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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 27 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 IBDS ISHARES TR 756,131.0 $18.3M 0.02% +24K +3.3% $24.24 -0.3%
522 SDY SPDR SERIES TRUST 126,135.0 $18.3M 0.02% -6K -4.6% $145.27 +2.1%
523 PAPR INNOVATOR ETFS TRUST 458,896.0 $18.3M 0.02% +166K +56.8% $39.80 +5.1%
524 NEM NEWMONT CORP Basic Materials 167,248.0 $18.1M 0.02% +17K +11.3% $108.30 -2.4%
525 PJUN INNOVATOR ETFS TRUST 431,601.0 $18.1M 0.02% -18K -3.9% $41.83 +3.5%
526 POCT INNOVATOR ETFS TRUST 416,304.0 $17.9M 0.02% -8K -1.8% $43.11 +6.3%
527 SCHE SCHWAB STRATEGIC TR 543,184.0 $17.9M 0.02% +44K +8.8% $32.95 +7.0%
528 ECL ECOLAB INC Basic Materials 66,985.0 $17.8M 0.02% +562.0 +0.8% $266.20 -7.7%
529 F FORD MTR CO Consumer Cyclical 1,537,496.0 $17.8M 0.02% $11.55 +13.7%
530 Q QNITY ELECTRONICS INC Technology 153,786.0 $17.7M 0.02% -74K -32.4% $115.38 +26.9%
531 TRMB TRIMBLE INC Technology 271,472.0 $17.7M 0.02% -4K -1.3% $65.23 -15.2%
532 PGR PROGRESSIVE CORP Financial Services 88,756.0 $17.6M 0.02% -17K -16.1% $198.33 +3.2%
533 PYPL PAYPAL HLDGS INC Financial Services 387,513.0 $17.6M 0.02% +38K +10.8% $45.31 -2.8%
534 ABNB AIRBNB INC Consumer Cyclical 133,895.0 $17.5M 0.02% +26K +24.2% $130.67 -0.0%
535 JHG JANUS HENDERSON GROUP PLC Financial Services 340,195.0 $17.5M 0.02% +49K +16.9% $51.39 +0.8%
536 IJJ ISHARES TR 131,515.0 $17.4M 0.02% +897.0 +0.7% $132.50 +4.1%
537 SHEL SHELL PLC Energy 187,300.0 $17.4M 0.02% -36K -16.1% $92.84 -4.7%
538 TER TERADYNE INC Technology 58,173.0 $17.4M 0.02% +11K +22.2% $298.52 +7.8%
539 SPOT SPOTIFY TECHNOLOGY S A Communication Services 35,551.0 $17.3M 0.02% $487.50 -10.5%
540 GLPI GAMING & LEISURE P Real Estate 389,885.0 $17.3M 0.02% +196K +100.8% $44.42 +7.5%
Page 27 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%