AssuredPartners Investment Advisors, LLC

Position in MSTR — Strategy Inc

CIK 2055492 Tampa, FL

Position in MSTR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$225,148

-$65,386 QoQ

Shares Held

2,590

+11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#605

of 863 holders

Holding Since

Dec 2024

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

AssuredPartners Investment Advisors, LLC holds $4,770,303 across 6 Software - Application names. MSTR ranks #6 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	27,919	$2,771,798
2	PAYX	Paychex Inc	6,237	$613,284
3	UBER	Uber Technologies, Inc	6,397	$461,607
4	SOUN	Soundhound Ai, Inc.	66,792	$432,144
5	CRM	Salesforce, Inc.	1,700	$266,322
6	MSTR	Strategy Inc This page	2,590	$225,148

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,148	2,590	+11.3%	Shares	Sole	2026-08-10
2026-03-31	$290,534	2,328	+12.2%	Shares	Sole	2026-04-13
2025-12-31	$315,296	2,075	+60.9%	Shares	Sole	2026-02-03
2025-03-31	$371,868	1,290	+2.4%	Shares	Sole	2025-04-23
2024-12-31	$364,921	1,260	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.