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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 6 of 10  ·  192 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 RVMD REVOLUTION MEDICINES INC Healthcare 1,631.0 $305K 0.00% NEW $187.28 +14.2%
102 MUSA MURPHY USA INC Consumer Cyclical 566.0 $305K 0.00% NEW $539.53 +7.0%
103 FLEX FLEX LTD Technology 1,871.0 $303K 0.00% NEW $162.07 -29.0%
104 UGI UGI CORP NEW Utilities 8,686.0 $300K 0.00% NEW $34.54 +11.3%
105 GTO INVESCO ACTIVELY MANAGED EXC 6,385.0 $299K 0.00% NEW $46.87 -1.1%
106 AES AES CORP Utilities 19,910.0 $292K 0.00% NEW $14.66 +0.4%
107 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 12,285.0 $290K 0.00% NEW $23.58 +4.7%
108 OLN OLIN CORP Basic Materials 14,560.0 $289K 0.00% NEW $19.82 -4.4%
109 WLK WESTLAKE CORPORATION Basic Materials 3,912.0 $286K 0.00% NEW $73.00 +8.9%
110 DPZ DOMINOS PIZZA INC Consumer Cyclical 963.0 $285K 0.00% NEW $296.04 +15.1%
111 NMZ NUVEEN MUN HIGH INCOME OPPOR Financial Services 26,937.0 $285K 0.00% NEW $10.57 -4.1%
112 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 3,439.0 $283K 0.00% NEW $82.43 -5.5%
113 HGER HARBOR ETF TRUST 9,610.0 $282K 0.00% NEW $29.34 +18.0%
114 PENN PENN ENTERTAINMENT INC Consumer Cyclical 13,140.0 $281K 0.00% NEW $21.36 -12.6%
115 ISHARES TR 12,203.0 $279K 0.00% NEW $22.89
116 BOTZ GLOBAL X FDS 7,102.0 $269K 0.00% NEW $37.94 -4.3%
117 XT ISHARES TR 3,161.0 $261K 0.00% NEW $82.65 +0.4%
118 PNR PENTAIR PLC Industrials 3,396.0 $260K 0.00% NEW $76.68 -14.6%
119 STM STMICROELECTRONICS N V Technology 3,465.0 $260K 0.00% NEW $74.90 -32.6%
120 MKL MARKEL GROUP INC Financial Services 132.0 $258K 0.00% NEW $1953.01 -7.6%
Page 6 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%