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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 22 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LINC LINCOLN EDL SVCS CORP Consumer Defensive 4,978.0 $248K 0.00% -944.0 -15.9% $49.90 -47.3%
422 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,188.0 $247K 0.00% -705.0 -7.9% $30.17 +13.0%
423 PJP INVESCO EXCHANGE TRADED FD T 2,065.0 $245K 0.00% -12.0 -0.6% $118.46 +11.1%
424 CNI CANADIAN NATL RY CO Industrials 2,043.0 $244K 0.00% -142.0 -6.5% $119.26 +7.0%
425 ESTC ELASTIC N V Technology 4,261.0 $243K 0.00% -12K -73.6% $57.02 +53.2%
426 HEFA ISHARES TR 5,170.0 $243K 0.00% -417.0 -7.5% $46.93 +0.0%
427 RWL INVESCO EXCH TRADED FD TR II 1,822.0 $233K 0.00% -2K -49.4% $127.80 +5.4%
428 MINN TRUST FOR PROFESSIONAL MANAG 10,329.0 $231K 0.00% -6K -37.6% $22.39 -1.5%
429 CCK CROWN HLDGS INC Consumer Cyclical 2,061.0 $230K 0.00% -8K -78.7% $111.83 +4.6%
430 SPIP SPDR SERIES TRUST 8,943.0 $230K 0.00% -5K -33.9% $25.68 -1.9%
431 FERG FERGUSON ENTERPRISES INC Industrials 960.0 $228K 0.00% -2K -69.4% $237.38 +2.4%
432 VBIL VANGUARD INSTL INDEX FD 2,982.0 $226K 0.00% -292.0 -8.9% $75.68 -0.1%
433 KD KYNDRYL HLDGS INC Technology 19,489.0 $220K 0.00% -10K -34.4% $11.31 +9.5%
434 SMMV ISHARES TR 4,711.0 $217K 0.00% -334.0 -6.6% $46.05 +3.7%
435 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,342.0 $215K 0.00% -3K -71.0% $160.42 +11.3%
436 AXTA AXALTA COATING SYS LTD Basic Materials 6,248.0 $214K 0.00% -25K -80.1% $34.22 +6.0%
437 STRA STRATEGIC ED INC Consumer Defensive 2,780.0 $213K 0.00% -220.0 -7.3% $76.62 +8.0%
438 JXN JACKSON FINANCIAL INC Financial Services 2,068.0 $212K 0.00% -1K -37.8% $102.40 +28.0%
439 ICSH ISHARES TR 4,156.0 $210K 0.00% -955.0 -18.7% $50.58 -0.1%
440 WSBC WESBANCO INC Financial Services 5,383.0 $210K 0.00% -1K -16.4% $39.04 +5.4%
Page 22 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%