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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 117 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2321 BLACKROCK INCOME TR INC 22,101.0 $234K -800.0 -3.5% $10.57
2322 NWE NORTHWESTERN ENERGY GROUP IN Utilities 2,572.0 $234K -3K -53.3% $90.81 -22.7%
2323 PEBO PEOPLES BANCORP INC Financial Services 7,099.0 $233K NEW $32.87 +0.5%
2324 PKX POSCO HOLDINGS INC Basic Materials 3,988.0 $233K NEW $58.49 +35.7%
2325 GJUL FIRST TR EXCHNG TRADED FD VI 5,697.0 $232K -4K -41.9% $40.78 +5.4%
2326 GAUG FIRST TR EXCHNG TRADED FD VI 6,000.0 $232K $38.71 +5.8%
2327 NEOG NEOGEN CORP Healthcare 24,895.0 $231K -5K -16.9% $9.29 -11.8%
2328 WRBY WARBY PARKER INC Healthcare 10,967.0 $231K NEW $21.07 +36.4%
2329 SKOR FLEXSHARES TR 4,748.0 $231K -700.0 -12.8% $48.62 -0.7%
2330 AVNT AVIENT CORPORATION Basic Materials 6,351.0 $231K NEW $36.34 -7.7%
2331 USAC USA COMPRESSION PARTNERS LP Energy 8,500.0 $231K NEW $27.12 +9.4%
2332 CG CARLYLE GROUP INC Financial Services 4,760.0 $230K -4K -43.5% $48.40 -3.7%
2333 SONO SONOS INC Technology 17,190.0 $230K +4K +29.4% $13.40 +10.7%
2334 LBRDA LIBERTY BROADBAND CORP Communication Services 4,586.0 $230K NEW $50.22 -34.8%
2335 PTY PIMCO CORPORATE & INCOME OPP Financial Services 19,077.0 $230K +7K +53.1% $12.06 -2.7%
2336 PGHY INVESCO EXCH TRADED FD TR II 11,842.0 $230K +189.0 +1.6% $19.41 +1.5%
2337 FELE FRANKLIN ELEC INC Industrials 2,491.0 $230K -54.0 -2.1% $92.19 +4.2%
2338 CFFN CAPITOL FED FINL INC Financial Services 32,208.0 $230K +169.0 +0.5% $7.13 +7.0%
2339 AMERICA MOVIL SAB DE CV 9,011.0 $230K NEW $25.48
2340 FRA BLACKROCK FLOATING RATE INCO Financial Services 20,814.0 $229K NEW $11.02 +0.0%
Page 117 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%