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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 7 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MARA MARA HOLDINGS INC COM Financial Services 353.0 $5K 0.00% +47.0 +15.4% $13.89 -18.6%
122 CELH CELSIUS HLDGS INC COM NEW Consumer Defensive 167.0 $5K 0.00% +2.0 +1.2% $29.28 +4.7%
123 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 27.0 $5K 0.00% +26.0 +2600.0% $178.22 +8.5%
124 PPTA PERPETUA RESOURCES CORP COM Basic Materials 231.0 $5K 0.00% +6.0 +2.7% $20.76 +20.8%
125 MP MP MATERIALS CORP COM CL A Basic Materials 85.0 $5K 0.00% +17.0 +25.0% $56.01 -2.6%
126 TELIX PHARMACEUTICAL LTD SPONSORED ADS 401.0 $5K 0.00% +21.0 +5.5% $11.53
127 LEGN LEGEND BIOTECH CORP SPONSORED ADS Healthcare 160.0 $5K 0.00% +9.0 +6.0% $28.88 -25.5%
128 QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 241.0 $4K 0.00% +7.0 +3.0% $18.42 -0.3%
129 QUBT QUANTUM COMPUTING INC COM Technology 444.0 $4K 0.00% +53.0 +13.6% $9.70 -17.4%
130 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 44.0 $4K 0.00% +13.0 +41.9% $95.98 +18.0%
131 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 50.0 $4K 0.00% +10.0 +25.0% $79.42 +10.5%
132 WWD WOODWARD INC COM Industrials 9.0 $4K 0.00% +7.0 +350.0% $425.44 -18.6%
133 YELP YELP INC CL A Communication Services 156.0 $4K 0.00% +10.0 +6.8% $24.52 -11.7%
134 AGNC AGNC INVT CORP COM Real Estate 347.0 $4K 0.00% +12.0 +3.6% $10.89 -2.2%
135 ZS ZSCALER INC COM Technology 26.0 $4K 0.00% +15.0 +136.4% $141.15 +20.3%
136 QBTS D-WAVE QUANTUM INC COM Technology 148.0 $4K 0.00% +30.0 +25.4% $23.99 -30.9%
137 ACHR ARCHER AVIATION INC COM CL A Industrials 714.0 $3K 0.00% +39.0 +5.8% $4.73 +20.7%
138 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 59.0 $3K 0.00% +16.0 +37.2% $57.22 +16.3%
139 USOI UBS AG ETRACS CRUDE OIL SHARES COVERED CALL ETNS DUE APRIL 24, 2037 Financial Services 75.0 $3K 0.00% +35.0 +87.5% $43.32 +6.4%
140 KLAC KLA CORP COM NEW Technology 10.0 $3K 0.00% +7.0 +233.3% $301.70 -38.5%
Page 7 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%