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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 12 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 HCA HCA HEALTHCARE INC Healthcare 991.0 $463K 0.07% NEW $466.86 -17.5%
222 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,545.0 $459K 0.07% NEW $100.89 -0.8%
223 UNH UNITEDHEALTH GROUP INC Healthcare 1,387.0 $458K 0.07% NEW $330.03 +14.8%
224 FJAN FIRST TR EXCHNG TRADED FD VI 8,833.0 $457K 0.07% NEW $51.75 +6.7%
225 ROK ROCKWELL AUTOMATION INC Industrials 1,174.0 $457K 0.07% NEW $389.16 +16.7%
226 PRU PRUDENTIAL FINL INC Financial Services 4,020.0 $454K 0.07% NEW $112.87 -10.4%
227 EPD ENTERPRISE PRODS PARTNERS L Energy 14,140.0 $453K 0.07% NEW $32.06 +15.8%
228 VEA VANGUARD TAX-MANAGED FDS 7,089.0 $443K 0.07% NEW $62.47 +14.9%
229 CMI CUMMINS INC Industrials 860.0 $439K 0.07% NEW $510.50 +29.0%
230 APH AMPHENOL CORP NEW Technology 3,232.0 $437K 0.07% NEW $135.14 +10.6%
231 AMLP ALPS ETF TR 9,221.0 $434K 0.07% NEW $47.02 +10.7%
232 HAS HASBRO INC Consumer Cyclical 5,254.0 $431K 0.06% NEW $82.01 +5.5%
233 IWM ISHARES TR 1,739.0 $428K 0.06% NEW $246.10 +17.3%
234 IWD ISHARES TR 2,028.0 $427K 0.06% NEW $210.37 +13.2%
235 BKH BLACK HILLS CORP Utilities 6,088.0 $423K 0.06% NEW $69.42 +5.4%
236 AZO AUTOZONE INC Consumer Cyclical 124.0 $421K 0.06% NEW $3391.50 -12.2%
237 SNOW SNOWFLAKE INC Technology 1,872.0 $411K 0.06% NEW $219.36 +14.7%
238 TOST TOAST INC Technology 11,344.0 $403K 0.06% NEW $35.51 -27.5%
239 FE FIRSTENERGY CORP Utilities 8,943.0 $400K 0.06% NEW $44.77 +3.3%
240 DHR DANAHER CORPORATION Healthcare 1,740.0 $398K 0.06% NEW $228.86 -20.3%
Page 12 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%