Portfolio diff
Focus Partners Wealth
Q1 2026 ⇄ Q2 2026
+150Added
−150Removed
200Resized
62Unchanged
Added (Q2 2026)
Removed (was held in Q1 2026)
Resized positions
| Security | Q1 2026 shares | Q2 2026 shares | Change |
|---|---|---|---|
| CARY ANGEL OAK FUNDS TRUST | 1.00K | 1.47M | +146570.0% |
| MUNI PIMCO ETF TR | 1.98K | 571.90K | +28783.9% |
| TNON TENON MEDICAL INC | 61.89K | 4.72M | +7526.8% |
| WYY WIDEPOINT CORP | 2.25K | 157.05K | +6864.3% |
| EWY ISHARES INC | 16.62K | 756.92K | +4454.6% |
| BAI BLACKROCK ETF TRUST | 33.57K | 1.52M | +4417.4% |
| FLMI FRANKLIN TEMPLETON ETF… | 28.07K | 1.26M | +4398.4% |
| MMT ABERDEEN MULTI-MARKET… | 28.64K | 904.78K | +3058.6% |
| ULST SSGA ACTIVE ETF TR | 1.99K | 56.60K | +2738.3% |
| GFS GLOBALFOUNDRIES INC | 13.27K | 301.43K | +2172.0% |
| OWL BLUE OWL CAPITAL INC | 59.31K | 1.31M | +2107.1% |
| BKNG BOOKING HOLDINGS INC | 25.28K | 456.99K | +1707.7% |
| BXMT BLACKSTONE MORTGAGE… | 12.00K | 205.36K | +1611.3% |
| SPHY SPDR SERIES TRUST | 11.33K | 183.49K | +1519.5% |
| NOK NOKIA CORP | 55.23K | 770.44K | +1295.0% |
| ICSH ISHARES TR | 235.44K | 3.14M | +1235.4% |
| FNV FRANCO NEV CORP | 1.96K | 20.47K | +944.1% |
| KLAC KLA CORP | 128.24K | 1.28M | +898.9% |
| LPG DORIAN LPG LTD | 63.80K | 631.07K | +889.2% |
| PPLT ABRDN PLATINUM ETF TRUST | 1.79K | 17.13K | +857.5% |
| GSST GOLDMAN SACHS ETF TR | 131.75K | 1.25M | +846.1% |
| AKAM AKAMAI TECHNOLOGIES INC | 20.32K | 185.38K | +812.1% |
| CVNA CARVANA CO | 9.79K | 82.47K | +742.6% |
| VGT VANGUARD WORLD FD | 645.91K | 5.07M | +685.0% |
| JCPB J P MORGAN EXCHANGE… | 100.49K | 743.00K | +639.4% |
| EVV EATON VANCE LIMITED… | 83.05K | 594.78K | +616.2% |
| BOXX EA SERIES TRUST | 15.43K | 101.06K | +555.2% |
| NOMD NOMAD FOODS LTD | 72.50K | 464.76K | +541.0% |
| SMH VANECK ETF TRUST | 93.44K | 588.68K | +530.0% |
| SNAP SNAP INC | 22.00K | 133.70K | +507.7% |
| HRB BLOCK H & R INC | 14.01K | 83.70K | +497.4% |
| VUG VANGUARD INDEX FDS | 724.68K | 4.24M | +485.6% |
| DRTS ALPHA TAU MEDICAL LTD | 32.27K | 184.73K | +472.5% |
| FDS FACTSET RESH SYS INC | 2.65K | 14.59K | +450.1% |
| HDV ISHARES TR | 32.24K | 177.24K | +449.8% |
| PAVE GLOBAL X FDS | 590.38K | 3.06M | +418.5% |
| TSCO TRACTOR SUPPLY CO | 39.61K | 205.26K | +418.2% |
| PAAA PGIM ETF TR | 9.02K | 46.57K | +416.6% |
| IHI ISHARES TR | 7.15K | 36.04K | +403.8% |
