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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 53 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 CF CF INDUSTRIES HOLD Basic Materials 29,565.0 $3.8M 0.00% +11K +60.2% $127.90 -4.9%
1042 BTI BRITISH AMERN TOB PLC Consumer Defensive 64,684.0 $3.8M 0.00% +11K +20.5% $58.36 +12.6%
1043 AIR AAR CORP Industrials 34,222.0 $3.7M 0.00% -15K -30.6% $109.46 -0.9%
1044 AA ALCOA CORP Basic Materials 50,238.0 $3.7M 0.00% +12K +31.1% $74.27 -10.8%
1045 EGP EASTGROUP PPTYS INC Real Estate 15,564.0 $3.7M 0.00% -3K -15.6% $238.52 -14.0%
1046 TRTX TPG RE FIN TR INC Real Estate 474,610.0 $3.7M 0.00% +14K +3.1% $7.81 +6.1%
1047 BXP BXP INC Real Estate 71,406.0 $3.7M 0.00% -8K -10.1% $51.90 +15.9%
1048 DOCU DOCUSIGN INC Technology 78,078.0 $3.7M 0.00% +32K +70.6% $47.42 +3.3%
1049 MAA MID-AMER APT CMNTYS INC Real Estate 30,092.0 $3.7M 0.00% +9K +42.2% $122.56 +6.1%
1050 FCF FIRST COMWLTH FINL CORP PA Financial Services 209,144.0 $3.7M 0.00% +129K +160.1% $17.58 +6.6%
1051 DXJ WISDOMTREE TR 23,018.0 $3.7M 0.00% -4K -15.4% $158.58 +6.7%
1052 AOM ISHARES TR 77,022.0 $3.6M 0.00% -717.0 -0.9% $47.37 +4.1%
1053 TKR TIMKEN CO Industrials 36,078.0 $3.6M 0.00% +1K +4.0% $101.02 +16.0%
1054 SKYY FIRST TR EXCHANGE-TRADED FD 33,305.0 $3.6M 0.00% -1K -3.1% $109.36 +18.7%
1055 FNDE SCHWAB STRATEGIC TR 95,161.0 $3.6M 0.00% +5K +6.0% $38.26 +5.6%
1056 AIA ISHARES TR 34,194.0 $3.6M 0.00% $106.15 +27.6%
1057 STPZ PIMCO ETF TR 66,851.0 $3.6M 0.00% -1K -1.9% $54.11 -0.3%
1058 JFLX J P MORGAN EXCHANGE TRADED F 72,714.0 $3.6M 0.00% -2K -2.6% $49.67 +0.6%
1059 IOCT INNOVATOR ETFS TRUST 102,736.0 $3.6M 0.00% -10K -8.6% $35.05 +4.4%
1060 AX AXOS FINANCIAL INC Financial Services 42,294.0 $3.6M 0.00% -3K -6.2% $85.09 +1.0%
Page 53 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%