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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 34 of 63  ·  1,249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 MOS MOSAIC CO Basic Materials 29,179.0 $744K 0.01% NEW $25.50 -10.2%
662 EXC EXELON CORP Utilities 15,158.0 $743K 0.01% NEW $49.02 -6.6%
663 ECG EVERUS CONSTR GROUP Industrials 6,280.0 $741K 0.01% -473.0 -7.0% $118.05 +33.6%
664 ADT ADT INC DEL Industrials 112,000.0 $736K 0.01% -110K -49.5% $6.57 +0.2%
665 FERG FERGUSON ENTERPRISES INC Industrials 3,140.0 $732K 0.01% -606.0 -16.2% $233.03 +2.3%
666 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,505.0 $730K 0.01% +608.0 +67.8% $485.20 -3.5%
667 DXCM DEXCOM INC Healthcare 11,606.0 $729K 0.01% -1K -11.3% $62.80 +15.4%
668 EA ELECTRONIC ARTS INC Communication Services 3,568.0 $727K 0.01% +239.0 +7.2% $203.89 -0.9%
669 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 33,474.0 $725K 0.01% +1K +4.0% $21.66 +13.0%
670 DFAW DIMENSIONAL ETF TRUST 9,781.0 $722K 0.01% +4K +81.6% $73.79 +12.9%
671 NU NU HLDGS LTD Financial Services 52,691.0 $720K 0.01% NEW $13.66 -6.9%
672 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 29,422.0 $718K 0.01% NEW $24.39 -13.9%
673 DES WISDOMTREE TR 19,788.0 $711K 0.01% +1K +7.2% $35.94 +9.8%
674 WCC WESCO INTL INC Industrials 2,580.0 $706K 0.01% -268.0 -9.4% $273.61 +33.5%
675 CPK CHESAPEAKE UTILS CORP Utilities 5,574.0 $704K 0.01% +429.0 +8.3% $126.37 -4.6%
676 HCA HCA HEALTHCARE INC Healthcare 1,486.0 $703K 0.01% +358.0 +31.7% $473.26 -20.7%
677 USFD US FOODS HLDG CORP Consumer Defensive 7,608.0 $701K 0.01% -2K -20.1% $92.16 -0.3%
678 ARCC ARES CAPITAL CORP Financial Services 38,841.0 $699K 0.01% +8K +27.5% $18.01 +0.1%
679 MOAT VANECK ETF TRUST 7,197.0 $696K 0.01% -234.0 -3.1% $96.71 +5.6%
680 IRM IRON MTN INC DEL Real Estate 6,716.0 $686K 0.01% NEW $102.15 +25.1%
Page 34 of 63  ·  1,249 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%