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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 3 of 24  ·  471 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LMT LOCKHEED MARTIN CORP Industrials 16,577.0 $8.4M 0.07% -2K -12.5% $509.49 +19.2%
42 WDC WESTERN DIGITAL CORP Technology 13,005.0 $8.3M 0.07% -7K -33.4% $638.73 -22.3%
43 ORCL ORACLE CORP Technology 55,380.0 $8.1M 0.07% -13K -18.8% $146.55 -2.6%
44 PG PROCTER & GAMBLE CO Consumer Defensive 49,114.0 $7.2M 0.06% -2K -3.0% $146.64 -2.2%
45 IWM ISHARES TR 23,505.0 $7.1M 0.06% -4K -14.0% $300.46 -0.1%
46 IXUS ISHARES TR 73,656.0 $7.0M 0.06% -3K -4.3% $95.44 +1.1%
47 ETN EATON CORP PLC Industrials 16,444.0 $7.0M 0.06% -3K -14.9% $426.11 +1.2%
48 FMB FIRST TR EXCH TRADED FD III 134,362.0 $6.9M 0.06% -1K -0.8% $51.37 -2.0%
49 EEM ISHARES TR 98,766.0 $6.8M 0.06% -6K -5.4% $68.41 -4.5%
50 MA MASTERCARD INCORPORATED Financial Services 12,935.0 $6.6M 0.06% -2K -15.4% $513.61 +11.8%
51 PEP PEPSICO INC Consumer Defensive 47,933.0 $6.5M 0.06% -25K -34.0% $135.40 +3.5%
52 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 9,224.0 $6.5M 0.06% -3K -26.3% $703.39 +0.1%
53 DE DEERE & CO Industrials 9,693.0 $6.1M 0.05% -395.0 -3.9% $634.35 -7.2%
54 DON WISDOMTREE TR 98,669.0 $5.6M 0.05% -3K -3.0% $56.52 +3.0%
55 BMY BRISTOL-MYERS SQUIBB CO Healthcare 96,478.0 $5.6M 0.05% -26K -21.2% $57.62 +14.6%
56 CB CHUBB LIMITED Financial Services 15,973.0 $5.4M 0.05% -2K -9.0% $340.74 +1.3%
57 IWS ISHARES TR 33,039.0 $5.4M 0.05% -846.0 -2.5% $164.60 +3.8%
58 PLTR PALANTIR TECHNOLOGIES INC Technology 46,336.0 $5.4M 0.05% -28K -37.9% $116.67 +47.0%
59 TJX TJX COS INC NEW Consumer Cyclical 35,323.0 $5.4M 0.04% -2K -6.5% $151.50 -0.4%
60 PSX PHILLIPS 66 Energy 30,361.0 $5.1M 0.04% -822.0 -2.6% $169.05 +44.0%
Page 3 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%