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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 13 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 EPD ENTERPRISE PRODS PARTNERS L Energy 14,271.0 $540K 0.06% +131.0 +0.9% $37.83 -0.9%
242 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,185.0 $530K 0.06% -660.0 -17.2% $166.41 -10.9%
243 MDT MEDTRONIC PLC Healthcare 6,135.0 $529K 0.06% -2K -25.2% $86.28 -12.5%
244 EWJ ISHARES INC 6,041.0 $517K 0.06% NEW $85.57 +8.5%
245 KVUE KENVUE INC Consumer Defensive 29,637.0 $513K 0.06% -20K -40.9% $17.30 +2.1%
246 CTAS CINTAS CORP Industrials 2,963.0 $509K 0.06% -1K -31.5% $171.71 +0.7%
247 PH PARKER-HANNIFIN CORP Industrials 554.0 $506K 0.06% -199.0 -26.4% $912.87 -6.7%
248 SPGI S&P GLOBAL INC Financial Services 1,162.0 $504K 0.06% -529.0 -31.3% $434.08 -3.5%
249 ALL ALLSTATE CORP Financial Services 2,418.0 $504K 0.06% -56.0 -2.3% $208.34 +0.1%
250 SBUX STARBUCKS CORP Consumer Cyclical 5,314.0 $504K 0.06% -2K -24.2% $94.78 +6.9%
251 USEP INNOVATOR ETFS TRUST 12,780.0 $498K 0.05% -280.0 -2.1% $38.95 +5.6%
252 FNCL FIDELITY COVINGTON TRUST 6,991.0 $496K 0.05% -400.0 -5.4% $70.99 +2.9%
253 PRF INVESCO EXCHANGE TRADED FD T 10,133.0 $487K 0.05% $48.09 +11.5%
254 IWB ISHARES TR 1,340.0 $484K 0.05% $361.46 +13.9%
255 LMT LOCKHEED MARTIN CORP Industrials 757.0 $483K 0.05% +39.0 +5.4% $637.61 -16.0%
256 HCA HCA HEALTHCARE INC Healthcare 991.0 $480K 0.05% $483.92 -20.7%
257 SOUN SOUNDHOUND AI INC Technology 71,493.0 $479K 0.05% $6.70 +29.8%
258 VEA VANGUARD TAX-MANAGED FDS 7,282.0 $474K 0.05% +193.0 +2.7% $65.12 +10.1%
259 VALE VALE S A Basic Materials 29,367.0 $474K 0.05% -7K -19.2% $16.14 +3.1%
260 NOW SERVICENOW INC Technology 4,608.0 $472K 0.05% -2K -31.2% $102.42 +7.0%
Page 13 of 21  ·  402 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%