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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 101 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 STM STMICROELECTRONICS N V Technology 12,696.0 $439K NEW $34.55 +77.2%
2002 BRBR BELLRING BRANDS INC Consumer Defensive 27,233.0 $438K -80K -74.6% $16.09 -44.3%
2003 MPT MEDICAL PROPERTIES TRUST INC Financial Services 94,830.0 $438K -167K -63.8% $4.62 +8.3%
2004 PTC PTC INC Technology 3,082.0 $435K -7K -68.1% $141.20 +2.0%
2005 EL LAUDER ESTEE COS INC Consumer Defensive 6,000.0 $431K -3K -31.3% $71.78 +6.1%
2006 LIBERTY LIVE HOLDINGS INC 4,565.0 $430K NEW $94.11
2007 SPAB SPDR SERIES TRUST 16,764.0 $430K NEW $25.62 -1.2%
2008 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 5,803.0 $429K +2K +71.9% $73.93 +2.5%
2009 SWX SOUTHWEST GAS HLDGS INC Utilities 4,917.0 $427K NEW $86.90 +2.5%
2010 GIB CGI INC Technology 5,842.0 $427K +118.0 +2.1% $73.08 -11.5%
2011 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 6,950.0 $426K -1K -15.1% $61.33 +3.0%
2012 AEIS ADVANCED ENERGY INDS Industrials 1,317.0 $425K +140.0 +11.9% $322.83 -3.0%
2013 PML PIMCO MUN INCOME FD II Financial Services 56,120.0 $425K +688.0 +1.2% $7.57 -2.5%
2014 QCLN FIRST TR EXCHANGE-TRADED FD 9,073.0 $422K $46.47 +29.0%
2015 GSEW GOLDMAN SACHS ETF TR 4,977.0 $421K $84.67 +7.2%
2016 BAPR INNOVATOR ETFS TRUST 8,600.0 $421K $48.98 +7.6%
2017 J P MORGAN EXCHANGE TRADED F 8,033.0 $421K $52.43
2018 CSTM CONSTELLIUM SE Basic Materials 17,055.0 $419K +2K +15.4% $24.58 +27.1%
2019 EQNR EQUINOR ASA Energy 9,922.0 $419K NEW $42.20 -3.4%
2020 NJR NEW JERSEY RES CORP Utilities 7,567.0 $416K NEW $54.98 +5.8%
Page 101 of 133  ·  2,644 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%