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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 29 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 ZION ZIONS BANCORPORATION NATL AS Financial Services 72,150.0 $4.2M 0.01% +20K +38.3% $58.22 +3.4%
562 CDX SIMPLIFY EXCHANGE TRADED FUN 196,137.0 $4.2M 0.01% +9K +4.7% $21.34 -0.3%
563 CLH CLEAN HARBORS INC Industrials 14,246.0 $4.1M 0.01% +2K +15.9% $290.86 +0.4%
564 AGCO AGCO CORP Industrials 34,847.0 $4.1M 0.01% +899.0 +2.6% $116.57 -1.5%
565 SAN BANCO SANTANDER SA Financial Services 346,510.0 $4.0M 0.00% +43K +14.1% $11.56 +1.9%
566 BANR BANNER CORP Financial Services 65,553.0 $4.0M 0.00% +416.0 +0.6% $60.68 +6.5%
567 BALL BALL CORP Consumer Cyclical 66,695.0 $4.0M 0.00% +27K +69.5% $59.40 -4.4%
568 CBSH COMMERCE BANCSHARES INC Financial Services 80,447.0 $4.0M 0.00% +3K +4.1% $49.20 +6.2%
569 HOLOGIC INC 52,565.0 $4.0M 0.00% +4K +8.8% $75.23
570 WBD WARNER BROS DISCOVERY INC Communication Services 143,429.0 $3.9M 0.00% +50K +54.2% $27.45 -1.3%
571 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 57,283.0 $3.9M 0.00% +5K +8.9% $68.73 -8.8%
572 DXCM DEXCOM INC Healthcare 62,145.0 $3.9M 0.00% +8K +14.1% $62.89 +6.5%
573 CRS CARPENTER TECHNOLOGY CORP Industrials 9,902.0 $3.9M 0.00% +3K +48.0% $394.16 +3.1%
574 BIIB BIOGEN INC Healthcare 20,982.0 $3.9M 0.00% +6K +43.9% $183.71 +2.2%
575 GAP GAP INC Consumer Cyclical 158,901.0 $3.9M 0.00% +45K +39.8% $24.23 -14.2%
576 HDV ISHARES TR 32,236.0 $3.8M 0.00% +1K +4.3% $119.07 -76.8%
577 WCN WASTE CONNECTIONS INC Industrials 23,188.0 $3.8M 0.00% +2K +9.0% $163.10 -3.5%
578 CF CF INDUSTRIES HOLD Basic Materials 29,565.0 $3.8M 0.00% +11K +60.2% $127.90 -3.6%
579 BTI BRITISH AMERN TOB PLC Consumer Defensive 64,684.0 $3.8M 0.00% +11K +20.5% $58.36 +11.9%
580 AA ALCOA CORP Basic Materials 50,238.0 $3.7M 0.00% +12K +31.1% $74.27 -13.6%
Page 29 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%