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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 126 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2501 ATEC ALPHATEC HLDGS INC Healthcare 10,803.0 $118K NEW $10.88 -27.1%
2502 WEBULL CORP 23,419.0 $112K NEW $4.80
2503 PROF PROFOUND MED CORP Healthcare 16,722.0 $108K $6.48 +5.5%
2504 RLAY RELAY THERAPEUTICS INC Healthcare 10,756.0 $107K -7K -37.9% $9.95 +19.9%
2505 PRECISION BIOSCIENCES INC 19,111.0 $105K NEW $5.50
2506 ABR ARBOR REALTY TRUST INC Real Estate 13,505.0 $104K NEW $7.71 -20.3%
2507 HLLY HOLLEY INC Consumer Cyclical 33,777.0 $104K +6K +19.6% $3.07 -12.5%
2508 PYXIS TANKERS INC 24,324.0 $103K NEW $4.24
2509 DRH DIAMONDROCK HOSPITALITY CO Real Estate 10,959.0 $103K NEW $9.37 +12.8%
2510 SRFM SURF AIR MOBILITY INC Industrials 88,672.0 $102K -299K -77.1% $1.15 +0.9%
2511 CCCC C4 THERAPEUTICS INC Healthcare 38,187.0 $100K $2.63 +23.4%
2512 TKC TURKCELL ILETISIM Communication Services 16,641.0 $100K NEW $6.03 -1.6%
2513 VYX NCR VOYIX CORPORATION Technology 14,174.0 $100K NEW $7.04 -5.3%
2514 RIET ETF SER SOLUTIONS 10,925.0 $98K +59.0 +0.5% $8.99 +5.6%
2515 CXM SPRINKLR INC Technology 18,186.0 $98K NEW $5.37 -1.4%
2516 VNDA VANDA PHARMACEUTICALS INC Healthcare 14,129.0 $98K NEW $6.91 -11.5%
2517 COUR COURSERA INC Consumer Defensive 16,613.0 $97K NEW $5.82 -2.1%
2518 EXK ENDEAVOUR SILVER CORP Basic Materials 10,247.0 $95K +247.0 +2.5% $9.31 +3.1%
2519 BLND BLEND LABS INC Technology 56,760.0 $95K +42K +283.1% $1.67 -7.7%
2520 NEWSMAX INC 17,808.0 $93K NEW $5.22
Page 126 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%