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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 9 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ASML ASML HLDG NV Technology 536.0 $1.1M 0.07% NEW — $1989.44 -7.8%
162 IYW ISHARES TR — 4,187.0 $1.1M 0.07% NEW — $252.24 +4.4%
163 SHW SHERWIN WILLIAMS CO Basic Materials 3,057.0 $1.1M 0.07% NEW — $344.33 -4.0%
164 CRWD CROWDSTRIKE HLDGS INC Technology 1,360.0 $1.0M 0.07% NEW — $190.79 +37.7%
165 PEP PEPSICO INC Consumer Defensive 7,634.0 $1.0M 0.07% NEW — $135.41 -5.0%
166 EFV ISHARES TR — 13,315.0 $1.0M 0.06% NEW — $76.55 +4.0%
167 BA BOEING CO Industrials 4,694.0 $1.0M 0.06% NEW — $216.46 -13.3%
168 EFA ISHARES TR — 9,607.0 $998K 0.06% NEW — $103.88 +0.6%
169 TGT TARGET CORP Consumer Defensive 7,552.0 $986K 0.06% NEW — $130.61 +19.8%
170 VBK VANGUARD INDEX FDS — 2,670.0 $976K 0.06% NEW — $365.70 -7.5%
171 IJH ISHARES TR — 12,411.0 $957K 0.06% NEW — $77.11 -6.2%
172 — HONEYWELL INTL INC — 4,243.0 $950K 0.06% NEW — $223.90 —
173 SCHE SCHWAB STRATEGIC TR — 25,808.0 $936K 0.06% NEW — $36.26 +1.0%
174 EPD ENTERPRISE PRODS PARTNERS L — 25,108.0 $923K 0.06% NEW — $36.76 —
175 AMAT APPLIED MATLS INC Technology 1,276.0 $923K 0.06% NEW — $723.01 -29.2%
176 — HONEYWELL AEROSPACE INC — 4,153.0 $918K 0.06% NEW — $221.05 —
177 EZM WISDOMTREE TR — 11,963.0 $907K 0.06% NEW — $75.78 -4.7%
178 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,340.0 $905K 0.06% NEW — $386.73 +1.6%
179 YUM YUM BRANDS INC Consumer Cyclical 5,632.0 $900K 0.06% NEW — $159.86 -13.8%
180 BLK BLACKROCK INC Financial Services 917.0 $882K 0.06% NEW — $961.56 +11.1%
Page 9 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%