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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 14 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SJM SMUCKER J M CO Consumer Defensive 4,952.0 $472K 0.05% -3K -35.2% $95.22 +9.1%
262 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 8,665.0 $470K 0.05% +105.0 +1.2% $54.26 +5.2%
263 FITB FIFTH THIRD BANCORP Financial Services 9,786.0 $465K 0.05% +4K +74.5% $47.56 +4.7%
264 PAYX PAYCHEX INC Industrials 5,025.0 $462K 0.05% -1K -18.8% $91.85 +4.1%
265 IWD ISHARES TR 2,104.0 $456K 0.05% +76.0 +3.8% $216.59 +10.0%
266 ACGL ARCH CAP GROUP LTD Financial Services 4,698.0 $455K 0.05% -296.0 -5.9% $96.79 -5.8%
267 IVW ISHARES TR 3,945.0 $454K 0.05% $115.15 +21.2%
268 FBND FIDELITY MERRIMACK STR TR 9,883.0 $451K 0.05% +2K +33.0% $45.65 -0.3%
269 UBER UBER TECHNOLOGIES INC Technology 6,245.0 $451K 0.05% -1K -14.3% $72.17 -1.9%
270 AMLP ALPS ETF TR 8,619.0 $450K 0.05% -602.0 -6.5% $52.26 +0.5%
271 FJAN FIRST TR EXCHNG TRADED FD VI 8,833.0 $450K 0.05% $50.89 +8.2%
272 F FORD MTR CO Consumer Cyclical 38,387.0 $446K 0.05% -2K -4.7% $11.61 +41.8%
273 DEA EASTERLY GOVT PPTYS INC Real Estate 20,611.0 $445K 0.05% NEW $21.57 +12.6%
274 AMCOR PLC 11,113.0 $442K 0.05% NEW $39.81
275 VO VANGUARD INDEX FDS 1,518.0 $442K 0.05% NEW $291.33 -72.9%
276 UOCT INNOVATOR ETFS TRUST 11,423.0 $440K 0.05% -4K -24.8% $38.55 +6.4%
277 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,473.0 $439K 0.05% -1K -13.6% $58.71 +7.6%
278 KLAC KLA CORP Technology 279.0 $430K 0.05% +45.0 +19.2% $1540.06 +24.9%
279 PAPR INNOVATOR ETFS TRUST 10,669.0 $428K 0.05% -2K -16.7% $40.10 +5.0%
280 GIS GENERAL MILLS INC Consumer Defensive 11,325.0 $427K 0.05% -3K -18.6% $37.67 -9.7%
Page 14 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%