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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 19 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DKNG DRAFTKINGS INC NEW Consumer Cyclical 80,711.0 $2.0M 0.02% +10K +14.7% $25.26 -0.9%
362 HEI HEICO CORP NEW Industrials 5,679.0 $2.0M 0.02% +648.0 +12.9% $356.19 -1.6%
363 REET ISHARES TR 73,009.0 $2.0M 0.02% +2K +2.3% $27.62 +1.7%
364 AME AMETEK INC Industrials 8,331.0 $2.0M 0.02% -5K -39.5% $241.95 -1.2%
365 NTNX NUTANIX INC Technology 39,249.0 $2.0M 0.02% -4K -9.3% $50.96 +30.2%
366 CRWD CROWDSTRIKE HLDGS INC Technology 2,606.0 $2.0M 0.02% +671.0 +34.7% $190.85 -0.3%
367 CL COLGATE PALMOLIVE CO Consumer Defensive 21,631.0 $2.0M 0.02% +16K +319.4% $91.68 -2.2%
368 XLF SELECT SECTOR SPDR TR 36,989.0 $2.0M 0.02% +1K +3.6% $53.61 +6.2%
369 GLDM WORLD GOLD TR Financial Services 24,835.0 $2.0M 0.02% -1K -5.2% $79.42 +12.8%
370 MLI MUELLER INDS INC Industrials 16,043.0 $2.0M 0.02% -7K -30.7% $122.93 -49.6%
371 FNDX SCHWAB STRATEGIC TR 63,050.0 $2.0M 0.02% -11K -15.2% $31.10 +4.0%
372 MBB ISHARES TR 20,742.0 $2.0M 0.02% +1K +7.5% $94.52 -1.3%
373 SNPS SYNOPSYS INC Technology 4,389.0 $2.0M 0.02% +4K +573.2% $446.09 -10.8%
374 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 11,434.0 $1.9M 0.02% -7K -38.6% $168.54 -9.3%
375 NEE NEXTERA ENERGY INC Utilities 21,766.0 $1.9M 0.02% -6K -21.4% $87.77 -3.1%
376 CARNIVAL CORP LTD 66,811.0 $1.9M 0.02% NEW $28.57
377 TT TRANE TECHNOLOGIES PLC Industrials 3,882.0 $1.9M 0.02% +2K +63.6% $491.17 -8.2%
378 DIA STATE STR SPDR DOW JONES IND Financial Services 3,619.0 $1.9M 0.02% +366.0 +11.2% $522.41 +1.0%
379 USCI UNITED STS COMMODITY INDEX F Financial Services 20,377.0 $1.9M 0.02% +8K +61.6% $92.64 +14.6%
380 BP BP PLC Energy 51,047.0 $1.9M 0.02% +6K +12.3% $36.95 +22.2%
Page 19 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%