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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 55 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 BIL SPDR SERIES TRUST 2,802.0 $257K 0.00% -9K -75.7% $91.66 -0.1%
1082 HYG ISHARES TR 3,208.0 $257K 0.00% -24.0 -0.7% $79.99 -0.5%
1083 REPL REPLIMUNE GROUP INC Healthcare 23,168.0 $256K 0.00% NEW $11.07 +26.9%
1084 PGX INVESCO EXCH TRADED FD TR II 23,617.0 $256K 0.00% -4K -13.0% $10.84 -1.9%
1085 OTTR OTTER TAIL CORP Utilities 2,841.0 $256K 0.00% NEW $89.98 +2.3%
1086 FYT FIRST TR EXCHANGE-TRADED ALP 3,657.0 $255K 0.00% $69.81 +3.2%
1087 CLH CLEAN HARBORS INC Industrials 854.0 $255K 0.00% NEW $298.75 +7.8%
1088 TOPT ISHARES TR 7,645.0 $252K 0.00% -1K -15.8% $32.92 +1.0%
1089 CIBR FIRST TR EXCHANGE-TRADED FD 2,796.0 $251K 0.00% NEW $89.86 +4.0%
1090 XRAY DENTSPLY SIRONA INC Healthcare 23,665.0 $251K 0.00% NEW $10.61 +1.6%
1091 ENS ENERSYS Industrials 1,068.0 $250K 0.00% -1K -54.1% $233.84 -18.8%
1092 LINC LINCOLN EDL SVCS CORP Consumer Defensive 4,978.0 $248K 0.00% -944.0 -15.9% $49.90 -47.6%
1093 NJR NEW JERSEY RES CORP Utilities 4,425.0 $248K 0.00% NEW $56.04 -2.1%
1094 AROC ARCHROCK INC Energy 6,073.0 $247K 0.00% NEW $40.71 -20.7%
1095 TQQQ PROSHARES TR 3,050.0 $247K 0.00% NEW $81.01 -13.0%
1096 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,188.0 $247K 0.00% -705.0 -7.9% $30.17 +13.8%
1097 NOV NOV INC Energy 13,217.0 $245K 0.00% NEW $18.55 +9.3%
1098 JCPB J P MORGAN EXCHANGE TRADED F 5,218.0 $245K 0.00% NEW $46.95 -1.6%
1099 PJP INVESCO EXCHANGE TRADED FD T 2,065.0 $245K 0.00% -12.0 -0.6% $118.46 +8.8%
1100 CNI CANADIAN NATL RY CO Industrials 2,043.0 $244K 0.00% -142.0 -6.5% $119.26 +7.5%
Page 55 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%