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Portfolio (Quarterly) Guide ↗

Asset Dedication, LLC

· CIK 0001475896
13F Portfolio $1.6B AUM 1,243 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1242 New
Page 53 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 — BROWN FORMAN CORP — 74.0 $2K — NEW — $26.66 —
1042 GRID FIRST TR EXCHANGE-TRADED FD — 10.0 $2K — NEW — $191.80 -7.1%
1043 SRVR PACER FDS TR — 60.0 $2K — NEW — $31.78 -10.3%
1044 UAL UNITED AIRLS HLDGS INC Industrials 14.0 $2K — NEW — $136.00 -17.2%
1045 — INGERSOLL RAND INC — 23.0 $2K — NEW — $82.00 —
1046 IWMI NEOS ETF TRUST — 35.0 $2K — NEW — $53.54 -8.2%
1047 OIH VANECK ETF TRUST — 5.0 $2K — NEW — $372.20 +2.2%
1048 SHE SPDR SERIES TRUST — 12.0 $2K — NEW — $154.50 +2.0%
1049 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 6.0 $2K — NEW — $301.17 -15.6%
1050 FE FIRSTENERGY CORP Utilities 38.0 $2K — NEW — $47.55 -8.2%
1051 PRTA PROTHENA CORP PLC Healthcare 184.0 $2K — NEW — $9.79 -10.3%
1052 AFRM AFFIRM HLDGS INC Technology 22.0 $2K — NEW — $81.59 -15.1%
1053 PBW INVESCO EXCHANGE TRADED FD T — 46.0 $2K — NEW — $39.02 -25.4%
1054 PCG PG&E CORP Utilities 104.0 $2K — NEW — $16.83 -27.6%
1055 GGG GRACO INC Industrials 23.0 $2K — NEW — $75.65 +3.2%
1056 NLR VANECK ETF TRUST — 15.0 $2K — NEW — $116.00 -10.2%
1057 OWL BLUE OWL CAPITAL INC Financial Services 196.0 $2K — NEW — $8.75 +6.1%
1058 SFM SPROUTS FMRS MKT INC Consumer Defensive 20.0 $2K — NEW — $84.60 -23.6%
1059 DXCM DEXCOM INC Healthcare 25.0 $2K — NEW — $67.36 +28.6%
1060 TTD THE TRADE DESK INC Technology 93.0 $2K — NEW — $18.09 -33.4%
Page 53 of 63  ·  1,242 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 20.5%
Industrials 11.0%
Healthcare 7.9%
Consumer Cyclical 7.6%
Consumer Defensive 7.0%
Communication Services 6.1%
Energy 3.3%
Basic Materials 1.6%
Utilities 0.6%