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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 21 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EXLS EXLSERVICE HLDGS INC Technology 10,849.0 $281K 0.00% -6K -35.3% $25.86 +43.3%
402 CSTM CONSTELLIUM SE Basic Materials 8,757.0 $279K 0.00% -5K -34.2% $31.87 -16.8%
403 CGDV CAPITAL GROUP DIVIDEND VALUE 5,654.0 $279K 0.00% -289.0 -4.9% $49.29 +1.3%
404 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 2,435.0 $279K 0.00% -7K -73.0% $114.41 -16.4%
405 PLOW DOUGLAS DYNAMICS INC Consumer Cyclical 5,138.0 $277K 0.00% -214.0 -4.0% $53.95 -23.8%
406 HLIT HARMONIC INC Technology 16,829.0 $275K 0.00% -3K -14.9% $16.33 -24.2%
407 AOM ISHARES TR 5,466.0 $273K 0.00% -185.0 -3.3% $49.89 -0.4%
408 VTWO VANGUARD SCOTTSDALE FDS 2,228.0 $271K 0.00% -98.0 -4.2% $121.47 -0.9%
409 LYG LLOYDS BANKING GROUP PLC Financial Services 46,100.0 $269K 0.00% -471.0 -1.0% $5.83 +1.2%
410 SUSB ISHARES TR 10,737.0 $268K 0.00% -6K -36.5% $24.99 -0.6%
411 CNQ CANADIAN NAT RES LTD MED TER Energy 6,767.0 $267K 0.00% -138.0 -2.0% $39.50 +29.2%
412 GEM GOLDMAN SACHS ETF TR 5,083.0 $264K 0.00% -404.0 -7.4% $52.00 -2.3%
413 INVH INVITATION HOMES INC Real Estate 8,729.0 $264K 0.00% -4K -32.2% $30.21 +0.2%
414 ADT ADT INC DEL Industrials 40,453.0 $263K 0.00% -72K -63.9% $6.50 +13.4%
415 NU NU HLDGS LTD Financial Services 19,329.0 $258K 0.00% -33K -63.3% $13.36 +6.4%
416 BIL SPDR SERIES TRUST 2,802.0 $257K 0.00% -9K -75.7% $91.66 -0.1%
417 HYG ISHARES TR 3,208.0 $257K 0.00% -24.0 -0.7% $79.99 -0.5%
418 PGX INVESCO EXCH TRADED FD TR II 23,617.0 $256K 0.00% -4K -13.0% $10.84 -1.9%
419 TOPT ISHARES TR 7,645.0 $252K 0.00% -1K -15.8% $32.92 +1.0%
420 ENS ENERSYS Industrials 1,068.0 $250K 0.00% -1K -54.1% $233.84 -18.8%
Page 21 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%