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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 43 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 J P MORGAN EXCHANGE TRADED F 9,063.0 $458K 0.00% +479.0 +5.6% $50.58
842 BSCT INVESCO EXCH TRD SLF IDX FD 24,601.0 $457K 0.00% NEW $18.57 -0.1%
843 COKE COCA COLA CONS INC Consumer Defensive 2,369.0 $452K 0.00% +96.0 +4.2% $191.00 -1.0%
844 NDSN NORDSON CORP Industrials 1,499.0 $452K 0.00% +318.0 +26.9% $301.69 +10.1%
845 MTG MGIC INVT CORP WIS Financial Services 16,031.0 $452K 0.00% -13K -44.2% $28.20 +9.6%
846 SGVT SCHWAB STRATEGIC TR 4,487.0 $452K 0.00% -2K -29.9% $100.74 -0.0%
847 RMBS RAMBUS INC DEL Technology 3,400.0 $451K 0.00% $132.74 -31.3%
848 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,161.0 $449K 0.00% -5K -52.7% $107.80 +2.7%
849 VSNT VERSANT MEDIA GROUP INC Industrials 12,449.0 $448K 0.00% +419.0 +3.5% $36.01 +7.6%
850 WPC WP CAREY INC Real Estate 6,235.0 $446K 0.00% -8K -56.3% $71.51 -0.4%
851 CVLT COMMVAULT SYS INC Technology 3,140.0 $445K 0.00% NEW $141.73 -5.6%
852 VOTE TCW ETF TRUST 5,043.0 $445K 0.00% +68.0 +1.4% $88.17 +2.5%
853 AEM AGNICO EAGLE MINES LTD Basic Materials 2,865.0 $444K 0.00% -67.0 -2.3% $155.13 +39.3%
854 CMCSA COMCAST CORP NEW Communication Services 18,091.0 $444K 0.00% -38K -67.5% $24.55 +9.4%
855 LEA LEAR CORP Consumer Cyclical 3,307.0 $443K 0.00% +137.0 +4.3% $134.09 -4.1%
856 XLU SELECT SECTOR SPDR TR 9,775.0 $443K 0.00% +2K +29.0% $45.34 -5.7%
857 SF STIFEL FINL CORP Financial Services 6,349.0 $443K 0.00% -15K -70.6% $69.77 +16.0%
858 BSCR INVESCO EXCH TRD SLF IDX FD 22,513.0 $442K 0.00% NEW $19.61 +0.3%
859 FLCC FEDERATED HERMES ETF TRUST 12,533.0 $440K 0.00% -2K -10.9% $35.13 +4.5%
860 VPU VANGUARD WORLD FD 2,236.0 $438K 0.00% -534.0 -19.3% $195.81 -5.5%
Page 43 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%