Focus Financial Network, Inc.

CIK

2010942

City

MINNEAPOLIS

State / Country

MN

Stock

SUN — Sunoco LP

Top Portfolio Positions

313 positions · $1,034,837,339 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	1,622,094	$282,893,193	27.34%
QQQ	Invesco Qqq Trust, Series 1	159,390	$91,996,720	8.89%
AAPL	Apple Inc. Technology	339,314	$86,114,500	8.32%
AMZN	Amazon Com Inc Consumer Cyclical	306,884	$63,914,730	6.18%
BRK-B	Berkshire Hathaway Inc Financial Services	59,767	$28,640,346	2.77%
GOOGL	Alphabet Inc. Communication Services	99,434	$28,593,241	2.76%
SPY	Spdr S&P 500 ETF Trust	38,873	$25,280,666	2.44%
MSFT	Microsoft Corp Technology	62,326	$23,071,215	2.23%
SGOL	abrdn Gold ETF Trust	358,416	$15,992,521	1.55%
GLD	Spdr Gold Trust	30,094	$12,949,147	1.25%

Portfolio Trend

24 quarters · across all stocks

Holdings in SUN

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,096,368	16,875	-10.2%	Shares	Sole	2026-04-14
2025-12-31	$984,783	18,790	-4.6%	Shares	Sole	2026-01-12
2025-09-30	$984,746	19,691	+2.6%	Shares	Sole	2025-10-10
2025-06-30	$1,028,928	19,200	+10.6%	Shares	Sole	2025-07-10
2025-03-31	$1,007,515	17,353	+4.8%	Shares	Sole	2025-04-15
2024-12-31	$851,743	16,558	+2.8%	Shares	Sole	2025-01-29
2024-09-30	$864,301	16,101	+0.2%	Shares	Sole	2024-10-28
2024-06-30	$908,597	16,070	+5.8%	Shares	Sole	2024-07-22
2024-03-31	$915,383	15,183	+1.0%	Shares	Sole	2024-04-24
2023-09-30	$736,159	15,039	+2.6%	Shares	Sole	2024-07-23
2023-06-30	$638,415	14,656	+4.5%	Shares	Sole	2024-07-23
2023-03-31	$615,469	14,023	+37.3%	Shares	Sole	2024-07-23
2020-12-31	$294,016	10,216	+10.3%	Shares	Sole	2024-07-24
2020-09-30	$225,900	9,262	—	Shares	Sole	2024-07-24
No 13F history on record for this holder in this stock.