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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 35 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
681 DVA DAVITA INC Healthcare 3,259.0 $725K 0.01% +1K +78.8% $222.48 -21.9%
682 XSOE WISDOMTREE TR 14,628.0 $719K 0.01% +109.0 +0.8% $49.18 -3.4%
683 PPL PPL CORP Utilities 19,789.0 $719K 0.01% +14K +235.5% $36.35 -5.4%
684 LAMR LAMAR ADVERTISING CO Real Estate 4,611.0 $719K 0.01% +213.0 +4.8% $155.98 -3.3%
685 SPHD INVESCO EXCH TRADED FD TR II 14,138.0 $719K 0.01% -20K -59.1% $50.84 +4.7%
686 DUOL DUOLINGO INC Technology 6,242.0 $718K 0.01% NEW $115.02 +27.0%
687 FDLO FIDELITY COVINGTON TRUST 10,500.0 $718K 0.01% +104.0 +1.0% $68.34 +6.3%
688 Q QNITY ELECTRONICS INC Technology 4,389.0 $717K 0.01% +70.0 +1.6% $163.31 -21.1%
689 ITT ITT INC Industrials 3,610.0 $714K 0.01% -5K -59.6% $197.76 +5.2%
690 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,044.0 $713K 0.01% +2K +39.0% $88.60 -36.6%
691 NYF ISHARES TR 13,170.0 $710K 0.01% -874.0 -6.2% $53.91 -2.1%
692 UBER UBER TECHNOLOGIES INC Technology 9,807.0 $708K 0.01% -15K -60.9% $72.16 +9.2%
693 BN BROOKFIELD CORP Financial Services 16,564.0 $705K 0.01% -5K -22.7% $42.59 -2.1%
694 CR CRANE COMPANY Industrials 3,158.0 $704K 0.01% +323.0 +11.4% $223.07 -6.6%
695 WCC WESCO INTL INC Industrials 2,031.0 $702K 0.01% -549.0 -21.3% $345.43 +1.1%
696 VIOV VANGUARD ADMIRAL FDS INC 5,952.0 $698K 0.01% -6K -49.4% $117.34 +1.3%
697 FRSH FRESHWORKS INC Technology 67,798.0 $686K 0.01% +35K +104.8% $10.12 +28.3%
698 LW LAMB WESTON HLDGS INC Consumer Defensive 15,816.0 $683K 0.01% +2K +13.4% $43.18 +24.3%
699 INDA ISHARES TR 13,745.0 $679K 0.01% +2K +16.2% $49.39 +0.5%
700 ATI ATI INC Industrials 3,438.0 $678K 0.01% -32K -90.2% $197.10 +5.0%
Page 35 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%