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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 63 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 NXST NEXSTAR MEDIA GROUP INC Communication Services 11,935.0 $2.4M 0.00% NEW $203.05 -6.7%
1242 DFAW DIMENSIONAL ETF TRUST 32,671.0 $2.4M 0.00% NEW $73.98 +10.5%
1243 NET CLOUDFLARE INC Technology 12,249.0 $2.4M 0.00% NEW $197.17 +7.9%
1244 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 12,482.0 $2.4M 0.00% NEW $193.44 +7.4%
1245 W WAYFAIR INC Consumer Cyclical 24,043.0 $2.4M 0.00% NEW $100.41 -35.5%
1246 AXTA AXALTA COATING SYS LTD Basic Materials 74,617.0 $2.4M 0.00% NEW $32.31 -9.8%
1247 DJT TRUMP MEDIA & TECHNOLOGY GRO Communication Services 181,911.0 $2.4M 0.00% NEW $13.24 -40.0%
1248 TSCO TRACTOR SUPPLY CO Consumer Cyclical 47,392.0 $2.4M 0.00% NEW $50.70 -37.5%
1249 BYD BOYD GAMING CORP Consumer Cyclical 28,115.0 $2.4M 0.00% NEW $85.28 -6.6%
1250 FNB F N B CORP Financial Services 139,793.0 $2.4M 0.00% NEW $17.10 +2.2%
1251 SEIC SEI INVTS CO Financial Services 28,987.0 $2.4M 0.00% NEW $82.03 +10.7%
1252 RGLD ROYAL GOLD INC Basic Materials 10,690.0 $2.4M 0.00% NEW $222.30 +0.4%
1253 NYT NEW YORK TIMES CO Communication Services 34,221.0 $2.4M 0.00% NEW $69.42 +7.0%
1254 UBS UBS GROUP AG Financial Services 51,287.0 $2.4M 0.00% NEW $46.31 +2.1%
1255 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 39,778.0 $2.4M 0.00% NEW $59.41 -8.9%
1256 VOOV VANGUARD ADMIRAL FDS INC 11,495.0 $2.4M 0.00% NEW $204.86 +6.6%
1257 CLS CELESTICA INC Technology 7,961.0 $2.4M 0.00% NEW $295.62 +20.0%
1258 FPEI FIRST TR EXCH TRADED FD III 120,430.0 $2.3M 0.00% NEW $19.39 -1.3%
1259 FIW FIRST TR EXCHANGE-TRADED FD 21,462.0 $2.3M 0.00% NEW $108.64 -6.7%
1260 ESML ISHARES TR 50,414.0 $2.3M 0.00% NEW $45.98 +12.8%
Page 63 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%