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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 73 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 ALK ALASKA AIR GROUP INC Industrials 30,542.0 $1.5M 0.00% NEW $50.30 -18.3%
1442 AIQ GLOBAL X FDS 30,163.0 $1.5M 0.00% NEW $50.92 +23.0%
1443 FIS FIDELITY NATL INFORMATION SV Technology 23,030.0 $1.5M 0.00% NEW $66.46 -34.4%
1444 KKR & CO INC 12,000.0 $1.5M 0.00% NEW $127.48
1445 BOH BANK HAWAII CORP Financial Services 22,363.0 $1.5M 0.00% NEW $68.37 +14.3%
1446 LEN LENNAR CORP Consumer Cyclical 14,837.0 $1.5M 0.00% NEW $102.80 -13.6%
1447 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 8,865.0 $1.5M 0.00% NEW $171.28 +122.1%
1448 SNDR SCHNEIDER NATIONAL INC Industrials 57,092.0 $1.5M 0.00% NEW $26.54 +26.6%
1449 PDD PDD HOLDINGS INC Consumer Cyclical 13,886.0 $1.5M 0.00% NEW $108.89 -10.2%
1450 SPIB SPDR SERIES TRUST 44,656.0 $1.5M 0.00% NEW $33.81 -1.4%
1451 PAG PENSKE AUTOMOTIVE GRP INC Consumer Cyclical 9,523.0 $1.5M 0.00% NEW $158.29 +2.2%
1452 LPLA LPL FINL HLDGS INC Financial Services 4,212.0 $1.5M 0.00% NEW $357.20 -19.4%
1453 ANNALY CAPITAL MANAGEMENT IN 68,903.0 $1.5M 0.00% NEW $21.81
1454 CHI CALAMOS CONV OPPORTUNITIES & Financial Services 143,225.0 $1.5M 0.00% NEW $10.48 +17.1%
1455 TECH BIO-TECHNE CORP Healthcare 25,366.0 $1.5M 0.00% NEW $58.81 -20.6%
1456 NVST ENVISTA HOLDINGS CORPORATION Healthcare 68,675.0 $1.5M 0.00% NEW $21.71 +8.8%
1457 BY BYLINE BANCORP INC Financial Services 51,021.0 $1.5M 0.00% NEW $29.15 +13.3%
1458 NULV NUSHARES ETF TR 32,968.0 $1.5M 0.00% NEW $45.05 +11.7%
1459 ILF ISHARES TR 48,676.0 $1.5M 0.00% NEW $30.45 +15.7%
1460 MANH MANHATTAN ASSOCIATES INC Technology 8,545.0 $1.5M 0.00% NEW $173.31 -22.4%
Page 73 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%