AssuredPartners Investment Advisors, LLC

13F filer · CIK 0002055492

Reported Aug 10, 2026

Net seller this quarter

13F portfolio value$1.03BU.S. long equity reported on 13F

Positions23219 new · 16 closed

Net flow last quarter-$1.15MBuys minus sells

Top 10 positions weight15.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026232 positions
AAPLApple Inc.	$25.7M	2.49%	0.00%	+8.8%	Q4 2024
GOOGLAlphabet Inc.	$23.2M	2.24%	0.00%	-1.2%	Q4 2024
MUMicron Technology Inc	$22.6M	2.19%	0.00%	-27.6%	Q4 2024
NVDANvidia Corp	$19M	1.84%	0.00%	-1.3%	Q4 2024
MSFTMicrosoft Corp	$16.6M	1.61%	0.00%	+1.6%	Q4 2024
JPMJPMorgan Chase & Co	$12.8M	1.24%	0.00%	-3.1%	Q4 2024
CSCOCisco Systems, Inc.	$12M	1.16%	0.00%	-2.1%	Q4 2024
AMZNAmazon Com Inc	$11.9M	1.15%	0.00%	+20.5%	Q4 2024
LHXL3harris Technologies, Inc.	$10.1M	0.97%	0.02%	+8.5%	Q4 2024
TSLATesla, Inc.	$8.69M	0.84%	0.00%	+1.8%	Q4 2024
AVGOBroadcom Inc.	$8.66M	0.84%	0.00%	-5.2%	Q4 2024
XOMExxonMobil Holdings Corp	$8.53M	0.83%	0.00%	+1.2%	Q4 2024
BACBank of America Corp	$8.3M	0.80%	0.00%	+1.4%	Q4 2024
LRCXLam Research Corp	$8.11M	0.79%	0.00%	-25.0%	Q1 2026
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.02M	0.78%	Not reported	-0.1%	Q4 2024
LLYELI LILLY & Co	$7.62M	0.74%	0.00%	-8.8%	Q4 2024
GLWCorning Inc	$7.23M	0.70%	0.00%	-24.9%	Q1 2026
CASYCaseys General Stores Inc	$6.5M	0.63%	0.02%	+2.1%	Q4 2024
DELLDell Technologies Inc.	$6.42M	0.62%	0.00%	-13.3%	Q1 2026
ABBVAbbVie Inc.	$6.37M	0.62%	0.00%	+3.6%	Q4 2024
VVisa Inc.	$6.2M	0.60%	0.00%	+1.7%	Q4 2024
CSXCSX Corp	$5.63M	0.54%	0.01%	+2.4%	Q4 2025
