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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 14 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EMR EMERSON ELEC CO Industrials 2,519.0 $334K 0.05% NEW $132.70 +6.5%
262 PAUG INNOVATOR ETFS TRUST 7,519.0 $325K 0.05% NEW $43.25 +4.9%
263 MDLZ MONDELEZ INTL INC Consumer Defensive 6,006.0 $323K 0.05% NEW $53.83 +15.9%
264 VNQ VANGUARD INDEX FDS 3,644.0 $322K 0.05% NEW $88.48 +9.2%
265 DUHP DIMENSIONAL ETF TRUST 8,435.0 $321K 0.05% NEW $38.03 +8.4%
266 CI THE CIGNA GROUP Healthcare 1,163.0 $320K 0.05% NEW $275.23 +3.7%
267 IBIT ISHARES BITCOIN TRUST ETF Financial Services 6,403.0 $318K 0.05% NEW $49.65 -16.3%
268 AEP AMERICAN ELEC PWR CO INC Utilities 2,739.0 $316K 0.05% NEW $115.33 +10.5%
269 MSTR STRATEGY INC Technology 2,075.0 $315K 0.05% NEW $151.93 -0.7%
270 GPC GENUINE PARTS CO Consumer Cyclical 2,557.0 $314K 0.05% NEW $122.94 -19.9%
271 PYPL PAYPAL HLDGS INC Financial Services 5,362.0 $313K 0.05% NEW $58.38 -24.1%
272 XMTR XOMETRY INC Industrials 5,170.0 $307K 0.05% NEW $59.47 +60.6%
273 SCHG SCHWAB STRATEGIC TR 9,384.0 $306K 0.05% NEW $32.62 +7.2%
274 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,371.0 $306K 0.05% NEW $223.09 -32.7%
275 INNOVATOR ETFS TRUST 14,423.0 $306K 0.04% NEW $21.19
276 DFAE DIMENSIONAL ETF TRUST 9,355.0 $305K 0.04% NEW $32.57 +24.3%
277 UMAY INNOVATOR ETFS TRUST 8,292.0 $303K 0.04% NEW $36.57 +4.0%
278 ACN ACCENTURE PLC IRELAND Technology 1,112.0 $298K 0.04% NEW $268.30 -33.4%
279 TTC TORO CO Industrials 3,740.0 $294K 0.04% NEW $78.73 +14.4%
280 GS GOLDMAN SACHS GROUP INC Financial Services 332.0 $292K 0.04% NEW $879.00 +14.5%
Page 14 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%