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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $268M AUM 905 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 63 New 174 Added 168 Reduced 92 Exited
Page 2 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC CAP STK CL A Communication Services 744.0 $266K 0.10% +13.0 +1.8% $357.52 -5.3%
22 INTC INTEL CORP COM Technology 1,868.0 $261K 0.10% +44.0 +2.4% $139.63 -31.4%
23 BND VANGUARD TOTAL BOND MARKET ETF 2,630.0 $193K 0.07% +240.0 +10.0% $73.41 -2.0%
24 IBM INTERNATIONAL BUSINESS MACHS COM Technology 566.0 $159K 0.06% +48.0 +9.3% $281.25 -16.5%
25 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 289.0 $151K 0.06% +10.0 +3.6% $521.81 +2.4%
26 META META PLATFORMS INC CL A Communication Services 244.0 $137K 0.05% +16.0 +7.0% $563.29 +9.5%
27 TSLA TESLA INC COM Consumer Cyclical 268.0 $113K 0.04% +50.0 +22.9% $420.60 -15.8%
28 LOW LOWES COS INC COM Consumer Cyclical 430.0 $95K 0.04% +35.0 +8.9% $220.49 -7.3%
29 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 195.0 $93K 0.04% +1.0 +0.5% $478.35 -10.3%
30 VO VANGUARD MID-CAP ETF 868.0 $70K 0.03% +651.0 +300.0% $80.57 +2.1%
31 NFLX NETFLIX INC. COM Communication Services 957.0 $68K 0.03% +57.0 +6.3% $71.40 +9.6%
32 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 768.0 $66K 0.02% +701.0 +1046.3% $85.49 +3.4%
33 NET CLOUDFLARE INC CL A COM Technology 261.0 $64K 0.02% +3.0 +1.2% $245.28 +13.7%
34 CAT CATERPILLAR INC COM Industrials 52.0 $55K 0.02% +9.0 +20.9% $1064.90 -23.6%
35 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 1,214.0 $55K 0.02% +1K +9238.5% $45.11 +15.3%
36 AMAT APPLIED MATLS INC COM Technology 75.0 $54K 0.02% +2.0 +2.7% $723.00 -37.1%
37 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 1,262.0 $51K 0.02% +8.0 +0.6% $40.67 -0.6%
38 LIN LINDE PLC SHS Basic Materials 95.0 $49K 0.02% +15.0 +18.8% $518.95 -8.0%
39 PG PROCTER & GAMBLE CO COM Consumer Defensive 315.0 $46K 0.02% +61.0 +24.0% $146.64 -0.1%
40 NEE NEXTERA ENERGY INC COM Utilities 474.0 $42K 0.02% +87.0 +22.5% $87.77 -4.9%
Page 2 of 9  ·  174 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 84.6%
Technology 5.8%
Industrials 1.9%
Consumer Cyclical 1.9%
Utilities 1.7%
Healthcare 1.4%
Communication Services 0.9%
Consumer Defensive 0.8%
Energy 0.4%
Basic Materials 0.3%