Focus Partners Advisor Solutions, LLC
•CIK: 1868872•Filing: Q4 2025
Buckingham Strategic Partners, LLC, managed by the seasoned team of John Buckingham and his co-managers, is known for its concentrated, high-conviction investment approach, currently holding 1,088 positions with a focus on undervalued and overlooked stocks. Recently, the fund has made notable moves by adding SPYM and AVSC, which have surged by 1140% and 576% respectively, while exiting positions in AVIG and USHY, reflecting its dynamic strategy in capitalizing on market inefficiencies.
Total AUM
$8.2B
QoQ Performance
-7.5%
Positions
772
Top 10 Concentration
51.3%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
DFAC
BSVO
ITOT9.2%
DFAC7.7%
BSVO5.6%
AVDV4.5%
DFAT3.9%
IDEV3.6%
DFIV3.5%
DFEM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other87.5%
Technology6.0%
Consumer1.6%
Financial1.3%
ETF1.2%
Healthcare0.9%
Industrial0.6%
Energy0.3%
🚪 Exited Positionssold since Q3 2025
+928 more exited positions
Changes from Q3 2025
NEW2 new positions
↑99 increased
↓99 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023