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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 42 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 SJM SMUCKER J M CO Consumer Defensive 4,430.0 $498K 0.00% NEW $112.50 +10.5%
822 RHI ROBERT HALF INC. Industrials 16,147.0 $496K 0.00% -4K -21.1% $30.70 +45.8%
823 MFG MIZUHO FINANCIAL GROUP INC Financial Services 51,464.0 $493K 0.00% +10K +24.1% $9.58 +7.3%
824 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 4,001.0 $493K 0.00% +2K +110.4% $123.13 +31.0%
825 KNG FIRST TR EXCHANGE-TRADED FD 9,700.0 $490K 0.00% -2K -13.4% $50.50 +2.7%
826 PSCC INVESCO EXCH TRADED FD TR II 13,779.0 $486K 0.00% -5K -28.3% $35.27 +6.8%
827 TLT ISHARES TR 5,611.0 $485K 0.00% +287.0 +5.4% $86.42 -5.1%
828 SNY SANOFI SA Healthcare 11,354.0 $484K 0.00% -971.0 -7.9% $42.66 +7.5%
829 STT STATE STR CORP Financial Services 2,855.0 $484K 0.00% +598.0 +26.5% $169.65 +10.3%
830 APP APPLOVIN CORP Technology 938.0 $484K 0.00% -667.0 -41.6% $515.59 -40.7%
831 DECK DECKERS OUTDOOR CORP Consumer Cyclical 4,870.0 $484K 0.00% -10K -67.6% $99.29 -7.7%
832 ICICI BANK LIMITED 16,510.0 $479K 0.00% -5K -24.6% $29.03
833 GNRC GENERAC HLDGS INC Industrials 1,632.0 $478K 0.00% NEW $292.81 -29.7%
834 FCOM FIDELITY COVINGTON TRUST 6,871.0 $477K 0.00% -484.0 -6.6% $69.48 +1.0%
835 EVEREST GROUP LTD 1,336.0 $477K 0.00% +84.0 +6.7% $357.23
836 SDVY FIRST TR EXCHANGE TRADED FD 10,918.0 $471K 0.00% -732.0 -6.3% $43.14 +1.7%
837 BUG GLOBAL X FDS 12,275.0 $469K 0.00% -2K -13.7% $38.19 +6.4%
838 PR PERMIAN RESOURCES CORP Energy 24,995.0 $460K 0.00% -6K -19.8% $18.41 +29.0%
839 JHG JANUS HENDERSON GROUP PLC Financial Services 8,834.0 $459K 0.00% -11K -54.3% $51.95 +0.0%
840 NRG NRG ENERGY INC Utilities 3,142.0 $459K 0.00% NEW $146.06 -22.6%
Page 42 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%