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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 14 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 RYN RAYONIER INC Real Estate 1,087,057.0 $22.4M 0.03% +334K +44.4% $20.62 -3.9%
262 CGDV CAPITAL GROUP DIVIDEND VALUE 523,790.0 $22.3M 0.03% +27K +5.5% $42.55 +12.1%
263 ITW ILLINOIS TOOL WKS INC Industrials 85,364.0 $22.3M 0.03% +4K +5.1% $260.66 -5.0%
264 CBOE CBOE GLOBAL MKTS INC Financial Services 79,135.0 $22.2M 0.03% +465.0 +0.6% $281.07 +30.3%
265 NE NOBLE CORP PLC Energy 446,552.0 $21.9M 0.02% +36K +8.7% $49.07 +7.8%
266 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 72,052.0 $21.8M 0.02% +17K +31.1% $302.12 +30.0%
267 BKR BAKER HUGHES COMPANY Energy 352,214.0 $21.5M 0.02% +258K +275.8% $61.06 +8.4%
268 CL COLGATE PALMOLIVE CO Consumer Defensive 252,733.0 $21.5M 0.02% +10K +4.1% $85.08 +5.7%
269 TPR TAPESTRY INC Consumer Cyclical 149,957.0 $21.2M 0.02% +3K +2.0% $141.26 -8.5%
270 AER AERCAP HOLDINGS NV Industrials 153,923.0 $21.1M 0.02% +6K +3.8% $137.19 +1.9%
271 ARCC ARES CAPITAL CORP Financial Services 1,163,561.0 $21.0M 0.02% +465K +66.5% $18.02 +3.9%
272 GNK GENCO SHIPPING & TRADING LTD Industrials 925,863.0 $20.9M 0.02% +63K +7.3% $22.55 +9.2%
273 ULTA ULTA BEAUTY INC Consumer Cyclical 39,250.0 $20.6M 0.02% +17K +73.3% $523.99 -5.7%
274 SCHV SCHWAB STRATEGIC TR 666,146.0 $20.3M 0.02% +15K +2.3% $30.53 +6.8%
275 PAYX PAYCHEX INC Industrials 218,883.0 $20.2M 0.02% +7K +3.5% $92.15 -0.7%
276 AROC ARCHROCK INC Energy 578,547.0 $20.1M 0.02% +83K +16.8% $34.80 +11.0%
277 GIS GENERAL MILLS INC Consumer Defensive 538,704.0 $20.1M 0.02% +29K +5.7% $37.22 -11.4%
278 ISCV ISHARES TR 288,137.0 $20.0M 0.02% +3K +1.0% $69.51 +5.3%
279 DGS WISDOMTREE TR 329,771.0 $19.8M 0.02% +3K +0.8% $60.10 +6.1%
280 BTAL AGF INVTS TR 1,406,776.0 $19.6M 0.02% +137K +10.8% $13.96 -10.6%
Page 14 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%