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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 17 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GIS GENERAL MILLS INC Consumer Defensive 71,557.0 $2.5M 0.02% +54K +318.5% $34.80 +13.8%
322 UPS UNITED PARCEL SVCS INC Industrials 23,053.0 $2.5M 0.02% -10K -31.2% $107.50 -4.6%
323 MOH MOLINA HEALTHCARE INC Healthcare 10,829.0 $2.5M 0.02% +2K +26.0% $228.70 -13.9%
324 SHYG ISHARES TR 57,921.0 $2.5M 0.02% +11K +22.9% $42.41 -0.5%
325 FSK FS KKR CAP CORP Financial Services 230,514.0 $2.4M 0.02% +22K +10.7% $10.50 +13.4%
326 CAMT CAMTEK LTD Technology 14,837.0 $2.4M 0.02% $163.12 -9.0%
327 EFG ISHARES TR 19,406.0 $2.4M 0.02% +2K +9.5% $124.42 +0.3%
328 AVIG AMERICAN CENTY ETF TR 57,893.0 $2.4M 0.02% +7K +14.1% $41.41 -1.6%
329 MCD MCDONALDS CORP Consumer Cyclical 8,854.0 $2.4M 0.02% -1K -10.2% $270.33 -0.4%
330 XHLF BONDBLOXX ETF TRUST 47,307.0 $2.4M 0.02% NEW $50.30 -0.1%
331 AEP AMERICAN ELEC PWR CO INC Utilities 17,388.0 $2.4M 0.02% -529.0 -3.0% $136.81 -8.1%
332 GOVT ISHARES TR 104,014.0 $2.4M 0.02% +11K +11.9% $22.78 -1.3%
333 UAL UNITED AIRLS HLDGS INC Industrials 17,423.0 $2.4M 0.02% +2K +16.4% $135.99 -17.9%
334 AMGN AMGEN INC Healthcare 6,527.0 $2.4M 0.02% +1K +19.4% $362.13 +19.8%
335 SDY SPDR SERIES TRUST 15,480.0 $2.4M 0.02% +10K +169.6% $152.18 +3.9%
336 PRF INVESCO EXCHANGE TRADED FD T 43,269.0 $2.3M 0.02% +3K +6.5% $54.03 +3.3%
337 VMBS VANGUARD SCOTTSDALE FDS 49,821.0 $2.3M 0.02% -513.0 -1.0% $46.81 -1.2%
338 VIKING HOLDINGS LTD 22,264.0 $2.3M 0.02% +690.0 +3.2% $104.67
339 WCN WASTE CONNECTIONS INC Industrials 13,887.0 $2.3M 0.02% NEW $166.70 +1.0%
340 FNDC SCHWAB STRATEGIC TR 47,583.0 $2.3M 0.02% -3K -5.1% $48.56 +4.6%
Page 17 of 63  ·  1,243 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%