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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 27 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 NVS NOVARTIS AG Healthcare 7,504.0 $1.2M 0.01% +382.0 +5.4% $156.73 +1.4%
522 CRM SALESFORCE INC Technology 7,449.0 $1.2M 0.01% -5K -40.4% $156.66 +33.5%
523 WRB BERKLEY W R CORP Financial Services 16,538.0 $1.2M 0.01% NEW $70.53 -2.7%
524 NNN NNN REIT INC Real Estate 25,043.0 $1.2M 0.01% +12K +85.0% $46.53 -1.5%
525 SHEL SHELL PLC Energy 15,015.0 $1.2M 0.01% +6K +65.9% $77.54 +20.4%
526 ECL ECOLAB INC Basic Materials 4,160.0 $1.2M 0.01% -2K -31.3% $278.64 +1.1%
527 FLTB FIDELITY MERRIMACK STR TR 22,959.0 $1.2M 0.01% $50.13 -0.2%
528 SCHP SCHWAB STRATEGIC TR 43,341.0 $1.1M 0.01% -10K -19.3% $26.50 -2.0%
529 AMT AMERICAN TOWER CORP Real Estate 7,018.0 $1.1M 0.01% NEW $163.59 +7.5%
530 LHX L3HARRIS TECHNOLOGIES INC Industrials 3,941.0 $1.1M 0.01% +2K +72.4% $290.64 -8.2%
531 LITE LUMENTUM HLDGS INC Technology 1,332.0 $1.1M 0.01% -586.0 -30.6% $858.45 +1.0%
532 IVZ INVESCO LTD Financial Services 43,316.0 $1.1M 0.01% -7K -13.5% $26.39 +21.3%
533 S SENTINELONE INC Technology 67,322.0 $1.1M 0.01% -687.0 -1.0% $16.97 +24.9%
534 THRO BLACKROCK ETF TRUST 26,355.0 $1.1M 0.01% -4K -13.6% $43.11 +1.2%
535 ACN ACCENTURE PLC IRELAND Technology 9,097.0 $1.1M 0.01% -3K -25.4% $124.45 +48.9%
536 OXY OCCIDENTAL PETE CORP Energy 23,257.0 $1.1M 0.01% +2K +7.7% $48.57 +26.2%
537 BK BANK OF NY MELLON CORP Financial Services 7,799.0 $1.1M 0.01% -6K -41.4% $144.62 -1.9%
538 KMX CARMAX INC Consumer Cyclical 21,323.0 $1.1M 0.01% -21K -50.0% $52.89 +17.5%
539 SOXX ISHARES TR 1,750.0 $1.1M 0.01% +413.0 +30.9% $640.92 -18.9%
540 DFAW DIMENSIONAL ETF TRUST 13,497.0 $1.1M 0.01% +4K +38.0% $82.79 +3.1%
Page 27 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 34.5%
Financial Services 17.7%
Industrials 11.9%
Consumer Cyclical 8.9%
Healthcare 8.6%
Consumer Defensive 5.5%
Communication Services 4.5%
Utilities 2.9%
Energy 2.9%
Basic Materials 1.4%