AXPAmerican Express Co	$5.53M	0.54%	0.00%	+1.7%	Q4 2024
VSTVistra Corp.	$5.45M	0.53%	0.01%	+6.5%	Q1 2025
MSMorgan Stanley	$5.41M	0.52%	0.00%	-1.3%	Q4 2024
SCHISterling Chemicals Inc	$5.06M	0.49%	Not reported	+4.9%	Q4 2025
GOOGAlphabet Inc.	$5.06M	0.49%	Not reported	+15.7%	Q4 2024
BXBlackstone Inc.	$4.68M	0.45%	0.01%	+1.4%	Q4 2024
BRK.BBerkshire Hathaway Inc	$4.65M	0.45%	Not reported	+226.4%	Q4 2024
METAMeta Platforms, Inc.	$4.53M	0.44%	Not reported	-28.0%	Q4 2024
JNJJohnson & Johnson	$4.38M	0.42%	0.00%	+2.8%	Q4 2024
WMWaste Management Inc	$4.3M	0.42%	0.00%	+154.0%	Q4 2024
PEPPepsico Inc	$4.03M	0.39%	0.00%	+6.1%	Q4 2024
CVXChevron Corp	$3.97M	0.38%	0.00%	+2.4%	Q4 2024
CRWDCrowdStrike Holdings, Inc.	$3.95M	0.38%	0.00%	-23.8%	Q1 2026
COSTCostco Wholesale Corp	$3.93M	0.38%	0.00%	0.0%	Q4 2024
AMGNAmgen Inc	$3.86M	0.37%	0.00%	+191.3%	Q1 2026
DVNDevon Energy Corp	$3.75M	0.36%	0.01%	+437.8%	Q1 2026
ETNEaton Corp plc	$3.65M	0.35%	0.00%	+0.7%	Q1 2026
PWRQuanta Services, Inc.	$3.63M	0.35%	0.00%	-14.1%	Q2 2025
PLDPrologis, Inc.	$3.44M	0.33%	0.00%	-0.8%	Q1 2026
TOLToll Brothers, Inc.	$3.36M	0.33%	0.02%	+3.5%	Q1 2026
GSGoldman Sachs Group Inc	$3.24M	0.31%	0.00%	-5.7%	Q2 2025
NFLXNetflix Inc	$3.19M	0.31%	0.00%	+15.0%	Q4 2024
TRVTravelers Companies, Inc.	$3.15M	0.31%	0.00%	+4.8%	Q2 2025
HDHome Depot, Inc.	$3.03M	0.29%	0.00%	+1.6%	Q4 2024
TJXTJX Companies Inc	$2.92M	0.28%	0.00%	New	Q2 2026
CATCaterpillar Inc	$2.87M	0.28%	0.00%	-0.8%	Q4 2024
PGPROCTER & GAMBLE Co	$2.83M	0.27%	0.00%	+10.8%	Q4 2024
FNDFSchwab Strategic Trust	$2.78M	0.27%	Not reported	+0.1%	Q4 2024

