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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $919M AUM 402 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New 129 Added 127 Reduced 36 Exited
Page 16 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 IWM ISHARES TR 1,470.0 $371K 0.04% -269.0 -15.5% $252.43 +14.8%
302 INNOVATOR ETFS TRUST 12,521.0 $365K 0.04% -6K -32.7% $29.17
303 EOG EOG RES INC Energy 2,529.0 $362K 0.04% NEW $143.05 -6.8%
304 SNY SANOFI SA Healthcare 7,591.0 $361K 0.04% -68.0 -0.9% $47.60 -8.1%
305 XLU SELECT SECTOR SPDR TR 7,764.0 $358K 0.04% NEW $46.17 -4.0%
306 MPC MARATHON PETE CORP Energy 1,463.0 $353K 0.04% +78.0 +5.6% $241.38 +3.0%
307 PMAY INNOVATOR ETFS TRUST 8,800.0 $353K 0.04% $40.12 +3.2%
308 MTB M & T BK CORP Financial Services 1,655.0 $351K 0.04% -67.0 -3.9% $212.02 +1.3%
309 GLD SPDR GOLD TR Financial Services 820.0 $351K 0.04% NEW $427.58 -2.4%
310 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,186.0 $347K 0.04% $292.84 +14.2%
311 GLPI GAMING & LEISURE P Real Estate 7,597.0 $343K 0.04% -483.0 -6.0% $45.16 +4.0%
312 FDMO FIDELITY COVINGTON TRUST 4,168.0 $339K 0.04% $81.33 +17.7%
313 SPDW SPDR INDEX SHS FDS 7,235.0 $336K 0.04% NEW $46.39 +10.3%
314 FANG DIAMONDBACK ENERGY INC Energy 1,697.0 $330K 0.04% +75.0 +4.6% $194.27 -0.5%
315 VONV VANGUARD SCOTTSDALE FDS 3,468.0 $330K 0.04% NEW $95.04 +10.0%
316 NKE NIKE INC Consumer Cyclical 7,457.0 $328K 0.04% -213.0 -2.8% $44.03 +6.4%
317 CUBE CUBESMART Real Estate 8,817.0 $328K 0.04% -817.0 -8.5% $37.20 +8.2%
318 SBRA SABRA HEALTH CARE REIT INC Real Estate 16,530.0 $326K 0.04% NEW $19.72 +1.3%
319 DHR DANAHER CORP DEL Healthcare 1,696.0 $326K 0.04% -44.0 -2.5% $192.07 -5.5%
320 PAUG INNOVATOR ETFS TRUST 7,519.0 $323K 0.04% $43.00 +5.6%
Page 16 of 21  ·  402 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 29.0%
Financial Services 18.0%
Industrials 10.0%
Communication Services 9.1%
Consumer Cyclical 9.0%
Healthcare 7.6%
Energy 6.4%
Consumer Defensive 4.2%
Utilities 3.6%
Basic Materials 1.6%