| VOOG VANGUARD ADMIRAL FDS INC | 179.34K | 884.65K | +393.3% |
| CPA COPA HOLDINGS SA | 2.39K | 11.07K | +362.3% |
| IRDM IRIDIUM COMMUNICATIONS… | 10.82K | 47.60K | +339.8% |
| VBIL VANGUARD INSTL INDEX FD | 4.66K | 20.17K | +332.7% |
| USHY ISHARES TR | 44.11K | 190.23K | +331.2% |
| PII POLARIS INC | 4.20K | 18.02K | +328.8% |
| CHTR CHARTER COMMUNICATIONS… | 4.93K | 20.78K | +321.7% |
| MGK VANGUARD WORLD FD | 36.70K | 153.24K | +317.6% |
| KEX KIRBY CORP | 652 | 2.71K | +316.3% |
| VO VANGUARD INDEX FDS | 199.34K | 823.22K | +313.0% |
| RC READY CAPITAL CORP | 10.61K | 42.98K | +305.2% |
| APLD APPLIED DIGITAL CORP | 108.92K | 428.38K | +293.3% |
| IWF ISHARES TR | 1.34M | 5.26M | +292.0% |
| REYN REYNOLDS CONSUMER PRODS… | 29.16K | 113.62K | +289.7% |
| BCPC BALCHEM CORP | 1.90K | 7.38K | +288.5% |
| CMPX COMPASS THERAPEUTICS INC | 14.29K | 53.12K | +271.7% |
| NKE NIKE INC | 361.93K | 1.32M | +265.5% |
| CVE CENOVUS ENERGY INC | 10.49K | 38.27K | +264.7% |
| PK PARK HOTELS & RESORTS… | 14.83K | 53.08K | +257.9% |
| NVGS NAVIGATOR HLDGS LTD | 10.22K | 36.49K | +257.0% |
| VCRB VANGUARD MALVERN FDS | 15.38K | 54.41K | +253.7% |
| CAG CONAGRA BRANDS INC | 111.32K | 393.49K | +253.5% |
| FFIV F5 INC | 8.32K | 29.35K | +252.7% |
| FSCO FS CREDIT OPPORTUNITIES… | 57.29K | 200.22K | +249.5% |
| CUBE CUBESMART | 27.70K | 95.94K | +246.3% |
| LONZ PIMCO ETF TR | 11.18K | 38.66K | +245.9% |
| SABR SABRE CORP | 14.57K | 49.64K | +240.7% |
| POWL POWELL INDS INC | 2.08K | 7.04K | +238.2% |
| NEU NEWMARKET CORP | 412 | 1.39K | +237.6% |
| RXT RACKSPACE TECHNOLOGY INC | 37.31K | 125.00K | +235.0% |
| TDC TERADATA CORP DEL | 30.07K | 97.02K | +222.7% |
| EOG EOG RES INC | 247.29K | 777.24K | +214.3% |
| AVTR AVANTOR INC | 15.20K | 47.66K | +213.5% |
| FTNT FORTINET INC | 2.61K | 8.14K | +212.2% |
| CHE CHEMED CORP NEW | 1.36K | 4.22K | +210.9% |
| FLO FLOWERS FOODS INC | 113.94K | 351.60K | +208.6% |
| FSK FS KKR CAP CORP | 32.39K | 99.26K | +206.4% |
| LEG LEGGETT & PLATT INC | 83.90K | 251.22K | +199.4% |
| LFST LIFESTANCE HEALTH GROUP… | 10.90K | 32.44K | +197.7% |
| BSCW INVESCO EXCH TRD SLF… | 11.87K | 34.76K | +192.9% |
| BNDX VANGUARD CHARLOTTE FDS | 18.76K | 54.58K | +191.0% |
| MSDL MORGAN STANLEY DIRECT… | 48.83K | 141.10K | +189.0% |
| KNX KNIGHT-SWIFT TRANSN… | 7.16K | 20.69K | +188.8% |
| RBRK RUBRIK INC. | 19.22K | 55.37K | +188.1% |
