Filing analysis
Focus Partners Wealth
13F-HR · period Q1 2026 · filed May 15, 2026
$89.91BReported 13F value
2,644Positions
+230New
1269Increased
985Reduced
−206Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| SUNB Sunbelt Rentals Holdings Inc | $117.38M | 0.1% |
| CASS | $30.20M | 0.0% |
| ONDS Ondas Holdings Inc. | $23.12M | 0.0% |
| AIPO | $9.22M | 0.0% |
| SM SM Energy Company | $6.70M | 0.0% |
| NOEQ | $4.87M | 0.0% |
| NNOV | $4.05M | 0.0% |
| MOH Molina Healthcare, Inc. | $2.92M | 0.0% |
| PNFP Pinnacle Financial Partners… | $2.52M | 0.0% |
| ULST | $2.08M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| VGT Vanguard Information… | ▼ Trim | -50.2% | $447.11M |
| IWF iShares Russell 1000 Growth… | ▼ Trim | -29.7% | $570.56M |
| VRSK Verisk Analytics, Inc. | ▲ Add | +3687.3% | $275.07M |
| XLF State Street Financial Select… | ▼ Trim | -32.4% | $413.02M |
| SMH VanEck Semiconductor ETF | ▼ Trim | -87.5% | $35.82M |
| LRCX Lam Research Corporation | ▲ Add | +23.4% | $542.47M |
| MSFT Microsoft Corporation | ▲ Add | +19.6% | $1.97B |
| GOOG Alphabet Inc. | ▼ Trim | -4.9% | $1.20B |
| XLK State Street Technology… | ▼ Trim | -1.1% | $1.73B |
| PH Parker-Hannifin Corporation | ▲ Add | +78.6% | $353.46M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.