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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 58 of 133  ·  2,645 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 DOCU DOCUSIGN INC Technology 45,774.0 $3.1M 0.00% NEW $68.66 -28.7%
1142 EFX EQUIFAX INC Industrials 13,732.0 $3.1M 0.00% NEW $225.69 -27.7%
1143 WTM WHITE MTNS INS GROUP LTD Financial Services 1,610.0 $3.1M 0.00% NEW $1924.52 +11.4%
1144 WCC WESCO INTL INC Industrials 12,671.0 $3.1M 0.00% NEW $244.25 +43.3%
1145 ETHW BITWISE ETHEREUM ETF Financial Services 145,485.0 $3.1M 0.00% NEW $21.27 -27.9%
1146 DFP FLAHERTY & CRUMRINE DYNAMIC Financial Services 148,586.0 $3.1M 0.00% NEW $20.82 -2.5%
1147 TXG 10X GENOMICS INC Healthcare 189,059.0 $3.1M 0.00% NEW $16.31 +47.0%
1148 APLD APPLIED DIGITAL CORP Technology 124,659.0 $3.1M 0.00% NEW $24.52 +95.8%
1149 ZION ZIONS BANCORPORATION N A Financial Services 52,177.0 $3.1M 0.00% NEW $58.54 +5.4%
1150 MAC MACERICH CO Real Estate 165,326.0 $3.1M 0.00% NEW $18.46 +21.2%
1151 BTI BRITISH AMERN TOB PLC Consumer Defensive 53,683.0 $3.0M 0.00% NEW $56.66 +16.0%
1152 HALOZYME THERAPEUTICS INC 2,295,000.0 $3.0M 0.00% NEW $1.32
1153 TROW PRICE T ROWE GROUP INC Financial Services 29,545.0 $3.0M 0.00% NEW $102.40 -0.6%
1154 VTR VENTAS INC Real Estate 39,086.0 $3.0M 0.00% NEW $77.40 +14.5%
1155 MARA MARA HOLDINGS INC Financial Services 335,636.0 $3.0M 0.00% NEW $8.98 +50.9%
1156 BBJP J P MORGAN EXCHANGE TRADED F 45,656.0 $3.0M 0.00% NEW $65.91 +12.6%
1157 CROX CROCS INC Consumer Cyclical 35,185.0 $3.0M 0.00% NEW $85.52 +27.4%
1158 VONG VANGUARD SCOTTSDALE FDS 24,647.0 $3.0M 0.00% NEW $121.75 +5.4%
1159 SSNC SS&C TECHNOLOGIES HLDGS INC Technology 34,100.0 $3.0M 0.00% NEW $87.42 -23.1%
1160 AVSD AMERICAN CENTY ETF TR 40,070.0 $3.0M 0.00% NEW $74.26 +7.4%
Page 58 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%