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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 5 of 7  ·  138 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNH UNITEDHEALTH GROUP INC Healthcare 1,179.0 $490K 0.05% -279.0 -19.1% $415.77 -5.3%
82 SBUX STARBUCKS CORP Consumer Cyclical 4,619.0 $472K 0.05% -695.0 -13.1% $102.19 +3.7%
83 DOC HEALTHPEAK PROPERTIES INC Real Estate 21,341.0 $457K 0.04% -1K -5.0% $21.40 -4.5%
84 DEA EASTERLY GOVT PPTYS INC Real Estate 17,717.0 $442K 0.04% -3K -14.0% $24.93 -1.7%
85 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,121.0 $440K 0.04% -352.0 -4.7% $61.76 -8.7%
86 AMAT APPLIED MATLS INC Technology 599.0 $433K 0.04% -147.0 -19.7% $723.15 -28.9%
87 SOUN SOUNDHOUND AI INC Technology 66,792.0 $432K 0.04% -5K -6.6% $6.47 +8.0%
88 EA SERIES TRUST 11,046.0 $428K 0.04% -1K -11.5% $38.79
89 AMLP ALPS ETF TR 8,216.0 $426K 0.04% -403.0 -4.7% $51.85 +6.7%
90 PAPR INNOVATOR ETFS TRUST 10,075.0 $425K 0.04% -594.0 -5.6% $42.20 +1.5%
91 MFC MANULIFE FINL CORP Financial Services 10,312.0 $418K 0.04% -7K -42.0% $40.51 +8.7%
92 UNP UNION PAC CORP Industrials 1,473.0 $401K 0.04% -55.0 -3.6% $272.05 +9.8%
93 BKH BLACK HILLS CORP Utilities 5,243.0 $390K 0.04% -264.0 -4.8% $74.40 -1.7%
94 IBHF ISHARES TR 17,137.0 $388K 0.04% -933.0 -5.2% $22.65 -0.7%
95 ARCC ARES CAPITAL CORP Financial Services 20,338.0 $377K 0.04% -2K -9.8% $18.53 +6.2%
96 IWM ISHARES TR 1,241.0 $373K 0.04% -229.0 -15.6% $300.55 -0.1%
97 FE FIRSTENERGY CORP Utilities 7,817.0 $372K 0.04% -353.0 -4.3% $47.54 -0.6%
98 VALE VALE S A Basic Materials 24,582.0 $370K 0.04% -5K -16.3% $15.04 -9.0%
99 GE GE AEROSPACE Industrials 989.0 $370K 0.04% -110.0 -10.0% $373.76 +0.4%
100 MDT MEDTRONIC PLC Healthcare 4,716.0 $369K 0.04% -1K -23.1% $78.23 +17.7%
Page 5 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%