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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 40 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SPSB SPDR SERIES TRUST 254,867.0 $8.2M 0.01% +36K +16.5% $32.35 -7.3%
782 DOW DOW HLDGS INC Basic Materials 197,664.0 $8.2M 0.01% +89K +81.1% $41.65 -12.5%
783 CDNS CADENCE DESIGN SYSTEM INC Technology 27,813.0 $8.2M 0.01% -7K -19.4% $295.91 +17.5%
784 SAP SAP SE Technology 47,813.0 $8.2M 0.01% +5K +10.9% $171.36 +3.8%
785 PINS PINTEREST INC Communication Services 441,357.0 $8.1M 0.01% -55K -11.0% $18.43 +2.2%
786 XYL XYLEM INC Industrials 68,004.0 $8.1M 0.01% -6K -7.8% $119.50 -9.5%
787 NVR NVR INC Consumer Cyclical 1,225.0 $8.1M 0.01% -655.0 -34.8% $6590.48 -9.9%
788 WPM WHEATON PRECIOUS METALS CORP Basic Materials 61,369.0 $8.0M 0.01% +2K +4.2% $131.01 -2.7%
789 IONIS PHARMACEUTICALS INC 5,279,000.0 $8.0M 0.01% $1.52
790 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 194,138.0 $8.0M 0.01% +12K +6.4% $41.27 +25.1%
791 OMC OMNICOM GROUP INC Communication Services 105,853.0 $8.0M 0.01% +17K +19.6% $75.36 -5.0%
792 CNC CENTENE CORP DEL Healthcare 240,597.0 $7.9M 0.01% +12K +5.3% $32.95 +76.2%
793 GEN GEN DIGITAL INC Technology 416,855.0 $7.9M 0.01% -25K -5.7% $18.86 +30.8%
794 BBDC BARINGS BDC INC Financial Services 955,183.0 $7.9M 0.01% -48K -4.8% $8.23 +4.3%
795 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 107,723.0 $7.9M 0.01% +7K +7.2% $72.90 +19.5%
796 FIVE FIVE BELOW INC Consumer Cyclical 33,942.0 $7.8M 0.01% +13K +65.0% $229.77 -5.2%
797 FR FIRST INDL RLTY TR INC Real Estate 133,816.0 $7.8M 0.01% +10K +8.0% $58.23 +6.4%
798 XCEM COLUMBIA ETF TR II 190,835.0 $7.8M 0.01% $40.81 +19.3%
799 HII HUNTINGTON INGALLS INDS INC Industrials 20,516.0 $7.8M 0.01% $379.48 -15.2%
800 LYV LIVE NATION ENTERTAINMENT IN Communication Services 50,824.0 $7.8M 0.01% -6K -11.0% $152.51 +6.5%
Page 40 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%