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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 16 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INNOVATOR ETFS TRUST 12,521.0 $375K 0.04% $29.97
302 PJUN INNOVATOR ETFS TRUST 8,640.0 $373K 0.04% NEW $43.23 +1.9%
303 IWM ISHARES TR 1,241.0 $373K 0.04% -229.0 -15.6% $300.55 -0.1%
304 FE FIRSTENERGY CORP Utilities 7,817.0 $372K 0.04% -353.0 -4.3% $47.54 -0.6%
305 XLI SELECT SECTOR SPDR TR 2,000.0 $371K 0.04% +385.0 +23.8% $185.27 -0.9%
306 VALE VALE S A Basic Materials 24,582.0 $370K 0.04% -5K -16.3% $15.04 -9.0%
307 GE GE AEROSPACE Industrials 989.0 $370K 0.04% -110.0 -10.0% $373.76 +0.4%
308 MDT MEDTRONIC PLC Healthcare 4,716.0 $369K 0.04% -1K -23.1% $78.23 +17.7%
309 COF CAPITAL ONE FINL CORP Financial Services 1,838.0 $369K 0.04% -348.0 -15.9% $200.67 +10.4%
310 EEM ISHARES TR 5,366.0 $367K 0.04% NEW $68.41 -4.5%
311 VONV VANGUARD SCOTTSDALE FDS 3,438.0 $366K 0.04% -30.0 -0.9% $106.31 +5.9%
312 WEC WEC ENERGY GROUP INC Utilities 3,115.0 $364K 0.04% +1K +49.7% $116.76 -4.9%
313 PMAY INNOVATOR ETFS TRUST 8,800.0 $363K 0.04% $41.30 +1.7%
314 FTEC FIDELITY COVINGTON TRUST 1,258.0 $359K 0.04% $285.66 +0.1%
315 ACN ACCENTURE PLC IRELAND Technology 2,853.0 $355K 0.03% +2K +142.0% $124.44 +39.0%
316 WFC WELLS FARGO & CO Financial Services 4,276.0 $353K 0.03% -491.0 -10.3% $82.64 +5.8%
317 CRS CARPENTER TECHNOLOGY CORP Industrials 562.0 $347K 0.03% -147.0 -20.7% $616.84 -13.8%
318 MPC MARATHON PETE CORP Energy 1,351.0 $345K 0.03% -112.0 -7.7% $255.67 +43.2%
319 PAUG INNOVATOR ETFS TRUST 7,519.0 $343K 0.03% $45.64 +2.1%
320 BSV VANGUARD BD INDEX FDS 4,378.0 $341K 0.03% NEW $77.91 -0.4%
Page 16 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%