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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 70 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 TGTX TG THERAPEUTICS INC Healthcare 58,775.0 $1.8M 0.00% NEW $29.81 +33.4%
1382 TEX TEREX CORP NEW Industrials 32,793.0 $1.8M 0.00% NEW $53.38 +7.9%
1383 FERG FERGUSON ENTERPRISES INC Industrials 7,857.0 $1.7M 0.00% NEW $222.68 +0.5%
1384 MIDD MIDDLEBY CORP Industrials 11,709.0 $1.7M 0.00% NEW $148.67 -2.3%
1385 HLN HALEON PLC Healthcare 170,971.0 $1.7M 0.00% NEW $10.11 -7.8%
1386 QTUM ETF SER SOLUTIONS 15,752.0 $1.7M 0.00% NEW $109.67 +36.2%
1387 PAYC PAYCOM SOFTWARE INC Technology 10,695.0 $1.7M 0.00% NEW $161.43 -16.8%
1388 TTC TORO CO Industrials 21,916.0 $1.7M 0.00% NEW $78.76 +13.2%
1389 INVH INVITATION HOMES INC Real Estate 62,021.0 $1.7M 0.00% NEW $27.79 +4.5%
1390 HUM HUMANA INC Healthcare 6,709.0 $1.7M 0.00% NEW $256.47 +18.4%
1391 AVT AVNET INC Technology 35,226.0 $1.7M 0.00% NEW $48.74 +71.1%
1392 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 13,751.0 $1.7M 0.00% NEW $124.56 -8.5%
1393 JHEM JOHN HANCOCK EXCHANGE TRADED 51,955.0 $1.7M 0.00% NEW $32.90 +17.8%
1394 QBTS D-WAVE QUANTUM INC Technology 65,590.0 $1.7M 0.00% NEW $26.03 -25.9%
1395 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 71,869.0 $1.7M 0.00% NEW $23.65 +4.3%
1396 EAGG ISHARES TR 35,514.0 $1.7M 0.00% NEW $47.85 -1.6%
1397 NATL NCR ATLEOS CORPORATION Technology 44,524.0 $1.7M 0.00% NEW $38.11 +17.6%
1398 FLBR FRANKLIN TEMPLETON ETF TR 88,888.0 $1.7M 0.00% NEW $19.05 +22.0%
1399 MHK MOHAWK INDS INC Consumer Cyclical 15,483.0 $1.7M 0.00% NEW $109.30 -6.4%
1400 VTRS VIATRIS INC Healthcare 135,502.0 $1.7M 0.00% NEW $12.43 +33.4%
Page 70 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%