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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 8 of 21  ·  402 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PLTR PALANTIR TECHNOLOGIES INC Technology 10,374.0 $1.5M 0.17% +439.0 +4.4% $147.93 -6.1%
142 MCD MCDONALDS CORP Consumer Cyclical 4,954.0 $1.5M 0.17% -1K -19.0% $309.76 -10.2%
143 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,456.0 $1.5M 0.16% NEW $434.32 +2.0%
144 DDWM WISDOMTREE TR 33,024.0 $1.5M 0.16% -965.0 -2.8% $44.75 +4.3%
145 SCHX SCHWAB STRATEGIC TR 56,639.0 $1.5M 0.16% $25.99 +14.1%
146 GD GENERAL DYNAMICS CORP Industrials 4,056.0 $1.4M 0.15% -933.0 -18.7% $351.42 -0.5%
147 ECL ECOLAB INC Basic Materials 5,138.0 $1.4M 0.15% NEW $267.04 -1.6%
148 IBDW ISHARES TR 65,329.0 $1.4M 0.15% NEW $20.86 +0.1%
149 BERKSHIRE HATHAWAY INC DEL 2,848.0 $1.4M 0.15% +481.0 +20.3% $476.38
150 MELI MERCADOLIBRE INC Consumer Cyclical 793.0 $1.4M 0.15% +64.0 +8.8% $1710.37 -0.4%
151 IBM INTERNATIONAL BUSINESS MACHS Technology 5,469.0 $1.3M 0.15% +381.0 +7.5% $246.72 +7.7%
152 MPLX MPLX LP Energy 23,995.0 $1.3M 0.14% -6K -20.1% $55.66 -0.5%
153 FNX FIRST TR EXCHANGE-TRADED ALP 10,162.0 $1.3M 0.14% -412.0 -3.9% $129.69 +9.1%
154 ICSH ISHARES TR 26,056.0 $1.3M 0.14% NEW $50.50 +0.2%
155 IJR ISHARES TR 10,398.0 $1.3M 0.14% +794.0 +8.3% $126.11 +10.8%
156 DFAR DIMENSIONAL ETF TRUST 54,040.0 $1.3M 0.14% +4K +7.4% $24.12 +8.6%
157 INNOVATOR ETFS TRUST 48,285.0 $1.3M 0.14% $26.76
158 EME EMCOR GROUP INC Industrials 1,700.0 $1.3M 0.14% -530.0 -23.8% $757.68 +12.7%
159 ORI OLD REP INTL CORP Financial Services 31,864.0 $1.3M 0.14% -9K -22.4% $40.34 -5.9%
160 DFEM DIMENSIONAL ETF TRUST 36,841.0 $1.3M 0.14% +3K +8.8% $34.76 +18.2%
Page 8 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%