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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 6 of 21  ·  416 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SOXX ISHARES TR 4,391.0 $2.8M 0.27% NEW $640.70 -17.1%
102 FNDF SCHWAB STRATEGIC TR 52,656.0 $2.8M 0.27% $52.76 +4.1%
103 NOW SERVICENOW INC Technology 27,919.0 $2.8M 0.27% +23K +505.9% $99.28 +20.4%
104 SNPS SYNOPSYS INC Technology 6,149.0 $2.7M 0.27% +703.0 +12.9% $446.03 -9.3%
105 IBDU ISHARES TR 118,331.0 $2.7M 0.27% +12K +11.0% $23.16 -0.4%
106 BLK BLACKROCK INC Financial Services 2,836.0 $2.7M 0.26% +108.0 +4.0% $961.68 +20.0%
107 COWG PACER FDS TR 66,826.0 $2.7M 0.26% +382.0 +0.6% $40.15 -1.3%
108 PYLD PIMCO ETF TR 99,592.0 $2.6M 0.26% +565.0 +0.6% $26.52 -1.4%
109 SPY STATE STR SPDR S&P 500 ETF T Financial Services 3,521.0 $2.6M 0.25% +602.0 +20.6% $746.84 +2.8%
110 PFXF VANECK ETF TRUST 146,160.0 $2.6M 0.25% +6K +4.6% $17.84 +0.8%
111 IBDV ISHARES TR 117,420.0 $2.6M 0.25% +15K +14.7% $21.80 -0.8%
112 VB VANGUARD INDEX FDS 8,339.0 $2.5M 0.24% +680.0 +8.9% $303.11 +0.2%
113 CME CME GROUP INC Financial Services 10,843.0 $2.4M 0.23% +282.0 +2.7% $220.82 +23.0%
114 ISRG INTUITIVE SURGICAL INC Healthcare 5,870.0 $2.3M 0.23% +887.0 +17.8% $397.69 -1.6%
115 SPHQ INVESCO EXCHANGE TRADED FD T 25,564.0 $2.3M 0.22% +212.0 +0.8% $90.10 -3.8%
116 HYG ISHARES TR 28,414.0 $2.3M 0.22% -5K -14.6% $79.97 -0.6%
117 NEXTERA ENERGY INC 44,935.0 $2.2M 0.22% +2K +3.9% $49.70
118 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,676.0 $2.2M 0.22% -400.0 -7.9% $477.60 -13.4%
119 JSMD JANUS DETROIT STR TR 22,054.0 $2.2M 0.22% $101.24 -5.2%
120 IBDS ISHARES TR 92,166.0 $2.2M 0.22% +4K +4.4% $24.22 -0.1%
Page 6 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%