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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 110 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2181 UHAL U HAUL HOLDING COMPANY Industrials 6,482.0 $310K +2K +31.7% $47.78 +2.5%
2182 ACA ARCOSA INC Industrials 2,912.0 $309K -674.0 -18.8% $106.17 +11.8%
2183 QQEW FIRST TR EXCHANGE-TRADED FD 2,422.0 $308K +182.0 +8.1% $127.01 +13.7%
2184 EEMA ISHARES INC 3,207.0 $307K +37.0 +1.2% $95.74 +14.8%
2185 RDY DR REDDYS LABS LTD Healthcare 22,156.0 $307K +7K +42.6% $13.85 -2.6%
2186 PEN PENUMBRA INC Healthcare 934.0 $307K +281.0 +43.0% $328.37 -0.8%
2187 ABM ABM INDS INC Industrials 7,954.0 $306K -577.0 -6.8% $38.52 +2.8%
2188 LIBERTY GLOBAL LTD 26,060.0 $306K +6K +32.6% $11.73
2189 AMESITE INC 166,016.0 $305K $1.84
2190 NAPR INNOVATOR ETFS TRUST 5,584.0 $305K -370.0 -6.2% $54.62 +7.7%
2191 DEXC DIMENSIONAL ETF TRUST 4,118.0 $304K $73.82 +2.7%
2192 UTMD UTAH MED PRODS INC Healthcare 4,898.0 $304K NEW $61.99 +3.5%
2193 ANGLOGOLD ASHANTI PLC 3,121.0 $303K +188.0 +6.4% $97.09
2194 IVES WEDBUSH SER TR 10,670.0 $303K NEW $28.37 +26.8%
2195 STAG STAG INDUSTRIAL INC Real Estate 8,392.0 $303K -2K -21.4% $36.06 +5.5%
2196 TTAN SERVICETITAN INC Technology 4,695.0 $302K -16K -77.0% $64.35 -2.9%
2197 PWB INVESCO EXCHANGE TRADED FD T 2,389.0 $301K -198.0 -7.7% $125.93 +19.8%
2198 IRIDIUM COMMUNICATIONS INC 10,823.0 $300K NEW $27.74
2199 SKEENA RES LTD NEW 10,100.0 $300K +100.0 +1.0% $29.72
2200 PLAB PHOTRONICS INC Technology 7,398.0 $299K NEW $40.41 +14.6%
Page 110 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%