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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 8 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SOUN SOUNDHOUND AI INC CLASS A COM Technology 418.0 $3K 0.00% +59.0 +16.4% $6.47 +4.2%
142 BITWISE CRYPTO INDUSTRY INNOVATORS ETF 100.0 $2K 0.00% +9.0 +9.9% $24.50
143 DOCS DOXIMITY INC CL A Healthcare 114.0 $2K 0.00% +31.0 +37.4% $20.74 +27.1%
144 VIA VIA TRANSN INC COM CL A Technology 128.0 $2K 0.00% +27.0 +26.7% $18.14 +55.1%
145 TCAI TORTOISE AI INFRASTRUCTURE ETF 41.0 $2K 0.00% +25.0 +156.2% $55.93 -15.5%
146 LITHIUM AMERS CORP NEW COM SHS 481.0 $2K 0.00% +37.0 +8.3% $3.85
147 SMR NUSCALE PWR CORP CL A COM Utilities 172.0 $2K 0.00% +64.0 +59.3% $10.03 -3.3%
148 AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF 50.0 $2K 0.00% +20.0 +66.7% $33.42 -13.0%
149 SERV SERVE ROBOTICS INC COM Industrials 248.0 $2K 0.00% +55.0 +28.5% $6.58 -24.9%
150 KOID KRANESHARES GLOBAL HUMANOID ROBOTICS AND PHYSICAL AI INDEX ETF 32.0 $1K +9.0 +39.1% $41.22 -11.6%
151 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 20.0 $1K +10.0 +100.0% $59.30 -4.5%
152 WULF TERAWULF INC COM Financial Services 47.0 $1K +27.0 +135.0% $24.70 -33.2%
153 ZTS ZOETIS INC CL A Healthcare 16.0 $1K +2.0 +14.3% $71.88 +5.5%
154 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 20.0 $1K +10.0 +100.0% $56.80 -3.6%
155 AXON AXON ENTERPRISE INC COM Industrials 2.0 $1K +1.0 +100.0% $560.50 -8.0%
156 GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF 20.0 $1K +10.0 +100.0% $55.55 +0.9%
157 DXCM DEXCOM INC COM Healthcare 16.0 $1K +5.0 +45.5% $67.38 +30.5%
158 VENTURE GLOBAL INC COM CL A 89.0 $991.0 +78.0 +709.1% $11.13
159 ICOP ISHARES COPPER AND METALS MINING ETF 20.0 $985.0 +10.0 +100.0% $49.25 +16.4%
160 IMMX IMMIX BIOPHARMA INC COM Healthcare 88.0 $907.0 +79.0 +877.8% $10.31 +35.0%
Page 8 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%