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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $87.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2645 New
Page 42 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SOFI SOFI TECHNOLOGIES INC Financial Services 268,565.0 $7.0M 0.01% NEW $26.18 -41.2%
822 ACM AECOM Industrials 73,628.0 $7.0M 0.01% NEW $95.33 -26.6%
823 NMIH NMI HLDGS INC Financial Services 171,826.0 $7.0M 0.01% NEW $40.79 -8.1%
824 JBHT HUNT J B TRANS SVCS INC Industrials 35,995.0 $7.0M 0.01% NEW $194.34 +32.4%
825 HEI HEICO CORP NEW Industrials 21,600.0 $7.0M 0.01% NEW $323.60 -8.1%
826 CTAS CINTAS CORP Industrials 37,164.0 $7.0M 0.01% NEW $188.07 -8.5%
827 ODFL OLD DOMINION FREIGHT LINE IN Industrials 44,432.0 $7.0M 0.01% NEW $156.80 +32.1%
828 NTRS NORTHERN TR CORP Financial Services 50,952.0 $7.0M 0.01% NEW $136.60 +21.0%
829 MLI MUELLER INDS INC Industrials 60,238.0 $6.9M 0.01% NEW $114.80 +15.7%
830 CRWV COREWEAVE INC Technology 96,414.0 $6.9M 0.01% NEW $71.61 +48.9%
831 WPM WHEATON PRECIOUS METALS CORP Basic Materials 58,875.0 $6.9M 0.01% NEW $117.25 +8.1%
832 JMUB J P MORGAN EXCHANGE TRADED F 136,366.0 $6.9M 0.01% NEW $50.51 -1.2%
833 XSOE WISDOMTREE TR 175,970.0 $6.9M 0.01% NEW $39.02 +19.1%
834 EA ELECTRONIC ARTS INC Communication Services 33,432.0 $6.8M 0.01% NEW $204.33 -1.4%
835 FTEC FIDELITY COVINGTON TRUST 30,402.0 $6.8M 0.01% NEW $224.21 +21.2%
836 RSPH INVESCO EXCHANGE TRADED FD T 214,014.0 $6.8M 0.01% NEW $31.85 -3.9%
837 XEL XCEL ENERGY INC Utilities 92,050.0 $6.8M 0.01% NEW $73.93 +8.3%
838 VLTO VERALTO CORP Industrials 68,114.0 $6.8M 0.01% NEW $99.79 -14.2%
839 MDB MONGODB INC Technology 16,102.0 $6.7M 0.01% NEW $419.12 -24.4%
840 FRDM EA SERIES TRUST 131,311.0 $6.7M 0.01% NEW $51.27 +30.9%
Page 42 of 133  ·  2,645 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 31.3%
Financial Services 20.5%
Communication Services 9.5%
Consumer Cyclical 8.7%
Healthcare 8.6%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%