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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 88 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1741 OGS ONE GAS INC Utilities 8,614.0 $742K 0.00% +4K +93.9% $86.13 -4.4%
1742 TREX TREX INC Industrials 20,349.0 $741K 0.00% +7K +56.5% $36.42 +5.0%
1743 VTES VANGUARD WELLINGTON FD 7,324.0 $741K 0.00% -2K -18.4% $101.14 -0.4%
1744 GGN GAMCO GLOBAL GOLD NAT RES & Financial Services 138,936.0 $739K 0.00% +30K +27.3% $5.32 -2.3%
1745 HR HEALTHCARE RLTY TR Real Estate 43,456.0 $738K 0.00% +17K +66.1% $16.99 +19.8%
1746 FERROVIAL SE 10,844.0 $735K 0.00% +5K +93.1% $67.74
1747 EIS ISHARES INC 6,327.0 $734K 0.00% +2K +54.3% $116.05 +14.4%
1748 FCFS FIRSTCASH HOLDINGS INC Financial Services 3,886.0 $731K 0.00% -70.0 -1.8% $188.05 +20.3%
1749 XJH ISHARES TR 16,062.0 $729K 0.00% +424.0 +2.7% $45.37 +8.4%
1750 VAW VANGUARD WORLD FD 3,212.0 $724K 0.00% +317.0 +10.9% $225.36 +0.6%
1751 ESLT ELBIT SYS LTD Industrials 851.0 $723K 0.00% +77.0 +9.9% $849.62 -10.1%
1752 AMKR AMKOR TECHNOLOGY INC Technology 16,052.0 $723K 0.00% +8K +90.9% $45.03 +46.3%
1753 FLS FLOWSERVE CORP Industrials 9,817.0 $722K 0.00% +691.0 +7.6% $73.51 -6.5%
1754 LUV SOUTHWEST AIRLS CO Industrials 19,162.0 $721K 0.00% -12K -39.4% $37.64 +8.3%
1755 RQI COHEN & STEERS QUALITY INCOM Financial Services 59,716.0 $720K 0.00% +1K +2.5% $12.05 +10.5%
1756 USIG ISHARES TR 11,774.0 $718K 0.00% +716.0 +6.5% $61.02 -16.5%
1757 INMU BLACKROCK ETF TRUST II 30,009.0 $718K 0.00% -15K -33.6% $23.91 +0.1%
1758 FLC FLAHERTY & CRUMRINE TOTAL RE Financial Services 43,105.0 $716K 0.00% -439.0 -1.0% $16.60 +0.8%
1759 INFY INFOSYS LTD Technology 52,884.0 $714K 0.00% -4K -7.1% $13.51 -6.4%
1760 CRBN ISHARES TR 3,195.0 $712K 0.00% +148.0 +4.9% $222.80 +12.8%
Page 88 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%