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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 50 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 ROSC LATTICE STRATEGIES TR 5,745.0 $321K 0.00% $55.95 -0.4%
982 TENB TENABLE HLDGS INC Technology 8,710.0 $321K 0.00% -4K -32.6% $36.88 -7.5%
983 DT DYNATRACE INC Technology 7,302.0 $321K 0.00% NEW $43.91 +12.0%
984 IDEQ LAZARD ACTIVE ETF TR 9,123.0 $320K 0.00% NEW $35.07 +2.0%
985 BKH BLACK HILLS CORP Utilities 4,292.0 $319K 0.00% -663.0 -13.4% $74.40 -1.5%
986 INOD INNODATA INC Technology 4,213.0 $318K 0.00% NEW $75.58 -16.9%
987 PTNQ PACER FDS TR 3,589.0 $318K 0.00% +220.0 +6.5% $88.65 -3.3%
988 DUPONT DE NEMOURS INC 2,339.0 $317K 0.00% NEW $135.64
989 NHI NATIONAL HEALTH INVS INC Real Estate 4,146.0 $316K 0.00% +247.0 +6.3% $76.26 -3.1%
990 MXL MAXLINEAR INC Technology 2,463.0 $315K 0.00% NEW $128.03 -49.0%
991 FN FABRINET Technology 560.0 $315K 0.00% -141.0 -20.1% $562.92 -21.0%
992 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,454.0 $315K 0.00% NEW $91.21 -16.9%
993 FDVV FIDELITY COVINGTON TRUST 5,225.0 $315K 0.00% +159.0 +3.1% $60.29 +4.6%
994 HUM HUMANA INC Healthcare 791.0 $314K 0.00% NEW $397.52 -4.2%
995 JIRE J P MORGAN EXCHANGE TRADED F 3,788.0 $313K 0.00% +300.0 +8.6% $82.51 +2.5%
996 MGV VANGUARD WORLD FD 1,904.0 $311K 0.00% $163.45 +2.3%
997 SANM SANMINA CORP Technology 1,229.0 $311K 0.00% NEW $253.08 -24.6%
998 ONTO ONTO INNOVATION INC Technology 821.0 $311K 0.00% -3K -77.8% $378.45 -21.0%
999 UBS UBS GROUP AG Financial Services 6,199.0 $307K 0.00% NEW $49.56 +7.3%
1000 OGS ONE GAS INC Utilities 3,980.0 $307K 0.00% +778.0 +24.3% $77.09 +5.6%
Page 50 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%