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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 37 of 63  ·  1,249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 VFH VANGUARD WORLD FD 5,039.0 $609K 0.01% +506.0 +11.2% $120.83 +8.8%
722 CMC COMMERCIAL METALS CO Basic Materials 9,898.0 $608K 0.01% -3K -25.4% $61.43 +17.8%
723 SHV ISHARES TR 5,494.0 $606K 0.01% $110.39 -0.1%
724 PSCC INVESCO EXCH TRADED FD TR II 19,225.0 $606K 0.01% +2K +9.3% $31.51 +11.3%
725 GPIQ GOLDMAN SACHS ETF TR 12,200.0 $604K 0.01% NEW $49.49 +20.0%
726 FISV FISERV INC Technology 10,788.0 $602K 0.01% +8K +254.5% $55.78 -14.2%
727 HSY HERSHEY CO Consumer Defensive 2,891.0 $601K 0.01% -1K -30.8% $207.95 -17.0%
728 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,412.0 $597K 0.01% NEW $80.61 -25.5%
729 AEM AGNICO EAGLE MINES LTD Basic Materials 2,932.0 $595K 0.01% +230.0 +8.5% $202.94 -17.9%
730 XMHQ INVESCO EXCHANGE TRADED FD T 5,754.0 $595K 0.01% $103.39 +7.1%
731 SNY SANOFI SA Healthcare 12,325.0 $594K 0.01% +442.0 +3.7% $48.18 -12.0%
732 SHLD GLOBAL X FDS 8,335.0 $590K 0.01% +3K +58.9% $70.84 -12.1%
733 LW LAMB WESTON HLDGS INC Consumer Defensive 13,946.0 $589K 0.01% NEW $42.26 +6.6%
734 MASI MASIMO CORP Healthcare 3,296.0 $586K 0.01% NEW $177.86 +1.2%
735 NET CLOUDFLARE INC Technology 2,823.0 $582K 0.01% +1K +92.6% $206.32 +8.6%
736 XSOE WISDOMTREE TR 14,519.0 $582K 0.01% -1K -8.0% $40.10 +26.5%
737 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 31,488.0 $578K 0.01% +7K +26.6% $18.35 -9.5%
738 EMB ISHARES TR 6,141.0 $577K 0.01% NEW $93.92 +3.0%
739 SUSC ISHARES TR 24,928.0 $577K 0.01% +147.0 +0.6% $23.14 -0.1%
740 NNN NNN REIT INC Real Estate 13,535.0 $569K 0.01% +8K +146.1% $42.03 +7.1%
Page 37 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%