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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 114 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2261 FTS FORTIS INC Utilities 4,754.0 $265K NEW $55.79 -0.8%
2262 BTU PEABODY ENGR CORP Energy 8,043.0 $265K NEW $32.95 -27.8%
2263 SPHY SPDR SERIES TRUST 11,330.0 $264K +3K +30.8% $23.32 -0.3%
2264 NEU NEWMARKET CORP Basic Materials 412.0 $264K -530.0 -56.3% $641.17 +8.2%
2265 SOMNIGROUP INTERNATIONAL INC 3,597.0 $264K -7K -66.9% $73.36
2266 FORM FORMFACTOR INC Technology 2,709.0 $263K NEW $96.99 +20.4%
2267 GNW GENWORTH FINL INC Financial Services 32,259.0 $262K -4K -10.8% $8.12 +13.5%
2268 NOVT NOVANTA INC Technology 2,210.0 $261K -673.0 -23.3% $118.11 +24.0%
2269 DAC DANAOS CORPORATION Industrials 2,229.0 $261K NEW $116.96 +12.4%
2270 VSTS VESTIS CORPORATION Industrials 33,050.0 $260K -2K -6.3% $7.86 +53.4%
2271 VIZSLA SILVER CORP 78,717.0 $260K NEW $3.30
2272 BST BLACKROCK SCIENCE & TECHNOLO Financial Services 7,126.0 $259K +809.0 +12.8% $36.35 +21.8%
2273 RVT ROYCE SMALL CAP TRUST INC Financial Services 15,596.0 $259K +102.0 +0.7% $16.60 +6.3%
2274 IWX ISHARES TR 2,785.0 $258K $92.67 +9.2%
2275 OGN ORGANON & CO Healthcare 42,991.0 $258K -11K -21.0% $5.99 +124.0%
2276 PTEN PATTERSON-UTI ENERGY INC Energy 23,617.0 $257K +4K +22.0% $10.88 +18.5%
2277 SFNC SIMMONS FIRST NATL CORP Financial Services 13,165.0 $256K +3K +29.5% $19.48 +6.4%
2278 VNOM VIPER ENERGY INC Energy 5,455.0 $256K -1K -15.9% $46.99 +5.0%
2279 SCMB SCHWAB STRATEGIC TR 10,051.0 $256K NEW $25.48 -0.3%
2280 PMO PUTNAM MUN OPPORTUNITIES TR Financial Services 24,809.0 $256K -28K -53.2% $10.30 -0.6%
Page 114 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%