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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 95 of 133  ·  2,644 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1881 LEMB ISHARES INC 13,533.0 $552K 0.00% NEW $40.80 +2.3%
1882 LONZ PIMCO ETF TR 11,175.0 $552K 0.00% -112K -91.0% $49.38 +0.3%
1883 LEA LEAR CORP Consumer Cyclical 4,536.0 $549K 0.00% +1K +38.1% $121.09 +14.3%
1884 BKH BLACK HILLS CORP Utilities 7,857.0 $545K 0.00% -830.0 -9.6% $69.41 +6.8%
1885 SCI SERVICE CORP INTL Consumer Cyclical 6,565.0 $542K 0.00% -4K -37.8% $82.51 -6.0%
1886 OWL BLUE OWL CAPITAL INC Financial Services 59,310.0 $542K 0.00% +22K +60.0% $9.13 +11.7%
1887 NUV NUVEEN MUN VALUE FD INC Financial Services 60,170.0 $541K 0.00% -1.8M -96.8% $8.99 +0.3%
1888 XSMO INVESCO EXCHANGE TRADED FD T 7,066.0 $537K 0.00% -277.0 -3.8% $76.02 +12.1%
1889 IVOG VANGUARD ADMIRAL FDS INC 4,010.0 $535K 0.00% +2K +85.8% $133.51 +3.2%
1890 PWR QUANTA SVCS INC Industrials 892.0 $534K 0.00% -295.0 -24.9% $599.19 +18.5%
1891 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 14,543.0 $534K 0.00% +2K +13.3% $36.75 +10.6%
1892 BHB BAR HBR BANKSHARES Financial Services 16,466.0 $534K 0.00% +133.0 +0.8% $32.45 +7.1%
1893 KFY KORN FERRY Industrials 8,249.0 $534K 0.00% NEW $64.76 +2.9%
1894 LIBERTY GLOBAL LTD 44,111.0 $533K 0.00% +13K +43.9% $12.09
1895 APTIV PLC 7,665.0 $533K 0.00% -6K -42.7% $69.48
1896 NBB NUVEEN TAXABLE MUNICPAL INM Financial Services 33,690.0 $531K 0.00% $15.76 -1.0%
1897 WF WOORI FINL GROUP INC Financial Services 7,720.0 $531K 0.00% NEW $68.76 -9.2%
1898 ASH ASHLAND INC Basic Materials 9,521.0 $529K 0.00% -5K -34.7% $55.61 +1.2%
1899 TRGP TARGA RES CORP Energy 2,110.0 $529K 0.00% -3K -61.7% $250.88 +7.9%
1900 TMFG RBB FD INC 18,699.0 $528K 0.00% -742.0 -3.8% $28.26 +9.6%
Page 95 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%