CIK 1475896
Asset Dedication, LLC
Institutional 13F holdings & portfolio
Holdings
1,126
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 801–850 of 1,126
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLDM | WORLD GOLD TR | 105 | $1K–$15K | SH |
| RAL | RALLIANT CORP | 176 | $1K–$15K | SH |
| L | LOEWS CORP | 85 | $1K–$15K | SH |
| CSGP | COSTAR GROUP INC | 131 | $1K–$15K | SH |
| JOBY | JOBY AVIATION INC | 661 | $1K–$15K | SH |
| VWOB | VANGUARD WHITEHALL FDS | 129 | $1K–$15K | SH |
| SVM | SILVERCORP METALS INC | 1K | $1K–$15K | SH |
| BE | BLOOM ENERGY CORP | 100 | $1K–$15K | SH |
| MSTR | STRATEGY INC | 57 | $1K–$15K | SH |
| USFD | US FOODS HLDG CORP | 115 | $1K–$15K | SH |
| SBIO | ALPS ETF TR | 167 | $1K–$15K | SH |
| APH | AMPHENOL CORP NEW | 63 | $1K–$15K | SH |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 185 | $1K–$15K | SH |
| GLTR | ABRDN PRECIOUS METALS BASKET | 41 | $1K–$15K | SH |
| KRE | SPDR SERIES TRUST | 130 | $1K–$15K | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 166 | $1K–$15K | SH |
| IAT | ISHARES TR | 152 | $1K–$15K | SH |
| DNA | GINKGO BIOWORKS HOLDINGS INC | 1K | $1K–$15K | SH |
| MPWR | MONOLITHIC PWR SYS INC | 9 | $1K–$15K | SH |
| ZTS | ZOETIS INC | 64 | $1K–$15K | SH |
| GMGI | GOLDEN MATRIX GROUP INC | 10K | $1K–$15K | SH |
| CRH | CRH PLC | 64 | $1K–$15K | SH |
| IBKR | INTERACTIVE BROKERS GROUP IN | 124 | $1K–$15K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 200 | $1K–$15K | SH |
| RSPT | INVESCO EXCHANGE TRADED FD T | 173 | $1K–$15K | SH |
| GEL | GENESIS ENERGY L P | 500 | $1K–$15K | SH |
| BWA | BORGWARNER INC | 172 | $1K–$15K | SH |
| PODD | INSULET CORP | 27 | $1K–$15K | SH |
| HLI | HOULIHAN LOKEY INC | 44 | $1K–$15K | SH |
| IBDU | ISHARES TR | 325 | $1K–$15K | SH |
| OMC | OMNICOM GROUP INC | 94 | $1K–$15K | SH |
| CWCO | CONSOLIDATED WATER CO INC | 215 | $1K–$15K | SH |
| DLS | WISDOMTREE TR | 93 | $1K–$15K | SH |
| IYH | ISHARES TR | 115 | $1K–$15K | SH |
| ULTA | ULTA BEAUTY INC | 12 | $1K–$15K | SH |
| SLVM | SYLVAMO CORP | 150 | $1K–$15K | SH |
| AYI | ACUITY INC | 20 | $1K–$15K | SH |
| XLC | SELECT SECTOR SPDR TR | 61 | $1K–$15K | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 14 | $1K–$15K | SH |
| CFG | CITIZENS FINL GROUP INC | 122 | $1K–$15K | SH |
| IRM | IRON MTN INC DEL | 85 | $1K–$15K | SH |
| SHV | ISHARES TR | 64 | $1K–$15K | SH |
| FDS | FACTSET RESH SYS INC | 24 | $1K–$15K | SH |
| FERG | FERGUSON ENTERPRISES INC | 31 | $1K–$15K | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 115 | $1K–$15K | SH |
| SPSM | SPDR SERIES TRUST | 142 | $1K–$15K | SH |
| TEAM | ATLASSIAN CORPORATION | 41 | $1K–$15K | SH |
| BUZZ | VANECK ETF TRUST | 204 | $1K–$15K | SH |
| SSP | SCRIPPS E W CO OHIO | 2K | $1K–$15K | SH |
| PLD | PROLOGIS INC. | 51 | $1K–$15K | SH |