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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 62 of 63  ·  1,243 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ACDC PROFRAC HLDG CORP Energy 10,746.0 $62K 0.00% -1K -9.9% $5.81 -15.3%
1222 WEAV WEAVE COMMUNICATIONS INC Technology 10,000.0 $60K 0.00% NEW $5.99 +22.0%
1223 OVID OVID THERAPEUTICS INC Healthcare 20,000.0 $54K $2.69 +7.3%
1224 BDN BRANDYWINE RLTY TR Real Estate 16,734.0 $53K +2K +15.9% $3.17 -3.3%
1225 RPAY REPAY HLDGS CORP Technology 11,706.0 $49K -8K -39.9% $4.20 -11.1%
1226 SFIX STITCH FIX INC Consumer Cyclical 10,970.0 $45K -2K -18.3% $4.11 -18.6%
1227 LPL LG DISPLAY CO LTD Technology 11,348.0 $44K NEW $3.89 -14.0%
1228 WIT WIPRO LTD Technology 18,298.0 $41K NEW $2.25 -14.2%
1229 RCKT ROCKET PHARMACEUTICALS INC Healthcare 11,877.0 $41K -13K -51.8% $3.42 +4.7%
1230 FATE FATE THERAPEUTICS INC Healthcare 12,033.0 $32K -3K -20.9% $2.70 -2.6%
1231 NXDR NEXTDOOR HOLDINGS INC Communication Services 14,069.0 $32K -12K -45.7% $2.27 +9.0%
1232 HITI HIGH TIDE INC Healthcare 12,755.0 $29K NEW $2.28 +5.9%
1233 RC READY CAPITAL CORP Real Estate 14,904.0 $26K NEW $1.75 -0.6%
1234 GAU GALIANO GOLD INC Basic Materials 13,360.0 $25K $1.87 +16.3%
1235 AMC ENTMT HLDGS INC 11,596.0 $22K NEW $1.90
1236 OPTU OPTIMUM COMMUNICATIONS INC Communication Services 14,845.0 $22K NEW $1.45 -41.0%
1237 NMG NOUVEAU MONDE GRAPHITE INC Basic Materials 12,791.0 $19K $1.50 -6.3%
1238 ALIT ALIGHT INC Technology 32,082.0 $18K -109K -77.3% $11.20 +25.0%
1239 JELD JELD-WEN HLDG INC Industrials 10,172.0 $15K NEW $1.50 +30.3%
1240 MNOV MEDICINOVA INC Healthcare 10,000.0 $13K NEW $1.32 +3.1%
Page 62 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%