Grufity logo
Grufity logo

Latest Buckingham Strategic Partners Stock Portfolio

$11.80Billion | No. of Holdings #1239

Buckingham Strategic Partners Performance

2026 Q2+8.27%
YTD+8.72%
2025+14.33%

About Buckingham Strategic Partners and 13F Hedge Fund Stock Holdings

On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, Focus Partners Advisor Solutions, LLC reported an equity portfolio of $11.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Focus Partners Advisor Solutions, LLC are IJR, DFAC, BOB. The fund has invested 8.2% of it's portfolio in ISHARES TR and 6.6% of portfolio in DIMENSIONAL ETF TRUST. <br><br> The fund managers got completely rid off UNITED NAT FOODS INC (UNFI), NATIONAL BK HLDGS CORP (NBHC) and HONEYWELL INTL INC (HON) stocks. They significantly reduced their stock positions in ATI INC (ATI), EXXON MOBIL CORP (XOM) and ROBINHOOD MKTS INC (HOOD). Focus Partners Advisor Solutions, LLC opened new stock positions in FIRST NORTHN CMNTY BANCORP (FNRN), BLACKROCK ETF TRUST (BECO) and ISHARES TR (AMPS). The fund showed a lot of confidence in some stocks as they added substantially to MIAMI INTL HLDGS INC, VANGUARD WORLD FD (VAW) and FORD MTR CO (F).
Buckingham Strategic Partners Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$11.80Billion
  as of Aug 06, 2026

Buckingham Strategic Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Focus Partners Advisor Solutions, LLC made a return of 8.27% in the last quarter. In trailing 12 months, it's portfolio return was 17.75%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
first northn cmnty bancorp6,883,400
blackrock etf trust6,215,980
ishares tr4,650,350
ishares tr4,110,180
ishares tr2,666,450
bondbloxx etf trust2,379,580
waste connections inc2,314,950
spdr series trust2,075,140
New stocks bought by Buckingham Strategic Partners

Additions

Ticker% Inc.
miami intl hldgs inc1,224
vanguard world fd1,068
ford mtr co680
vanguard index fds598
vanguard index fds578
synopsys inc573
ishares tr423
norfolk southn corp390
Additions to existing portfolio by Buckingham Strategic Partners

Reductions

Ticker% Reduced
exxon mobil corp-81.56
booking holdings inc-63.14
regeneron pharmaceuticals-59.07
ea series trust-58.18
sandisk corp-54.6
schwab strategic tr-51.36
wisdomtree tr-50.1
fortinet inc-49.49
Buckingham Strategic Partners reduced stake in above stock

Sold off

None of the stocks were completely sold off by Buckingham Strategic Partners

Sector Distribution

Focus Partners Advisor Solutions, LLC has about 86.2% of it's holdings in Others sector.

  • Others
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Healthcare
Sector%
Others86.2
Technology4.9
Industrials1.7
Financial Services1.6
Consumer Cyclical1.3
Healthcare1.2

Market Cap. Distribution

Focus Partners Advisor Solutions, LLC has about 13.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED86.2
MEGA-CAP7.8
LARGE-CAP5.3

Stocks belong to which Index?

About 11.5% of the stocks held by Focus Partners Advisor Solutions, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others87.9
S&P 50011.5
Top 5 Winners (%)%
RXT
rackspace technology inc
366.7 %
MU
micron technology inc
213.7 %
UMC
united microelectronics corp
203.4 %
sandisk corp
187.9 %
INTC
intel corp
186.9 %
Top 5 Winners ($)$
IJR
ishares tr
123.6 M
DFAC
dimensional etf trust
97.5 M
BOB
ea series trust
78.9 M
DFAC
dimensional etf trust
50.5 M
DFAC
dimensional etf trust
42.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-72.4 %
AMPS
ishares tr
-70.4 %
VB
vanguard index fds
-69.9 %
IVOG
vanguard admiral fds inc
-69.2 %
EDV
vanguard world fd
-66.0 %
Top 5 Losers ($)$
VB
vanguard index fds
-53.4 M
IJR
ishares tr
-35.8 M
VAW
vanguard world fd
-23.3 M
EDV
vanguard world fd
-15.0 M
VB
vanguard index fds
-8.3 M

Buckingham Strategic Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Buckingham Strategic Partners

Focus Partners Advisor Solutions, LLC has 1239 stocks in it's portfolio. About 44.2% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Focus Partners Advisor Solutions, LLC last quarter.

$11.42BTotal Value
500Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Buckingham Strategic Partners, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.4%615,971
$47.15M
0.4%
increased 60.82 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.1%102,190
$12.00M
0.1%
increased 7.94 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.08%111,022
$9.13M
0.08%
increased 120.84 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.07%74,353
$8.00M
0.07%
increased 6.29 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.06%73,360
$6.95M
0.06%
increased 150.38 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.04%45,718
$4.59M
0.04%
increased 289.52 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.04%84,674
$4.50M
0.04%
decreased 2.32 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.04%41,354
$4.40M
0.04%
increased 7.36 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.03%97,228
$4.03M
0.03%
increased 4.87 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.02%40,796
$2.71M
0.02%
increased 19.81 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.02%19,406
$2.41M
0.02%
increased 9.51 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.02%20,742
$1.96M
0.02%
increased 7.49 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.01%12,068
$1.72M
0.01%
increased 6.17 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.01%20,497
$1.52M
0.01%
new position
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Buckingham Strategic Partners's holding in Ishares Tr over time
0.01%9,608
$1.51M
0.01%
decreased 2.05 percentreduced
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Buckingham Strategic Partners's holding in Alps Etf Tr over time
0.12%352,141
$14.50M
0.12%
decreased 0.29 percentreduced