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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 21 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 KR KROGER CO Consumer Defensive 1,795.0 $100K 0.01% NEW — $55.53 +9.5%
402 HYD VANECK ETF TRUST — 1,910.0 $98K 0.01% NEW — $51.51 -7.4%
403 SGOL ETFS GOLD TR Financial Services 2,561.0 $98K 0.01% NEW — $38.23 +4.0%
404 XLY SELECT SECTOR SPDR TR — 828.0 $97K 0.01% NEW — $117.28 -6.9%
405 CVS CVS HEALTH CORP Healthcare 934.0 $97K 0.01% NEW — $103.44 -15.8%
406 TDIV FIRST TR EXCHANGE TRADED FD — 837.0 $96K 0.01% NEW — $114.88 -1.7%
407 VLTO VERALTO CORP Industrials 1,083.0 $96K 0.01% NEW — $88.68 +9.0%
408 F FORD MTR CO Consumer Cyclical 6,877.0 $96K 0.01% NEW — $13.90 -11.4%
409 VTIP VANGUARD MALVERN FDS — 1,897.0 $95K 0.01% NEW — $50.23 -2.1%
410 — CENCORA INC — 336.0 $95K 0.01% NEW — $282.98 —
411 IBB ISHARES TR — 490.0 $93K 0.01% NEW — $190.19 +11.0%
412 BUFD FIRST TR EXCHNG TRADED FD VI — 3,125.0 $93K 0.01% NEW — $29.72 +2.3%
413 CGDV CAPITAL GROUP DIVIDEND VALUE — 1,876.0 $92K 0.01% NEW — $49.28 -0.2%
414 DBC INVESCO DB COMMDY INDX TRCK Financial Services 3,467.0 $92K 0.01% NEW — $26.66 +20.0%
415 NVO NOVO-NORDISK A S Healthcare 1,924.0 $92K 0.01% NEW — $47.94 -20.1%
416 AON AON PLC Financial Services 278.0 $92K 0.01% NEW — $331.69 -16.8%
417 SHEL SHELL PLC Energy 1,177.0 $91K 0.01% NEW — $77.54 +22.7%
418 MELI MERCADOLIBRE INC Consumer Cyclical 53.0 $90K 0.01% NEW — $1697.40 +1.6%
419 — EVEREST GROUP LTD — 250.0 $89K 0.01% NEW — $357.23 —
420 NEM NEWMONT CORP Basic Materials 944.0 $88K 0.01% NEW — $93.40 +25.4%
Page 21 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%