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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 6 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BA BOEING CO Industrials 7,569.0 $1.6M 0.24% NEW $217.13 +5.4%
102 PBFR PGIM ROCK ETF TR 56,179.0 $1.6M 0.24% NEW $29.22 +4.6%
103 MPLX MPLX LP Energy 30,033.0 $1.6M 0.24% NEW $53.37 +4.0%
104 PG PROCTER AND GAMBLE CO Consumer Defensive 11,160.0 $1.6M 0.24% NEW $143.31 +1.8%
105 PEP PEPSICO INC Consumer Defensive 10,662.0 $1.5M 0.23% NEW $143.53 +1.9%
106 SCHX SCHWAB STRATEGIC TR 56,430.0 $1.5M 0.23% NEW $26.91 +10.4%
107 IBM INTERNATIONAL BUSINESS MACHS Technology 5,088.0 $1.5M 0.22% NEW $296.23 -10.8%
108 TFC TRUIST FINL CORP Financial Services 30,493.0 $1.5M 0.22% NEW $49.21 -2.9%
109 DDWM WISDOMTREE TR 33,989.0 $1.5M 0.22% NEW $43.54 +7.3%
110 MELI MERCADOLIBRE INC Consumer Cyclical 729.0 $1.5M 0.22% NEW $2014.26 -15.8%
111 SO SOUTHERN CO Utilities 16,450.0 $1.4M 0.21% NEW $87.20 +6.1%
112 CB CHUBB LIMITED Financial Services 4,582.0 $1.4M 0.21% NEW $312.15 +1.3%
113 CVX CHEVRON CORP NEW Energy 9,328.0 $1.4M 0.21% NEW $152.42 +20.1%
114 EME EMCOR GROUP INC Industrials 2,230.0 $1.4M 0.20% NEW $611.88 +38.7%
115 ABT ABBOTT LABS Healthcare 10,796.0 $1.4M 0.20% NEW $125.29 -31.1%
116 RIO RIO TINTO PLC Basic Materials 16,826.0 $1.3M 0.20% NEW $80.03 +33.0%
117 APP APPLOVIN CORP Technology 1,991.0 $1.3M 0.20% NEW $673.82 -11.0%
118 FNX FIRST TR EXCHANGE-TRADED ALP 10,574.0 $1.3M 0.20% NEW $125.98 +12.4%
119 LOW LOWES COS INC Consumer Cyclical 5,485.0 $1.3M 0.20% NEW $241.17 -9.7%
120 ORCL ORACLE CORP Technology 6,715.0 $1.3M 0.20% NEW $194.90 +4.5%
Page 6 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%