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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 50 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 AIG AMERICAN INTL GROUP INC Financial Services 43.0 $3K — NEW — $74.53 +1.0%
982 EWJ ISHARES INC — 34.0 $3K — NEW — $93.29 +3.4%
983 EAGG ISHARES TR — 66.0 $3K — NEW — $47.42 -4.5%
984 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 180.0 $3K — NEW — $17.35 -13.7%
985 XOP SPDR SERIES TRUST — 20.0 $3K — NEW — $154.30 +15.8%
986 HII HUNTINGTON INGALLS INDS INC Industrials 11.0 $3K — NEW — $279.91 -7.2%
987 XLB SELECT SECTOR SPDR TR — 60.0 $3K — NEW — $50.83 -3.4%
988 QYLG GLOBAL X FDS — 100.0 $3K — NEW — $30.31 +0.0%
989 EZU ISHARES INC — 43.0 $3K — NEW — $69.51 -1.8%
990 ALLE ALLEGION PLC Industrials 21.0 $3K — NEW — $140.52 +10.6%
991 TRMK TRUSTMARK CORP Financial Services 64.0 $3K — NEW — $46.02 -1.7%
992 SCHI SCHWAB STRATEGIC TR — 129.0 $3K — NEW — $22.68 -5.4%
993 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 35.0 $3K — NEW — $83.49 +2.3%
994 RVTY REVVITY INC Healthcare 26.0 $3K — NEW — $111.27 +37.3%
995 XYLG GLOBAL X FDS — 100.0 $3K — NEW — $28.83 +2.4%
996 PHM PULTE GROUP INC Consumer Cyclical 21.0 $3K — NEW — $137.24 -13.7%
997 OMC OMNICOM GROUP INC Communication Services 39.0 $3K — NEW — $72.85 +1.8%
998 LH LABCORP HOLDINGS INC Healthcare 10.0 $3K — NEW — $282.30 +9.4%
999 DEO DIAGEO PLC Consumer Defensive 35.0 $3K — NEW — $80.40 +6.1%
1000 BMNR BITMINE IMMERSION TECHS INC Financial Services 208.0 $3K — NEW — $13.31 +100.8%
Page 50 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%