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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 125 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2481 PUBM PUBMATIC INC Technology 13,919.0 $133K NEW $9.57 +3.8%
2482 RWT REDWOOD TRUST INC Real Estate 23,741.0 $133K +2K +7.1% $5.61 -5.8%
2483 MMT MFS MULTIMARKET INCOME TR Financial Services 28,645.0 $132K $4.62 -3.5%
2484 PHR PHREESIA INC Healthcare 15,689.0 $131K NEW $8.38 +8.4%
2485 EFT EATON VANCE FLOATING RATE IN Financial Services 12,154.0 $130K +266.0 +2.2% $10.73 +1.5%
2486 CION CION INVT CORP Financial Services 18,759.0 $128K +7K +60.5% $6.84 -1.1%
2487 BLW BLACKROCK LTD DURATION INCOM Financial Services 10,168.0 $128K NEW $12.59 -1.9%
2488 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 12,070.0 $128K $10.58 +0.1%
2489 TDOC TELADOC HEALTH INC Healthcare 22,104.0 $127K +3K +15.6% $5.76 +11.5%
2490 BIT BLACKROCK MULTI SECTOR INC T Financial Services 10,100.0 $126K NEW $12.52 -1.8%
2491 SANA SANA BIOTECHNOLOGY INC Healthcare 43,694.0 $126K +2K +3.6% $2.88 +4.9%
2492 UA UNDER ARMOUR INC Consumer Cyclical 21,512.0 $125K NEW $5.79 -14.5%
2493 AVTR AVANTOR INC Healthcare 15,200.0 $124K NEW $8.18 -6.2%
2494 FSM FORTUNA MNG CORP Basic Materials 12,471.0 $124K $9.93 -3.1%
2495 PTON PELOTON INTERACTIVE INC Consumer Cyclical 28,833.0 $123K +15K +111.5% $4.25 +25.6%
2496 PFL PIMCO INCOME STRATEGY FD Financial Services 15,095.0 $121K $8.00 -3.8%
2497 GAB GABELLI EQUITY TR INC Financial Services 21,440.0 $120K +148.0 +0.7% $5.60 -1.3%
2498 UWMC UWM HOLDINGS CORPORATION Financial Services 32,616.0 $118K -3K -8.3% $3.62 -17.0%
2499 RCS PIMCO STRATEGIC INCOME FD Financial Services 21,884.0 $118K +5K +31.7% $5.39 -0.6%
2500 GASS STEALTHGAS INC Industrials 12,840.0 $118K NEW $9.18 +10.5%
Page 125 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%