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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 4 of 15  ·  284 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CWI SPDR INDEX SHS FDS 85,375.0 $3.5M 0.11% -4K -5.0% $40.67 +1.9%
62 JEPI J P MORGAN EXCHANGE TRADED F 60,176.0 $3.4M 0.10% -8K -12.2% $56.48 +2.5%
63 MTUM ISHARES TR 9,803.0 $3.4M 0.10% -686.0 -6.5% $342.84 -11.5%
64 CWB SPDR SERIES TRUST 29,584.0 $3.2M 0.10% -2K -6.2% $107.82 -3.6%
65 ABT ABBOTT LABORATORIES Healthcare 34,258.0 $3.1M 0.10% -5K -11.8% $90.74 +23.7%
66 KBWP INVESCO EXCH TRADED FD TR II 23,684.0 $3.0M 0.09% -352.0 -1.5% $126.77 +5.8%
67 TGT TARGET CORP Consumer Defensive 22,041.0 $2.9M 0.09% -649.0 -2.9% $130.61 +27.4%
68 PANW PALO ALTO NETWORKS INC Technology 8,266.0 $2.8M 0.09% -256.0 -3.0% $341.02 +11.1%
69 SLYG SPDR SERIES TRUST 23,013.0 $2.7M 0.09% -478.0 -2.0% $119.13 -2.8%
70 XLP SELECT SECTOR SPDR TR 32,527.0 $2.7M 0.08% -3K -8.9% $83.07 +3.2%
71 AVEM AMERICAN CENTY ETF TR 27,755.0 $2.7M 0.08% -11K -27.5% $96.49 -1.5%
72 ITA ISHARES TR 10,938.0 $2.7M 0.08% -394.0 -3.5% $242.42 -3.3%
73 EFV ISHARES TR 34,627.0 $2.7M 0.08% -74K -68.2% $76.55 +6.8%
74 HD HOME DEPOT INC Consumer Cyclical 7,498.0 $2.6M 0.08% -364.0 -4.6% $352.68 -6.1%
75 CRWD CROWDSTRIKE HLDGS INC Technology 3,402.0 $2.6M 0.08% -796.0 -19.0% $190.78 +16.6%
76 ECL ECOLAB INC Basic Materials 8,996.0 $2.5M 0.08% -5K -36.2% $278.60 +2.8%
77 PG PROCTER & GAMBLE CO Consumer Defensive 16,592.0 $2.4M 0.07% -346.0 -2.0% $146.64 -1.8%
78 MDT MEDTRONIC PLC Healthcare 30,863.0 $2.4M 0.07% -2K -6.2% $78.23 +16.9%
79 CVX CHEVRON CORPORATION Energy 14,556.0 $2.4M 0.07% -624.0 -4.1% $165.76 +19.8%
80 SHOP SHOPIFY INC Technology 20,865.0 $2.4M 0.07% -1K -6.0% $114.18 +35.6%
Page 4 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%