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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 81 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1601 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 19,469.0 $1.0M 0.00% +5K +34.2% $53.92 +18.9%
1602 TDY TELEDYNE TECHNOLOGIES INC Technology 1,729.0 $1.0M 0.00% +79.0 +4.8% $605.19 +1.5%
1603 NI NISOURCE INC Utilities 22,403.0 $1.0M 0.00% -10K -30.1% $46.66 +2.3%
1604 KOMP SPDR SERIES TRUST 17,760.0 $1.0M 0.00% -755.0 -4.1% $58.48 +18.4%
1605 AVBH AVIDBANK HLDGS INC Financial Services 36,389.0 $1.0M 0.00% $28.50 +5.2%
1606 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 34,396.0 $1.0M 0.00% -562K -94.2% $30.12 +13.9%
1607 EPAM EPAM SYS INC Technology 7,651.0 $1.0M 0.00% -6K -43.8% $135.40 -23.8%
1608 MSA MSA SAFETY INC Industrials 6,224.0 $1.0M 0.00% +1K +27.4% $166.27 +1.4%
1609 FPX FIRST TR EXCHANGE-TRADED FD 6,492.0 $1.0M 0.00% $158.82 +18.6%
1610 CUBE CUBESMART Real Estate 27,703.0 $1.0M 0.00% +22K +399.2% $37.17 +7.9%
1611 NLR VANECK ETF TRUST 7,717.0 $1.0M 0.00% -105.0 -1.3% $133.21 -2.4%
1612 TOGA MANAGED PORTFOLIO SERIES 37,645.0 $1.0M 0.00% +24K +172.4% $27.22 +7.6%
1613 GSY INVESCO ACTIVELY MANAGED EXC 20,392.0 $1.0M 0.00% +7K +57.9% $50.12 -0.1%
1614 PBA PEMBINA PIPELINE CORP Energy 22,768.0 $1.0M 0.00% +2K +7.6% $44.76 +10.2%
1615 TGT TARGET CORP Consumer Defensive 7,984.0 $1.0M 0.00% -15K -65.2% $127.56 -4.1%
1616 EXG EATON VANCE TAX-MANAGED GLOB Financial Services 79,950.0 $1.0M 0.00% -37K -31.5% $12.68 -26.0%
1617 FDVV FIDELITY COVINGTON TRUST 18,347.0 $1.0M 0.00% +6K +43.6% $55.24 +8.9%
1618 STRL STERLING INFRASTRUCTURE INC Industrials 2,485.0 $1.0M 0.00% +335.0 +15.6% $407.41 +84.6%
1619 OVV OVINTIV INC Energy 16,965.0 $1.0M 0.00% -2K -8.3% $59.36 -0.8%
1620 TDTT FLEXSHARES TR 41,485.0 $1.0M 0.00% -4K -9.4% $24.24 -0.1%
Page 81 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%