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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 14 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGG ISHARES TR 5,020.0 $497K 0.05% NEW $98.99 -1.7%
262 F FORD MTR CO Consumer Cyclical 35,403.0 $492K 0.05% -3K -7.8% $13.90 +0.2%
263 UNH UNITEDHEALTH GROUP INC Healthcare 1,179.0 $490K 0.05% -279.0 -19.1% $415.77 -5.3%
264 DFAE DIMENSIONAL ETF TRUST 12,126.0 $488K 0.05% +357.0 +3.0% $40.21 -3.9%
265 FJAN FIRST TR EXCHNG TRADED FD VI 8,833.0 $487K 0.05% $55.09 +2.2%
266 VBR VANGUARD INDEX FDS 1,979.0 $481K 0.05% NEW $242.97 +1.8%
267 VO VANGUARD INDEX FDS 5,885.0 $474K 0.05% +4K +287.7% $80.57 +3.1%
268 SBUX STARBUCKS CORP Consumer Cyclical 4,619.0 $472K 0.05% -695.0 -13.1% $102.19 +3.7%
269 UOCT INNOVATOR ETFS TRUST 11,423.0 $470K 0.04% $41.11 +1.9%
270 UBER UBER TECHNOLOGIES INC Technology 6,397.0 $462K 0.04% +152.0 +2.4% $72.16 +3.5%
271 FBND FIDELITY MERRIMACK STR TR 10,114.0 $460K 0.04% +231.0 +2.3% $45.49 -1.3%
272 DOC HEALTHPEAK PROPERTIES INC Real Estate 21,341.0 $457K 0.04% -1K -5.0% $21.40 -4.5%
273 UFEB INNOVATOR ETFS TRUST 11,574.0 $447K 0.04% $38.65 +1.7%
274 DEA EASTERLY GOVT PPTYS INC Real Estate 17,717.0 $442K 0.04% -3K -14.0% $24.93 -1.7%
275 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,121.0 $440K 0.04% -352.0 -4.7% $61.76 -8.7%
276 NEBIUS GROUP N.V. 1,590.0 $439K 0.04% NEW $276.17
277 AMAT APPLIED MATLS INC Technology 599.0 $433K 0.04% -147.0 -19.7% $723.15 -28.9%
278 SOUN SOUNDHOUND AI INC Technology 66,792.0 $432K 0.04% -5K -6.6% $6.47 +8.0%
279 IVE ISHARES TR 1,901.0 $432K 0.04% NEW $227.12 +4.2%
280 EA SERIES TRUST 11,046.0 $428K 0.04% -1K -11.5% $38.79
Page 14 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%