS CORP Utilities 4,955.0 $344K 0.00% -463.0 -8.6% $69.40 +4.8%
306 CVLC MORGAN STANLEY ETF TRUST 4,221.0 $338K 0.00% -53.0 -1.2% $80.06 +18.0%
307 VTWG VANGUARD SCOTTSDALE FDS 1,465.0 $336K 0.00% -31.0 -2.1% $229.04 +24.2%
308 SCHK SCHWAB STRATEGIC TR 10,670.0 $334K 0.00% -1K -9.6% $31.33 +15.3%
309 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,596.0 $327K 0.00% -3K -32.5% $58.47 +0.8%
310 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 9,584.0 $323K 0.00% -6K -39.1% $33.74 +3.6%
311 VLTO VERALTO CORP Industrials 3,643.0 $322K 0.00% -5K -55.5% $88.41 -5.0%
312 LYFT LYFT INC Technology 24,179.0 $322K 0.00% -98K -80.2% $13.30 +7.4%
313 IBB ISHARES TR 1,903.0 $321K 0.00% -304.0 -13.8% $168.89 +2.8%
314 INVH INVITATION HOMES INC Real Estate 12,880.0 $320K 0.00% -2K -14.8% $24.85 +14.3%
315 VTWV VANGUARD SCOTTSDALE FDS 1,898.0 $318K 0.00% -37.0 -1.9% $167.30 +14.4%
316 SCHH SCHWAB STRATEGIC TR 14,748.0 $317K 0.00% -5K -24.3% $21.49 +8.8%
317 FDS FACTSET RESH SYS INC Financial Services 1,424.0 $309K 0.00% -3K -71.0% $216.96 +2.0%
318 EMR EMERSON ELEC CO Industrials 2,350.0 $308K 0.00% -5K -66.9% $131.03 +15.0%
319 LEIDOS HOLDINGS INC 1,975.0 $307K 0.00% -3K -59.8% $155.57
320 PII POLARIS INC Consumer Cyclical 5,627.0 $307K 0.00% -2K -28.7% $54.50 +30.9%
Page 16 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%