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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 99 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1961 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 30,768.0 $488K 0.00% NEW $15.85 -2.3%
1962 SBRA SABRA HEALTH CARE REIT INC Real Estate 25,692.0 $487K 0.00% NEW $18.94 +10.9%
1963 EWZS ISHARES TR 37,504.0 $485K 0.00% NEW $12.93 +10.2%
1964 NVDL GRANITESHARES ETF TR 5,510.0 $485K 0.00% NEW $88.01 +31.1%
1965 SIRI SIRIUSXM HOLDINGS INC Communication Services 24,134.0 $483K 0.00% NEW $20.00 +30.3%
1966 SBR SABINE RTY TR Energy 7,032.0 $482K 0.00% NEW $68.57 +14.7%
1967 AFRM AFFIRM HLDGS INC Technology 6,466.0 $481K 0.00% NEW $74.44 -12.3%
1968 GHC GRAHAM HLDGS CO Consumer Defensive 438.0 $481K 0.00% NEW $1098.60 +0.3%
1969 HWC HANCOCK WHITNEY CORPORATION Financial Services 7,527.0 $479K 0.00% NEW $63.68 +2.6%
1970 ELDN ELEDON PHARMACEUTICALS INC Healthcare 317,443.0 $479K 0.00% NEW $1.51 +137.1%
1971 PII POLARIS INC Consumer Cyclical 7,564.0 $479K 0.00% NEW $63.26 -4.9%
1972 TJUL INNOVATOR ETFS TRUST 16,093.0 $476K 0.00% NEW $29.59 +1.9%
1973 CMDY ISHARES U S ETF TR 9,740.0 $475K 0.00% NEW $48.75 +27.5%
1974 EVT EATON VANCE TAX ADVT DIV INC Financial Services 18,835.0 $474K 0.00% NEW $25.18 +4.6%
1975 DOCN DIGITALOCEAN HLDGS INC Technology 9,845.0 $474K 0.00% NEW $48.12 +211.8%
1976 TOGA MANAGED PORTFOLIO SERIES 13,820.0 $474K 0.00% NEW $34.27 -15.3%
1977 UEC URANIUM ENERGY CORP Energy 40,536.0 $473K 0.00% NEW $11.68 +2.0%
1978 SMR NUSCALE PWR CORP Utilities 33,380.0 $473K 0.00% NEW $14.17 -29.0%
1979 UDMY UDEMY INC Consumer Defensive 80,519.0 $471K 0.00% NEW $5.85 -20.9%
1980 GDRX GOODRX HLDGS INC Healthcare 173,297.0 $470K 0.00% NEW $2.71 -7.0%
Page 99 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%