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Portfolio (Quarterly) Guide ↗

Focus Financial Network, Inc.

· CIK 0002010942
13F Portfolio $2.8B AUM 729 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 55 New 211 Added 381 Reduced 51 Exited
Page 18 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 IYM ISHARES TR 1,426.0 $251K 0.01% -12.0 -0.8% $175.93 +5.3%
342 LNC LINCOLN NATL CORP IND Financial Services 7,043.0 $250K 0.01% -778.0 -9.9% $35.50 +0.8%
343 AMT AMERICAN TOWER CORP Real Estate 1,448.0 $250K 0.01% -167.0 -10.3% $172.55 +7.2%
344 RKLB ROCKET LAB CORP Industrials 3,855.0 $248K 0.01% -167.0 -4.2% $64.22 +123.0%
345 DD DUPONT DE NEMOURS INC Basic Materials 5,402.0 $247K 0.01% -78.0 -1.4% $45.80 +8.0%
346 IYT ISHARES TR 3,303.0 $246K 0.01% -945.0 -22.2% $74.60 +11.3%
347 CCI CROWN CASTLE INC Real Estate 3,009.0 $245K 0.01% -143.0 -4.5% $81.31 +11.5%
348 DWAS INVESCO EXCH TRADED FD TR II 2,471.0 $243K 0.01% -320.0 -11.5% $98.46 +18.4%
349 CTAS CINTAS CORP Industrials 1,423.0 $241K 0.01% -59.0 -4.0% $169.17 +1.1%
350 TTC TORO CO Industrials 2,576.0 $241K 0.01% -14.0 -0.5% $93.45 -2.0%
351 IGPT INVESCO EXCHANGE TRADED FD T 4,130.0 $240K 0.01% -300.0 -6.8% $58.06 +68.2%
352 CARR CARRIER GLOBAL CORPORATION Industrials 4,250.0 $239K 0.01% -109.0 -2.5% $56.31 +15.2%
353 PODD INSULET CORP Healthcare 1,140.0 $239K 0.01% -341.0 -23.0% $209.84 -26.7%
354 NUE NUCOR CORP Basic Materials 1,368.0 $231K 0.01% -82.0 -5.7% $169.08 +42.1%
355 PNC PNC FINL SVCS GROUP INC Financial Services 1,094.0 $228K 0.01% -43.0 -3.8% $208.09 +6.1%
356 VSGX VANGUARD WORLD FD 3,153.0 $226K 0.01% -264.0 -7.7% $71.73 +14.5%
357 LEIDOS HOLDINGS INC 1,433.0 $223K 0.01% -260.0 -15.4% $155.47
358 SILA SILA REALTY TRUST INC Real Estate 9,363.0 $222K 0.01% -2K -16.9% $23.68 +27.7%
359 HALO HALOZYME THERAPEUTICS INC Healthcare 3,422.0 $221K 0.01% -236.0 -6.5% $64.63 +6.3%
360 CAH CARDINAL HEALTH INC Healthcare 1,044.0 $221K 0.01% -22.0 -2.1% $211.35 -5.2%
Page 18 of 20  ·  381 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 45.0%
Financial Services 21.1%
Consumer Cyclical 8.5%
Industrials 7.8%
Healthcare 4.9%
Communication Services 4.7%
Consumer Defensive 2.9%
Energy 1.8%
Utilities 1.6%
Basic Materials 0.9%