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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 2 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRWD CROWDSTRIKE HLDGS INC Technology 5,177.0 $4.0M 0.38% -2K -23.8% $190.78 +11.6%
22 PWR QUANTA SVCS INC Industrials 5,038.0 $3.6M 0.35% -826.0 -14.1% $720.07 -3.3%
23 PLD PROLOGIS INC. Real Estate 25,367.0 $3.4M 0.33% -200.0 -0.8% $135.47 +3.4%
24 GS GOLDMAN SACHS GROUP INC Financial Services 3,208.0 $3.2M 0.31% -193.0 -5.7% $1011.26 +2.9%
25 EAPR INNOVATOR ETFS TRUST 91,194.0 $3.0M 0.29% -2K -2.6% $32.91 +0.4%
26 PBQQ PGIM ROCK ETF TR 93,665.0 $2.9M 0.28% -2K -1.7% $31.50 +0.7%
27 CAT CATERPILLAR INC Industrials 2,699.0 $2.9M 0.28% -23.0 -0.8% $1065.03 -21.0%
28 HYG ISHARES TR 28,414.0 $2.3M 0.22% -5K -14.6% $79.97 -0.6%
29 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,676.0 $2.2M 0.22% -400.0 -7.9% $477.60 -13.4%
30 FEX FIRST TR EXCHANGE-TRADED ALP 15,877.0 $2.2M 0.21% -998.0 -5.9% $139.88 +0.4%
31 NEE NEXTERA ENERGY INC Utilities 24,131.0 $2.1M 0.20% -2K -7.5% $87.77 -1.8%
32 ADI ANALOG DEVICES INC Technology 4,994.0 $2.0M 0.19% -294.0 -5.6% $397.17 -5.2%
33 PM PHILIP MORRIS INTL INC Consumer Defensive 10,889.0 $2.0M 0.19% -329.0 -2.9% $180.91 +3.7%
34 PFE PFIZER INC Healthcare 77,949.0 $1.9M 0.18% -2K -1.9% $24.08 +13.2%
35 BA BOEING CO Industrials 8,632.0 $1.9M 0.18% -267.0 -3.0% $216.46 +3.0%
36 SGOV ISHARES TR 18,444.0 $1.9M 0.18% -4K -16.2% $100.67 -0.1%
37 BUFS FIRST TR EXCHNG TRADED FD VI 73,676.0 $1.8M 0.18% -2K -2.9% $25.09 +1.2%
38 FIRST TR EXCHNG TRADED FD VI 75,643.0 $1.8M 0.17% -2K -2.0% $23.41
39 PBFR PGIM ROCK ETF TR 55,372.0 $1.7M 0.16% -893.0 -1.6% $30.64 +1.5%
40 UDEC INNOVATOR ETFS TRUST 38,904.0 $1.6M 0.16% -6K -13.7% $41.68 +1.9%
Page 2 of 7  ·  138 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%