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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 59 of 61  ·  1,206 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 SLRC SLR INVESTMENT CORP Financial Services 10,829.0 $155K +627.0 +6.2% $14.31 -7.5%
1162 CTKB CYTEK BIOSCIENCES INC Healthcare 33,677.0 $147K +180.0 +0.5% $4.37 -22.0%
1163 LESL LESLIES INC Consumer Cyclical 130,000.0 $146K +68K +109.6% $1.12 +140.2%
1164 PALLADYNE AI CORP 23,939.0 $145K +458.0 +1.9% $6.07
1165 SVM SILVERCORP METALS INC Basic Materials 13,456.0 $145K +2K +17.8% $10.74 +26.4%
1166 NEWT NEWTEKONE INC Financial Services 13,041.0 $143K +506.0 +4.0% $10.95 +15.8%
1167 QUAD QUAD / GRAPHICS INC Industrials 21,136.0 $140K +5K +32.1% $6.61 +9.1%
1168 PAX PATRIA INVESTMENTS LIMITED Financial Services 10,902.0 $137K +269.0 +2.5% $12.60 -9.8%
1169 VVR INVESCO SR INCOME TR Financial Services 42,123.0 $136K +1K +3.0% $3.22 -8.1%
1170 RWT REDWOOD TRUST INC Real Estate 23,741.0 $133K +2K +7.1% $5.61 -7.7%
1171 EFT EATON VANCE FLOATING RATE IN Financial Services 12,154.0 $130K +266.0 +2.2% $10.73 +1.8%
1172 CION CION INVT CORP Financial Services 18,759.0 $128K +7K +60.5% $6.84 -2.8%
1173 TDOC TELADOC HEALTH INC Healthcare 22,104.0 $127K +3K +15.6% $5.76 +10.5%
1174 SANA SANA BIOTECHNOLOGY INC Healthcare 43,694.0 $126K +2K +3.6% $2.88 +6.6%
1175 PTON PELOTON INTERACTIVE INC Consumer Cyclical 28,833.0 $123K +15K +111.5% $4.25 +24.3%
1176 GAB GABELLI EQUITY TR INC Financial Services 21,440.0 $120K +148.0 +0.7% $5.60 -0.5%
1177 RCS PIMCO STRATEGIC INCOME FD Financial Services 21,884.0 $118K +5K +31.7% $5.39 -1.7%
1178 HLLY HOLLEY INC Consumer Cyclical 33,777.0 $104K +6K +19.6% $3.07 -14.0%
1179 RIET ETF SER SOLUTIONS 10,925.0 $98K +59.0 +0.5% $8.99 +5.6%
1180 EXK ENDEAVOUR SILVER CORP Basic Materials 10,247.0 $95K +247.0 +2.5% $9.31 +5.4%
Page 59 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%