Focus-Partners-Advisor-Solutions

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 973
Total Value: 6578981616
Accession Number: 0001085146-25-003345
Form Type: 13F-HR
CIK: focus-partners-advisor-solutions
Manager Name: Focus-Partners-Advisor-Solutions

Data Enrichment

73% identified

713 identified260 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

973 positions • $6.6B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FULTON FINANCIAL CORP

FULT|360271100

Shares:15.6K

Value:$282.1K

% of Portfolio:0.0% ($282.1K/$6.6B)

SoFi Technologies, Inc.

SOFI|83406F102

Shares:24.2K

Value:$281.8K

% of Portfolio:0.0% ($281.8K/$6.6B)

025072299

Shares:4.7K

Value:$281.5K

% of Portfolio:0.0% ($281.5K/$6.6B)

SERVICE CORP INTERNATIONAL

SCI|817565104

Shares:3.5K

Value:$280.9K

% of Portfolio:0.0% ($280.9K/$6.6B)

921910725

VSGX|921910725

Shares:4.7K

Value:$277.3K

% of Portfolio:0.0% ($277.3K/$6.6B)

DOW INC.

DOW|260557103

Shares:7.9K

Value:$276.9K

% of Portfolio:0.0% ($276.9K/$6.6B)

78464A144

Shares:9.5K

Value:$276.9K

% of Portfolio:0.0% ($276.9K/$6.6B)

Polaris Inc.

PII|731068102

Shares:6.8K

Value:$276.8K

% of Portfolio:0.0% ($276.8K/$6.6B)

ZoomInfo Technologies Inc.

GTM|98980F104

Shares:27.6K

Value:$276.4K

% of Portfolio:0.0% ($276.4K/$6.6B)

46431W812

Shares:11.5K

Value:$276.3K

% of Portfolio:0.0% ($276.3K/$6.6B)

ALLIANT ENERGY CORP

LNT|018802108

Shares:4.3K

Value:$274.8K

% of Portfolio:0.0% ($274.8K/$6.6B)

FLOWSERVE CORP

FLS|34354P105

Shares:5.6K

Value:$273.4K

% of Portfolio:0.0% ($273.4K/$6.6B)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:1.4K

Value:$272.1K

% of Portfolio:0.0% ($272.1K/$6.6B)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:460

Value:$271.6K

% of Portfolio:0.0% ($271.6K/$6.6B)

464287523

Shares:1.4K

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$6.6B)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:3.4K

Value:$270.9K

% of Portfolio:0.0% ($270.9K/$6.6B)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

Shares:12.0K

Value:$270.3K

% of Portfolio:0.0% ($270.3K/$6.6B)

CORPAY, INC.

CPAY|219948106

Shares:774

Value:$269.9K

% of Portfolio:0.0% ($269.9K/$6.6B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:931

Value:$268.4K

% of Portfolio:0.0% ($268.4K/$6.6B)

