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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 8 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWD ISHARES TR 2,224.0 $539K 0.05% +120.0 +5.7% $242.45 +5.9%
142 GIS GENERAL MILLS INC Consumer Defensive 15,279.0 $532K 0.05% +4K +34.9% $34.80 +9.4%
143 VEA VANGUARD TAX-MANAGED FDS 7,355.0 $524K 0.05% +73.0 +1.0% $71.25 +1.6%
144 DFAE DIMENSIONAL ETF TRUST 12,126.0 $488K 0.05% +357.0 +3.0% $40.21 -3.9%
145 VO VANGUARD INDEX FDS 5,885.0 $474K 0.05% +4K +287.7% $80.57 +3.1%
146 UBER UBER TECHNOLOGIES INC Technology 6,397.0 $462K 0.04% +152.0 +2.4% $72.16 +3.5%
147 FBND FIDELITY MERRIMACK STR TR 10,114.0 $460K 0.04% +231.0 +2.3% $45.49 -1.3%
148 DUHP DIMENSIONAL ETF TRUST 10,212.0 $426K 0.04% +2K +20.7% $41.73 +1.4%
149 XLU SELECT SECTOR SPDR TR 9,357.0 $424K 0.04% +2K +20.5% $45.34 -2.9%
150 VNQ VANGUARD INDEX FDS 4,396.0 $424K 0.04% +72.0 +1.7% $96.43 +1.2%
151 PSA PUBLIC STORAGE Real Estate 1,318.0 $420K 0.04% +391.0 +42.2% $318.35 +1.5%
152 MTB M & T BK CORP Financial Services 1,671.0 $398K 0.04% +16.0 +1.0% $238.01 +5.7%
153 XLI SELECT SECTOR SPDR TR 2,000.0 $371K 0.04% +385.0 +23.8% $185.27 -0.9%
154 WEC WEC ENERGY GROUP INC Utilities 3,115.0 $364K 0.04% +1K +49.7% $116.76 -4.9%
155 ACN ACCENTURE PLC IRELAND Technology 2,853.0 $355K 0.03% +2K +142.0% $124.44 +39.0%
156 NKE NIKE INC Consumer Cyclical 8,304.0 $341K 0.03% +847.0 +11.4% $41.05 -2.4%
157 AEP AMERICAN ELEC PWR CO INC Utilities 2,411.0 $330K 0.03% +873.0 +56.8% $136.79 -7.6%
158 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 808.0 $312K 0.03% +66.0 +8.9% $386.61 +3.0%
159 VGT VANGUARD WORLD FD 2,469.0 $295K 0.03% +2K +769.4% $119.52 +0.2%
160 VONG VANGUARD SCOTTSDALE FDS 2,252.0 $288K 0.03% +17.0 +0.8% $127.82 -0.9%
Page 8 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%