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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 3 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DDWM WISDOMTREE TR 32,735.0 $1.5M 0.15% -289.0 -0.9% $46.18 +2.1%
42 FNX FIRST TR EXCHANGE-TRADED ALP 9,568.0 $1.4M 0.14% -594.0 -5.8% $146.34 -0.4%
43 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 12,257.0 $1.3M 0.13% -1K -9.4% $107.78 +5.0%
44 PJIO PGIM ETF TR 18,942.0 $1.3M 0.13% -17K -47.5% $69.65 -6.5%
45 IJR ISHARES TR 8,868.0 $1.3M 0.13% -2K -14.7% $148.32 -0.4%
46 ICSH ISHARES TR 24,759.0 $1.3M 0.12% -1K -5.0% $50.58 -0.1%
47 IAU ISHARES GOLD TR Financial Services 16,306.0 $1.2M 0.12% -4K -19.1% $75.51 +8.2%
48 HSBC HSBC HLDGS PLC Financial Services 12,932.0 $1.2M 0.12% -65.0 -0.5% $95.09 +8.5%
49 IJAN INNOVATOR ETFS TRUST 31,885.0 $1.2M 0.12% -1K -4.4% $38.08 +2.1%
50 KJAN INNOVATOR ETFS TRUST 26,214.0 $1.2M 0.12% -331.0 -1.2% $45.63 +1.4%
51 AMD ADVANCED MICRO DEVICES INC Technology 2,047.0 $1.2M 0.12% -569.0 -21.8% $580.91 -16.6%
52 PFEB INNOVATOR ETFS TRUST 27,521.0 $1.2M 0.12% -301.0 -1.1% $43.06 +1.7%
53 EME EMCOR GROUP INC Industrials 1,414.0 $1.2M 0.11% -286.0 -16.8% $830.06 -0.7%
54 PLTR PALANTIR TECHNOLOGIES INC Technology 10,041.0 $1.2M 0.11% -333.0 -3.2% $116.67 +47.0%
55 MRK MERCK & CO INC Healthcare 8,218.0 $1.1M 0.10% -510.0 -5.8% $128.50 +5.2%
56 PNC PNC FINL SVCS GROUP INC Financial Services 4,239.0 $1.0M 0.10% -123.0 -2.8% $246.23 +3.3%
57 APP APPLOVIN CORP Technology 2,016.0 $1.0M 0.10% -244.0 -10.8% $515.23 -40.4%
58 QCOM QUALCOMM INC Technology 5,611.0 $1.0M 0.10% -597.0 -9.6% $184.80 -13.3%
59 WMT WALMART INC Consumer Defensive 8,854.0 $1.0M 0.10% -492.0 -5.3% $113.27 +1.7%
60 ORCL ORACLE CORP Technology 6,639.0 $973K 0.09% -85.0 -1.3% $146.55 -2.6%
Page 3 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%