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Portfolio (Quarterly) Guide ↗

Focus Partners Advisor Solutions, LLC

· CIK 0001868872
13F Portfolio $11.8B AUM 1,243 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 192 New 512 Added 471 Reduced 198 Exited
Page 12 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BP BP PLC Energy 51,047.0 $1.9M 0.02% +6K +12.3% $36.95 +21.4%
222 TEAM ATLASSIAN CORPORATION Technology 24,184.0 $1.9M 0.02% +11K +86.4% $77.79 +119.0%
223 WAL WESTERN ALLIANCE BANCORP Financial Services 22,835.0 $1.9M 0.02% +12K +102.3% $82.20 -2.9%
224 PH PARKER-HANNIFIN CORP Industrials 1,916.0 $1.9M 0.02% +932.0 +94.7% $978.56 +1.9%
225 QCOM QUALCOMM INC Technology 9,979.0 $1.8M 0.02% +2K +25.9% $184.80 -12.9%
226 AXP AMERICAN EXPRESS CO Financial Services 5,429.0 $1.8M 0.02% +31.0 +0.6% $338.31 -1.2%
227 SCYB SCHWAB STRATEGIC TR 69,528.0 $1.8M 0.01% +3K +5.2% $26.18 -0.6%
228 TMUS T-MOBILE US INC Communication Services 10,660.0 $1.8M 0.01% +5K +101.6% $167.74 +8.8%
229 IJJ ISHARES TR 11,938.0 $1.8M 0.01% +6K +95.5% $147.74 +0.8%
230 HEICO CORP NEW 6,804.0 $1.8M 0.01% +2K +37.8% $257.94
231 AVGE AMERICAN CENTY ETF TR 17,700.0 $1.8M 0.01% +772.0 +4.6% $99.10 +2.5%
232 DSI ISHARES TR 12,068.0 $1.7M 0.01% +701.0 +6.2% $142.40 +2.9%
233 OSK OSHKOSH CORP Industrials 11,172.0 $1.7M 0.01% +1K +9.8% $153.48 +2.5%
234 SCHM SCHWAB STRATEGIC TR 46,333.0 $1.7M 0.01% +1K +2.9% $36.87 -2.0%
235 HBAN HUNTINGTON BANCSHARES INC Financial Services 95,545.0 $1.7M 0.01% +28K +41.8% $17.73 -3.9%
236 ASX ASE TECHNOLOGY HLDG CO LTD Technology 37,372.0 $1.7M 0.01% +2K +5.6% $45.12 -19.3%
237 HAL HALLIBURTON CO Energy 49,347.0 $1.7M 0.01% +6K +12.8% $33.95 +3.9%
238 CEG CONSTELLATION ENERGY CORP Utilities 6,678.0 $1.7M 0.01% +2K +44.5% $248.39 +10.4%
239 AEE AMEREN CORP Utilities 14,481.0 $1.6M 0.01% +4K +38.1% $113.04 -5.4%
240 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 6,478.0 $1.6M 0.01% +2K +53.0% $249.99 -2.7%
Page 12 of 26  ·  512 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 34.5%
Financial Services 17.7%
Industrials 11.9%
Consumer Cyclical 8.9%
Healthcare 8.6%
Consumer Defensive 5.5%
Communication Services 4.5%
Utilities 2.9%
Energy 2.9%
Basic Materials 1.4%