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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 6 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IONQ IONQ INC COM Technology 150.0 $8K 0.00% +3.0 +2.0% $53.26 -25.8%
102 NVO NOVO-NORDISK A S ADR Healthcare 166.0 $8K 0.00% +6.0 +3.8% $47.93 -2.8%
103 BDX BECTON DICKINSON & CO COM Healthcare 51.0 $8K 0.00% +50.0 +5000.0% $151.33 +22.1%
104 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 75.0 $8K 0.00% +22.0 +41.5% $100.28 +21.8%
105 FDS FACTSET RESH SYS INC COM Financial Services 32.0 $7K 0.00% +28.0 +700.0% $230.09 +31.2%
106 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 126.0 $7K 0.00% +24.0 +23.5% $53.21 +20.4%
107 ALB ALBEMARLE CORP COM Basic Materials 49.0 $7K 0.00% +43.0 +716.7% $135.02 -6.5%
108 LYFT LYFT INC CL A COM Technology 431.0 $6K 0.00% +48.0 +12.5% $14.61 +14.4%
109 TMFC MOTLEY FOOL 100 INDEX ETF 82.0 $6K 0.00% +1.0 +1.2% $76.16 +4.3%
110 GALAXY DIGITAL INC. CL A 228.0 $6K 0.00% +8.0 +3.6% $27.34
111 BBAI BIGBEAR AI HLDGS INC COM Technology 1,567.0 $6K 0.00% +51.0 +3.4% $3.67 -20.2%
112 JOBY JOBY AVIATION INC COMMON STOCK Industrials 626.0 $6K 0.00% +45.0 +7.8% $8.92 -24.4%
113 CRCL CIRCLE INTERNET GROUP INC COM CL A Financial Services 89.0 $6K 0.00% +12.0 +15.6% $62.63 +62.9%
114 IREN IREN LIMITED ORDINARY SHARES Financial Services 121.0 $6K 0.00% +18.0 +17.5% $45.73 -2.3%
115 TEAM ATLASSIAN CORPORATION CL A Technology 68.0 $5K 0.00% +5.0 +7.9% $77.79 +143.7%
116 DYN DYNE THERAPEUTICS INC COM Healthcare 233.0 $5K 0.00% +8.0 +3.6% $22.21 +9.3%
117 MSCI MSCI INC COM Financial Services 9.0 $5K 0.00% +2.0 +28.6% $560.00 +2.3%
118 WEBULL CORP ORD SHS 769.0 $5K 0.00% +35.0 +4.8% $6.52
119 CPNG COUPANG INC CL A Consumer Cyclical 285.0 $5K 0.00% +33.0 +13.1% $17.37 -12.0%
120 BSX BOSTON SCIENTIFIC CORP COM Healthcare 115.0 $5K 0.00% +6.0 +5.5% $42.68 +12.0%
Page 6 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%