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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 31 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 36,837.0 $923K 0.01% +3K +10.1% $25.06 +15.9%
602 AIT APPLIED INDL TECHNOLOGIES IN Industrials 2,703.0 $914K 0.01% +563.0 +26.3% $338.15 +1.0%
603 FRT FEDERAL RLTY INVT TR NEW Real Estate 7,384.0 $912K 0.01% -2K -20.3% $123.45 -5.4%
604 IT GARTNER INC Technology 7,031.0 $911K 0.01% -2K -18.0% $129.63 +51.1%
605 CARR CARRIER GLOBAL CORPORATION Industrials 12,297.0 $902K 0.01% +5K +59.2% $73.35 -17.7%
606 BLUE OWL CAPITAL CORPORATION 82,749.0 $899K 0.01% +7K +9.9% $10.87
607 FLRN SPDR SERIES TRUST 29,151.0 $899K 0.01% $30.85 -0.1%
608 MAA MID-AMER APT CMNTYS INC Real Estate 6,467.0 $899K 0.01% NEW $138.94 -5.5%
609 KLAC KLA CORP Technology 2,970.0 $896K 0.01% NEW $301.75 -39.0%
610 BALL BALL CORP Consumer Cyclical 14,241.0 $889K 0.01% -2K -10.4% $62.40 +1.9%
611 TEL TE CONNECTIVITY PLC Technology 4,394.0 $886K 0.01% NEW $201.63 +0.9%
612 HDV ISHARES TR 32,220.0 $883K 0.01% +26K +394.3% $27.41 +8.8%
613 CDNS CADENCE DESIGN SYSTEM INC Technology 2,350.0 $882K 0.01% NEW $375.38 -15.0%
614 XLE SELECT SECTOR SPDR TR 16,533.0 $878K 0.01% +1K +9.0% $53.11 +19.8%
615 DINO HF SINCLAIR CORP Energy 12,577.0 $876K 0.01% -15K -54.1% $69.66 +39.7%
616 FIVE FIVE BELOW INC Consumer Cyclical 4,869.0 $875K 0.01% -5K -48.5% $179.79 +39.2%
617 ENB ENBRIDGE INC Energy 16,117.0 $874K 0.01% +276.0 +1.7% $54.21 -6.9%
618 PCTY PAYLOCITY HLDG CORP Technology 8,350.0 $873K 0.01% +4K +76.2% $104.53 +46.7%
619 EWBC EAST WEST BANCORP INC Financial Services 6,745.0 $871K 0.01% +3K +74.2% $129.09 +0.7%
620 DOCU DOCUSIGN INC Technology 19,464.0 $865K 0.01% +3K +17.2% $44.42 +39.6%
Page 31 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%