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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 45 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 CANADIAN PACIFIC KANSAS CITY 4,654.0 $403K 0.00% -105.0 -2.2% $86.67
882 SPGM SPDR INDEX SHS FDS 4,708.0 $403K 0.00% $85.67 +2.5%
883 FDL FIRST TR EXCHANGE-TRADED FD 8,288.0 $403K 0.00% +235.0 +2.9% $48.66 +9.1%
884 CM CANADIAN IMPERIAL BANK OF CO Financial Services 3,503.0 $403K 0.00% +235.0 +7.2% $114.99 +1.3%
885 TSPA T ROWE PRICE EXCHANGE-TRADED 8,473.0 $403K 0.00% +3K +46.6% $47.53 +1.5%
886 NULG NUSHARES ETF TR 3,439.0 $403K 0.00% +69.0 +2.0% $117.06 -2.1%
887 SHC SOTERA HEALTH CO Healthcare 22,579.0 $401K 0.00% +2K +8.0% $17.75 +10.3%
888 ENVA ENOVA INTL INC Financial Services 1,664.0 $401K 0.00% +114.0 +7.3% $240.73 +0.9%
889 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,039.0 $400K 0.00% NEW $131.61 +2.9%
890 TREX TREX INC Industrials 7,982.0 $399K 0.00% -7K -47.7% $50.04 -6.4%
891 EELV INVESCO EXCH TRADED FD TR II 14,356.0 $399K 0.00% -473.0 -3.2% $27.80 +3.7%
892 VOOV VANGUARD ADMIRAL FDS INC 1,813.0 $397K 0.00% NEW $219.24 +4.5%
893 IWY ISHARES TR 1,367.0 $397K 0.00% +232.0 +20.4% $290.69 -1.7%
894 AFG AMERICAN FINANCIAL GROUP INC Financial Services 2,836.0 $397K 0.00% NEW $139.98 +2.7%
895 SAP SAP SE Technology 2,574.0 $397K 0.00% +925.0 +56.1% $154.17 +41.8%
896 AVB AVALONBAY CMNTYS INC Real Estate 2,095.0 $395K 0.00% NEW $188.69 -2.5%
897 SNDA SONIDA SENIOR LIVING INC Healthcare 9,685.0 $395K 0.00% -2K -19.4% $40.80 -3.0%
898 AEHR AEHR TEST SYS Technology 4,097.0 $394K 0.00% NEW $96.06 +5.9%
899 GOVZ ISHARES TR 10,694.0 $393K 0.00% NEW $36.73 -9.3%
900 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 19,637.0 $391K 0.00% +4K +26.4% $19.89 +10.8%
Page 45 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%