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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 44 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 19,469.0 $1.0M 0.00% +5K +34.2% $53.92 +14.7%
862 TDY TELEDYNE TECHNOLOGIES INC Technology 1,729.0 $1.0M 0.00% +79.0 +4.8% $605.19 +2.1%
863 MSA MSA SAFETY INC Industrials 6,224.0 $1.0M 0.00% +1K +27.4% $166.27 +2.0%
864 CUBE CUBESMART Real Estate 27,703.0 $1.0M 0.00% +22K +399.2% $37.17 +4.7%
865 TOGA MANAGED PORTFOLIO SERIES 37,645.0 $1.0M 0.00% +24K +172.4% $27.22 +7.1%
866 GSY INVESCO ACTIVELY MANAGED EXC 20,392.0 $1.0M 0.00% +7K +57.9% $50.12 -0.1%
867 PBA PEMBINA PIPELINE CORP Energy 22,768.0 $1.0M 0.00% +2K +7.6% $44.76 +10.5%
868 FDVV FIDELITY COVINGTON TRUST 18,347.0 $1.0M 0.00% +6K +43.6% $55.24 +7.5%
869 STRL STERLING INFRASTRUCTURE INC Industrials 2,485.0 $1.0M 0.00% +335.0 +15.6% $407.41 +89.2%
870 MTBA SIMPLIFY EXCHANGE TRADED FUN 20,274.0 $1.0M 0.00% +10K +94.9% $49.46 -1.5%
871 MDYG SPDR SERIES TRUST 10,438.0 $1.0M 0.00% +424.0 +4.2% $95.96 +7.9%
872 BEONE MEDICINES LTD 3,332.0 $990K 0.00% +836.0 +33.5% $297.01
873 TRP TC ENERGY CORP Energy 16,480.0 $990K 0.00% +1K +9.3% $60.05 +15.4%
874 SNN SMITH & NEPHEW PLC Healthcare 30,868.0 $989K 0.00% +844.0 +2.8% $32.05 -5.5%
875 RYANAIR HOLDINGS PLC 17,077.0 $988K 0.00% +987.0 +6.1% $57.83
876 IDX VANECK ETF TRUST 71,551.0 $985K 0.00% +646.0 +0.9% $13.76 -17.2%
877 UFCS UNITED FIRE GROUP INC Financial Services 26,455.0 $980K 0.00% +450.0 +1.7% $37.06 +32.8%
878 PUK PRUDENTIAL PLC Financial Services 33,710.0 $980K 0.00% +10K +40.8% $29.08 +6.2%
879 FLR FLUOR CORP Industrials 20,999.0 $980K 0.00% +1K +6.5% $46.65 -4.9%
880 RBRK RUBRIK INC. Technology 19,222.0 $976K 0.00% +997.0 +5.5% $50.80 +27.9%
Page 44 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%