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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $919M AUM 402 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New 129 Added 127 Reduced 36 Exited
Page 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PKG PACKAGING CORP AMER Consumer Cyclical 5,027.0 $1.0M 0.11% NEW $205.40 +6.1%
42 VIG VANGUARD SPECIALIZED FUNDS 4,634.0 $1.0M 0.11% NEW $216.83 +7.5%
43 SPMO INVESCO EXCH TRADED FD TR II 8,477.0 $981K 0.11% NEW $115.67 +29.3%
44 INNOVATOR ETFS TRUST 35,207.0 $894K 0.10% NEW $25.41
45 TMUS T-MOBILE US INC Communication Services 4,355.0 $865K 0.09% NEW $198.63 -3.9%
46 DVN DEVON ENERGY CORP NEW Energy 16,865.0 $837K 0.09% NEW $49.65 -10.8%
47 ZTS ZOETIS INC Healthcare 6,816.0 $806K 0.09% NEW $118.26 -32.2%
48 JEPI J P MORGAN EXCHANGE TRADED F 10,575.0 $600K 0.07% NEW $56.70 -0.7%
49 J P MORGAN EXCHANGE TRADED F 11,399.0 $575K 0.06% NEW $50.45
50 EFA ISHARES TR 5,834.0 $575K 0.06% NEW $98.49 +6.4%
51 HON HONEYWELL INTL INC Industrials 2,393.0 $546K 0.06% NEW $228.23 +1.5%
52 EWJ ISHARES INC 6,041.0 $517K 0.06% NEW $85.57 +7.9%
53 DEA EASTERLY GOVT PPTYS INC Real Estate 20,611.0 $445K 0.05% NEW $21.57 +11.8%
54 AMCOR PLC 11,113.0 $442K 0.05% NEW $39.81
55 VO VANGUARD INDEX FDS 1,518.0 $442K 0.05% NEW $291.33 -73.1%
56 UFEB INNOVATOR ETFS TRUST 11,574.0 $423K 0.05% NEW $36.51 +5.6%
57 IBHF ISHARES TR 18,070.0 $413K 0.04% NEW $22.86 -0.6%
58 ZETA ZETA GLOBAL HOLDINGS CORP Technology 24,429.0 $386K 0.04% NEW $15.81 +24.3%
59 EOG EOG RES INC Energy 2,529.0 $362K 0.04% NEW $143.05 -6.1%
60 XLU SELECT SECTOR SPDR TR 7,764.0 $358K 0.04% NEW $46.17 -2.2%
Page 3 of 5  ·  96 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 18.0%
Industrials 10.0%
Communication Services 9.1%
Consumer Cyclical 9.0%
Healthcare 7.6%
Energy 6.4%
Consumer Defensive 4.2%
Utilities 3.6%
Basic Materials 1.6%