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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 4 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 4,033 $371K 0.00% SOLD
62 CNH INDL N V 33,625 $370K 0.00% SOLD
63 CGNX COGNEX CORP Technology 7,436 $364K 0.00% SOLD
64 SAIC SCIENCE APPLICATIONS INTL CO Technology 3,831 $364K 0.00% SOLD
65 LFUS LITTELFUSE INC Technology 1,062 $360K 0.00% SOLD
66 ETSY INC 7,151 $357K 0.00% SOLD
67 ZTS ZOETIS INC Healthcare 3,009 $355K 0.00% SOLD
68 ACGL ARCH CAP GROUP LTD Financial Services 3,672 $352K 0.00% SOLD
69 NTAP NETAPP INC Technology 3,440 $352K 0.00% SOLD
70 SAM BOSTON BEER INC Consumer Defensive 1,528 $352K 0.00% SOLD
71 RDN RADIAN GROUP INC Financial Services 10,517 $348K 0.00% SOLD
72 SFM SPROUTS FMRS MKT INC Consumer Defensive 4,401 $339K 0.00% SOLD
73 CVLC MORGAN STANLEY ETF TRUST 4,221 $338K 0.00% SOLD
74 GLOBUS MED INC 3,894 $335K 0.00% SOLD
75 APA APA CORPORATION Energy 7,815 $333K 0.00% SOLD
76 XYLD GLOBAL X FDS 8,477 $332K 0.00% SOLD
77 XYL XYLEM INC Industrials 2,709 $324K 0.00% SOLD
78 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 9,584 $323K 0.00% SOLD
79 TYL TYLER TECHNOLOGIES INC Technology 940 $322K 0.00% SOLD
80 LYFT LYFT INC Technology 24,179 $322K 0.00% SOLD
Page 4 of 10  ·  198 positions
Sector Allocation
Technology 33.8%
Financial Services 17.4%
Industrials 11.7%
Consumer Cyclical 8.8%
Healthcare 8.4%
Communication Services 6.4%
Consumer Defensive 5.4%
Energy 2.9%
Utilities 2.8%
Basic Materials 1.4%