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Portfolio (Quarterly) Guide ↗

AssuredPartners Investment Advisors, LLC

· CIK 0002055492
13F Portfolio $919M AUM 402 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 96 New 129 Added 127 Reduced 36 Exited
Page 4 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLD SPDR GOLD TR Financial Services 820.0 $351K 0.04% NEW $427.58 -4.5%
62 SPDW SPDR INDEX SHS FDS 7,235.0 $336K 0.04% NEW $46.39 +9.6%
63 VONV VANGUARD SCOTTSDALE FDS 3,468.0 $330K 0.04% NEW $95.04 +9.8%
64 SBRA SABRA HEALTH CARE REIT INC Real Estate 16,530.0 $326K 0.04% NEW $19.72 +3.7%
65 GE GE AEROSPACE Industrials 1,099.0 $317K 0.04% NEW $288.70 +9.9%
66 BALT INNOVATOR ETFS TRUST 9,216.0 $309K 0.03% NEW $33.57 +1.7%
67 IBDX ISHARES TR 12,044.0 $304K 0.03% NEW $25.20 -0.1%
68 COP CONOCOPHILLIPS Energy 2,157.0 $284K 0.03% NEW $131.63 -12.5%
69 FTSM FIRST TR EXCHANGE-TRADED FD 4,730.0 $283K 0.03% NEW $59.82 +0.2%
70 SPAB SPDR SERIES TRUST 10,704.0 $273K 0.03% NEW $25.55 -0.3%
71 NOC NORTHROP GRUMMAN CORP Industrials 393.0 $273K 0.03% NEW $695.03 -20.7%
72 AMAT APPLIED MATLS INC Technology 746.0 $263K 0.03% NEW $352.43 +27.2%
73 CPRT COPART INC Industrials 8,004.0 $263K 0.03% NEW $32.84 +0.0%
74 IWR ISHARES TR 2,614.0 $258K 0.03% NEW $98.76 +8.0%
75 NVS NOVARTIS AG Healthcare 1,674.0 $256K 0.03% NEW $152.84 -1.1%
76 MMM 3M CO Industrials 1,767.0 $255K 0.03% NEW $144.51 +7.4%
77 VONG VANGUARD SCOTTSDALE FDS 2,235.0 $248K 0.03% NEW $111.10 +16.5%
78 IRM IRON MTN INC DEL Real Estate 2,352.0 $245K 0.03% NEW $104.35 +21.7%
79 BND VANGUARD BD INDEX FDS 3,253.0 $239K 0.03% NEW $73.47 -0.3%
80 VTWO VANGUARD SCOTTSDALE FDS 2,303.0 $235K 0.03% NEW $101.97 +15.0%
Page 4 of 5  ·  96 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 18.0%
Industrials 10.0%
Communication Services 9.1%
Consumer Cyclical 9.0%
Healthcare 7.6%
Energy 6.4%
Consumer Defensive 4.2%
Utilities 3.6%
Basic Materials 1.6%