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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 30 of 48  ·  941 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 ANNALY CAPITAL MANAGEMENT IN 52,291.0 $1.1M 0.00% -17K -24.1% $21.20
582 CHWY CHEWY INC Consumer Cyclical 40,856.0 $1.1M 0.00% -13K -24.3% $27.00 -24.7%
583 ETSY INC 1,180,000.0 $1.1M 0.00% -80K -6.3% $0.93
584 UUP INVESCO DB US DLR INDEX TR Financial Services 39,507.0 $1.1M 0.00% -695.0 -1.7% $27.78 -0.2%
585 WY WEYERHAEUSER CO Real Estate 44,729.0 $1.1M 0.00% -3K -7.2% $24.43 -5.1%
586 SUN SUNOCO LP/SUNOCO FIN CORP Energy 16,813.0 $1.1M 0.00% -98.0 -0.6% $64.97 +9.6%
587 SEG SEAPORT ENTMT GROUP INC Real Estate 596.0 $1.1M 0.00% -49K -98.8% $1823.49 -98.7%
588 CHTR CHARTER COMMUNICATIONS INC Communication Services 4,928.0 $1.1M 0.00% -1K -22.2% $215.92 -32.2%
589 FLEX FLEXTRONICS INTL LTD Technology 16,274.0 $1.1M 0.00% -2K -9.5% $65.31 +100.5%
590 COLB COLUMBIA BKG SYS INC Financial Services 38,647.0 $1.1M 0.00% -5K -11.9% $27.42 +7.8%
591 IYH ISHARES TR 17,166.0 $1.1M 0.00% -3K -15.1% $61.64 -0.1%
592 TCAF T ROWE PRICE ETF INC 29,624.0 $1.1M 0.00% -4K -13.0% $35.59 +12.6%
593 DNP DNP SELECT INCOME FD INC Financial Services 92,763.0 $1.1M 0.00% -17K -15.8% $11.36 -5.1%
594 TRU TRANSUNION Industrials 15,198.0 $1.1M 0.00% -8K -35.0% $69.22 -2.4%
595 MOBIX LABS INC $1.1M 0.00% -100.0%
596 NI NISOURCE INC Utilities 22,403.0 $1.0M 0.00% -10K -30.1% $46.66 +1.3%
597 KOMP SPDR SERIES TRUST 17,760.0 $1.0M 0.00% -755.0 -4.1% $58.48 +16.1%
598 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 34,396.0 $1.0M 0.00% -562K -94.2% $30.12 +13.9%
599 EPAM EPAM SYS INC Technology 7,651.0 $1.0M 0.00% -6K -43.8% $135.40 -23.6%
600 NLR VANECK ETF TRUST 7,717.0 $1.0M 0.00% -105.0 -1.3% $133.21 -4.0%
Page 30 of 48  ·  941 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%