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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 19 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 HONEYWELL AEROSPACE INC 1,207.0 $267K 0.03% NEW $221.11
362 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,044.0 $267K 0.03% $17.73 -0.3%
363 CRM SALESFORCE INC Technology 1,700.0 $266K 0.03% +318.0 +23.0% $156.68 +26.6%
364 XLY SELECT SECTOR SPDR TR 2,200.0 $258K 0.03% NEW $117.28 +0.1%
365 DFUV DIMENSIONAL ETF TRUST 4,662.0 $256K 0.03% $55.01 +4.3%
366 FJUN FIRST TR EXCHNG TRADED FD VI 4,245.0 $254K 0.03% $59.95 +2.0%
367 EFV ISHARES TR 3,322.0 $254K 0.03% NEW $76.55 +6.3%
368 BND VANGUARD BD INDEX FDS 3,429.0 $252K 0.02% +176.0 +5.4% $73.41 -1.6%
369 SCHK SCHWAB STRATEGIC TR 6,797.0 $245K 0.02% $36.06 +2.9%
370 IDA IDACORP INC Utilities 1,618.0 $245K 0.02% -35.0 -2.1% $151.30 -5.1%
371 NVS NOVARTIS AG Healthcare 1,548.0 $243K 0.02% -126.0 -7.5% $156.72 -1.3%
372 VUG VANGUARD INDEX FDS 2,798.0 $241K 0.02% +2K +500.4% $86.14 +2.2%
373 MO ALTRIA GROUP INC Consumer Defensive 3,325.0 $239K 0.02% +83.0 +2.6% $71.95 -9.8%
374 FORTINET INC 1,556.0 $239K 0.02% NEW $153.62
375 DOV DOVER CORP Industrials 1,064.0 $239K 0.02% -15.0 -1.4% $224.19 -9.3%
376 IRM IRON MTN INC DEL Real Estate 1,877.0 $237K 0.02% -475.0 -20.2% $126.29 +0.7%
377 AOA ISHARES TR 2,422.0 $236K 0.02% NEW $97.60 +1.2%
378 CNP CENTERPOINT ENERGY INC Utilities 5,366.0 $236K 0.02% $44.04 -7.3%
379 AXON AXON ENTERPRISE INC Industrials 420.0 $235K 0.02% NEW $560.61 +10.4%
380 USEP INNOVATOR ETFS TRUST 5,617.0 $232K 0.02% -7K -56.0% $41.33 +1.5%
Page 19 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%