AssuredPartners Investment Advisors, LLC
•CIK: 2055492•Filing: Q4 2025
**AssuredPartners Investment Advisors, LLC** manages $672M across a diversified portfolio of 342 positions. The fund exhibits significant concentration in technology and financial sectors, highlighted by top holdings including FBCG ($28.4M) and FDVV ($21.9M). Core technology exposure is evident with substantial allocations to VOO ($21.0M), AAPL ($17.1M), and GOOGL ($14.4M). This structure suggests a mandate focused on established growth leaders and sector-specific opportunities.
Total AUM
$672.2M
QoQ Performance
+49.6%
Positions
227
Top 10 Concentration
28.5%
Latest Filing
Q4 2025
Top Holdings Allocation
FBCG4.2%
FDVV3.3%
VOO3.1%
SPTM3.0%
XMMO2.7%
AAPL2.5%
GOOGL2.1%
MSFT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.9%
Technology13.2%
Financial5.1%
ETF4.2%
Consumer3.2%
Healthcare1.8%
Utilities1.1%
Energy1.0%
🚪 Exited Positionssold since Q3 2025
+92 more exited positions
Changes from Q3 2025
NEW29 new positions
↑145 increased
↓20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024