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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 32 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 LVS LAS VEGAS SANDS CORP Consumer Cyclical 18,671.0 $862K 0.01% -17K -47.0% $46.19 +1.8%
622 HST HOST HOTELS & RESORTS INC Real Estate 36,349.0 $862K 0.01% -4K -9.5% $23.71 -2.1%
623 KEY KEYCORP Financial Services 37,378.0 $862K 0.01% -765.0 -2.0% $23.05 -5.1%
624 U UNITY SOFTWARE INC Technology 30,142.0 $861K 0.01% NEW $28.58 +64.2%
625 NVT NVENT ELEC PLC Industrials 5,035.0 $854K 0.01% -2K -25.9% $169.63 -10.4%
626 AXS AXIS CAP HLDGS LTD Financial Services 7,928.0 $852K 0.01% -6K -41.2% $107.44 -8.1%
627 SUI SUN CMNTYS INC Real Estate 7,086.0 $850K 0.01% -3K -28.8% $119.91 +1.5%
628 FEDEX FGHT HLDG CO INC 5,624.0 $849K 0.01% NEW $151.00
629 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,708.0 $849K 0.01% +811.0 +90.4% $497.02 +10.3%
630 AMKR AMKOR TECHNOLOGY INC Technology 9,833.0 $848K 0.01% +1K +14.3% $86.24 -41.7%
631 IRM IRON MTN INC DEL Real Estate 6,674.0 $843K 0.01% -42.0 -0.6% $126.31 -3.4%
632 PLD PROLOGIS INC. Real Estate 6,219.0 $843K 0.01% -678.0 -9.8% $135.49 +4.7%
633 ULTA ULTA BEAUTY INC Consumer Cyclical 1,867.0 $842K 0.01% -2K -47.5% $451.07 +15.6%
634 GSST GOLDMAN SACHS ETF TR 16,444.0 $832K 0.01% +1K +6.6% $50.58 -0.1%
635 RDVY FIRST TR EXCHANGE TRADED FD 10,201.0 $827K 0.01% -1K -9.9% $81.06 +1.1%
636 D DOMINION ENERGY INC Utilities 12,077.0 $825K 0.01% NEW $68.29 -2.5%
637 WBD WARNER BROS DISCOVERY INC Communication Services 30,878.0 $823K 0.01% +6K +25.6% $26.66 +7.1%
638 MTCH MATCH GROUP INC NEW Communication Services 21,613.0 $822K 0.01% -23K -51.5% $38.05 +7.4%
639 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,631.0 $818K 0.01% NEW $501.40 +25.5%
640 NWSA NEWS CORP NEW Communication Services 32,932.0 $818K 0.01% +11K +49.2% $24.83 +22.4%
Page 32 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%