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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 17 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ET ENERGY TRANSFER L P Energy 26,169.0 $500K 0.00% -6K -18.2% $19.12 +10.9%
322 RHI ROBERT HALF INC. Industrials 16,147.0 $496K 0.00% -4K -21.1% $30.70 +42.9%
323 KNG FIRST TR EXCHANGE-TRADED FD 9,700.0 $490K 0.00% -2K -13.4% $50.50 +3.0%
324 PSCC INVESCO EXCH TRADED FD TR II 13,779.0 $486K 0.00% -5K -28.3% $35.27 +6.0%
325 SNY SANOFI SA Healthcare 11,354.0 $484K 0.00% -971.0 -7.9% $42.66 +5.8%
326 APP APPLOVIN CORP Technology 938.0 $484K 0.00% -667.0 -41.6% $515.59 -40.1%
327 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,870.0 $484K 0.00% -10K -67.6% $99.29 -10.5%
328 ICICI BANK LIMITED 16,510.0 $479K 0.00% -5K -24.6% $29.03
329 FCOM FIDELITY COVINGTON TRUST 6,871.0 $477K 0.00% -484.0 -6.6% $69.48 +0.3%
330 SDVY FIRST TR EXCHANGE TRADED FD 10,918.0 $471K 0.00% -732.0 -6.3% $43.14 +1.2%
331 BUG GLOBAL X FDS 12,275.0 $469K 0.00% -2K -13.7% $38.19 +5.1%
332 PR PERMIAN RESOURCES CORP Energy 24,995.0 $460K 0.00% -6K -19.8% $18.41 +29.7%
333 JHG JANUS HENDERSON GROUP PLC Financial Services 8,834.0 $459K 0.00% -11K -54.3% $51.95 +0.0%
334 MTG MGIC INVT CORP WIS Financial Services 16,031.0 $452K 0.00% -13K -44.2% $28.20 +8.9%
335 SGVT SCHWAB STRATEGIC TR 4,487.0 $452K 0.00% -2K -29.9% $100.74 -0.1%
336 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,161.0 $449K 0.00% -5K -52.7% $107.80 +2.5%
337 WPC WP CAREY INC Real Estate 6,235.0 $446K 0.00% -8K -56.3% $71.51 +0.7%
338 AEM AGNICO EAGLE MINES LTD Basic Materials 2,865.0 $444K 0.00% -67.0 -2.3% $155.13 +36.7%
339 CMCSA COMCAST CORP NEW Communication Services 18,091.0 $444K 0.00% -38K -67.5% $24.55 +7.6%
340 SF STIFEL FINL CORP Financial Services 6,349.0 $443K 0.00% -15K -70.6% $69.77 +14.5%
Page 17 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%