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Portfolio (Quarterly) Guide ↗

Focus Partners Wealth

· CIK 0001542153
13F Portfolio $87.7B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2645 New
Page 123 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2441 DAVE INC 918.0 $203K NEW $221.41
2442 SXC SUNCOKE ENERGY INC Energy 28,199.0 $203K NEW $7.20 +5.8%
2443 PEN PENUMBRA INC Healthcare 653.0 $203K NEW $310.91 +3.7%
2444 VKTX VIKING THERAPEUTICS INC Healthcare 5,767.0 $203K NEW $35.18 -14.0%
2445 LAD LITHIA MTRS INC Consumer Cyclical 616.0 $203K NEW $328.90 -20.4%
2446 CUBE CUBESMART Real Estate 5,549.0 $202K NEW $36.32 +5.6%
2447 CAR AVIS BUDGET GROUP Industrials 1,569.0 $201K NEW $128.32 +17.0%
2448 ECPG ENCORE CAP GROUP INC Financial Services 3,693.0 $201K NEW $54.35 +50.2%
2449 DTST DATA STORAGE CORP Technology 39,142.0 $200K NEW $5.12 -21.9%
2450 WDFC WD 40 CO Basic Materials 1,017.0 $200K NEW $196.96 +2.2%
2451 MGF MFS GOVT MKTS INCOME TR Financial Services 66,036.0 $200K NEW $3.03 -5.1%
2452 HL HECLA MNG CO Basic Materials 10,234.0 $196K NEW $19.19 -8.1%
2453 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 16,669.0 $196K NEW $11.74 -3.2%
2454 PFN PIMCO INCOME STRATEGY FD II Financial Services 26,077.0 $196K NEW $7.50 -9.3%
2455 SFNC SIMMONS 1ST NATL CORP Financial Services 10,168.0 $192K NEW $18.89 +8.6%
2456 LZ LEGALZOOM COM INC Industrials 18,770.0 $186K NEW $9.93 -39.6%
2457 TRIN TRINITY CAP INC Financial Services 12,322.0 $185K NEW $15.00 +12.3%
2458 GRAB GRAB HOLDINGS LIMITED Technology 36,989.0 $185K NEW $4.99 -28.9%
2459 LCID LUCID GROUP INC Consumer Cyclical 22,062.0 $182K NEW $8.26 -26.9%
2460 SOLZ VOLATILITY SHS TR 14,248.0 $182K NEW $12.74 -32.8%
Page 123 of 133  ·  2,645 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 31.3%
Financial Services 20.5%
Communication Services 9.5%
Consumer Cyclical 8.7%
Healthcare 8.6%
Industrials 8.4%
Consumer Defensive 5.4%
Energy 3.5%
Utilities 1.9%
Real Estate 1.4%