Q1 2026Reported Apr 13, 2026227 positions
AAPLApple Inc.	$21.2M	2.30%	0.00%	+29.8%	Q4 2024
GOOGLAlphabet Inc.	$19.7M	2.14%	0.00%	+43.0%	Q4 2024
NVDANvidia Corp	$17.1M	1.86%	0.00%	+37.6%	Q4 2024
MSFTMicrosoft Corp	$16.4M	1.78%	0.00%	+58.6%	Q4 2024
JPMJPMorgan Chase & Co	$11.9M	1.30%	0.00%	+44.8%	Q4 2024
LHXL3harris Technologies, Inc.	$11.4M	1.25%	0.02%	+64.8%	Q4 2024
MUMicron Technology Inc	$10.2M	1.11%	0.00%	-19.3%	Q4 2024
XOMExxonMobil Holdings Corp	$10.1M	1.10%	0.00%	+16.7%	Q4 2024
AMZNAmazon Com Inc	$8.82M	0.96%	0.00%	+119.5%	Q4 2024
CSCOCisco Systems, Inc.	$8.38M	0.91%	0.00%	+16.6%	Q4 2024
AVGOBroadcom Inc.	$7.6M	0.83%	0.00%	+25.3%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$7.55M	0.82%	Not reported	+238.3%	Q4 2024
BACBank of America Corp	$7.19M	0.78%	0.00%	+27.3%	Q4 2024
TSLATesla, Inc.	$7.17M	0.78%	0.00%	+0.8%	Q4 2024
LLYELI LILLY & Co	$6.45M	0.70%	0.00%	+229.3%	Q4 2024
METAMeta Platforms, Inc.	$6.4M	0.70%	Not reported	+87.5%	Q4 2024
CASYCaseys General Stores Inc	$5.99M	0.65%	0.02%	+1.4%	Q4 2024
GLWCorning Inc	$5.52M	0.60%	0.00%	New	Q1 2026
LRCXLam Research Corp	$5.51M	0.60%	0.00%	New	Q1 2026
VVisa Inc.	$5.39M	0.59%	0.00%	+82.8%	Q4 2024
ABBVAbbVie Inc.	$5.05M	0.55%	0.00%	+218.4%	Q4 2024
AXPAmerican Express Co	$4.92M	0.54%	0.00%	+4.7%	Q4 2024
VSTVistra Corp.	$4.89M	0.53%	0.01%	+20.3%	Q1 2025
SCHISterling Chemicals Inc	$4.82M	0.52%	Not reported	+3.6%	Q4 2025
CSXCSX Corp	$4.8M	0.52%	0.01%	+3.2%	Q4 2025
CVXChevron Corp	$4.65M	0.51%	0.00%	+150.5%	Q4 2024
BXBlackstone Inc.	$4.4M	0.48%	0.01%	+1024.2%	Q4 2024
PEPPepsico Inc	$4.4M	0.48%	0.00%	+163.4%	Q4 2024
MSMorgan Stanley	$4.37M	0.48%	0.00%	+1636.4%	Q4 2024
COSTCostco Wholesale Corp	$4.27M	0.46%	0.00%	+875.6%	Q4 2024
JNJJohnson & Johnson	$4.05M	0.44%	0.00%	+43.9%	Q4 2024
NFLXNetflix Inc	$3.84M	0.42%	0.00%	+521.0%	Q4 2024
GOOGAlphabet Inc.	$3.68M	0.40%	Not reported	+11.8%	Q4 2024
CTRACentra Software Inc	$3.52M	0.38%	Not reported	New	Q1 2026
PLDPrologis, Inc.	$3.38M	0.37%	0.00%	New	Q1 2026
NEMNEWMONT Corp	$3.34M	0.36%	0.00%	+3.3%	Q3 2025
CMECme Group Inc.	$3.26M	0.35%	0.00%	New	Q1 2026
PWRQuanta Services, Inc.	$3.25M	0.35%	0.00%	+850.4%	Q2 2025
ETNEaton Corp plc	$3.09M	0.34%	0.00%	New	Q1 2026
DELLDell Technologies Inc.	$2.97M	0.32%	0.00%	New	Q1 2026
GSGoldman Sachs Group Inc	$2.95M	0.32%	0.00%	+924.4%	Q2 2025
TSCOTractor Supply Co	$2.9M	0.32%	0.01%	New	Q1 2026
HDHome Depot, Inc.	$2.77M	0.30%	0.00%	+153.7%	Q4 2024
TOLToll Brothers, Inc.	$2.72M	0.30%	0.02%	New	Q1 2026
CRWDCrowdStrike Holdings, Inc.	$2.71M	0.29%	0.00%	New	Q1 2026
TRVTravelers Companies, Inc.	$2.69M	0.29%	0.00%	+3.4%	Q2 2025
BLKBlackRock, Inc.	$2.62M	0.28%	0.00%	+4.6%	Q4 2024
FNDFSchwab Strategic Trust	$2.61M	0.28%	Not reported	-9.4%	Q4 2024
MSIMotorola Solutions, Inc.	$2.52M	0.27%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$2.49M	0.27%	0.00%	+56.2%	Q4 2024

