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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 47 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 4,539.0 $379K 0.00% NEW $83.48 +0.7%
922 VLTO VERALTO CORP Industrials 4,252.0 $377K 0.00% +609.0 +16.7% $88.68 +11.4%
923 VRNS VARONIS SYS INC Technology 8,984.0 $377K 0.00% NEW $41.96 -1.7%
924 GDDY GODADDY INC Technology 4,417.0 $375K 0.00% NEW $84.88 +14.4%
925 FLR FLUOR CORP Industrials 7,137.0 $374K 0.00% -7K -50.8% $52.39 +0.1%
926 WEC WEC ENERGY GROUP INC Utilities 3,201.0 $374K 0.00% NEW $116.79 -9.2%
927 LEIDOS HOLDINGS INC 3,612.0 $372K 0.00% +2K +82.9% $102.99
928 VTWV VANGUARD SCOTTSDALE FDS 1,898.0 $371K 0.00% $195.53 +1.4%
929 NVR NVR INC Consumer Cyclical 54.0 $368K 0.00% NEW $6814.67 -6.7%
930 BTI BRITISH AMERN TOB PLC Consumer Defensive 5,954.0 $368K 0.00% +358.0 +6.4% $61.77 -9.0%
931 WTRG ESSENTIAL UTILS INC Utilities 9,543.0 $366K 0.00% NEW $38.31 +4.9%
932 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,313.0 $364K 0.00% +1K +59.5% $109.79 -0.4%
933 APTIV PLC 5,841.0 $359K 0.00% -769.0 -11.6% $61.38
934 MAS MASCO CORP Industrials 4,390.0 $357K 0.00% NEW $81.37 -9.9%
935 FE FIRSTENERGY CORP Utilities 7,508.0 $357K 0.00% +3K +52.1% $47.55 -3.3%
936 BHP BHP BILLITON LIMITED Basic Materials 4,271.0 $356K 0.00% +1K +39.2% $83.31 +16.5%
937 KB KB FINL GROUP INC Financial Services 3,378.0 $354K 0.00% +455.0 +15.6% $104.94 +12.4%
938 NGG NATIONAL GRID PLC Utilities 4,274.0 $354K 0.00% +1K +34.3% $82.89 -3.8%
939 CHT CHUNGHWA TELECOM CO LTD Communication Services 7,989.0 $354K 0.00% +2K +26.9% $44.26 -2.0%
940 TPL TEXAS PACIFIC LAND CORPORATI Energy 805.0 $352K 0.00% NEW $437.64 -12.3%
Page 47 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%