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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 1 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IDMO INVESCO EXCH TRADED FD TR II 67,249.0 $4.1M 0.39% NEW $60.29 +3.6%
2 CSHI NEOS ETF TRUST 68,786.0 $3.4M 0.33% NEW $49.81 -0.3%
3 TJX TJX COS INC NEW Consumer Cyclical 19,247.0 $2.9M 0.28% NEW $151.50 +0.4%
4 SOXX ISHARES TR 4,391.0 $2.8M 0.27% NEW $640.70 -17.7%
5 SPACE EXPLORATION TECHN CORP 10,082.0 $1.7M 0.17% NEW $170.86
6 IDEQ LAZARD ACTIVE ETF TR 37,097.0 $1.3M 0.13% NEW $35.07 +1.5%
7 INNOVATOR ETFS TRUST 40,222.0 $1.1M 0.11% NEW $27.39
8 CAH CARDINAL HEALTH INC Healthcare 2,835.0 $674K 0.07% NEW $237.59 -0.3%
9 AGG ISHARES TR 5,020.0 $497K 0.05% NEW $98.99 -1.7%
10 VBR VANGUARD INDEX FDS 1,979.0 $481K 0.05% NEW $242.97 +2.4%
11 NEBIUS GROUP N.V. 1,590.0 $439K 0.04% NEW $276.17
12 IVE ISHARES TR 1,901.0 $432K 0.04% NEW $227.12 +4.4%
13 AVDV AMERICAN CENTY ETF TR 3,716.0 $383K 0.04% NEW $103.05 +6.6%
14 PJUN INNOVATOR ETFS TRUST 8,640.0 $373K 0.04% NEW $43.23 +1.8%
15 EEM ISHARES TR 5,366.0 $367K 0.04% NEW $68.41 -4.4%
16 BSV VANGUARD BD INDEX FDS 4,378.0 $341K 0.03% NEW $77.91 -0.4%
17 GPC GENUINE PARTS CO Consumer Cyclical 2,723.0 $321K 0.03% NEW $117.99 +13.2%
18 LITE LUMENTUM HLDGS INC Technology 370.0 $318K 0.03% NEW $858.61 +2.3%
19 SNDK SANDISK CORP Technology 128.0 $291K 0.03% NEW $2273.73 -27.6%
20 AAOI APPLIED OPTOELECTRONICS INC Technology 1,930.0 $286K 0.03% NEW $148.16 -8.8%
Page 1 of 2  ·  40 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%