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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 36 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 THG HANOVER INS GROUP INC Financial Services 3,163.0 $677K 0.01% +266.0 +9.2% $214.12 +4.2%
702 NUE NUCOR CORP Basic Materials 3,014.0 $671K 0.01% -4K -58.6% $222.77 +9.4%
703 SEIC SEI INVTS CO Financial Services 7,644.0 $670K 0.01% -4K -37.1% $87.71 +24.9%
704 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 7,640.0 $666K 0.01% NEW $87.22 +10.5%
705 DOV DOVER CORP Industrials 2,961.0 $664K 0.01% -4K -54.7% $224.35 -10.0%
706 DLN WISDOMTREE TR 6,882.0 $663K 0.01% -148.0 -2.1% $96.32 +4.6%
707 VSGX VANGUARD WORLD FD 8,037.0 $662K 0.01% +782.0 +10.8% $82.34 +1.4%
708 SBAC SBA COMMUNICATIONS CORP Real Estate 3,730.0 $658K 0.01% +803.0 +27.4% $176.46 +3.5%
709 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 6,856.0 $658K 0.01% +4K +132.7% $95.98 +24.3%
710 LSTR LANDSTAR SYS INC Industrials 3,171.0 $656K 0.01% +62.0 +2.0% $206.81 -9.8%
711 MANH MANHATTAN ASSOCIATES INC Technology 4,706.0 $655K 0.01% -2K -31.5% $139.25 +54.1%
712 ALLY ALLY FINL INC Financial Services 14,101.0 $648K 0.01% +5K +50.2% $45.95 -6.6%
713 DRI DARDEN RESTAURANTS INC Consumer Cyclical 3,138.0 $646K 0.01% +1K +55.0% $206.01 +7.6%
714 CVS CVS HEALTH CORP Healthcare 6,242.0 $646K 0.01% -8K -54.8% $103.46 -10.1%
715 NLR VANECK ETF TRUST 5,545.0 $643K 0.01% +2K +52.9% $115.98 +3.4%
716 B BARRICK MNG CORP Basic Materials 17,497.0 $643K 0.01% -836.0 -4.6% $36.73 +29.6%
717 JPEF J P MORGAN EXCHANGE TRADED F 7,982.0 $641K 0.01% NEW $80.33 +1.3%
718 AIG AMERICAN INTL GROUP INC Financial Services 8,589.0 $640K 0.01% +5K +170.2% $74.53 +2.1%
719 PODD INSULET CORP Healthcare 4,203.0 $640K 0.01% +646.0 +18.2% $152.27 -2.7%
720 GDXJ VANECK ETF TRUST 6,511.0 $640K 0.01% +3K +64.9% $98.25 +35.0%
Page 36 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%