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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 9 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPOT SPOTIFY TECHNOLOGY S A Communication Services 583.0 $268K 0.03% +131.0 +29.0% $459.13 +12.4%
162 CRM SALESFORCE INC Technology 1,700.0 $266K 0.03% +318.0 +23.0% $156.68 +25.2%
163 BND VANGUARD BD INDEX FDS 3,429.0 $252K 0.02% +176.0 +5.4% $73.41 -1.6%
164 VUG VANGUARD INDEX FDS 2,798.0 $241K 0.02% +2K +500.4% $86.14 +2.0%
165 MO ALTRIA GROUP INC Consumer Defensive 3,325.0 $239K 0.02% +83.0 +2.6% $71.95 -9.4%
166 MSTR STRATEGY INC Technology 2,590.0 $225K 0.02% +262.0 +11.2% $86.94 +6.4%
167 PSX PHILLIPS 66 Energy 1,289.0 $218K 0.02% +34.0 +2.7% $169.02 +44.1%
168 RXRX RECURSION PHARMACEUTICALS IN Healthcare 33,546.0 $123K 0.01% +10K +45.0% $3.67 -15.8%
169 ACHR ARCHER AVIATION INC Industrials 16,622.0 $79K 0.01% +2K +10.7% $4.73 +33.6%
Page 9 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%