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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 55 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 HOLOGIC INC 48,306.0 $3.6M 0.00% NEW $74.49
1082 INDA ISHARES TR 68,411.0 $3.6M 0.00% NEW $52.60 -8.7%
1083 PNW PINNACLE WEST CAP CORP Utilities 40,489.0 $3.6M 0.00% NEW $88.70 +14.9%
1084 HRTX HERON THERAPEUTICS INC Healthcare 148,470.0 $3.6M 0.00% NEW $24.05 -96.4%
1085 LKQ LKQ CORP Consumer Cyclical 117,940.0 $3.6M 0.00% NEW $30.20 -11.0%
1086 SAN BANCO SANTANDER SA Financial Services 303,768.0 $3.6M 0.00% NEW $11.70 +5.8%
1087 MTG MGIC INVT CORP WIS Financial Services 121,641.0 $3.6M 0.00% NEW $29.22 -10.4%
1088 UNM UNUM GROUP Financial Services 45,812.0 $3.6M 0.00% NEW $77.50 +8.2%
1089 HBAN HUNTINGTON BANCSHARES INC Financial Services 204,100.0 $3.5M 0.00% NEW $17.36 -8.7%
1090 AGCO AGCO CORP Industrials 33,948.0 $3.5M 0.00% NEW $104.32 +7.4%
1091 EXACT SCIENCES CORP 37,116.0 $3.5M 0.00% NEW $95.25
1092 BNDX VANGUARD CHARLOTTE FDS 71,754.0 $3.5M 0.00% NEW $49.23 -2.5%
1093 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 153,734.0 $3.5M 0.00% NEW $22.92 -24.3%
1094 FOXA FOX CORP Communication Services 48,109.0 $3.5M 0.00% NEW $73.07 -12.1%
1095 AVY AVERY DENNISON CORP Industrials 19,456.0 $3.5M 0.00% NEW $180.50 -12.0%
1096 SIVR ABRDN SILVER ETF TRUST Financial Services 51,689.0 $3.5M 0.00% NEW $67.64 +7.9%
1097 PR PERMIAN RESOURCES CORP Energy 248,670.0 $3.5M 0.00% NEW $14.03 +48.9%
1098 BROOKFIELD ASSET MANAGMT LTD 66,542.0 $3.5M 0.00% NEW $52.39
1099 VRNS VARONIS SYS INC Technology 106,160.0 $3.5M 0.00% NEW $32.80 -5.2%
1100 MSTR STRATEGY INC Technology 22,879.0 $3.5M 0.00% NEW $151.95 +8.5%
Page 55 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%