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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 52 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 NTR NUTRIEN LTD Basic Materials 4,680.0 $295K 0.00% +537.0 +13.0% $62.96 +16.1%
1022 OIH VANECK ETF TRUST 788.0 $293K 0.00% +102.0 +14.9% $372.03 +11.8%
1023 UNG UNITED STS NAT GAS FD LP Financial Services 25,000.0 $293K 0.00% +15K +150.0% $11.72 -14.6%
1024 AES AES CORP Utilities 19,910.0 $292K 0.00% NEW $14.66 +0.7%
1025 VIS VANGUARD WORLD FD 804.0 $290K 0.00% -810.0 -50.2% $360.70 -4.4%
1026 INTF ISHARES TR 7,079.0 $290K 0.00% $40.96 +4.5%
1027 BONDBLOXX ETF TRUST 5,809.0 $290K 0.00% +766.0 +15.2% $49.88
1028 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 12,285.0 $290K 0.00% NEW $23.58 +4.1%
1029 QQQE DIREXION SHARES ETF TRUST 2,372.0 $289K 0.00% $122.03 +0.2%
1030 OLN OLIN CORP Basic Materials 14,560.0 $289K 0.00% NEW $19.82 -6.0%
1031 BC BRUNSWICK CORP Consumer Cyclical 3,425.0 $289K 0.00% -3K -50.2% $84.25 -3.8%
1032 ROKU ROKU INC Communication Services 2,084.0 $288K 0.00% -4K -68.1% $138.14 +13.7%
1033 BLOK AMPLIFY ETF TR 4,585.0 $287K 0.00% -953.0 -17.2% $62.63 -1.2%
1034 TM TOYOTA MOTOR CORP Consumer Cyclical 1,704.0 $287K 0.00% +232.0 +15.8% $168.51 +14.1%
1035 FTA FIRST TR EXCHANGE-TRADED ALP 2,955.0 $286K 0.00% $96.80 +6.8%
1036 WLK WESTLAKE CORPORATION Basic Materials 3,912.0 $286K 0.00% NEW $73.00 +8.0%
1037 AWR AMER STATES WTR CO Utilities 3,456.0 $286K 0.00% +630.0 +22.3% $82.63 +8.1%
1038 ICVT ISHARES TR 2,345.0 $285K 0.00% $121.74 -5.0%
1039 DPZ DOMINOS PIZZA INC Consumer Cyclical 963.0 $285K 0.00% NEW $296.04 +12.9%
1040 BPOP POPULAR INC Financial Services 1,735.0 $285K 0.00% -4K -71.0% $164.18 +2.5%
Page 52 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%