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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 42 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 78,833.0 $7.2M 0.01% +6K +7.6% $91.37 -19.5%
822 XEL XCEL ENERGY INC Utilities 90,434.0 $7.2M 0.01% -2K -1.8% $79.51 +0.4%
823 CW CURTISS WRIGHT CORP Industrials 10,391.0 $7.1M 0.01% +1K +14.6% $684.74 +6.0%
824 LULU LULULEMON ATHLETICA INC Consumer Cyclical 46,462.0 $7.1M 0.01% +19K +68.1% $153.10 -19.7%
825 GTLB GITLAB INC Technology 328,403.0 $7.1M 0.01% +46K +16.3% $21.64 +20.6%
826 SBCF SEACOAST BKG CORP FLA Financial Services 232,999.0 $7.1M 0.01% -15K -5.9% $30.29 +0.2%
827 AVIV AMERICAN CENTY ETF TR 94,211.0 $7.0M 0.01% +4K +3.9% $74.83 +5.5%
828 DDOG DATADOG INC Technology 56,502.0 $7.0M 0.01% -197K -77.7% $124.53 +70.0%
829 NUBD NUSHARES ETF TR 316,068.0 $7.0M 0.01% $22.21 -1.1%
830 XLP SELECT SECTOR SPDR TR 85,551.0 $7.0M 0.01% -21K -19.7% $81.98 +4.5%
831 WHR WHIRLPOOL CORP Consumer Cyclical 128,331.0 $6.9M 0.01% +3K +2.8% $53.92 -23.3%
832 AEE AMEREN CORP Utilities 62,854.0 $6.9M 0.01% +13K +26.0% $109.90 -1.0%
833 RL RALPH LAUREN CORP Consumer Cyclical 19,757.0 $6.9M 0.01% +3K +17.3% $348.95 -4.8%
834 GDX VANECK ETF TRUST 75,056.0 $6.9M 0.01% +377.0 +0.5% $91.77 -5.9%
835 SCHP SCHWAB STRATEGIC TR 257,347.0 $6.8M 0.01% +8K +3.1% $26.61 -0.2%
836 KIM KIMCO REALTY CORP Real Estate 303,831.0 $6.8M 0.01% -18K -5.6% $22.47 +6.2%
837 DWX SPDR INDEX SHS FDS 148,928.0 $6.8M 0.01% $45.60 +3.2%
838 SPLV INVESCO EXCH TRADED FD TR II 85,251.0 $6.8M 0.01% +3K +3.6% $79.48 -7.5%
839 LADR LADDER CAP CORP Real Estate 689,266.0 $6.7M 0.01% -38K -5.2% $9.77 +2.2%
840 SM SM ENERGY COMPANY Energy 214,973.0 $6.7M 0.01% NEW $31.18 +10.3%
Page 42 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%