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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 9 of 19  ·  379 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RGLD ROYAL GOLD INC Basic Materials 4,653.0 $1.2M 0.01% -1K -18.6% $254.50 -15.6%
162 MBWM MERCANTILE BK CORP Financial Services 23,436.0 $1.2M 0.01% -180.0 -0.8% $50.50 +6.4%
163 ESGV VANGUARD WORLD FD 10,461.0 $1.2M 0.01% -358.0 -3.3% $112.14 +18.0%
164 DELL DELL TECHNOLOGIES INC Technology 7,078.0 $1.2M 0.01% -550.0 -7.2% $164.14 +149.5%
165 AEE AMEREN CORP Utilities 10,485.0 $1.2M 0.01% -6K -37.5% $109.89 -1.1%
166 FLTB FIDELITY MERRIMACK STR TR 22,915.0 $1.2M 0.01% -170.0 -0.7% $50.27 -0.1%
167 WAB WABTEC Industrials 4,484.0 $1.1M 0.01% -1K -20.2% $249.56 +9.7%
168 ORI OLD REP INTL CORP Financial Services 27,030.0 $1.1M 0.01% -17K -39.1% $39.90 -3.0%
169 DUK DUKE ENERGY CORP NEW Utilities 8,231.0 $1.1M 0.01% -7K -44.4% $130.98 -5.4%
170 EW EDWARDS LIFESCIENCES CORP Healthcare 13,093.0 $1.0M 0.01% -1K -9.5% $80.08 +9.1%
171 HEICO CORP NEW 4,938.0 $1.0M 0.01% -1K -20.6% $211.08
172 MDT MEDTRONIC PLC Healthcare 11,882.0 $1.0M 0.01% -13K -51.3% $86.65 -8.4%
173 PYPL PAYPAL HLDGS INC Financial Services 22,731.0 $1.0M 0.01% -4K -15.0% $45.16 -5.9%
174 QCOM QUALCOMM INC Technology 7,924.0 $1.0M 0.01% -3K -24.3% $128.68 +75.7%
175 DD DUPONT DE NEMOURS INC Basic Materials 22,059.0 $1.0M 0.01% -1K -4.7% $45.80 +4.2%
176 AZO AUTOZONE INC Consumer Cyclical 296.0 $1.0M 0.01% -16.0 -5.1% $3386.79 -9.5%
177 DFEV DIMENSIONAL ETF TRUST 27,874.0 $997K 0.01% -449.0 -1.6% $35.78 +24.3%
178 JHG JANUS HENDERSON GROUP PLC Financial Services 19,341.0 $994K 0.01% -2K -9.2% $51.37 +1.0%
179 CVS CVS HEALTH CORP Healthcare 13,820.0 $992K 0.01% -7K -32.4% $71.80 +36.9%
180 TT TRANE TECHNOLOGIES PLC Industrials 2,373.0 $989K 0.01% -2K -46.7% $416.86 +16.0%
Page 9 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%