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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 60 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 — LIBERTY MEDIA CORP DEL — 4.0 $351.0 — NEW — $87.75 —
1182 AGNC AGNC INVT CORP Real Estate 32.0 $349.0 — NEW — $10.91 -13.4%
1183 WERN WERNER ENTERPRISES INC Industrials 8.0 $349.0 — NEW — $43.62 -21.9%
1184 HELE HELEN OF TROY LTD Consumer Defensive 12.0 $349.0 — NEW — $29.08 -3.2%
1185 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 17.0 $321.0 — NEW — $18.88 +4.8%
1186 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1.0 $318.0 — NEW — $318.00 -18.0%
1187 REZI RESIDEO TECHNOLOGIES INC Industrials 10.0 $311.0 — NEW — $31.10 -41.7%
1188 PEGA PEGASYSTEMS INC Technology 10.0 $300.0 — NEW — $30.00 +9.9%
1189 FG F&G ANNUITIES & LIFE INC Financial Services 11.0 $293.0 — NEW — $26.64 -17.9%
1190 UPST UPSTART HLDGS INC Financial Services 8.0 $284.0 — NEW — $35.50 -34.8%
1191 PUK PRUDENTIAL PLC Financial Services 10.0 $269.0 — NEW — $26.90 -6.2%
1192 SCHY SCHWAB STRATEGIC TR — 8.0 $260.0 — NEW — $32.50 -2.5%
1193 KEY KEYCORP Financial Services 11.0 $254.0 — NEW — $23.09 -12.9%
1194 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 87.0 $252.0 — NEW — $2.90 +5.0%
1195 PSKY PARAMOUNT SKYDANCE CORP Communication Services 25.0 $247.0 — NEW — $9.88 +1.1%
1196 WMG WARNER MUSIC GROUP CORP Communication Services 9.0 $244.0 — NEW — $27.11 +1.9%
1197 KNX KNIGHT-SWIFT TRANSN HLDGS IN Industrials 3.0 $234.0 — NEW — $78.00 -17.7%
1198 STLD STEEL DYNAMICS INC Basic Materials 1.0 $230.0 — NEW — $230.00 -3.5%
1199 STM STMICROELECTRONICS N V Technology 3.0 $225.0 — NEW — $75.00 -29.0%
1200 GTX GARRETT MOTION INC Consumer Cyclical 6.0 $218.0 — NEW — $36.33 -27.8%
Page 60 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%