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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 49 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 HUBS HUBSPOT INC Technology 1,815.0 $331K 0.00% -1K -41.9% $182.54 +31.4%
962 SOUTHSTATE BK CORP 3,310.0 $331K 0.00% +822.0 +33.0% $99.92
963 ING ING GROEP N.V. Financial Services 10,516.0 $330K 0.00% -181.0 -1.7% $31.38 +9.9%
964 KLIC KULICKE & SOFFA INDS INC Technology 2,460.0 $329K 0.00% -2K -48.2% $133.76 -36.4%
965 EA ELECTRONIC ARTS INC Communication Services 1,599.0 $328K 0.00% -2K -55.2% $205.15 +2.2%
966 AAAU GOLDMAN SACHS PHYSICAL GOLD Financial Services 8,283.0 $328K 0.00% $39.57 +12.8%
967 COLD AMERICOLD REALTY TRUST INC Real Estate 20,817.0 $327K 0.00% NEW $15.72 -4.5%
968 AER AERCAP HOLDINGS NV Industrials 2,244.0 $327K 0.00% +553.0 +32.7% $145.78 +0.7%
969 RARE ULTRAGENYX PHARMACEUTICAL IN Healthcare 9,791.0 $327K 0.00% NEW $33.39 -24.2%
970 NVST ENVISTA HOLDINGS CORPORATION Healthcare 12,401.0 $327K 0.00% +1K +12.9% $26.35 +2.2%
971 ENFR ALPS ETF TR 8,576.0 $327K 0.00% $38.10 +4.3%
972 IGV ISHARES TR 3,597.0 $326K 0.00% NEW $90.60 +12.5%
973 VMI VALMONT INDS INC Industrials 563.0 $325K 0.00% -811.0 -59.0% $577.82 -16.6%
974 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 9,587.0 $325K 0.00% +523.0 +5.8% $33.88 +8.6%
975 IFRA ISHARES TR 5,152.0 $325K 0.00% -614.0 -10.7% $63.04 -4.4%
976 GRNB VANECK ETF TRUST 13,434.0 $324K 0.00% -899.0 -6.3% $24.14 -1.2%
977 FV FIRST TR EXCHANGE TRADED FD 4,266.0 $324K 0.00% +504.0 +13.4% $75.88 -3.5%
978 DHS WISDOMTREE TR 2,843.0 $323K 0.00% $113.72 +4.6%
979 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,358.0 $323K 0.00% -2K -43.0% $136.99 +30.3%
980 IMKTA INGLES MKTS INC Consumer Defensive 3,634.0 $322K 0.00% +392.0 +12.1% $88.58 -4.2%
Page 49 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 33.8%
Financial Services 17.4%
Industrials 11.7%
Consumer Cyclical 8.8%
Healthcare 8.4%
Communication Services 6.4%
Consumer Defensive 5.4%
Energy 2.9%
Utilities 2.8%
Basic Materials 1.4%