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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 10 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DE DEERE & CO Industrials 1,859.0 $1.2M 0.11% +314.0 +20.3% $634.33 -8.5%
182 EME EMCOR GROUP INC Industrials 1,414.0 $1.2M 0.11% -286.0 -16.8% $830.06 -2.9%
183 PLTR PALANTIR TECHNOLOGIES INC Technology 10,041.0 $1.2M 0.11% -333.0 -3.2% $116.67 +50.2%
184 ENB ENBRIDGE INC Energy 21,575.0 $1.2M 0.11% +215.0 +1.0% $54.21 -7.3%
185 DHS WISDOMTREE TR 10,242.0 $1.2M 0.11% $113.69 +5.4%
186 DIS DISNEY WALT CO Communication Services 11,904.0 $1.1M 0.11% +304.0 +2.6% $96.25 +11.1%
187 INNOVATOR ETFS TRUST 40,222.0 $1.1M 0.11% NEW $27.39
188 VIG VANGUARD SPECIALIZED FUNDS 4,643.0 $1.1M 0.11% $236.62 +3.5%
189 DFAI DIMENSIONAL ETF TRUST 26,238.0 $1.1M 0.10% +3K +11.9% $41.25 +4.5%
190 TOTALENERGIES SE 13,879.0 $1.1M 0.10% $77.76
191 MA MASTERCARD INCORPORATED Financial Services 2,058.0 $1.1M 0.10% $513.68 +11.7%
192 MRK MERCK & CO INC Healthcare 8,218.0 $1.1M 0.10% -510.0 -5.8% $128.50 +18.5%
193 PNC PNC FINL SVCS GROUP INC Financial Services 4,239.0 $1.0M 0.10% -123.0 -2.8% $246.23 +0.1%
194 APP APPLOVIN CORP Technology 2,016.0 $1.0M 0.10% -244.0 -10.8% $515.23 -39.7%
195 QCOM QUALCOMM INC Technology 5,611.0 $1.0M 0.10% -597.0 -9.6% $184.80 -12.4%
196 WMT WALMART INC Consumer Defensive 8,854.0 $1.0M 0.10% -492.0 -5.3% $113.27 +0.9%
197 INTC INTEL CORP Technology 7,001.0 $978K 0.10% +3K +70.0% $139.63 -33.5%
198 ED CONSOLIDATED EDISON INC Utilities 8,835.0 $977K 0.10% +1K +19.5% $110.63 -2.4%
199 XOVR ENTREPRENEURSHARES SERIES TR 46,414.0 $977K 0.10% $21.05 -3.9%
200 ORCL ORACLE CORP Technology 6,639.0 $973K 0.09% -85.0 -1.3% $146.55 -1.9%
Page 10 of 21  ·  416 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%