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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 19 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 MGOV FIRST TR EXCHANGE-TRADED FD — 6,940.0 $140K 0.01% NEW — $20.19 -5.4%
362 NTES NETEASE COM INC Technology 1,072.0 $137K 0.01% NEW — $128.14 -4.9%
363 CHGX EA SERIES TRUST — 4,115.0 $137K 0.01% NEW — $33.21 -0.6%
364 VLO VALERO ENERGY CORP Energy 522.0 $136K 0.01% NEW — $260.44 +48.9%
365 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 1,530.0 $136K 0.01% NEW — $88.60 -36.8%
366 BUFR FIRST TR EXCHNG TRADED FD VI — 3,694.0 $135K 0.01% NEW — $36.53 +2.7%
367 COWZ PACER FDS TR — 2,157.0 $134K 0.01% NEW — $62.21 +7.6%
368 USRT ISHARES TR — 1,997.0 $133K 0.01% NEW — $66.45 -6.4%
369 TEL TE CONNECTIVITY PLC Technology 646.0 $130K 0.01% NEW — $201.61 +5.4%
370 CTVA CORTEVA INC Basic Materials 1,535.0 $130K 0.01% NEW — $84.69 -8.1%
371 DVYE ISHARES INC — 4,012.0 $129K 0.01% NEW — $32.23 +5.3%
372 MTD METTLER TOLEDO INTERNATIONAL Healthcare 100.0 $128K 0.01% NEW — $1277.51 +20.3%
373 VONG VANGUARD SCOTTSDALE FDS — 970.0 $124K 0.01% NEW — $127.78 +1.0%
374 DUK DUKE ENERGY CORP NEW Utilities 978.0 $124K 0.01% NEW — $126.58 -9.8%
375 IBTO ISHARES TR — 5,117.0 $123K 0.01% NEW — $24.13 -4.7%
376 IWY ISHARES TR — 410.0 $119K 0.01% NEW — $290.62 +1.5%
377 EEM ISHARES TR — 1,732.0 $119K 0.01% NEW — $68.42 -1.5%
378 VRTX VERTEX PHARMACEUTICALS INC Healthcare 237.0 $118K 0.01% NEW — $496.73 +6.0%
379 VGUS VANGUARD INSTL INDEX FD — 1,553.0 $118K 0.01% NEW — $75.67 -0.1%
380 VOOV VANGUARD ADMIRAL FDS INC — 533.0 $117K 0.01% NEW — $219.21 +1.0%
Page 19 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%