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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $89.9B AUM 2,644 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 234 New 1206 Added 941 Reduced 235 Exited
Page 8 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NANR SPDR INDEX SHS FDS 2,062.0 $219K NEW $106.24 -21.9%
142 FS SPECIALTY LENDING FD 17,175.0 $219K NEW $12.72
143 ROAD CONSTRUCTION PARTNERS INC Industrials 1,955.0 $217K NEW $111.17 +4.4%
144 TNK TEEKAY TANKERS LTD Energy 2,964.0 $217K NEW $73.32 +5.1%
145 RSI RUSH STREET INTERACTIVE INC Consumer Cyclical 9,776.0 $213K NEW $21.81 +26.3%
146 TRMD TORM PLC Energy 7,530.0 $210K NEW $27.90 +14.8%
147 SKM SK TELECOM CO LTD Communication Services 7,168.0 $210K NEW $29.29 +29.2%
148 CVCO CAVCO INDS INC DEL Consumer Cyclical 431.0 $209K NEW $484.63 -4.2%
149 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 1,864.0 $207K NEW $111.03 +10.0%
150 BBAX J P MORGAN EXCHANGE TRADED F 3,474.0 $207K NEW $59.46 +3.4%
151 NESR NATIONAL ENERGY SERVICES REU Energy 9,605.0 $206K NEW $21.47 +19.2%
152 TDS TELEPHONE & DATA SYS INC Communication Services 4,879.0 $205K NEW $42.10 -3.2%
153 CHT CHUNGHWA TELECOM CO LTD Communication Services 4,850.0 $205K NEW $42.25 +2.9%
154 FRME FIRST MERCHANTS CORP Financial Services 5,283.0 $205K NEW $38.73 +1.7%
155 BLES NORTHERN LTS FD TR IV 4,605.0 $204K NEW $44.35 +5.8%
156 MTDR MATADOR RES CO Energy 3,215.0 $203K NEW $63.20 -5.9%
157 ZD ZIFF DAVIS INC Communication Services 4,918.0 $202K NEW $41.17 -1.8%
158 QQQE DIREXION SHARES ETF TRUST 2,052.0 $202K NEW $98.53 +14.3%
159 RTH VANECK ETF TRUST 802.0 $201K NEW $250.89 +5.6%
160 EPOL ISHARES TR 5,501.0 $200K NEW $36.41 +8.9%
Page 8 of 12  ·  234 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 30.0%
Financial Services 20.0%
Industrials 10.1%
Healthcare 8.5%
Communication Services 8.5%
Consumer Cyclical 8.4%
Consumer Defensive 5.6%
Energy 4.5%
Utilities 2.0%
Real Estate 1.4%