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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 5 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RKLB ROCKET LAB CORP Industrials 3,455.0 $351K 0.00% NEW $101.66 -24.9%
82 EXP EAGLE MATLS INC Basic Materials 1,557.0 $350K 0.00% NEW $225.01 -8.0%
83 FDM FIRST TR EXCHANGE-TRADED FD 3,722.0 $347K 0.00% NEW $93.11 +0.9%
84 CSX CSX CORP Industrials 7,249.0 $345K 0.00% NEW $47.53 +7.1%
85 TGTX TG THERAPEUTICS INC Healthcare 6,261.0 $344K 0.00% NEW $54.94 -6.3%
86 EAGG ISHARES TR 7,208.0 $342K 0.00% NEW $47.41 -1.4%
87 NEBIUS GROUP N.V. 1,222.0 $337K 0.00% NEW $276.17
88 AIS TIDAL TRUST III 3,926.0 $335K 0.00% NEW $85.31 -20.0%
89 COLD AMERICOLD REALTY TRUST INC Real Estate 20,817.0 $327K 0.00% NEW $15.72 -4.2%
90 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 9,791.0 $327K 0.00% NEW $33.39 -21.3%
91 IGV ISHARES TR 3,597.0 $326K 0.00% NEW $90.60 +13.3%
92 DT DYNATRACE INC Technology 7,302.0 $321K 0.00% NEW $43.91 +12.9%
93 IDEQ LAZARD ACTIVE ETF TR 9,123.0 $320K 0.00% NEW $35.07 +1.9%
94 INOD INNODATA INC Technology 4,213.0 $318K 0.00% NEW $75.58 -18.0%
95 DUPONT DE NEMOURS INC 2,339.0 $317K 0.00% NEW $135.64
96 MXL MAXLINEAR INC Technology 2,463.0 $315K 0.00% NEW $128.03 -47.5%
97 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,454.0 $315K 0.00% NEW $91.21 -14.6%
98 HUM HUMANA INC Healthcare 791.0 $314K 0.00% NEW $397.52 -5.0%
99 SANM SANMINA CORP Technology 1,229.0 $311K 0.00% NEW $253.08 -24.4%
100 UBS UBS GROUP AG Financial Services 6,199.0 $307K 0.00% NEW $49.56 +7.5%
Page 5 of 10  ·  192 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 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%