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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $1.0B AUM 416 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 40 New 169 Added 138 Reduced 26 Exited
Page 5 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYK ISHARES TR 30,180.0 $2.2M 0.21% +14K +89.8% $72.66 +2.4%
82 SPMO INVESCO EXCH TRADED FD TR II 13,189.0 $2.1M 0.21% +5K +55.6% $161.54 -6.6%
83 SHLD GLOBAL X FDS 34,560.0 $2.1M 0.20% +3K +8.7% $59.71 +16.9%
84 VRTX VERTEX PHARMACEUTICALS INC Healthcare 4,147.0 $2.1M 0.20% +691.0 +20.0% $496.68 +6.3%
85 AIRR FIRST TR EXCHANGE TRADED FD 15,154.0 $2.0M 0.20% +5K +56.7% $133.25 -9.7%
86 IBDW ISHARES TR 91,206.0 $1.9M 0.18% +26K +39.6% $20.84 -1.0%
87 DTD WISDOMTREE TR 20,333.0 $1.9M 0.18% +112.0 +0.6% $93.25 +4.7%
88 DFEM DIMENSIONAL ETF TRUST 45,353.0 $1.8M 0.18% +9K +23.1% $40.64 -3.7%
89 DFAR DIMENSIONAL ETF TRUST 68,536.0 $1.8M 0.17% +14K +26.8% $26.16 +0.5%
90 VTIP VANGUARD MALVERN FDS 35,323.0 $1.8M 0.17% +11K +43.0% $50.23 -0.9%
91 DGRW WISDOMTREE TR 18,234.0 $1.7M 0.17% +136.0 +0.8% $95.62 +3.6%
92 DUK DUKE ENERGY CORP NEW Utilities 13,646.0 $1.7M 0.17% +620.0 +4.8% $126.58 -2.0%
93 ECL ECOLAB INC Basic Materials 6,004.0 $1.7M 0.16% +866.0 +16.9% $278.61 +0.5%
94 IBM INTERNATIONAL BUSINESS MACHS Technology 5,904.0 $1.7M 0.16% +435.0 +8.0% $281.20 -17.3%
95 SCHD SCHWAB STRATEGIC TR 51,530.0 $1.6M 0.16% +829.0 +1.6% $31.71 +8.8%
96 LNG CHENIERE ENERGY INC Energy 6,413.0 $1.5M 0.15% +870.0 +15.7% $239.01 +14.5%
97 EMR EMERSON ELEC CO Industrials 10,701.0 $1.5M 0.15% +9K +606.8% $143.15 +10.2%
98 UJUN INNOVATOR ETFS TRUST 39,322.0 $1.5M 0.15% +14K +55.1% $38.54 +1.6%
99 GD GENERAL DYNAMICS CORP Industrials 4,176.0 $1.5M 0.14% +120.0 +3.0% $354.24 +11.1%
100 MCD MCDONALDS CORP Consumer Cyclical 5,379.0 $1.5M 0.14% +425.0 +8.6% $270.32 -1.2%
Page 5 of 9  ·  169 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 33.8%
Financial Services 16.7%
Industrials 9.7%
Consumer Cyclical 9.4%
Communication Services 8.5%
Healthcare 7.7%
Energy 4.9%
Consumer Defensive 3.8%
Utilities 3.4%
Real Estate 1.3%