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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 69 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1361 UYG PROSHARES TR 24,450.0 $1.8M 0.00% +271.0 +1.1% $73.41 +7.8%
1362 TSCO TRACTOR SUPPLY CO Consumer Cyclical 39,607.0 $1.8M 0.00% -8K -16.4% $45.30 -30.0%
1363 BBWI BATH & BODY WORKS INC Consumer Cyclical 94,875.0 $1.8M 0.00% +45K +92.0% $18.91 -8.4%
1364 CCOR LISTED FDS TR 68,709.0 $1.8M 0.00% -2K -2.7% $26.07 -2.2%
1365 OMF ONEMAIN HLDGS INC Financial Services 33,446.0 $1.8M 0.00% +9K +37.0% $53.49 +0.5%
1366 VTRS VIATRIS INC Healthcare 132,034.0 $1.8M 0.00% -3K -2.6% $13.51 +22.8%
1367 MSTR STRATEGY INC Technology 14,276.0 $1.8M 0.00% -9K -37.6% $124.81 +32.1%
1368 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 52,445.0 $1.8M 0.00% NEW $33.95 +1.3%
1369 JHEM JOHN HANCOCK EXCHANGE TRADED 51,955.0 $1.8M 0.00% $34.26 +13.1%
1370 EWO ISHARES INC 50,170.0 $1.8M 0.00% -2K -3.6% $35.45 +12.1%
1371 PDP INVESCO EXCHANGE TRADED FD T 14,646.0 $1.8M 0.00% -1K -8.3% $120.74 +15.3%
1372 RBC RBC BEARINGS INC Industrials 3,250.0 $1.8M 0.00% +1K +71.4% $543.15 +5.1%
1373 STANDARDAERO INC 68,088.0 $1.8M 0.00% NEW $25.84
1374 SWK STANLEY BLACK & DECKER INC Industrials 24,746.0 $1.8M 0.00% +9K +52.6% $71.06 +5.5%
1375 GDV GABELLI DIVID & INCOME TR Financial Services 31,134.0 $1.8M 0.00% -23K -42.4% $56.35 -48.5%
1376 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 142,178.0 $1.8M 0.00% -3K -1.9% $12.33 -0.6%
1377 CAMT CAMTEK LTD Technology 11,560.0 $1.8M 0.00% $151.61 +5.9%
1378 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 108,914.0 $1.8M 0.00% NEW $16.07 +11.5%
1379 EWH ISHARES INC 75,536.0 $1.7M 0.00% $23.09 +3.2%
1380 FNLC FIRST BANCORP INC ME Financial Services 62,212.0 $1.7M 0.00% +1K +2.0% $28.03 +2.4%
Page 69 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%