RAMBUS INC

RMBS|750917106

Shares:5.2K

Value:$268.1K

% of Portfolio:0.0% ($268.1K/$6.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
FULTON FINANCIAL CORP(FULTcusip360271100)	15.6K	QoQ +22.81% (+2.9K) YoY +8.08% (+1.2K)	All Managers (Combined)	$282.1K	0.0% ($282.1K/$6.6B)	QoQ +15.23% (+$37.3K) YoY +23.05% (+$52.8K)
SoFi Technologies, Inc.(SOFIcusip83406F102)	24.2K	QoQ +17.83% (-3.7K) YoY +37.20% (+6.6K)	All Managers (Combined)	$281.8K	0.0% ($281.8K/$6.6B)	QoQ -11.00% (-$34.8K) YoY +118.60% (+$152.9K)
(cusip025072299)✕	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$281.5K	0.0% ($281.5K/$6.6B)	QoQ NEW(+$281.5K) YoY NEW(+$281.5K)
SERVICE CORP INTERNATIONAL(SCIcusip817565104)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$280.9K	0.0% ($280.9K/$6.6B)	QoQ NEW(+$280.9K) YoY NEW(+$280.9K)
(VSGXcusip921910725)	4.7K	QoQ -0.14% (-7) YoY -5.08% (-252)	All Managers (Combined)	$277.3K	0.0% ($277.3K/$6.6B)	QoQ +3.84% (-$10.3K) YoY -2.59% (-$7.4K)
DOW INC.(DOWcusip260557103)	7.9K	QoQ +47.81% (+2.6K) YoY -17.05% (-1.6K)	All Managers (Combined)	$276.9K	0.0% ($276.9K/$6.6B)	QoQ +28.64% (+$61.7K) YoY -49.99% (-$276.9K)
(cusip78464A144)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$276.9K	0.0% ($276.9K/$6.6B)	QoQ NEW(+$276.9K) YoY NEW(+$276.9K)
Polaris Inc.(PIIcusip731068102)	6.8K	QoQ +11.01% (-671) YoY +61.36% (-2.6K)	All Managers (Combined)	$276.8K	0.0% ($276.8K/$6.6B)	QoQ -21.11% (-$74.1K) YoY -34.01% (-$142.7K)
ZoomInfo Technologies Inc.(GTMcusip98980F104)	27.6K	QoQ NEW(+27.6K) YoY NEW(+27.6K)	All Managers (Combined)	$276.4K	0.0% ($276.4K/$6.6B)	QoQ NEW(+$276.4K) YoY NEW(+$276.4K)
(cusip46431W812)✕	11.5K	QoQ +1.16% (-132) YoY +7.09% (+762)	All Managers (Combined)	$276.3K	0.0% ($276.3K/$6.6B)	QoQ -0.13% (-$361) YoY +4.52% (+$12.0K)
ALLIANT ENERGY CORP(LNTcusip018802108)	4.3K	QoQ -22.16% (-1.2K) YoY -51.93% (-4.6K)	All Managers (Combined)	$274.8K	0.0% ($274.8K/$6.6B)	QoQ -15.30% (-$49.7K) YoY -38.62% (-$173.0K)
FLOWSERVE CORP(FLScusip34354P105)	5.6K	QoQ +54.44% (+2.0K) YoY NEW(+5.6K)	All Managers (Combined)	$273.4K	0.0% ($273.4K/$6.6B)	QoQ +31.13% (+$64.9K) YoY NEW(+$273.4K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	1.4K	QoQ NEW(+1.4K) YoY NEW(+1.4K)	All Managers (Combined)	$272.1K	0.0% ($272.1K/$6.6B)	QoQ NEW(+$272.1K) YoY NEW(+$272.1K)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	460	QoQ NEW(+460) YoY -24.95% (-153)	All Managers (Combined)	$271.6K	0.0% ($271.6K/$6.6B)	QoQ NEW(+$271.6K) YoY -21.07% (-$72.6K)
(cusip464287523)✕	1.4K	QoQ -19.14% (-341) YoY -80.23% (-5.8K)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$6.6B)	QoQ -29.39% (-$112.9K) YoY -83.53% (-$1.4M)
Dolby Laboratories, Inc.(DLBcusip25659T107)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$270.9K	0.0% ($270.9K/$6.6B)	QoQ NEW(+$270.9K) YoY NEW(+$270.9K)
SIRIUS XM HOLDINGS INC.(SIRIcusip829933100)	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$270.3K	0.0% ($270.3K/$6.6B)	QoQ NEW(+$270.3K) YoY NEW(+$270.3K)
CORPAY, INC.(CPAYcusip219948106)	774	QoQ NEW(+774) YoY NEW(+774)	All Managers (Combined)	$269.9K	0.0% ($269.9K/$6.6B)	QoQ NEW(+$269.9K) YoY NEW(+$269.9K)
MICROSTRATEGY Inc(MSTRcusip594972408)	931	QoQ NEW(+931) YoY NEW(+931)	All Managers (Combined)	$268.4K	0.0% ($268.4K/$6.6B)	QoQ NEW(+$268.4K) YoY NEW(+$268.4K)
RAMBUS INC(RMBScusip750917106)	5.2K	QoQ NEW(+5.2K) YoY +21.54% (+918)	All Managers (Combined)	$268.1K	0.0% ($268.1K/$6.6B)	QoQ NEW(+$268.1K) YoY +1.83% (+$4.8K)