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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 54 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MDB MONGODB INC Technology 5.0 $2K — NEW — $336.00 +0.4%
1062 QSR RESTAURANT BRANDS INTL INC Consumer Cyclical 23.0 $2K — NEW — $72.52 -1.4%
1063 PRGO PERRIGO CO PLC Healthcare 158.0 $2K — NEW — $10.39 +44.3%
1064 XRP BITWISE XRP ETF Financial Services 140.0 $2K — NEW — $11.66 +43.1%
1065 VTR VENTAS INC Real Estate 18.0 $2K — NEW — $88.83 -2.2%
1066 XTL SPDR SERIES TRUST — 7.0 $2K — NEW — $227.57 -10.9%
1067 DHS WISDOMTREE TR — 14.0 $2K — NEW — $113.71 -0.7%
1068 NDSN NORDSON CORP Industrials 5.0 $2K — NEW — $301.80 +9.2%
1069 RGA REINSURANCE GROUP AMER INC Financial Services 7.0 $1K — NEW — $212.71 +18.9%
1070 BCS BARCLAYS PLC Financial Services 55.0 $1K — NEW — $26.87 -8.9%
1071 RIG TRANSOCEAN LTD Energy 300.0 $1K — NEW — $4.89 +6.5%
1072 LYFT LYFT INC Technology 100.0 $1K — NEW — $14.61 +3.1%
1073 SUI SUN CMNTYS INC Real Estate 12.0 $1K — NEW — $119.92 -6.7%
1074 OC OWENS CORNING NEW Industrials 9.0 $1K — NEW — $159.00 -25.6%
1075 LVHI LEGG MASON ETF INVT — 35.0 $1K — NEW — $40.60 +3.1%
1076 QQQI NEOS ETF TRUST — 25.0 $1K — NEW — $56.80 -2.4%
1077 ON ON SEMICONDUCTOR CORP Technology 15.0 $1K — NEW — $94.60 -19.7%
1078 FSLR FIRST SOLAR INC Energy 6.0 $1K — NEW — $236.00 -25.0%
1079 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 81.0 $1K — NEW — $17.42 +6.5%
1080 BNDX VANGUARD CHARLOTTE FDS — 28.0 $1K — NEW — $48.46 -3.3%
Page 54 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%