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Portfolio (Quarterly) Guide ↗

Focus Financial Network, Inc.

· CIK 0002010942
13F Portfolio $3.2B AUM 764 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 72 New 309 Added 284 Reduced 37 Exited
Page 15 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BMY BRISTOL-MYERS SQUIBB CO Healthcare 3,539.0 $204K 0.01% -759.0 -17.7% $57.62 +17.3%
282 MDLZ MONDELEZ INTL INC Consumer Defensive 3,517.0 $203K 0.01% -251.0 -6.7% $57.83 +8.9%
283 EMB ISHARES TR 2,104.0 $203K 0.01% -5K -68.8% $96.43 -1.2%
284 JNK SPDR SERIES TRUST 2,078.0 $200K 0.01% -886.0 -29.9% $96.35 -0.2%
Page 15 of 15  ·  284 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 48.8%
Financial Services 20.8%
Consumer Cyclical 7.8%
Industrials 7.7%
Healthcare 4.7%
Communication Services 3.8%
Consumer Defensive 2.4%
Utilities 1.4%
Energy 1.1%
Real Estate 0.9%