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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 18 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AMAT APPLIED MATLS INC Technology 746.0 $263K 0.03% NEW $352.43 +27.2%
342 CPRT COPART INC Industrials 8,004.0 $263K 0.03% NEW $32.84 +0.1%
343 PSA PUBLIC STORAGE OPER CO Real Estate 927.0 $260K 0.03% -414.0 -30.9% $280.77 +10.4%
344 C CITIGROUP INC Financial Services 2,205.0 $259K 0.03% +250.0 +12.8% $117.35 +5.8%
345 IWR ISHARES TR 2,614.0 $258K 0.03% NEW $98.76 +8.7%
346 ROK ROCKWELL AUTOMATION INC Industrials 701.0 $257K 0.03% -473.0 -40.3% $367.20 +24.4%
347 NVS NOVARTIS AG Healthcare 1,674.0 $256K 0.03% NEW $152.84 -1.2%
348 CRM SALESFORCE INC Technology 1,382.0 $256K 0.03% -20.0 -1.4% $185.04 -4.7%
349 MMM 3M CO Industrials 1,767.0 $255K 0.03% NEW $144.51 +5.2%
350 PDEC INNOVATOR ETFS TRUST 5,966.0 $255K 0.03% $42.78 +7.2%
351 VONG VANGUARD SCOTTSDALE FDS 2,235.0 $248K 0.03% NEW $111.10 +17.7%
352 IRM IRON MTN INC DEL Real Estate 2,352.0 $245K 0.03% NEW $104.35 +22.8%
353 WEC WEC ENERGY GROUP INC Utilities 2,081.0 $243K 0.03% -1K -36.5% $116.71 -3.9%
354 INNOVATOR ETFS TRUST 11,255.0 $243K 0.03% $21.55
355 FJUN FIRST TR EXCHNG TRADED FD VI 4,245.0 $242K 0.03% $56.99 +4.8%
356 HBAN HUNTINGTON BANCSHARES INC Financial Services 15,048.0 $240K 0.03% +726.0 +5.1% $15.94 +1.1%
357 IDA IDACORP INC Utilities 1,653.0 $239K 0.03% $144.67 -1.9%
358 BND VANGUARD BD INDEX FDS 3,253.0 $239K 0.03% NEW $73.47 -0.1%
359 VTWO VANGUARD SCOTTSDALE FDS 2,303.0 $235K 0.03% NEW $101.97 +15.9%
360 ACN ACCENTURE PLC IRELAND Technology 1,179.0 $235K 0.03% +67.0 +6.0% $198.95 -10.7%
Page 18 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%