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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 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KVUE KENVUE INC COM Consumer Defensive 47.0 $898.0 +1.0 +2.2% $19.11 -1.9%
162 TARA PROTARA THERAPEUTICS INC COM STK Healthcare 230.0 $879.0 +124.0 +117.0% $3.82 +3.1%
163 HRZN HORIZON TECHNOLOGY FIN CORP COM Financial Services 172.0 $812.0 +5.0 +3.0% $4.72 +2.5%
164 INCY INCYTE CORP COM Healthcare 7.0 $794.0 +1.0 +16.7% $113.43 +11.7%
165 AMPX AMPRIUS TECHNOLOGIES INC COMMON STOCK Industrials 57.0 $790.0 +40.0 +235.3% $13.86 -28.6%
166 RMD RESMED INC COM Healthcare 4.0 $780.0 +1.0 +33.3% $195.00 +17.1%
167 CPER UNITED STATES COPPER INDEX FUND Financial Services 20.0 $755.0 +10.0 +100.0% $37.75 +5.8%
168 STRATA CRITICAL MEDICAL INC CL A COM 131.0 $690.0 +115.0 +718.8% $5.27
169 Q QNITY ELECTRONICS INC COMMON STOCK Technology 4.0 $653.0 +1.0 +33.3% $163.25 -26.2%
170 PODD INSULET CORP COM Healthcare 4.0 $609.0 +1.0 +33.3% $152.25 -3.1%
171 TAP MOLSON COORS BEVERAGE CO CL B Consumer Defensive 14.0 $545.0 +1.0 +7.7% $38.93 +4.0%
172 PDN INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF 11.0 $472.0 +1.0 +10.0% $42.91 +11.6%
173 CVNA CARVANA CO CL A Consumer Cyclical 5.0 $329.0 +4.0 +400.0% $65.80 +13.4%
174 LYB LYONDELLBASELL INDUSTRIES NV SHS - A - Basic Materials 5.0 $263.0 +1.0 +25.0% $52.60 +20.8%
Page 9 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%