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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $89.9B AUM 2,644 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New 1206 Added 941 Reduced 235 Exited
Page 10 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DLR DIGITAL RLTY TR INC Real Estate 244,222.0 $44.0M 0.05% +4K +1.6% $180.21 +4.6%
182 MSCI MSCI INC Financial Services 80,312.0 $43.3M 0.05% +5K +6.7% $539.46 +4.1%
183 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 1,279,952.0 $43.2M 0.05% +437K +51.9% $33.74 -5.7%
184 NVS NOVARTIS AG Healthcare 280,428.0 $42.8M 0.05% +72K +34.5% $152.63 -3.0%
185 ADBE ADOBE INC Technology 175,229.0 $42.7M 0.05% +10K +5.8% $243.52 +5.0%
186 LQD ISHARES TR 390,505.0 $42.6M 0.05% +10K +2.5% $108.99 -1.3%
187 VIRT VIRTU FINL INC Financial Services 958,154.0 $42.1M 0.05% +71K +8.0% $43.98 +23.9%
188 BK BANK NEW YORK MELLON CORP Financial Services 349,135.0 $41.5M 0.05% +35K +11.0% $118.87 +14.9%
189 JSI JANUS DETROIT STR TR 802,643.0 $41.4M 0.05% +5K +0.6% $51.55 -0.5%
190 VICI VICI PPTYS INC Real Estate 1,507,415.0 $41.2M 0.05% +96K +6.8% $27.35 +2.0%
191 D DOMINION ENERGY INC Utilities 661,822.0 $40.9M 0.05% +153K +30.2% $61.82 -0.1%
192 COF CAPITAL ONE FINL CORP Financial Services 223,671.0 $40.8M 0.04% +29K +15.2% $182.63 +2.5%
193 ACWI ISHARES TR 293,370.0 $40.6M 0.04% +4K +1.4% $138.37 +11.5%
194 XONE BONDBLOXX ETF TRUST 815,058.0 $40.4M 0.04% +21K +2.7% $49.52 -0.3%
195 IDV ISHARES TR 933,721.0 $39.7M 0.04% +96K +11.5% $42.56 +5.9%
196 KKR KKR & CO INC Financial Services 421,746.0 $39.0M 0.04% +58K +15.9% $92.50 +4.8%
197 DTM DT MIDSTREAM INC Energy 288,217.0 $38.8M 0.04% +26K +10.1% $134.67 +10.0%
198 EPD ENTERPRISE PRODS PARTNERS L Energy 1,025,113.0 $38.8M 0.04% +29K +3.0% $37.84 +3.7%
199 VHT VANGUARD WORLD FD 140,010.0 $38.1M 0.04% +3K +2.4% $272.33 -0.3%
200 BMY BRISTOL-MYERS SQUIBB CO Healthcare 624,337.0 $37.9M 0.04% +66K +11.8% $60.63 -5.5%
Page 10 of 61  ·  1,206 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 30.0%
Financial Services 20.0%
Industrials 10.1%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 2.0%
Real Estate 1.4%