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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 17 of 26  ·  512 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RGLD ROYAL GOLD INC Basic Materials 4,753.0 $949K 0.01% +100.0 +2.1% $199.61 +29.8%
322 GDX VANECK ETF TRUST 12,421.0 $937K 0.01% +2K +19.9% $75.45 +36.3%
323 AKAM AKAMAI TECHNOLOGIES INC Technology 7,884.0 $932K 0.01% +4K +89.8% $118.21 -6.6%
324 ACWX ISHARES TR 12,230.0 $931K 0.01% +1K +11.7% $76.11 +2.4%
325 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 36,837.0 $923K 0.01% +3K +10.1% $25.06 +15.9%
326 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,703.0 $914K 0.01% +563.0 +26.3% $338.15 +1.0%
327 CARR CARRIER GLOBAL CORPORATION Industrials 12,297.0 $902K 0.01% +5K +59.2% $73.35 -17.7%
328 BLUE OWL CAPITAL CORPORATION 82,749.0 $899K 0.01% +7K +9.9% $10.87
329 HDV ISHARES TR 32,220.0 $883K 0.01% +26K +394.3% $27.41 +8.8%
330 XLE SELECT SECTOR SPDR TR 16,533.0 $878K 0.01% +1K +9.0% $53.11 +19.8%
331 ENB ENBRIDGE INC Energy 16,117.0 $874K 0.01% +276.0 +1.7% $54.21 -6.9%
332 PCTY PAYLOCITY HLDG CORP Technology 8,350.0 $873K 0.01% +4K +76.2% $104.53 +46.7%
333 EWBC EAST WEST BANCORP INC Financial Services 6,745.0 $871K 0.01% +3K +74.2% $129.09 +0.7%
334 DOCU DOCUSIGN INC Technology 19,464.0 $865K 0.01% +3K +17.2% $44.42 +39.6%
335 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,708.0 $849K 0.01% +811.0 +90.4% $497.02 +10.3%
336 AMKR AMKOR TECHNOLOGY INC Technology 9,833.0 $848K 0.01% +1K +14.3% $86.24 -41.7%
337 GSST GOLDMAN SACHS ETF TR 16,444.0 $832K 0.01% +1K +6.6% $50.58 -0.1%
338 WBD WARNER BROS DISCOVERY INC Communication Services 30,878.0 $823K 0.01% +6K +25.6% $26.66 +7.1%
339 NWSA NEWS CORP NEW Communication Services 32,932.0 $818K 0.01% +11K +49.2% $24.83 +22.4%
340 CPK CHESAPEAKE UTILS CORP Utilities 6,638.0 $813K 0.01% +1K +19.1% $122.48 +9.5%
Page 17 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%