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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 36 of 55  ·  1,088 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 HIG HARTFORD INSURANCE GROUP INC Financial Services 3,798.0 $523K 0.01% NEW $137.82 -6.9%
702 CACI CACI INTL INC Technology 981.0 $523K 0.01% NEW $532.81 -12.5%
703 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,392.0 $522K 0.01% NEW $218.04 -35.3%
704 SPOT SPOTIFY TECHNOLOGY S A Communication Services 897.0 $521K 0.01% NEW $581.17 -19.5%
705 IEF ISHARES TR 5,415.0 $521K 0.01% NEW $96.17 -1.9%
706 JIRE J P MORGAN EXCHANGE TRADED F 6,935.0 $519K 0.01% NEW $74.89 +10.4%
707 KR KROGER CO Consumer Defensive 8,265.0 $516K 0.01% NEW $62.49 -9.4%
708 XLP SELECT SECTOR SPDR TR 6,637.0 $516K 0.01% NEW $77.68 +7.2%
709 SHYM BLACKROCK ETF TRUST II 23,189.0 $515K 0.01% NEW $22.22 +0.6%
710 INGR INGREDION INC Consumer Defensive 4,643.0 $512K 0.01% NEW $110.26 -11.2%
711 CR CRANE COMPANY Industrials 2,769.0 $511K 0.01% NEW $184.43 +16.5%
712 ESNT ESSENT GROUP LTD Financial Services 7,823.0 $509K 0.01% NEW $65.02 -10.1%
713 QTWO Q2 HLDGS INC Technology 7,039.0 $508K 0.01% NEW $72.17 -40.6%
714 WBD WARNER BROS DISCOVERY INC Communication Services 17,481.0 $504K 0.01% NEW $28.82 -9.1%
715 SHEL SHELL PLC Energy 6,831.0 $502K 0.01% NEW $73.49 +7.2%
716 FDL FIRST TR EXCHANGE-TRADED FD 11,312.0 $502K 0.01% NEW $44.34 +10.6%
717 SCHJ SCHWAB STRATEGIC TR 20,097.0 $500K 0.01% NEW $24.90 -1.2%
718 PII POLARIS INC Consumer Cyclical 7,893.0 $499K 0.01% NEW $63.26 +12.8%
719 PCTY PAYLOCITY HLDG CORP Technology 3,273.0 $499K 0.01% NEW $152.50 -33.7%
720 DFEB FIRST TR EXCHNG TRADED FD VI 10,399.0 $496K 0.01% NEW $47.72 +5.7%
Page 36 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%