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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 19 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FLR FLUOR CORP Industrials 7,137.0 $374K 0.00% -7K -50.8% $52.39 -0.4%
362 APTIV PLC 5,841.0 $359K 0.00% -769.0 -11.6% $61.38
363 NVO NOVO-NORDISK A S Healthcare 7,299.0 $350K 0.00% -74.0 -1.0% $47.95 -3.8%
364 ADSK AUTODESK INC Technology 1,777.0 $346K 0.00% -593.0 -25.0% $194.48 +29.1%
365 NWL NEWELL BRANDS INC Consumer Defensive 55,989.0 $344K 0.00% -9K -13.7% $6.14 -5.7%
366 FTRE FORTREA HLDGS INC Healthcare 19,755.0 $344K 0.00% -11K -35.0% $17.40 +4.5%
367 IJT ISHARES TR 1,911.0 $341K 0.00% -107.0 -5.3% $178.60 -3.2%
368 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 1,133.0 $341K 0.00% -449.0 -28.4% $301.21 -23.9%
369 MCY MERCURY GENL CORP NEW Financial Services 3,195.0 $341K 0.00% -1K -26.2% $106.62 -2.6%
370 SPOT SPOTIFY TECHNOLOGY S A Communication Services 740.0 $340K 0.00% -765.0 -50.8% $459.66 +16.0%
371 VCR VANGUARD WORLD FD 849.0 $337K 0.00% -496.0 -36.9% $396.61 -1.0%
372 CLX CLOROX CO DEL Consumer Defensive 3,521.0 $336K 0.00% -275.0 -7.2% $95.46 +11.1%
373 HUBS HUBSPOT INC Technology 1,815.0 $331K 0.00% -1K -41.9% $182.54 +31.4%
374 ING ING GROEP N.V. Financial Services 10,516.0 $330K 0.00% -181.0 -1.7% $31.38 +9.9%
375 KLIC KULICKE & SOFFA INDS INC Technology 2,460.0 $329K 0.00% -2K -48.2% $133.76 -36.4%
376 EA ELECTRONIC ARTS INC Communication Services 1,599.0 $328K 0.00% -2K -55.2% $205.15 +2.2%
377 VMI VALMONT INDS INC Industrials 563.0 $325K 0.00% -811.0 -59.0% $577.82 -16.6%
378 IFRA ISHARES TR 5,152.0 $325K 0.00% -614.0 -10.7% $63.04 -4.4%
379 GRNB VANECK ETF TRUST 13,434.0 $324K 0.00% -899.0 -6.3% $24.14 -1.2%
380 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,358.0 $323K 0.00% -2K -43.0% $136.99 +30.3%
Page 19 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%