Q4 2025Reported Feb 3, 2026201 positions
AAPLApple Inc.	$17.1M	2.55%	0.00%	+101.9%	Q4 2024
GOOGLAlphabet Inc.	$14.4M	2.14%	0.00%	+3.1%	Q4 2024
MSFTMicrosoft Corp	$13.4M	1.99%	0.00%	+19.1%	Q4 2024
NVDANvidia Corp	$13M	1.94%	0.00%	+17.2%	Q4 2024
IAUIshares Gold Trust	$9.95M	1.48%	0.01%	+0.8%	Q1 2025
MUMicron Technology Inc	$9.57M	1.42%	0.00%	+5.6%	Q4 2024
TSLATesla, Inc.	$9.06M	1.35%	0.00%	+13.8%	Q4 2024
JPMJPMorgan Chase & Co	$8.99M	1.34%	0.00%	+7.2%	Q4 2024
CSCOCisco Systems, Inc.	$6.88M	1.02%	0.00%	+3.9%	Q4 2024
AVGOBroadcom Inc.	$6.68M	0.99%	0.00%	+9.9%	Q4 2024
XOMExxonMobil Holdings Corp	$6.36M	0.95%	0.00%	+7.2%	Q4 2024
BACBank of America Corp	$6.2M	0.92%	0.00%	+1.1%	Q4 2024
AXPAmerican Express Co	$5.69M	0.85%	0.00%	+1.3%	Q4 2024
LHXL3harris Technologies, Inc.	$5.68M	0.85%	0.01%	+1.3%	Q4 2024
SCHISterling Chemicals Inc	$4.72M	0.70%	Not reported	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$4.45M	0.66%	Not reported	+42.8%	Q4 2024
CASYCaseys General Stores Inc	$4.37M	0.65%	0.02%	+1.8%	Q4 2024
AMZNAmazon Com Inc	$4.36M	0.65%	0.00%	+45.9%	Q4 2024
VSTVistra Corp.	$4.32M	0.64%	0.01%	+2.6%	Q1 2025
CSXCSX Corp	$4.06M	0.60%	0.01%	New	Q4 2025
METAMeta Platforms, Inc.	$3.93M	0.58%	Not reported	+22.3%	Q4 2024
GOOGAlphabet Inc.	$3.47M	0.52%	Not reported	+126.7%	Q4 2024
VVisa Inc.	$3.41M	0.51%	0.00%	+16.3%	Q4 2024
NEMNEWMONT Corp	$2.86M	0.43%	0.00%	+9.3%	Q3 2025
DISWalt Disney Co	$2.85M	0.42%	0.00%	+8.3%	Q4 2024
BLKBlackRock, Inc.	$2.79M	0.42%	0.00%	+3.5%	Q4 2024
FNDFSchwab Strategic Trust	$2.63M	0.39%	Not reported	+518.6%	Q4 2024
TRVTravelers Companies, Inc.	$2.56M	0.38%	0.00%	+3.9%	Q2 2025
JNJJohnson & Johnson	$2.41M	0.36%	0.00%	+44.9%	Q4 2024
NEENextera Energy Inc	$2.37M	0.35%	0.00%	+80.5%	Q4 2024
LLYELI LILLY & Co	$2.27M	0.34%	0.00%	+1.6%	Q4 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.16M	0.32%	Not reported	Not reported	Q4 2024
PMPhilip Morris International Inc.	$1.93M	0.29%	0.00%	-1.0%	Q4 2024
ORIOld Republic International Corp	$1.87M	0.28%	0.02%	+4.6%	Q4 2024
MCDMcdonalds Corp	$1.87M	0.28%	0.00%	+44.7%	Q4 2024
DUKDuke Energy CORP	$1.84M	0.27%	0.00%	+3.4%	Q4 2024
PLTRPalantir Technologies Inc.	$1.77M	0.26%	0.00%	+3.9%	Q4 2024
ABBVAbbVie Inc.	$1.75M	0.26%	0.00%	+3.1%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.69M	0.25%	0.00%	-1.9%	Q4 2024
GDGeneral Dynamics Corp	$1.68M	0.25%	0.00%	+35.5%	Q4 2024
BABoeing Co	$1.64M	0.24%	0.00%	+8.3%	Q4 2024
MPLXMPLX LP	$1.6M	0.24%	0.00%	-4.7%	Q4 2024
PGPROCTER & GAMBLE Co	$1.6M	0.24%	0.00%	+61.3%	Q4 2024
PEPPepsico Inc	$1.53M	0.23%	0.00%	+132.3%	Q4 2024
IBMInternational Business Machines Corp	$1.51M	0.22%	0.00%	+248.0%	Q4 2024
TFCTruist Financial Corp	$1.5M	0.22%	0.00%	-3.1%	Q4 2024
MELIMercadolibre Inc	$1.47M	0.22%	0.00%	+17.8%	Q4 2024
SOSouthern Co	$1.43M	0.21%	0.00%	+4.0%	Q4 2024
CBChubb Ltd	$1.43M	0.21%	0.00%	+78.3%	Q4 2024
CVXChevron Corp	$1.42M	0.21%	0.00%	+33.6%	Q4 2024

