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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 18 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EMR EMERSON ELEC CO Industrials 1,218.0 $174K 0.01% NEW — $143.21 +9.8%
342 DEXC DIMENSIONAL ETF TRUST — 2,086.0 $172K 0.01% NEW — $82.61 -2.4%
343 ADP AUTOMATIC DATA PROCESSING IN Industrials 756.0 $169K 0.01% NEW — $224.10 +16.8%
344 CPRI CAPRI HOLDINGS LIMITED Consumer Cyclical 8,828.0 $164K 0.01% NEW — $18.57 -21.1%
345 WM WASTE MGMT INC DEL Industrials 735.0 $164K 0.01% NEW — $223.01 -7.1%
346 OKE ONEOK INC NEW Energy 1,868.0 $162K 0.01% NEW — $86.94 -0.1%
347 XLF SELECT SECTOR SPDR TR — 3,024.0 $162K 0.01% NEW — $53.61 +0.7%
348 IDA IDACORP INC Utilities 1,065.0 $161K 0.01% NEW — $151.30 -13.3%
349 PLTR PALANTIR TECHNOLOGIES INC Technology 1,356.0 $158K 0.01% NEW — $116.67 +60.3%
350 ESGU ISHARES TR — 958.0 $157K 0.01% NEW — $163.70 +2.1%
351 DFUV DIMENSIONAL ETF TRUST — 2,819.0 $155K 0.01% NEW — $55.02 +0.6%
352 RPAR TIDAL TRUST I — 6,962.0 $155K 0.01% NEW — $22.26 -4.5%
353 PSX PHILLIPS 66 Energy 898.0 $152K 0.01% NEW — $168.99 +49.3%
354 ISRG INTUITIVE SURGICAL INC Healthcare 379.0 $151K 0.01% NEW — $397.68 +3.6%
355 IOO ISHARES TR — 1,070.0 $146K 0.01% NEW — $136.63 +5.6%
356 FDX FEDEX CORP Industrials 465.0 $146K 0.01% NEW — $313.13 -8.2%
357 — RB GLOBAL INC — 1,249.0 $145K 0.01% NEW — $116.45 —
358 TFC TRUIST FINL CORP Financial Services 2,871.0 $143K 0.01% NEW — $49.82 -6.8%
359 IBIK ISHARES TR — 5,515.0 $143K 0.01% NEW — $25.89 -6.6%
360 CMCSA COMCAST CORP NEW Communication Services 5,795.0 $142K 0.01% NEW — $24.55 -12.0%
Page 18 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%