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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $672M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 342 New
Page 11 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 COF CAPITAL ONE FINL CORP Financial Services 2,198.0 $533K 0.08% NEW $242.41 -22.8%
202 F FORD MTR CO Consumer Cyclical 40,259.0 $528K 0.08% NEW $13.12 +27.1%
203 VOT VANGUARD INDEX FDS 1,851.0 $517K 0.08% NEW $279.14 +6.4%
204 ALL ALLSTATE CORP Financial Services 2,474.0 $515K 0.08% NEW $208.14 -0.4%
205 USEP INNOVATOR ETFS TRUST 13,060.0 $514K 0.08% NEW $39.33 +4.6%
206 DES WISDOMTREE TR 15,231.0 $509K 0.08% NEW $33.45 +16.0%
207 TXN TEXAS INSTRS INC Technology 2,927.0 $508K 0.08% NEW $173.52 +82.9%
208 PAPR INNOVATOR ETFS TRUST 12,806.0 $501K 0.07% NEW $39.12 +7.7%
209 IWB ISHARES TR 1,340.0 $500K 0.07% NEW $373.44 +10.2%
210 EA SERIES TRUST 12,691.0 $490K 0.07% NEW $38.64
211 BTI BRITISH AMERN TOB PLC Consumer Defensive 8,646.0 $490K 0.07% NEW $56.62 +11.1%
212 NKE NIKE INC Consumer Cyclical 7,670.0 $489K 0.07% NEW $63.71 -25.6%
213 CVS CVS HEALTH CORP Healthcare 6,113.0 $485K 0.07% NEW $79.36 +17.1%
214 IVW ISHARES TR 3,930.0 $484K 0.07% NEW $123.26 +13.3%
215 ACGL ARCH CAP GROUP LTD Financial Services 4,994.0 $479K 0.07% NEW $95.92 -5.5%
216 CAT CATERPILLAR INC Industrials 831.0 $476K 0.07% NEW $573.11 +54.9%
217 AMD ADVANCED MICRO DEVICES INC Technology 2,220.0 $475K 0.07% NEW $214.16 +141.9%
218 PRF INVESCO EXCHANGE TRADED FD T 10,095.0 $474K 0.07% NEW $46.92 +14.4%
219 VALE VALE S A Basic Materials 36,350.0 $474K 0.07% NEW $13.03 +26.7%
220 IWF ISHARES TR 998.0 $472K 0.07% NEW $473.12 -73.1%
Page 11 of 18  ·  342 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 29.0%
Financial Services 23.4%
Consumer Cyclical 9.6%
Communication Services 9.2%
Industrials 8.3%
Healthcare 5.6%
Utilities 4.9%
Consumer Defensive 3.8%
Energy 3.8%
Basic Materials 1.7%