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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 17 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 FIDU FIDELITY COVINGTON TRUST 3,424.0 $341K 0.03% $99.61 -2.2%
322 CUBE CUBESMART Real Estate 8,573.0 $341K 0.03% -244.0 -2.8% $39.77 +3.0%
323 NKE NIKE INC Consumer Cyclical 8,304.0 $341K 0.03% +847.0 +11.4% $41.05 -2.4%
324 ASML ASML HLDG NV Technology 167.0 $332K 0.03% -49.0 -22.7% $1989.44 -9.3%
325 PMAR INNOVATOR ETFS TRUST 6,937.0 $331K 0.03% $47.77 +1.7%
326 AEP AMERICAN ELEC PWR CO INC Utilities 2,411.0 $330K 0.03% +873.0 +56.8% $136.79 -7.6%
327 ET ENERGY TRANSFER L P Energy 17,246.0 $330K 0.03% -3K -16.2% $19.12 +12.0%
328 GLPI GAMING & LEISURE P Real Estate 7,385.0 $329K 0.03% -212.0 -2.8% $44.53 -5.5%
329 SPDW SPDR INDEX SHS FDS 6,468.0 $326K 0.03% -767.0 -10.6% $50.39 +1.8%
330 SBRA SABRA HEALTH CARE REIT INC Real Estate 16,530.0 $322K 0.03% $19.51 +4.3%
331 GPC GENUINE PARTS CO Consumer Cyclical 2,723.0 $321K 0.03% NEW $117.99 +11.8%
332 LITE LUMENTUM HLDGS INC Technology 370.0 $318K 0.03% NEW $858.61 +1.7%
333 PH PARKER-HANNIFIN CORP Industrials 322.0 $315K 0.03% -232.0 -41.9% $978.31 +6.5%
334 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 808.0 $312K 0.03% +66.0 +8.9% $386.61 +3.0%
335 CI THE CIGNA GROUP Healthcare 1,105.0 $305K 0.03% $275.71 +1.0%
336 MSI MOTOROLA SOLUTIONS INC Technology 732.0 $304K 0.03% -5K -87.2% $415.29 +13.0%
337 SYK STRYKER CORPORATION Healthcare 946.0 $298K 0.03% -195.0 -17.1% $314.86 +5.2%
338 GLD SPDR GOLD TR Financial Services 804.0 $296K 0.03% -16.0 -1.9% $368.32 +8.2%
339 VGT VANGUARD WORLD FD 2,469.0 $295K 0.03% +2K +769.4% $119.52 +0.2%
340 SNDK SANDISK CORP Technology 128.0 $291K 0.03% NEW $2273.73 -28.5%
Page 17 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%