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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 109 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2161 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 12,277.0 $318K -208.0 -1.7% $25.88 +3.0%
2162 KOS KOSMOS ENERGY LTD Energy 114,212.0 $318K NEW $2.78 +16.2%
2163 NWL NEWELL BRANDS INC Consumer Defensive 92,408.0 $317K +40K +76.9% $3.43 +6.4%
2164 IJAN INNOVATOR ETFS TRUST 8,731.0 $317K +884.0 +11.3% $36.28 +3.1%
2165 RUN SUNRUN INC Energy 23,330.0 $316K +1K +5.6% $13.56 -0.5%
2166 IEP ICAHN ENTERPRISES LP Industrials 41,893.0 $316K NEW $7.55 +1.1%
2167 EEMS ISHARES INC 4,547.0 $315K $69.18 +7.6%
2168 HTBK HERITAGE COMM CORP Financial Services 25,144.0 $314K +4K +17.0% $12.48 +7.8%
2169 BMI BADGER METER INC Technology 2,055.0 $314K -92.0 -4.3% $152.67 -21.9%
2170 SPHB INVESCO EXCH TRADED FD TR II 2,705.0 $314K $115.96 +15.3%
2171 CPER UNITED STS COMMODITY INDEX F Financial Services 9,098.0 $313K -1K -10.5% $34.43 +11.5%
2172 IYE ISHARES TR 4,833.0 $313K NEW $64.77 -0.1%
2173 FOX FOX CORP Communication Services 5,895.0 $313K NEW $53.10 +11.1%
2174 NWS NEWS CORP NEW Communication Services 10,936.0 $312K NEW $28.51 +6.0%
2175 SNAP SNAP INC Communication Services 53,048.0 $311K -12K -18.2% $5.87 -3.4%
2176 HWBK HAWTHORN BANCSHARES INC Financial Services 9,237.0 $311K $33.69 +6.0%
2177 ESE ESCO TECHNOLOGIES INC Technology 1,105.0 $311K NEW $281.55 +3.6%
2178 FTC FIRST TR EXCHANGE-TRADED ALP 2,018.0 $311K +15.0 +0.8% $154.15 +11.4%
2179 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 5,325.0 $310K -447.0 -7.7% $58.24 -3.9%
2180 MCI BARINGS CORPORATE INVS Financial Services 17,972.0 $310K -741.0 -4.0% $17.24 +0.1%
Page 109 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%