Q3 2025Reported Oct 6, 2025163 positions
MSFTMicrosoft Corp	$12M	2.68%	0.00%	+1.3%	Q4 2024
NVDANvidia Corp	$11.1M	2.48%	0.00%	-0.8%	Q4 2024
GOOGLAlphabet Inc.	$10.8M	2.41%	0.00%	+2.0%	Q4 2024
IAUIshares Gold Trust	$8.85M	1.97%	0.02%	+3.0%	Q1 2025
JPMJPMorgan Chase & Co	$8.22M	1.83%	0.00%	+0.6%	Q4 2024
AAPLApple Inc.	$7.94M	1.77%	0.00%	+0.8%	Q4 2024
TSLATesla, Inc.	$7.88M	1.75%	0.00%	-1.1%	Q4 2024
CSCOCisco Systems, Inc.	$5.89M	1.31%	0.00%	+5.7%	Q4 2024
LHXL3harris Technologies, Inc.	$5.83M	1.30%	0.01%	+3.7%	Q4 2024
AVGOBroadcom Inc.	$5.79M	1.29%	0.00%	-0.3%	Q4 2024
BACBank of America Corp	$5.75M	1.28%	0.00%	+3.0%	Q4 2024
XOMExxonMobil Holdings Corp	$5.56M	1.24%	0.00%	+5.8%	Q4 2024
MUMicron Technology Inc	$5.32M	1.18%	0.00%	-1.0%	Q4 2024
VSTVistra Corp.	$5.12M	1.14%	0.01%	+0.8%	Q1 2025
AXPAmerican Express Co	$5.04M	1.12%	0.00%	+3.1%	Q4 2024
CASYCaseys General Stores Inc	$4.39M	0.98%	0.02%	+2.9%	Q4 2024
HONHoneywell International Inc	$3.94M	0.88%	0.00%	+4.4%	Q4 2024
METAMeta Platforms, Inc.	$3.58M	0.80%	Not reported	+3.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$3.04M	0.68%	Not reported	+49.3%	Q4 2024
BLKBlackRock, Inc.	$2.94M	0.65%	0.00%	+3.6%	Q4 2024
VVisa Inc.	$2.85M	0.64%	0.00%	+1.3%	Q4 2024
AMZNAmazon Com Inc	$2.84M	0.63%	0.00%	-4.4%	Q4 2024
DISWalt Disney Co	$2.65M	0.59%	0.00%	+474.7%	Q4 2024
TRVTravelers Companies, Inc.	$2.37M	0.53%	0.00%	+4.7%	Q2 2025
NEMNEWMONT Corp	$2.21M	0.49%	0.00%	New	Q3 2025
PMPhilip Morris International Inc.	$1.97M	0.44%	0.00%	-4.4%	Q4 2024
DUKDuke Energy CORP	$1.88M	0.42%	0.00%	+1.0%	Q4 2024
HDHome Depot, Inc.	$1.77M	0.39%	0.00%	-3.0%	Q4 2024
PLTRPalantir Technologies Inc.	$1.74M	0.39%	0.00%	-1.7%	Q4 2024
ABBVAbbVie Inc.	$1.73M	0.38%	0.00%	+3.1%	Q4 2024
ORIOld Republic International Corp	$1.67M	0.37%	0.02%	+7.1%	Q4 2024
LLYELI LILLY & Co	$1.59M	0.35%	0.00%	-0.6%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.58M	0.35%	0.00%	+4.1%	Q4 2024
MPLXMPLX LP	$1.57M	0.35%	0.00%	-3.8%	Q4 2024
BABoeing Co	$1.51M	0.34%	0.00%	+1.1%	Q4 2024
SOSouthern Co	$1.5M	0.33%	0.00%	+6.3%	Q4 2024
ORCLOracle Corp	$1.49M	0.33%	0.00%	+4.1%	Q4 2024
JNJJohnson & Johnson	$1.49M	0.33%	0.00%	+28.4%	Q4 2024
APPAppLovin Corp	$1.49M	0.33%	0.00%	-20.9%	Q4 2024
EMEEMCOR Group, Inc.	$1.46M	0.32%	0.01%	+1.6%	Q4 2024
MELIMercadolibre Inc	$1.45M	0.32%	0.00%	-0.5%	Q4 2024
TFCTruist Financial Corp	$1.44M	0.32%	0.00%	-0.3%	Q4 2024
MCDMcdonalds Corp	$1.29M	0.29%	0.00%	+31.8%	Q4 2024
GDGeneral Dynamics Corp	$1.26M	0.28%	0.00%	+25.2%	Q4 2024
ARCCAres Capital Corp	$1.25M	0.28%	0.01%	-1.3%	Q4 2024
NEENextera Energy Inc	$1.23M	0.27%	0.00%	+18.2%	Q4 2024
PFEPfizer Inc	$1.2M	0.27%	0.00%	-1.6%	Q4 2024
GOOGAlphabet Inc.	$1.19M	0.26%	Not reported	-3.2%	Q4 2024
UBERUber Technologies, Inc	$1.15M	0.26%	0.00%	+17.3%	Q4 2024
RIORio Tinto PLC	$1.13M	0.25%	0.00%	-1.5%	Q4 2024

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