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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 46 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 — VIKING HOLDINGS LTD — 50.0 $5K — NEW — $104.68 —
902 AMBP ARDAGH METAL PACKAGING S A Consumer Cyclical 1,100.0 $5K — NEW — $4.74 -8.2%
903 TECK TECK RESOURCES LTD Basic Materials 86.0 $5K — NEW — $59.47 +9.1%
904 GFS GLOBALFOUNDRIES INC Technology 62.0 $5K — NEW — $82.42 -41.9%
905 EQT EQT CORP Energy 96.0 $5K — NEW — $53.18 -8.0%
906 DIVO AMPLIFY ETF TR — 110.0 $5K — NEW — $45.70 +2.3%
907 ZTS ZOETIS INC Healthcare 69.0 $5K — NEW — $71.87 -2.2%
908 FNF FIDELITY NATL FINL INC Financial Services 105.0 $5K — NEW — $47.16 -12.7%
909 HSBC HSBC HLDGS PLC Financial Services 52.0 $5K — NEW — $95.10 +5.9%
910 — PINNACLE FINL PARTNERS INC — 49.0 $5K — NEW — $100.90 —
911 IT GARTNER INC Technology 38.0 $5K — NEW — $129.63 +43.4%
912 AIQ GLOBAL X FDS — 75.0 $5K — NEW — $65.61 -0.9%
913 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 96.0 $5K — NEW — $51.00 -13.8%
914 VNQI VANGUARD INTL EQUITY INDEX F — 109.0 $5K — NEW — $44.85 -4.9%
915 HWM HOWMET AEROSPACE INC Industrials 18.0 $5K — NEW — $268.89 -14.1%
916 LAMR LAMAR ADVERTISING CO Real Estate 31.0 $5K — NEW — $156.00 -6.4%
917 IMCG ISHARES TR — 49.0 $5K — NEW — $97.35 -3.0%
918 EWU ISHARES TR — 103.0 $5K — NEW — $46.15 +1.5%
919 SPHQ INVESCO EXCHANGE TRADED FD T — 52.0 $5K — NEW — $90.12 -6.1%
920 BKLN INVESCO EXCH TRADED FD TR II — 230.0 $5K — NEW — $20.37 +0.4%
Page 46 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%