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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 30 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 LECO LINCOLN ELEC HLDGS INC Industrials 59,758.0 $14.3M 0.02% NEW $239.19 +8.1%
582 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 161,965.0 $14.3M 0.02% NEW $88.21 +16.6%
583 TMUS T-MOBILE US INC Communication Services 70,171.0 $14.3M 0.02% NEW $203.36 -6.4%
584 EIX EDISON INTL Utilities 236,168.0 $14.2M 0.02% NEW $60.02 +16.5%
585 WPC WP CAREY INC Real Estate 219,935.0 $14.2M 0.02% NEW $64.37 +16.2%
586 STT STATE STR CORP Financial Services 109,664.0 $14.1M 0.02% NEW $129.01 +19.4%
587 ARCC ARES CAPITAL CORP Financial Services 698,927.0 $14.1M 0.02% NEW $20.23 -7.4%
588 BSCV INVESCO EXCH TRD SLF IDX FD 838,452.0 $14.0M 0.02% NEW $16.70 -2.2%
589 MPC MARATHON PETE CORP Energy 85,172.0 $14.0M 0.02% NEW $164.20 +56.3%
590 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 153,358.0 $13.9M 0.02% NEW $90.70 +3.3%
591 JHG JANUS HENDERSON GROUP PLC Financial Services 291,035.0 $13.8M 0.02% NEW $47.57 +8.9%
592 DKS DICKS SPORTING GOODS INC Consumer Cyclical 69,842.0 $13.8M 0.02% NEW $197.97 +10.3%
593 APG API GROUP CORP Industrials 359,238.0 $13.7M 0.02% NEW $38.26 +9.2%
594 ROK ROCKWELL AUTOMATION INC Industrials 35,449.0 $13.7M 0.02% NEW $387.38 +12.5%
595 NVR NVR INC Consumer Cyclical 1,880.0 $13.7M 0.02% NEW $7293.24 -18.6%
596 ALL ALLSTATE CORP Financial Services 65,804.0 $13.7M 0.02% NEW $208.30 +6.6%
597 ULTA ULTA BEAUTY INC Consumer Cyclical 22,648.0 $13.7M 0.02% NEW $605.02 -18.8%
598 AES AES CORP Utilities 951,668.0 $13.6M 0.02% NEW $14.34 +2.1%
599 DON WISDOMTREE TR 264,186.0 $13.6M 0.02% NEW $51.61 +5.7%
600 ISHARES TR 588,408.0 $13.5M 0.01% NEW $22.88
Page 30 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%