| HUM HUMANA INC | 2.82K | 8.10K | +187.5% |
| ATEC ALPHATEC HLDGS INC | 10.80K | 30.56K | +182.9% |
| HLT HILTON WORLDWIDE HLDGS… | 6.53K | 18.14K | +177.9% |
| NMZ NUVEEN MUN HIGH INCOME… | 35.23K | 97.72K | +177.4% |
| MUSA MURPHY USA INC | 449 | 1.24K | +175.9% |
| AKBA AKEBIA THREAPEUTICS INC | 29.83K | 80.95K | +171.3% |
| KRC KILROY REALTY CORP | 33.08K | 89.47K | +170.5% |
| HAIN HAIN CELESTIAL GROUP INC | 10.41K | 28.16K | +170.4% |
| DBX DROPBOX INC | 7.46K | 19.91K | +166.8% |
| BWX SPDR SERIES TRUST | 6.72K | 17.69K | +163.3% |
| PBF PBF ENERGY INC | 12.24K | 31.83K | +160.0% |
| FLTB FIDELITY MERRIMACK STR… | 17.62K | 45.57K | +158.6% |
| TREX TREX INC | 20.35K | 50.97K | +150.5% |
| MOG-A MOOG INC | 1.59K | 3.96K | +149.6% |
| APA APA CORPORATION | 80.44K | 200.38K | +149.1% |
| PSN PARSONS CORP DEL | 9.67K | 24.00K | +148.3% |
| NBIS NEBIUS GROUP N.V. | 24.15K | 59.59K | +146.8% |
| W WAYFAIR INC | 13.27K | 32.58K | +145.5% |
| MTB M & T BK CORP | 45.89K | 111.94K | +144.0% |
| TLN TALEN ENERGY CORP | 2.96K | 7.17K | +142.2% |
| BDN BRANDYWINE RLTY TR | 13.98K | 33.55K | +140.0% |
| FRSH FRESHWORKS INC | 44.53K | 106.39K | +138.9% |
| TEAM ATLASSIAN CORPORATION | 32.94K | 78.29K | +137.7% |
| LYB LYONDELLBASELL… | 27.61K | 64.80K | +134.6% |
| SPTS SPDR SERIES TRUST | 877.15K | 2.03M | +132.0% |
| MRVL MARVELL TECHNOLOGY INC | 124.77K | 287.60K | +130.5% |
| LINE LINEAGE INC | 15.65K | 35.79K | +128.7% |
| TMFC RBB FD INC | 3.42K | 7.76K | +127.1% |
| HQY HEALTHEQUITY INC | 5.51K | 12.46K | +126.1% |
| PKX POSCO HOLDINGS INC | 3.99K | 9.02K | +126.1% |
| NRG NRG ENERGY INC | 110.71K | 248.77K | +124.7% |
| WCN WASTE CONNECTIONS INC | 23.19K | 52.05K | +124.5% |
| SDGR SCHRODINGER INC | 14.53K | 32.59K | +124.3% |
| IAUX I-80 GOLD CORP | 13.77K | 30.77K | +123.5% |
| ARWR ARROWHEAD… | 13.69K | 30.51K | +122.8% |
| VRSN VERISIGN INC | 2.07K | 4.58K | +121.5% |
| HYT BLACKROCK CORPOR HI YLD… | 10.05K | 22.14K | +120.3% |
Raw share-count comparison between the two selected quarters (as reported; splits between distant quarters are not adjusted here — the quarterly change tabs on the manager page are split-adjusted). Common-stock positions with mapped tickers only.
Provenance: Both snapshots come from the manager's parsed 13F information tables (latest accepted versions).
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