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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 48 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
941 RPG INVESCO EXCHANGE TRADED FD T — 65.0 $4K — NEW — $63.86 -8.1%
942 AJG GALLAGHER ARTHUR J & CO Financial Services 18.0 $4K — NEW — $229.61 -0.8%
943 PNQI INVESCO EXCHANGE TRADED FD T — 90.0 $4K — NEW — $45.58 +10.9%
944 IMCB ISHARES TR — 42.0 $4K — NEW — $97.38 -2.3%
945 SKM SK TELECOM CO LTD Communication Services 126.0 $4K — NEW — $32.17 +11.6%
946 LII LENNOX INTL INC Industrials 7.0 $4K — NEW — $573.00 -37.1%
947 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 52.0 $4K — NEW — $76.40 +3.9%
948 DLO DLOCAL LTD Technology 300.0 $4K — NEW — $13.00 +5.3%
949 OGS ONE GAS INC Utilities 50.0 $4K — NEW — $77.08 -6.3%
950 FINX GLOBAL X FDS — 155.0 $4K — NEW — $24.69 -0.3%
951 FELV FIDELITY COVINGTON TRUST — 95.0 $4K — NEW — $40.11 +3.5%
952 XLU SELECT SECTOR SPDR TR — 84.0 $4K — NEW — $45.35 -12.4%
953 — COOPER COS INC — 53.0 $4K — NEW — $71.72 —
954 FAST FASTENAL CO Industrials 79.0 $4K — NEW — $48.04 +4.0%
955 DVN DEVON ENERGY CORP NEW Energy 91.0 $4K — NEW — $41.33 +12.8%
956 WCEO TWO RDS SHARED TR — 98.0 $4K — NEW — $38.34 -3.4%
957 AFL AFLAC INC Financial Services 32.0 $4K — NEW — $117.25 -3.1%
958 DBA INVESCO DB MULTI-SECTOR COMM Financial Services 140.0 $4K — NEW — $26.76 +5.6%
959 CSGP COSTAR GROUP INC Real Estate 131.0 $4K — NEW — $28.32 -4.8%
960 ING ING GROEP N.V. Financial Services 118.0 $4K — NEW — $31.38 +15.0%
Page 48 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%