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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 12 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TIP ISHARES TR 9,308.0 $1.0M 0.01% -6K -38.2% $109.43 -2.1%
222 PINNACLE FINL PARTNERS INC 10,028.0 $1.0M 0.01% -6K -38.4% $100.88
223 PB PROSPERITY BANCSHARES INC Financial Services 13,703.0 $1.0M 0.01% -4K -24.1% $73.03 -0.5%
224 RFV INVESCO EXCHANGE TRADED FD T 6,973.0 $997K 0.01% -5K -39.8% $142.93 +5.2%
225 ECG EVERUS CONSTR GROUP Industrials 5,947.0 $987K 0.01% -333.0 -5.3% $165.95 -23.8%
226 MKSI MKS INC. Technology 2,206.0 $981K 0.01% -47.0 -2.1% $444.80 -37.4%
227 OEF ISHARES TR 2,679.0 $980K 0.01% -2K -46.0% $365.95 +3.3%
228 IQVIA HLDGS INC 5,053.0 $976K 0.01% -100.0 -1.9% $193.25
229 ADI ANALOG DEVICES INC Technology 2,450.0 $973K 0.01% -2K -40.8% $397.30 -5.1%
230 AVSU AMERICAN CENTY ETF TR 10,788.0 $955K 0.01% -132.0 -1.2% $88.52 +0.8%
231 NDAQ NASDAQ INC Financial Services 12,107.0 $954K 0.01% -2K -13.8% $78.82 +24.3%
232 WM WASTE MGMT INC DEL Industrials 4,194.0 $935K 0.01% -9K -69.1% $222.90 +0.6%
233 HELO J P MORGAN EXCHANGE TRADED F 13,780.0 $931K 0.01% -2K -11.3% $67.58 +2.7%
234 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,384.0 $912K 0.01% -2K -20.3% $123.45 -5.6%
235 IT GARTNER INC Technology 7,031.0 $911K 0.01% -2K -18.0% $129.63 +50.1%
236 BALL BALL CORP Consumer Cyclical 14,241.0 $889K 0.01% -2K -10.4% $62.40 +1.6%
237 DINO HF SINCLAIR CORP Energy 12,577.0 $876K 0.01% -15K -54.1% $69.66 +39.2%
238 FIVE FIVE BELOW INC Consumer Cyclical 4,869.0 $875K 0.01% -5K -48.5% $179.79 +38.1%
239 LVS LAS VEGAS SANDS CORP Consumer Cyclical 18,671.0 $862K 0.01% -17K -47.0% $46.19 +1.8%
240 HST HOST HOTELS & RESORTS INC Real Estate 36,349.0 $862K 0.01% -4K -9.5% $23.71 -2.5%
Page 12 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%