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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 107 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 PRINCETON BANCORP INC 10,072.0 $340K $33.77
2122 DWAS INVESCO EXCH TRADED FD TR II 3,452.0 $340K -64.0 -1.8% $98.50 +11.3%
2123 BTO HANCOCK JOHN FINL OPPTYS Financial Services 9,470.0 $340K -532.0 -5.3% $35.87 -0.1%
2124 STLA STELLANTIS N.V Consumer Cyclical 40,177.0 $338K +7K +20.9% $8.42 -12.0%
2125 TNDM TANDEM DIABETES CARE INC Healthcare 17,534.0 $337K +8K +83.7% $19.19 -29.5%
2126 CRC CALIFORNIA RES CORP Energy 4,859.0 $336K +265.0 +5.8% $69.23 -9.7%
2127 ABCB AMERIS BANCORP Financial Services 4,303.0 $336K +122.0 +2.9% $78.05 +5.8%
2128 DXYZ DESTINY TECH100 INC 12,483.0 $334K +1K +11.1% $26.78 +97.9%
2129 JFR NUVEEN FLOATING RATE INCOME Financial Services 44,438.0 $334K NEW $7.52 -0.0%
2130 KXI ISHARES TR 4,979.0 $334K $67.01 +4.3%
2131 NHI NATIONAL HEALTH INVS INC Real Estate 4,111.0 $332K -793.0 -16.2% $80.86 -6.1%
2132 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 4,425.0 $332K +1K +40.8% $75.12 +13.0%
2133 DJD INVESCO EXCHANGE TRADED FD T 5,548.0 $331K +80.0 +1.5% $59.74 +2.6%
2134 FSK FS KKR CAP CORP Financial Services 32,393.0 $330K +5K +18.4% $10.19 +5.2%
2135 SLG SL GREEN RLTY CORP Real Estate 8,906.0 $329K -5K -36.0% $36.94 +16.2%
2136 HESM HESS MIDSTREAM LP Energy 8,450.0 $328K NEW $38.87 +4.4%
2137 LOGI LOGITECH INTL S A Technology 3,601.0 $328K +835.0 +30.2% $91.13 +13.0%
2138 WBI WATERBRIDGE INFRASTRUCTURE L Energy 12,241.0 $328K NEW $26.79 +14.7%
2139 EHC ENCOMPASS HEALTH CORP Healthcare 3,384.0 $327K -3K -50.7% $96.76 +9.7%
2140 ENVA ENOVA INTL INC Financial Services 2,410.0 $327K -119.0 -4.7% $135.83 +21.7%
Page 107 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%