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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 71 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1401 AN AUTONATION INC Consumer Cyclical 8,497.0 $1.7M 0.00% -4K -29.7% $195.26 -0.1%
1402 GNL GLOBAL NET LEASE INC Real Estate 176,358.0 $1.7M 0.00% -7K -3.7% $9.36 -1.6%
1403 CNI CANADIAN NATL RY CO Industrials 16,019.0 $1.6M 0.00% -7K -29.0% $102.78 +24.0%
1404 POST POST HLDGS INC Consumer Defensive 16,311.0 $1.6M 0.00% +5K +45.4% $100.56 -18.1%
1405 QRVO QORVO INC Technology 20,658.0 $1.6M 0.00% -4K -17.4% $79.26 +20.3%
1406 EMLC VANECK ETF TRUST 64,017.0 $1.6M 0.00% -11K -14.7% $25.48 +1.3%
1407 SNDR SCHNEIDER NATIONAL INC Industrials 59,528.0 $1.6M 0.00% +2K +4.3% $27.40 +27.2%
1408 BY BYLINE BANCORP INC Financial Services 51,652.0 $1.6M 0.00% +631.0 +1.2% $31.57 +21.6%
1409 WTRG ESSENTIAL UTILS INC Utilities 40,331.0 $1.6M 0.00% +9K +27.7% $40.27 +2.7%
1410 IMAR INNOVATOR ETFS TRUST 55,902.0 $1.6M 0.00% +4K +8.2% $29.03 +7.7%
1411 PPL PPL CORP Utilities 42,402.0 $1.6M 0.00% +19K +81.5% $38.26 -8.4%
1412 SUSB ISHARES TR 64,284.0 $1.6M 0.00% $25.07 -0.9%
1413 BLUE OWL TECHNOLOGY FIN CORP 129,120.0 $1.6M 0.00% NEW $12.39
1414 ONTO ONTO INNOVATION INC Technology 7,784.0 $1.6M 0.00% +2K +28.1% $205.08 +38.0%
1415 IONQ IONQ INC Technology 55,245.0 $1.6M 0.00% -5K -8.3% $28.83 +42.4%
1416 SMMT SUMMIT THERAPEUTICS INC Healthcare 83,920.0 $1.6M 0.00% -5K -5.1% $18.97 -32.9%
1417 FFBC 1ST FINL BANCORP Financial Services 57,183.0 $1.6M 0.00% NEW $27.80 +18.5%
1418 FAF FIRST AMERN FINL CORP Financial Services 25,787.0 $1.6M 0.00% -214K -89.2% $61.62 +17.3%
1419 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 4,802.0 $1.6M 0.00% -2K -32.2% $330.90 -28.7%
1420 EZA ISHARES INC 23,330.0 $1.6M 0.00% -194.0 -0.8% $67.80 +5.2%
Page 71 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 31.2%
Financial Services 19.8%
Industrials 10.4%
Healthcare 8.8%
Consumer Cyclical 8.7%
Communication Services 6.1%
Consumer Defensive 5.9%
Energy 4.6%
Utilities 2.1%
Real Estate 1.5%