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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 20 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 FIDELITY COVINGTON TRUST 2,970.0 $229K 0.02% -65.0 -2.1% $77.25
382 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,081.0 $228K 0.02% NEW $109.75 -1.9%
383 CPRT COPART INC Industrials 8,002.0 $226K 0.02% $28.19 +11.8%
384 MSTR STRATEGY INC Technology 2,590.0 $225K 0.02% +262.0 +11.2% $86.94 +6.4%
385 SPAB SPDR SERIES TRUST 8,792.0 $224K 0.02% -2K -17.9% $25.52 -1.6%
386 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,701.0 $223K 0.02% -75.0 -1.1% $33.29 +9.9%
387 VXUS VANGUARD STAR FDS 2,567.0 $219K 0.02% -306.0 -10.7% $85.49 +1.1%
388 PSX PHILLIPS 66 Energy 1,289.0 $218K 0.02% +34.0 +2.7% $169.02 +44.1%
389 FSTA FIDELITY COVINGTON TRUST 4,117.0 $216K 0.02% $52.54 +2.9%
390 IWP ISHARES TR 1,468.0 $215K 0.02% NEW $146.37 -1.4%
391 POCT INNOVATOR ETFS TRUST 4,630.0 $215K 0.02% $46.41 +1.8%
392 TGT TARGET CORP Consumer Defensive 1,635.0 $214K 0.02% NEW $130.64 +16.7%
393 GHM GRAHAM CORP Industrials 1,725.0 $214K 0.02% NEW $123.82 -10.2%
394 VGSH VANGUARD SCOTTSDALE FDS 3,648.0 $212K 0.02% NEW $58.20 -0.1%
395 USB US BANCORP Financial Services 3,504.0 $212K 0.02% -7K -67.0% $60.40 +7.3%
396 ROK ROCKWELL AUTOMATION INC Industrials 426.0 $211K 0.02% -275.0 -39.2% $495.45 -12.5%
397 WWD WOODWARD INC Industrials 486.0 $207K 0.02% NEW $425.44 -13.9%
398 NEM NEWMONT CORP Basic Materials 2,204.0 $206K 0.02% -27K -92.6% $93.40 +24.2%
399 SPEM SPDR INDEX SHS FDS 3,975.0 $206K 0.02% -311.0 -7.3% $51.78 -0.1%
400 ETB EATON VANCE TAX MNGED BUY WR Financial Services 13,150.0 $204K 0.02% $15.54 +0.5%
Page 20 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%