Managed by Asset Dedication, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $172.2M | 4.35M | 0.00% | — |
| 2 | ? N/A — | $164.4M | 4.26M | 0.00% | — |
| 3 | ? N/A — | $154.8M | 2.60M | 0.00% | — |
| 4 | ? N/A — | $150.1M | 4.19M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
—
| $146.3M |
| 2.51M |
| 0.00% |
| — |
| 6 | ? N/A — | $139.6M | 4.03M | 0.00% | — |
| 7 | ? N/A — | $134.6M | 3.93M | 0.00% | — |
| 8 | ? N/A — | $130.9M | 3.97M | 0.00% | — |
| 9 | ? N/A — | $129.3M | 2.40M | 0.00% | — |
| 10 | ? N/A — | $127.2M | 2.28M | 0.00% | — |
| 11 | ? N/A — | $122M | 2.19M | 0.00% | — |
| 12 | ? N/A — | $120.1M | 3.73M | 0.00% | — |
| 13 | ? N/A — | $118.7M | 2.31M | 0.00% | — |
| 14 | ? N/A — | $109.8M | 3.44M | 0.00% | — |
| 15 | ? N/A — | $109.1M | 2.10M | 0.00% | — |
| 16 | ? N/A — | $107.8M | 1.98M | 0.00% | — |
| 17 | ? N/A — | $97.9M | 1.87M | 0.00% | — |
| 18 | ? N/A — | $92.1M | 3.15M | 0.00% | — |
| 19 | ? N/A — | $89.5M | 2.65M | 0.00% | — |
| 20 | H | $86.8M | 2.52M | 0.00% | — |