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Portfolio (Quarterly) Guide ↗

Focus Partners Advisor Solutions, LLC

· CIK 0001868872
13F Portfolio $8.2B AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1088 New
Page 17 of 55  ·  1,088 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ULTA ULTA BEAUTY INC Consumer Cyclical 3,155.0 $1.9M 0.02% NEW $605.08 -24.6%
322 HII HUNTINGTON INGALLS INDS INC Industrials 5,608.0 $1.9M 0.02% NEW $340.12 -16.1%
323 EXACT SCIENCES CORP 18,770.0 $1.9M 0.02% NEW $101.56
324 VLO VALERO ENERGY CORP Energy 11,680.0 $1.9M 0.02% NEW $162.80 +45.1%
325 ESGD ISHARES TR 19,913.0 $1.9M 0.02% NEW $95.09 +8.5%
326 IGIB ISHARES TR 35,133.0 $1.9M 0.02% NEW $53.88 -1.5%
327 ISRG INTUITIVE SURGICAL INC Healthcare 3,341.0 $1.9M 0.02% NEW $566.36 -28.2%
328 ADSK AUTODESK INC Technology 6,232.0 $1.8M 0.02% NEW $296.01 -34.5%
329 MRSH MARSH & MCLENNAN COS INC Financial Services 9,855.0 $1.8M 0.02% NEW $185.52 -12.5%
330 SPHD INVESCO EXCH TRADED FD TR II 38,024.0 $1.8M 0.02% NEW $48.00 +4.1%
331 NUE NUCOR CORP Basic Materials 11,164.0 $1.8M 0.02% NEW $163.12 +49.5%
332 USRT ISHARES TR 31,863.0 $1.8M 0.02% NEW $56.96 +13.5%
333 DFGR DIMENSIONAL ETF TRUST 68,386.0 $1.8M 0.02% NEW $26.42 +8.5%
334 DHI D R HORTON INC Consumer Cyclical 12,510.0 $1.8M 0.02% NEW $144.04 +9.6%
335 QCOM QUALCOMM INC Technology 10,468.0 $1.8M 0.02% NEW $171.06 +32.2%
336 ADT ADT INC DEL Industrials 221,603.0 $1.8M 0.02% NEW $8.07 -18.5%
337 TSN TYSON FOODS INC Consumer Defensive 30,501.0 $1.8M 0.02% NEW $58.62 -5.4%
338 CRWD CROWDSTRIKE HLDGS INC Technology 3,813.0 $1.8M 0.02% NEW $468.81 +46.1%
339 CEG CONSTELLATION ENERGY CORP Utilities 5,021.0 $1.8M 0.02% NEW $353.29 -22.4%
340 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,688.0 $1.8M 0.02% NEW $480.62 +7.3%
Page 17 of 55  ·  1,088 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 31.1%
Financial Services 17.5%
Industrials 10.6%
Healthcare 10.5%
Consumer Cyclical 9.9%
Communication Services 6.7%
Consumer Defensive 5.6%
Energy 3.6%
Utilities 2.0%
Basic Materials 1.7%