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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 60 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LUMN LUMEN TECHNOLOGIES INC Communication Services 22,776.0 $175K 0.00% +8K +49.4% $7.68 -20.2%
1182 NUV NUVEEN MUN VALUE FD INC Financial Services 18,793.0 $173K 0.00% -4K -16.6% $9.22 -2.1%
1183 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 14,619.0 $172K 0.00% -6K -30.6% $11.74 -3.5%
1184 ACVA ACV AUCTIONS INC Consumer Cyclical 23,713.0 $170K 0.00% NEW $7.19 +3.9%
1185 PD PAGERDUTY INC Technology 17,652.0 $170K 0.00% +7K +66.0% $9.65 +26.1%
1186 PHR PHREESIA INC Healthcare 16,448.0 $169K 0.00% +4K +36.6% $10.29 +16.2%
1187 FMC FMC CORP Basic Materials 13,949.0 $160K 0.00% -8K -36.4% $11.50 -6.0%
1188 INFY INFOSYS LTD Technology 14,588.0 $153K 0.00% NEW $10.49 +14.7%
1189 GILT GILAT SATELLITE NETWORKS LTD Technology 11,471.0 $153K 0.00% $13.31 -18.8%
1190 NMR NOMURA HLDGS INC Financial Services 17,182.0 $151K 0.00% -2K -8.1% $8.78 +8.3%
1191 NIO NIO INC Consumer Cyclical 29,605.0 $150K 0.00% +4K +17.5% $5.06 -9.5%
1192 LOANDEPOT INC 119,753.0 $150K 0.00% -2K -1.8% $1.25
1193 KURA KURA ONCOLOGY INC Healthcare 13,173.0 $145K 0.00% -2K -15.4% $10.97 +14.2%
1194 NOK NOKIA CORP Technology 10,848.0 $144K 0.00% -2K -13.9% $13.28 -23.7%
1195 IRWD IRONWOOD PHARMACEUTICALS INC Healthcare 33,624.0 $142K 0.00% -28K -45.8% $4.21 +3.6%
1196 CFFN CAPITOL FED FINL INC Financial Services 16,588.0 $141K 0.00% -10K -37.3% $8.51 -0.2%
1197 AEGON LTD 15,748.0 $133K 0.00% +1K +9.0% $8.44
1198 DEI DOUGLAS EMMETT INC Real Estate 11,041.0 $130K 0.00% NEW $11.80 +0.2%
1199 NEWSMAX INC 15,252.0 $126K 0.00% NEW $8.28
1200 TDUP THREDUP INC Consumer Cyclical 18,333.0 $126K 0.00% NEW $6.85 -56.9%
Page 60 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%