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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 105 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2081 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,103.0 $365K -136.0 -11.0% $330.89 -3.3%
2082 JOE ST JOE CO Real Estate 5,809.0 $365K +510.0 +9.6% $62.80 +2.0%
2083 EQWL INVESCO EXCHANGE TRADED FD T 3,177.0 $363K +1K +80.8% $114.18 +9.4%
2084 EDV VANGUARD WORLD FD 240.0 $363K -7K -96.8% $1511.44 -95.9%
2085 ASGN ASGN INC Technology 9,348.0 $362K NEW $38.71 -50.7%
2086 ACEL ACCEL ENTERTAINMENT INC Consumer Cyclical 33,043.0 $360K +1K +4.5% $10.91 +7.1%
2087 FIRST TR HIGH YIELD OPPRT 20 26,571.0 $360K -2K -7.4% $13.53
2088 HUN HUNTSMAN CORP Basic Materials 26,966.0 $359K -9K -25.7% $13.31 +8.0%
2089 OLED UNIVERSAL DISPLAY CORP Technology 3,913.0 $359K +1K +40.8% $91.68 -0.1%
2090 TPC TUTOR PERINI CORP Industrials 4,637.0 $358K -1K -18.8% $77.19 -0.3%
2091 NIO NIO INC Consumer Cyclical 59,349.0 $358K -1K -2.3% $6.03 -7.1%
2092 FRSH FRESHWORKS INC Technology 44,534.0 $358K +22K +95.3% $8.03 +13.0%
2093 AVB AVALONBAY CMNTYS INC Real Estate 2,188.0 $358K -1K -37.5% $163.40 +12.7%
2094 EWZ ISHARES INC 9,306.0 $357K NEW $38.39 -3.6%
2095 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 32,006.0 $357K $11.15 +15.6%
2096 AI C3 AI INC Technology 42,084.0 $354K +6K +15.1% $8.42 +10.8%
2097 PAC GRUPO AEROPORTUNARIO DEL PAC Industrials 1,435.0 $354K +74.0 +5.4% $246.94 -1.1%
2098 EWW ISHARES INC 4,705.0 $354K +193.0 +4.3% $75.24 +3.4%
2099 MAKO MNG CORP 55,400.0 $354K NEW $6.39
2100 BV BRIGHTVIEW HLDGS INC Industrials 30,023.0 $354K -271.0 -0.9% $11.79 +6.2%
Page 105 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%