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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $919M AUM 402 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New 129 Added 127 Reduced 36 Exited
Page 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COWG PACER FDS TR 66,444.0 $2.3M 0.25% +15K +29.7% $34.14 +12.0%
62 ISRG INTUITIVE SURGICAL INC Healthcare 4,983.0 $2.3M 0.24% +5K +1181.0% $452.62 -7.5%
63 PFE PFIZER INC Healthcare 79,490.0 $2.2M 0.24% +28K +55.2% $27.83 -5.8%
64 PJIO PGIM ETF TR 36,059.0 $2.0M 0.22% +628.0 +1.8% $56.51 +16.4%
65 VB VANGUARD INDEX FDS 7,659.0 $2.0M 0.22% +238.0 +3.2% $265.51 +10.2%
66 CAT CATERPILLAR INC Industrials 2,722.0 $2.0M 0.21% +2K +227.6% $721.16 +26.2%
67 BA BOEING CO Industrials 8,899.0 $1.9M 0.21% +1K +17.6% $212.31 +5.6%
68 WM WASTE MGMT INC DEL Industrials 7,602.0 $1.8M 0.19% +6K +335.4% $233.81 -7.8%
69 JSMD JANUS DETROIT STR TR 21,945.0 $1.8M 0.19% +314.0 +1.4% $80.83 +17.9%
70 SCHD SCHWAB STRATEGIC TR 50,701.0 $1.6M 0.17% +7K +15.7% $30.64 +6.2%
71 PLTR PALANTIR TECHNOLOGIES INC Technology 10,374.0 $1.5M 0.17% +439.0 +4.4% $147.93 -10.4%
72 BERKSHIRE HATHAWAY INC DEL 2,848.0 $1.4M 0.15% +481.0 +20.3% $476.38
73 MELI MERCADOLIBRE INC Consumer Cyclical 793.0 $1.4M 0.15% +64.0 +8.8% $1710.37 -0.8%
74 IBM INTERNATIONAL BUSINESS MACHS Technology 5,469.0 $1.3M 0.15% +381.0 +7.5% $246.72 +3.4%
75 IJR ISHARES TR 10,398.0 $1.3M 0.14% +794.0 +8.3% $126.11 +10.7%
76 DFAR DIMENSIONAL ETF TRUST 54,040.0 $1.3M 0.14% +4K +7.4% $24.12 +8.6%
77 DFEM DIMENSIONAL ETF TRUST 36,841.0 $1.3M 0.14% +3K +8.8% $34.76 +17.8%
78 XLK SELECT SECTOR SPDR TR 9,208.0 $1.3M 0.14% +2K +24.0% $136.78 +34.8%
79 VTIP VANGUARD MALVERN FDS 24,707.0 $1.2M 0.13% +4K +18.1% $49.99 +0.7%
80 IVV ISHARES TR 1,774.0 $1.2M 0.13% +528.0 +42.4% $662.00 +13.9%
Page 4 of 7  ·  129 positions

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 29.0%
Financial Services 18.0%
Industrials 10.0%
Communication Services 9.1%
Consumer Cyclical 9.0%
Healthcare 7.6%
Energy 6.4%
Consumer Defensive 4.2%
Utilities 3.6%
Basic Materials 1.6%