AssuredPartners Investment Advisors, LLC
Top Portfolio Positions
215 positions ·
$395,826,740 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
81,715 | $20,738,449 | 5.24% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
65,610 | $18,866,811 | 4.77% | |
| NVDA |
Nvidia Corp
Technology
|
96,132 | $16,765,420 | 4.24% | |
| MSFT |
Microsoft Corp
Technology
|
43,919 | $16,257,496 | 4.11% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
40,420 | $11,889,947 | 3.00% | |
| LHX |
L3harris Technologies, Inc. /De/
Industrials
|
31,907 | $11,012,701 | 2.78% | |
| XOM |
Exxon Mobil Corp
Energy
|
61,693 | $10,466,834 | 2.64% | |
| MU |
Micron Technology Inc
Technology
|
27,054 | $9,139,923 | 2.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
41,463 | $8,635,499 | 2.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
104,159 | $8,081,696 | 2.04% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SPRY
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $611,966 | 76,210 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $882,825 | 75,779 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $580,739 | 57,785 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $994,109 | 56,969 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $869,416 | 69,111 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $312,396 | 29,611 | Shares | Sole | 2025-02-12 | |
| No 13F history on record for this holder in this stock. | ||||||