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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 47 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 PNR PENTAIR PLC Industrials 61.0 $5K — NEW — $76.67 -30.3%
922 GFL GFL ENVIRONMENTAL INC Industrials 126.0 $5K — NEW — $36.79 +14.7%
923 TLH ISHARES TR — 46.0 $5K — NEW — $99.89 -7.4%
924 SSP SCRIPPS E W CO OHIO Communication Services 1,656.0 $5K — NEW — $2.77 -5.8%
925 TLT ISHARES TR — 53.0 $5K — NEW — $86.43 -9.5%
926 ABNB AIRBNB INC Consumer Cyclical 32.0 $5K — NEW — $143.12 +9.7%
927 GCC WISDOMTREE TR — 202.0 $5K — NEW — $22.65 +17.4%
928 HEFA ISHARES TR — 97.0 $5K — NEW — $47.09 -0.9%
929 — PAGAYA TECHNOLOGIES LTD — 250.0 $5K — NEW — $18.25 —
930 IGV ISHARES TR — 50.0 $5K — NEW — $90.60 +16.1%
931 EW EDWARDS LIFESCIENCES CORP Healthcare 50.0 $5K — NEW — $90.46 -2.6%
932 — BLOCK INC — 58.0 $4K — NEW — $76.00 —
933 TRP TC ENERGY CORP Energy 66.0 $4K — NEW — $66.30 -12.1%
934 DG DOLLAR GEN CORP Consumer Defensive 38.0 $4K — NEW — $115.13 +6.5%
935 PTON PELOTON INTERACTIVE INC Consumer Cyclical 740.0 $4K — NEW — $5.91 -14.7%
936 — BLUEROCK PVT REAL ESTATE FD — 336.0 $4K — NEW — $13.01 —
937 MFG MIZUHO FINANCIAL GROUP INC Financial Services 453.0 $4K — NEW — $9.58 +14.8%
938 LITE LUMENTUM HLDGS INC Technology 5.0 $4K — NEW — $858.20 +13.4%
939 DLN WISDOMTREE TR — 44.0 $4K — NEW — $96.34 +1.5%
940 SCHO SCHWAB STRATEGIC TR — 172.0 $4K — NEW — $24.17 -1.3%
Page 47 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%