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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 2 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NVT NVENT ELEC PLC Industrials 71,797.0 $12.2M 0.38% -2K -2.3% $169.61 -8.5%
22 AKRE PROFESIONALLY MANAGED PORTFO 226,843.0 $12.1M 0.37% -165K -42.1% $53.19 +14.0%
23 QUAL ISHARES TR 54,255.0 $11.9M 0.37% -24K -30.3% $219.43 +2.0%
24 GLD SPDR GOLD TR Financial Services 29,860.0 $11.0M 0.34% -234.0 -0.8% $368.38 +14.4%
25 SGOL ETFS GOLD TR Financial Services 283,322.0 $10.8M 0.34% -75K -20.9% $38.23 +14.4%
26 SPSM SPDR SERIES TRUST 160,378.0 $9.2M 0.29% -29K -15.2% $57.67 -1.0%
27 IVE ISHARES TR 36,930.0 $8.4M 0.26% -2K -4.8% $227.06 +4.8%
28 MUB ISHARES TR 70,944.0 $7.6M 0.24% -558.0 -0.8% $107.62 -2.0%
29 DAL DELTA AIR LINES INC Industrials 71,796.0 $6.7M 0.21% -24K -24.9% $93.66 -11.3%
30 JNJ JOHNSON & JOHNSON Healthcare 26,353.0 $6.7M 0.21% -2K -5.7% $253.97 +6.3%
31 TSLA TESLA INC Consumer Cyclical 15,600.0 $6.6M 0.20% -524.0 -3.2% $420.61 -17.8%
32 RSP INVESCO EXCHANGE TRADED FD T 29,295.0 $6.2M 0.19% -1K -4.8% $212.77 +4.4%
33 XEL XCEL ENERGY INC Utilities 76,389.0 $6.1M 0.19% -4K -4.9% $80.30 -3.3%
34 SHY ISHARES TR 74,405.0 $6.1M 0.19% -1K -1.4% $82.11 -0.1%
35 BAI BLACKROCK ETF TRUST 111,967.0 $5.9M 0.18% -26K -18.7% $52.72 -16.1%
36 AIRR FIRST TR EXCHANGE TRADED FD 42,647.0 $5.7M 0.18% -4K -9.2% $133.25 -15.4%
37 SOXX ISHARES TR 8,798.0 $5.6M 0.17% -1K -14.2% $640.78 -19.6%
38 SCHO SCHWAB STRATEGIC TR 228,865.0 $5.5M 0.17% -68K -23.0% $24.14 -0.2%
39 AOM ISHARES TR 109,571.0 $5.5M 0.17% -6K -5.4% $49.89 -0.0%
40 BINC BLACKROCK ETF TRUST II 101,918.0 $5.3M 0.17% -20K -16.2% $52.34 -0.4%
Page 2 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%