BURU β€” NUBURU INC

Ownership history in Focus Partners Wealth  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in NUBURU INC (BURU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Focus Partners Wealth Γ— BURU AI Analytics

πŸ“ˆ Focus Partners Wealth outperformed the S&P 500 by +20.3% annually on this BURU position. Average cost basis: $0.94. Maximum drawdown during holding period: –57.1%.

πŸ“ˆ Position Alpha vs SPY
+20.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 20.3% per year on this position.
2 quarters analyzed

πŸ’° Entry Quality
$0.94
-20.2% vs current ($0.75)

Best entry: $0.94 (2025 Q1)  Β·  Worst: $0.94 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–57.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    BURU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 14,175 β€” 0% 0.00% $2K $0.75
2025 Q2 UNCHANGED 14,175 β€” 0% 0.00% $5K $1.75
2025 Q1 INITIATED 14,175 β€” β€” 0.00% $3K $0.94

🏒 Other funds also holding BURU

As of 2025 Q4 β€” sorted by position size

Comprehensive Financial Consultants Institutional, Inc. 3Y 0.0% TWO SIGMA SECURITIES, LLC 3Y 7Y 0.0% Lodestone Wealth Management LLC 3Y 0.0% Allworth Financial LP 3Y 7Y 0.0% Jaffetilchin Investment Partners, LLC 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% Berger Financial Group, Inc 3Y 0.0% IHT Wealth Management, LLC 3Y 7Y 0.0% Integrated Advisors Network LLC 3Y 0.0% VANGUARD GROUP INC 3Y 7Y 0.0%
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