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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 45 of 63  ·  1,249 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 TCBI TEXAS CAP BANCSHARES INC Financial Services 4,099.0 $389K 0.00% -233.0 -5.4% $94.88 +4.4%
882 VANGUARD MALVERN FDS 5,100.0 $389K 0.00% $76.25
883 SNDA SONIDA SENIOR LIVING INC Healthcare 12,014.0 $387K 0.00% NEW $32.25 +11.5%
884 AMKR AMKOR TECHNOLOGY INC Technology 8,605.0 $387K 0.00% $44.98 +101.1%
885 LEA LEAR CORP Consumer Cyclical 3,170.0 $384K 0.00% +1K +53.0% $121.12 +15.4%
886 DIV GLOBAL X FDS 20,259.0 $383K 0.00% +4K +28.2% $18.90 -1.2%
887 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 8,280.0 $382K 0.00% NEW $46.19 -10.0%
888 MCY MERCURY GENL CORP NEW Financial Services 4,331.0 $382K 0.00% -256.0 -5.6% $88.15 +16.5%
889 AKRE PROFESIONALLY MANAGED PORTFO 7,205.0 $381K 0.00% -4K -33.4% $52.85 +0.6%
890 LUV SOUTHWEST AIRLS CO Industrials 10,147.0 $381K 0.00% +4K +57.4% $37.51 +27.9%
891 VOTE TCW ETF TRUST 4,975.0 $378K 0.00% -345.0 -6.5% $75.99 +16.3%
892 FMC FMC CORP Basic Materials 21,915.0 $377K 0.00% NEW $17.22 -32.9%
893 LFEQ VANECK ETF TRUST 7,246.0 $374K 0.00% $51.68 +15.2%
894 CANADIAN PACIFIC KANSAS CITY 4,759.0 $374K 0.00% -2K -33.7% $78.67
895 ZION ZIONS BANCORPORATION NATL AS Financial Services 6,452.0 $372K 0.00% NEW $57.62 +14.8%
896 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4,033.0 $371K 0.00% NEW $92.02 -16.4%
897 SCHR SCHWAB STRATEGIC TR 14,871.0 $370K 0.00% +2K +17.0% $24.91 -1.2%
898 CNH INDL N V 33,625.0 $370K 0.00% +3K +10.3% $11.00
899 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,946.0 $370K 0.00% -1K -27.8% $125.42 -14.6%
900 ALLY ALLY FINL INC Financial Services 9,389.0 $368K 0.00% NEW $39.20 +16.0%
Page 45 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%