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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 20 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 TENB TENABLE HLDGS INC Technology 8,710.0 $321K 0.00% -4K -32.6% $36.88 -4.3%
382 BKH BLACK HILLS CORP Utilities 4,292.0 $319K 0.00% -663.0 -13.4% $74.40 -1.6%
383 FN FABRINET Technology 560.0 $315K 0.00% -141.0 -20.1% $562.92 -19.3%
384 ONTO ONTO INNOVATION INC Technology 821.0 $311K 0.00% -3K -77.8% $378.45 -20.9%
385 AOK ISHARES TR 7,382.0 $306K 0.00% -87.0 -1.2% $41.48 -0.2%
386 CLS CELESTICA INC Technology 827.0 $302K 0.00% -22.0 -2.6% $365.03 -17.4%
387 TCBI TEXAS CAP BANCSHARES INC Financial Services 2,911.0 $301K 0.00% -1K -29.0% $103.27 -4.9%
388 FIS FIDELITY NATL INFORMATION SV Technology 7,686.0 $299K 0.00% -11K -59.0% $38.88 +4.6%
389 GPN GLOBAL PMTS INC Industrials 4,119.0 $298K 0.00% -4K -46.9% $72.38 +26.7%
390 EAT BRINKER INTL INC Consumer Cyclical 1,774.0 $298K 0.00% -1K -38.9% $168.00 +39.0%
391 BNS BANK NOVA SCOTIA B C Financial Services 3,419.0 $297K 0.00% -3K -42.3% $86.84 +1.0%
392 SHE SPDR SERIES TRUST 1,920.0 $297K 0.00% -1K -39.5% $154.46 +2.9%
393 VIS VANGUARD WORLD FD 804.0 $290K 0.00% -810.0 -50.2% $360.70 -3.2%
394 BC BRUNSWICK CORP Consumer Cyclical 3,425.0 $289K 0.00% -3K -50.2% $84.25 -3.1%
395 ROKU ROKU INC Communication Services 2,084.0 $288K 0.00% -4K -68.1% $138.14 +13.5%
396 BLOK AMPLIFY ETF TR 4,585.0 $287K 0.00% -953.0 -17.2% $62.63 -3.7%
397 BPOP POPULAR INC Financial Services 1,735.0 $285K 0.00% -4K -71.0% $164.18 +3.9%
398 ORRF ORRSTOWN FINL SVCS INC Financial Services 6,960.0 $284K 0.00% -163.0 -2.3% $40.83 +2.3%
399 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 10,036.0 $283K 0.00% -289.0 -2.8% $28.24 +12.7%
400 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,935.0 $282K 0.00% -4K -54.8% $96.13 -50.7%
Page 20 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%