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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 8 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 QCOM QUALCOMM INC Technology 6,181.0 $1.1M 0.16% NEW $171.04 +42.9%
142 WMT WALMART INC Consumer Defensive 9,338.0 $1.0M 0.15% NEW $111.41 +6.1%
143 VTIP VANGUARD MALVERN FDS 20,926.0 $1.0M 0.15% NEW $49.46 +1.9%
144 IJJ ISHARES TR 7,839.0 $1.0M 0.15% NEW $131.59 +8.3%
145 NOW SERVICENOW INC Technology 6,701.0 $1.0M 0.15% NEW $153.19 -28.5%
146 NAPR INNOVATOR ETFS TRUST 19,114.0 $1.0M 0.15% NEW $53.70 +10.6%
147 FNY FIRST TR EXCHANGE-TRADED ALP 11,245.0 $1.0M 0.15% NEW $91.19 +16.4%
148 XOVR ENTREPRENEURSHARES SERIES TR 49,513.0 $997K 0.15% NEW $20.14 +1.0%
149 LQD ISHARES TR 8,887.0 $979K 0.15% NEW $110.19 -0.9%
150 UJUN INNOVATOR ETFS TRUST 25,510.0 $954K 0.14% NEW $37.40 +3.2%
151 MPT MEDICAL PPTYS TRUST INC Financial Services 181,309.0 $907K 0.14% NEW $5.00 +2.7%
152 AFL AFLAC INC Financial Services 8,203.0 $904K 0.14% NEW $110.26 +2.7%
153 ATO ATMOS ENERGY CORP Utilities 5,308.0 $890K 0.13% NEW $167.62 +3.3%
154 CINF CINCINNATI FINL CORP Financial Services 5,425.0 $886K 0.13% NEW $163.33 -1.9%
155 SPGI S&P GLOBAL INC Financial Services 1,691.0 $884K 0.13% NEW $522.56 -20.1%
156 SPRY ARS PHARMACEUTICALS INC Healthcare 75,779.0 $883K 0.13% NEW $11.65 -21.5%
157 PNC PNC FINL SVCS GROUP INC Financial Services 4,228.0 $883K 0.13% NEW $208.75 +5.6%
158 KVUE KENVUE INC Consumer Defensive 50,131.0 $865K 0.13% NEW $17.25 +2.3%
159 IVV ISHARES TR 1,246.0 $853K 0.13% NEW $684.98 +10.7%
160 PFEB INNOVATOR ETFS TRUST 20,949.0 $853K 0.13% NEW $40.72 +5.6%
Page 8 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%