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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 10 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VHT VANGUARD WORLD FD 4,307.0 $1.3M 0.01% -641.0 -12.9% $299.02 +8.3%
182 MCK MCKESSON CORP Healthcare 1,702.0 $1.3M 0.01% -258.0 -13.2% $755.70 +11.0%
183 VEEV VEEVA SYS INC Healthcare 7,241.0 $1.3M 0.01% -768.0 -9.6% $177.48 +41.2%
184 VTR VENTAS INC Real Estate 14,344.0 $1.3M 0.01% -4K -22.4% $88.80 +4.4%
185 DHI D R HORTON INC Consumer Cyclical 7,819.0 $1.3M 0.01% -2K -22.3% $162.88 -9.5%
186 EXPAND ENERGY CORPORATION 13,898.0 $1.3M 0.01% -568.0 -3.9% $91.19
187 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 16,501.0 $1.3M 0.01% -3K -16.3% $76.40 +6.9%
188 PRFZ INVESCO EXCHANGE TRADED FD T 22,558.0 $1.3M 0.01% -240.0 -1.1% $55.77 -0.6%
189 A AGILENT TECHNOLOGIES INC Healthcare 9,293.0 $1.2M 0.01% -3K -24.9% $132.83 +17.7%
190 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,508.0 $1.2M 0.01% -1K -28.7% $350.08 -9.6%
191 AOR ISHARES TR 17,634.0 $1.2M 0.01% -1K -7.1% $69.50 +0.2%
192 TSN TYSON FOODS INC Consumer Defensive 21,247.0 $1.2M 0.01% -20K -48.0% $57.25 +2.0%
193 AA ALCOA CORP Basic Materials 23,074.0 $1.2M 0.01% -3K -9.9% $52.14 -3.0%
194 VYMI VANGUARD WHITEHALL FDS 12,105.0 $1.2M 0.01% -3K -18.5% $98.20 +6.1%
195 INTU INTUIT Technology 4,537.0 $1.2M 0.01% -2K -25.0% $261.03 +38.6%
196 RBC RBC BEARINGS INC Industrials 1,829.0 $1.2M 0.01% -36.0 -1.9% $644.06 -21.7%
197 CMF ISHARES TR 20,408.0 $1.2M 0.01% -5K -19.0% $57.64 -1.8%
198 CRM SALESFORCE INC Technology 7,449.0 $1.2M 0.01% -5K -40.4% $156.66 +31.1%
199 ECL ECOLAB INC Basic Materials 4,160.0 $1.2M 0.01% -2K -31.3% $278.64 +1.0%
200 SCHP SCHWAB STRATEGIC TR 43,341.0 $1.1M 0.01% -10K -19.3% $26.50 -1.6%
Page 10 of 24  ·  471 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%