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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $672M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 342 New
Page 13 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 SYK STRYKER CORPORATION Healthcare 1,130.0 $397K 0.06% NEW $351.43 -12.5%
242 JAJL INNOVATOR ETFS TRUST 13,497.0 $392K 0.06% NEW $29.06 +2.4%
243 ARCC ARES CAPITAL CORP Financial Services 19,198.0 $388K 0.06% NEW $20.23 -7.0%
244 QQQ INVESCO QQQ TR Financial Services 629.0 $387K 0.06% NEW $614.78 +19.7%
245 WM WASTE MGMT INC DEL Industrials 1,746.0 $384K 0.06% NEW $219.75 -1.9%
246 CRM SALESFORCE INC Technology 1,402.0 $371K 0.06% NEW $264.92 -33.5%
247 SNY SANOFI SA Healthcare 7,659.0 $371K 0.06% NEW $48.46 -8.6%
248 COST COSTCO WHSL CORP NEW Consumer Defensive 430.0 $371K 0.06% NEW $862.34 +15.4%
249 DFAX DIMENSIONAL ETF TRUST 11,148.0 $365K 0.05% NEW $32.73 +15.0%
250 ET ENERGY TRANSFER L P Energy 21,897.0 $361K 0.05% NEW $16.49 +17.8%
251 GLPI GAMING & LEISURE PPTYS INC Real Estate 8,080.0 $361K 0.05% NEW $44.69 +6.1%
252 FDMO FIDELITY COVINGTON TRUST 4,168.0 $350K 0.05% NEW $83.96 +14.1%
253 PMAY INNOVATOR ETFS TRUST 8,824.0 $349K 0.05% NEW $39.59 +4.5%
254 PSA PUBLIC STORAGE OPER CO Real Estate 1,341.0 $348K 0.05% NEW $259.59 +19.1%
255 CUBE CUBESMART Real Estate 9,634.0 $347K 0.05% NEW $36.05 +12.5%
256 LMT LOCKHEED MARTIN CORP Industrials 718.0 $347K 0.05% NEW $483.39 +11.1%
257 MTB M & T BK CORP Financial Services 1,722.0 $347K 0.05% NEW $201.48 +6.4%
258 WEC WEC ENERGY GROUP INC Utilities 3,277.0 $346K 0.05% NEW $105.45 +7.3%
259 DOC HEALTHPEAK PROPERTIES INC Real Estate 21,362.0 $344K 0.05% NEW $16.08 +21.3%
260 FBND FIDELITY MERRIMACK STR TR 7,430.0 $342K 0.05% NEW $46.04 -1.2%
Page 13 of 18  ·  342 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 29.0%
Financial Services 23.4%
Consumer Cyclical 9.6%
Communication Services 9.2%
Industrials 8.3%
Healthcare 5.6%
Utilities 4.9%
Consumer Defensive 3.8%
Energy 3.8%
Basic Materials 1.7%