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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 24 of 39  ·  764 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ONDS ONDAS INC Technology 67,667.0 $558K 0.02% +11K +19.1% $8.24 -4.1%
462 ADI ANALOG DEVICES INC Technology 1,395.0 $554K 0.02% -11.0 -0.8% $397.03 -8.9%
463 LRCX LAM RESEARCH CORP Technology 1,275.0 $553K 0.02% -9.0 -0.7% $433.37 -30.3%
464 DES WISDOMTREE TR 13,436.0 $547K 0.02% +294.0 +2.2% $40.68 -0.6%
465 MS MORGAN STANLEY Financial Services 2,613.0 $546K 0.02% +143.0 +5.8% $209.05 +2.7%
466 ASML ASML HLDG NV Technology 273.0 $543K 0.02% +11.0 +4.2% $1989.44 -14.7%
467 XLRE SELECT SECTOR SPDR TR 12,305.0 $542K 0.02% -1K -7.8% $44.03 +1.0%
468 IWN ISHARES TR 2,425.0 $536K 0.02% $221.17 +0.9%
469 ADSK AUTODESK INC Technology 2,743.0 $533K 0.02% -782.0 -22.2% $194.42 +34.1%
470 FEM FIRST TR EXCH TRD ALPHDX FD 16,599.0 $531K 0.02% -8K -32.2% $31.99 +3.2%
471 TLT ISHARES TR 6,094.0 $527K 0.02% -815.0 -11.8% $86.43 -4.1%
472 SPIB SPDR SERIES TRUST 15,646.0 $524K 0.02% -452.0 -2.8% $33.46 -1.1%
473 FORTINET INC 3,398.0 $522K 0.02% +322.0 +10.5% $153.62
474 SNOW SNOWFLAKE INC Technology 2,041.0 $519K 0.02% -155.0 -7.1% $254.50 +28.9%
475 AME AMETEK INC Industrials 2,127.0 $515K 0.02% $241.94 -2.4%
476 JANW AIM ETF PRODUCTS TRUST 13,267.0 $513K 0.02% $38.67 +1.9%
477 ANET ARISTA NETWORKS INC Technology 3,001.0 $510K 0.02% -967.0 -24.4% $169.88 +15.0%
478 FFEB FIRST TR EXCHNG TRADED FD VI 8,325.0 $508K 0.02% -2K -21.1% $60.98 +2.4%
479 MPLX MPLX LP Energy 8,994.0 $507K 0.02% +400.0 +4.7% $56.33 +5.2%
480 FXO FIRST TR EXCHANGE-TRADED FD 8,082.0 $505K 0.02% -212.0 -2.6% $62.46 +6.1%
Page 24 of 39  ·  764 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%