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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 30 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 MKSI MKS INC. Technology 2,206.0 $981K 0.01% -47.0 -2.1% $444.80 -37.3%
582 MDYG SPDR SERIES TRUST 8,753.0 $981K 0.01% +959.0 +12.3% $112.09 -1.7%
583 OEF ISHARES TR 2,679.0 $980K 0.01% -2K -46.0% $365.95 +3.3%
584 XAR SPDR SERIES TRUST 3,447.0 $978K 0.01% +905.0 +35.6% $283.85 -3.9%
585 IQVIA HLDGS INC 5,053.0 $976K 0.01% -100.0 -1.9% $193.25
586 MOS MOSAIC CO Basic Materials 45,987.0 $974K 0.01% +17K +57.6% $21.19 +15.2%
587 ADI ANALOG DEVICES INC Technology 2,450.0 $973K 0.01% -2K -40.8% $397.30 -6.1%
588 EMLP FIRST TR EXCHANGE-TRADED FD 22,323.0 $971K 0.01% +2K +9.6% $43.50 +0.5%
589 AN AUTONATION INC Consumer Cyclical 5,198.0 $966K 0.01% +443.0 +9.3% $185.79 +7.4%
590 EBAY EBAY INC. Consumer Cyclical 8,621.0 $963K 0.01% +2K +22.7% $111.76 -6.8%
591 SWK STANLEY BLACK & DECKER INC Industrials 10,171.0 $957K 0.01% +771.0 +8.2% $94.13 +6.3%
592 AVSU AMERICAN CENTY ETF TR 10,788.0 $955K 0.01% -132.0 -1.2% $88.52 +0.9%
593 GBDC GOLUB CAP BDC INC Financial Services 74,107.0 $955K 0.01% +4K +6.2% $12.88 +2.5%
594 NDAQ NASDAQ INC Financial Services 12,107.0 $954K 0.01% -2K -13.8% $78.82 +24.6%
595 RGLD ROYAL GOLD INC Basic Materials 4,753.0 $949K 0.01% +100.0 +2.1% $199.61 +29.8%
596 GDX VANECK ETF TRUST 12,421.0 $937K 0.01% +2K +19.9% $75.45 +36.3%
597 WM WASTE MGMT INC DEL Industrials 4,194.0 $935K 0.01% -9K -69.1% $222.90 +0.5%
598 AKAM AKAMAI TECHNOLOGIES INC Technology 7,884.0 $932K 0.01% +4K +89.8% $118.21 -6.6%
599 HELO J P MORGAN EXCHANGE TRADED F 13,780.0 $931K 0.01% -2K -11.3% $67.58 +2.7%
600 ACWX ISHARES TR 12,230.0 $931K 0.01% +1K +11.7% $76.11 +2.4%
Page 30 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%