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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 68 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 ST SENSATA TECHNOLOGIES HLDG PL Technology 57,424.0 $1.9M 0.00% NEW $33.29 +43.4%
1342 IYJ ISHARES TR 12,874.0 $1.9M 0.00% NEW $148.17 +4.6%
1343 YETI YETI HLDGS INC Consumer Cyclical 43,015.0 $1.9M 0.00% NEW $44.17 +1.1%
1344 ALGN ALIGN TECHNOLOGY INC Healthcare 12,214.0 $1.9M 0.00% NEW $155.45 +4.9%
1345 ESS ESSEX PPTY TR INC Real Estate 7,245.0 $1.9M 0.00% NEW $261.71 +4.6%
1346 CGBD CARLYLE SECURED LENDING INC Financial Services 151,749.0 $1.9M 0.00% NEW $12.49 -13.6%
1347 TTD THE TRADE DESK INC Technology 49,867.0 $1.9M 0.00% NEW $37.96 -44.6%
1348 DBX DROPBOX INC Technology 67,526.0 $1.9M 0.00% NEW $27.94 -2.5%
1349 AFG AMERICAN FINL GROUP INC OHIO Financial Services 13,777.0 $1.9M 0.00% NEW $136.69 +0.4%
1350 CHD CHURCH & DWIGHT CO INC Consumer Defensive 22,411.0 $1.9M 0.00% NEW $83.88 +14.0%
1351 GPN GLOBAL PMTS INC Industrials 23,410.0 $1.9M 0.00% NEW $79.98 -9.2%
1352 DVA DAVITA INC Healthcare 16,380.0 $1.9M 0.00% NEW $113.61 +74.9%
1353 PDP INVESCO EXCHANGE TRADED FD T 15,972.0 $1.9M 0.00% NEW $116.40 +19.6%
1354 WWD WOODWARD INC Industrials 6,156.0 $1.9M 0.00% NEW $301.98 +18.0%
1355 NECB NORTHEAST CMNTY BANCORP INC Financial Services 82,115.0 $1.9M 0.00% NEW $22.61 +6.8%
1356 CCOR LISTED FDS TR 70,630.0 $1.9M 0.00% NEW $26.25 -2.8%
1357 IBMP ISHARES TR 73,005.0 $1.9M 0.00% NEW $25.39 -0.2%
1358 EQT EQT CORP Energy 34,547.0 $1.9M 0.00% NEW $53.62 +7.7%
1359 ETSY INC 33,390.0 $1.9M 0.00% NEW $55.44
1360 EWO ISHARES INC 52,034.0 $1.8M 0.00% NEW $35.47 +12.1%
Page 68 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%