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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 83 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1641 FMC FMC CORP Basic Materials 55,216.0 $960K 0.00% +44K +385.8% $17.39 -25.2%
1642 JMM NUVEEN MULTI-MKT INCOME FD I Financial Services 162,651.0 $960K 0.00% -1K -0.7% $5.90 -3.0%
1643 HEICO CORP NEW 4,538.0 $958K 0.00% +361.0 +8.6% $211.12
1644 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 15,304.0 $955K 0.00% -6K -28.6% $62.42 +1.0%
1645 JBBB JANUS DETROIT STR TR 20,423.0 $953K 0.00% -3K -12.2% $46.68 +1.5%
1646 USD PROSHARES TR 19,788.0 $949K 0.00% NEW $47.95 +98.4%
1647 IREN IREN LIMITED Financial Services 27,668.0 $948K 0.00% -311.0 -1.1% $34.28 +69.4%
1648 FLO FLOWERS FOODS INC Consumer Defensive 113,944.0 $947K 0.00% -51K -30.7% $8.31 -15.7%
1649 SRPT SAREPTA THERAPEUTICS INC Healthcare 43,505.0 $947K 0.00% -8K -16.2% $21.76 -21.3%
1650 TLN TALEN ENERGY CORP Utilities 2,962.0 $946K 0.00% -8K -72.7% $319.23 +7.9%
1651 PDM PIEDMONT REALTY TRUST INC Real Estate 140,402.0 $941K 0.00% -13K -8.3% $6.70 +20.6%
1652 FINS ANGEL OAK FINL STRATEGIES IN Financial Services 73,779.0 $941K 0.00% +3K +4.2% $12.75 -0.9%
1653 AVIG AMERICAN CENTY ETF TR 22,627.0 $940K 0.00% +317.0 +1.4% $41.54 -0.9%
1654 NMR NOMURA HLDGS INC Financial Services 116,188.0 $939K 0.00% +16K +16.0% $8.09 +1.7%
1655 AIZ ASSURANT INC Financial Services 4,305.0 $938K 0.00% +847.0 +24.5% $217.81 +17.4%
1656 PNR PENTAIR PLC Industrials 10,702.0 $932K 0.00% -11K -51.0% $87.11 -14.8%
1657 OTTR OTTER TAIL CORP Utilities 10,602.0 $931K 0.00% +416.0 +4.1% $87.77 -1.3%
1658 HRB BLOCK H & R INC Consumer Cyclical 14,011.0 $930K 0.00% -8K -36.9% $66.40 -42.9%
1659 HYNE HOYNE BANCORP INC Financial Services 64,185.0 $929K 0.00% NEW $14.48 +8.5%
1660 SCHI SCHWAB STRATEGIC TR 40,840.0 $926K 0.00% +9K +27.3% $22.68 -0.8%
Page 83 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%