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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 21 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 COP CONOCOPHILLIPS Energy 1,957.0 $203K 0.02% -200.0 -9.3% $103.93 +24.5%
402 FDX FEDEX CORP Industrials 644.0 $202K 0.02% $313.35 +5.7%
403 NOC NORTHROP GRUMMAN CORP Industrials 394.0 $200K 0.02% $508.68 +15.8%
404 SUB ISHARES TR 1,882.0 $200K 0.02% $106.47 -0.2%
405 DDFD INNOVATOR ETFS TRUST 10,020.0 $200K 0.02% $19.98 +1.4%
406 NU NU HLDGS LTD Financial Services 12,860.0 $172K 0.02% -76.0 -0.6% $13.36 +8.8%
407 AUR AURORA INNOVATION INC Technology 21,145.0 $144K 0.01% -8K -26.8% $6.82 -11.7%
408 RXRX RECURSION PHARMACEUTICALS IN Healthcare 33,546.0 $123K 0.01% +10K +45.0% $3.67 -19.7%
409 JOBY JOBY AVIATION INC Industrials 10,767.0 $96K 0.01% NEW $8.92 -14.2%
410 ABCL ABCELLERA BIOLOGICS INC Healthcare 10,187.0 $80K 0.01% -2K -17.1% $7.85 +40.3%
411 ACHR ARCHER AVIATION INC Industrials 16,622.0 $79K 0.01% +2K +10.7% $4.73 +32.5%
412 OIA INVESCO MUNI INCOME OPP TRST Financial Services 10,715.0 $67K 0.01% $6.21 -2.5%
413 NNBR NN INC Industrials 12,199.0 $44K 0.00% NEW $3.59 +9.6%
414 LINEAGE CELL THERAPEUTICS IN 16,500.0 $22K 0.00% $1.31
415 JOBY CALL JOBY AVIATION INC Industrials 500.0 $4K NEW $8.92 -14.2%
416 ACHR CALL ARCHER AVIATION INC Industrials 500.0 $2K NEW $4.73 +32.5%
Page 21 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%