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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 11 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LITE LUMENTUM HLDGS INC Technology 1,332.0 $1.1M 0.01% -586.0 -30.6% $858.45 +1.3%
202 IVZ INVESCO LTD Financial Services 43,316.0 $1.1M 0.01% -7K -13.5% $26.39 +20.9%
203 S SENTINELONE INC Technology 67,322.0 $1.1M 0.01% -687.0 -1.0% $16.97 +23.2%
204 THRO BLACKROCK ETF TRUST 26,355.0 $1.1M 0.01% -4K -13.6% $43.11 +1.1%
205 ACN ACCENTURE PLC IRELAND Technology 9,097.0 $1.1M 0.01% -3K -25.4% $124.45 +47.6%
206 BK BANK OF NY MELLON CORP Financial Services 7,799.0 $1.1M 0.01% -6K -41.4% $144.62 -1.9%
207 KMX CARMAX INC Consumer Cyclical 21,323.0 $1.1M 0.01% -21K -50.0% $52.89 +17.5%
208 DOW DOW HLDGS INC Basic Materials 40,430.0 $1.1M 0.01% -14K -25.2% $27.36 +19.8%
209 VMC VULCAN MATLS CO Basic Materials 3,739.0 $1.1M 0.01% -1K -24.0% $295.07 -6.3%
210 TXT TEXTRON INC Industrials 12,010.0 $1.1M 0.01% -8K -39.9% $91.73 -9.6%
211 LECO LINCOLN ELEC HLDGS INC Industrials 4,144.0 $1.1M 0.01% -3K -40.5% $265.51 +6.4%
212 FPE FIRST TR EXCH TRADED FD III 60,925.0 $1.1M 0.01% -3K -5.0% $17.88 -1.2%
213 VFMF VANGUARD WELLINGTON FD 6,143.0 $1.1M 0.01% -1K -18.4% $176.98 +5.5%
214 PGR PROGRESSIVE CORP Financial Services 4,971.0 $1.1M 0.01% -3K -35.5% $218.48 +0.2%
215 BWA BORGWARNER INC Consumer Cyclical 16,282.0 $1.1M 0.01% -16K -48.8% $66.40 +1.9%
216 MSCI MSCI INC Financial Services 1,908.0 $1.1M 0.01% -573.0 -23.1% $560.06 +0.8%
217 CAH CARDINAL HEALTH INC Healthcare 4,438.0 $1.1M 0.01% -2K -32.2% $237.60 -3.7%
218 GL GLOBE LIFE INC Financial Services 5,867.0 $1.0M 0.01% -924.0 -13.6% $178.68 -4.5%
219 CI THE CIGNA GROUP Healthcare 3,764.0 $1.0M 0.01% -4K -52.7% $275.72 +0.5%
220 BNDX VANGUARD CHARLOTTE FDS 21,196.0 $1.0M 0.01% -28K -57.3% $48.43 -1.7%
Page 11 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 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%