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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 6 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MELI MERCADOLIBRE INC Consumer Cyclical 848.0 $1.4M 0.14% +55.0 +6.9% $1697.39 +4.8%
102 ORI OLD REP INTL CORP Financial Services 34,830.0 $1.4M 0.14% +3K +9.3% $40.92 +3.5%
103 PKG PACKAGING CORP AMER Consumer Cyclical 5,959.0 $1.4M 0.14% +932.0 +18.5% $238.28 +5.0%
104 CEG CONSTELLATION ENERGY CORP Utilities 5,442.0 $1.4M 0.13% +1K +32.8% $248.37 +7.4%
105 SO SOUTHERN CO Utilities 13,670.0 $1.3M 0.13% +926.0 +7.3% $95.71 -3.8%
106 IJJ ISHARES TR 8,000.0 $1.2M 0.11% +166.0 +2.1% $147.73 +0.9%
107 INNOVATOR ETFS TRUST 44,659.0 $1.2M 0.11% +380.0 +0.9% $26.42
108 DE DEERE & CO Industrials 1,859.0 $1.2M 0.11% +314.0 +20.3% $634.33 -7.2%
109 ENB ENBRIDGE INC Energy 21,575.0 $1.2M 0.11% +215.0 +1.0% $54.21 -5.2%
110 DIS DISNEY WALT CO Communication Services 11,904.0 $1.1M 0.11% +304.0 +2.6% $96.25 +8.0%
111 DFAI DIMENSIONAL ETF TRUST 26,238.0 $1.1M 0.10% +3K +11.9% $41.25 +4.0%
112 INTC INTEL CORP Technology 7,001.0 $978K 0.10% +3K +70.0% $139.63 -30.8%
113 ED CONSOLIDATED EDISON INC Utilities 8,835.0 $977K 0.10% +1K +19.5% $110.63 -1.3%
114 ABT ABBOTT LABORATORIES Healthcare 10,312.0 $936K 0.09% +238.0 +2.4% $90.74 +24.2%
115 TMUS T-MOBILE US INC Communication Services 5,440.0 $912K 0.09% +1K +24.9% $167.72 +9.0%
116 EFA ISHARES TR 8,560.0 $889K 0.09% +3K +46.7% $103.88 +3.3%
117 VZ VERIZON COMMUNICATIONS INC Communication Services 20,577.0 $871K 0.08% +2K +9.5% $42.34 +14.6%
118 TLT ISHARES TR 9,813.0 $848K 0.08% +318.0 +3.4% $86.42 -5.5%
119 WAL WESTERN ALLIANCE BANCORP Financial Services 9,654.0 $794K 0.08% +228.0 +2.4% $82.20 -1.8%
120 ALL ALLSTATE CORP Financial Services 3,309.0 $787K 0.08% +891.0 +36.9% $237.92 +9.8%
Page 6 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%