Position in ULS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,248,751
+$2,116,006 QoQ
Shares Held
37,904
+163.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 93.26056003796867.ToString("F0")%
Shared 0.ToString("F0")%
None 6.739439962031324.ToString("F0")%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Mar 31, 2026Focus Partners Wealth holds $279,566,236 across 13 Specialty Business Services names. ULS ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
4,228,572 | $140,388,590 | |
| 2 | AMTM |
Amentum Holdings, Inc.
|
2,604,911 | $67,936,078 | |
| 3 | CASS |
Cass Information Systems Inc
|
686,008 | $30,198,072 | |
| 4 | ARMK |
Aramark
|
597,795 | $24,234,609 | |
| 5 | CTAS |
Cintas Corp
|
50,066 | $8,468,163 | |
| 6 | ULS |
UL Solutions Inc.
This page
|
37,904 | $3,248,751 | |
| 7 | GPN |
Global Payments Inc
|
28,964 | $1,949,277 | |
| 8 | RELX |
Relx PLC
|
52,496 | $1,740,242 |
All Filings in ULS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,248,751 | 37,904 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,132,745 | 14,364 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,013,510 | 14,303 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||