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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 124 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2461 DMB BNY MELLON MUN BD INFRASTRUC Financial Services 14,547.0 $153K $10.54 +2.1%
2462 OIS OIL STS INTL INC Energy 13,097.0 $152K NEW $11.64 -22.6%
2463 USA LIBERTY ALL STAR EQUITY FD Financial Services 27,460.0 $152K $5.55 +2.9%
2464 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 14,500.0 $147K $10.17 -1.4%
2465 CTKB CYTEK BIOSCIENCES INC Healthcare 33,677.0 $147K +180.0 +0.5% $4.37 -22.0%
2466 LESL LESLIES INC Consumer Cyclical 130,000.0 $146K +68K +109.6% $1.12 +140.2%
2467 PALLADYNE AI CORP 23,939.0 $145K +458.0 +1.9% $6.07
2468 SVM SILVERCORP METALS INC Basic Materials 13,456.0 $145K +2K +17.8% $10.74 +26.4%
2469 MMU WESTERN ASSET MANAGED MUNS F Financial Services 11,468.0 $143K -3K -22.4% $12.48 -19.5%
2470 NEWT NEWTEKONE INC Financial Services 13,041.0 $143K +506.0 +4.0% $10.95 +15.8%
2471 COCH ENVOY MEDICAL INC Healthcare 212,655.0 $141K $0.67 +7.3%
2472 EATON VANCE TAX-MANAGED GLOB 15,920.0 $140K -429.0 -2.6% $8.78
2473 QUAD QUAD / GRAPHICS INC Industrials 21,136.0 $140K +5K +32.1% $6.61 +9.1%
2474 PAX PATRIA INVESTMENTS LIMITED Financial Services 10,902.0 $137K +269.0 +2.5% $12.60 -9.8%
2475 KURA KURA ONCOLOGY INC Healthcare 16,809.0 $137K -8K -31.8% $8.13 +13.4%
2476 VVR INVESCO SR INCOME TR Financial Services 42,123.0 $136K +1K +3.0% $3.22 -8.1%
2477 WIT WIPRO LTD Technology 63,464.0 $135K -31K -33.1% $2.12 -10.8%
2478 PD PAGERDUTY INC Technology 21,555.0 $134K NEW $6.21 +9.0%
2479 ASAN ASANA INC Technology 20,796.0 $134K NEW $6.44 +1.9%
2480 CHEESECAKE FACTORY INC 135,000.0 $134K -15K -10.0% $0.99
Page 124 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%