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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 13 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DDFN INNOVATOR ETFS TRUST 28,683.0 $576K 0.06% -217.0 -0.8% $20.08 +1.4%
242 CTAS CINTAS CORP Industrials 3,379.0 $575K 0.06% +416.0 +14.0% $170.09 +17.3%
243 ATO ATMOS ENERGY CORP Utilities 3,326.0 $573K 0.06% -162.0 -4.6% $172.29 -1.0%
244 ZETA ZETA GLOBAL HOLDINGS CORP Technology 28,665.0 $564K 0.06% +4K +17.3% $19.68 +43.4%
245 CVS CVS HEALTH CORP Healthcare 5,401.0 $559K 0.05% -370.0 -6.4% $103.45 -8.3%
246 EPD ENTERPRISE PRODS PARTNERS L Energy 15,126.0 $556K 0.05% +855.0 +6.0% $36.76 +5.1%
247 CMI CUMMINS INC Industrials 779.0 $556K 0.05% -217.0 -21.8% $713.34 -13.0%
248 PRF INVESCO EXCHANGE TRADED FD T 10,164.0 $549K 0.05% $54.03 +3.7%
249 IWB ISHARES TR 1,340.0 $549K 0.05% $409.50 +2.6%
250 QQQ INVESCO QQQ TR Financial Services 744.0 $548K 0.05% +29.0 +4.1% $736.23 -2.5%
251 J P MORGAN EXCHANGE TRADED F 10,780.0 $545K 0.05% -619.0 -5.4% $50.57
252 IVW ISHARES TR 3,945.0 $543K 0.05% $137.53 +1.6%
253 RSP INVESCO EXCHANGE TRADED FD T 2,537.0 $540K 0.05% -9K -78.9% $212.79 +3.3%
254 IWD ISHARES TR 2,224.0 $539K 0.05% +120.0 +5.7% $242.45 +5.9%
255 FNCL FIDELITY COVINGTON TRUST 6,991.0 $535K 0.05% $76.56 +7.6%
256 GIS GENERAL MILLS INC Consumer Defensive 15,279.0 $532K 0.05% +4K +34.9% $34.80 +9.4%
257 EWJ ISHARES INC 5,652.0 $527K 0.05% -389.0 -6.4% $93.28 +2.2%
258 VEA VANGUARD TAX-MANAGED FDS 7,355.0 $524K 0.05% +73.0 +1.0% $71.25 +1.6%
259 FITB FIFTH THIRD BANCORP Financial Services 9,167.0 $517K 0.05% -619.0 -6.3% $56.37 +1.6%
260 RTX RTX CORPORATION Industrials 2,701.0 $513K 0.05% -287.0 -9.6% $189.75 +18.8%
Page 13 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%