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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 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 XOM EXXON MOBIL CORP COM Energy 3,648 $619K 0.25% SOLD
2 HON HONEYWELL INTL INC COM Industrials 497 $112K 0.05% SOLD
3 ITB ISHARES U.S. HOME CONSTRUCTION ETF 520 $47K 0.02% SOLD
4 AI C3 AI INC CL A Technology 4,592 $39K 0.02% SOLD
5 POET POET TECHNOLOGIES INC COM NEW Technology 1,078 $6K 0.00% SOLD
6 ARM ARM HOLDINGS PLC SPONSORED ADS Technology 29 $4K 0.00% SOLD
7 CTRA COTERRA ENERGY INC COM Energy 117 $4K 0.00% SOLD
8 CART MAPLEBEAR INC COM Consumer Cyclical 100 $4K 0.00% SOLD
9 UI UBIQUITI INC COM Technology 4 $3K 0.00% SOLD
10 XPO XPO INC COM Industrials 14 $3K 0.00% SOLD
11 CCL CARNIVAL CORP COMMON STOCK Consumer Cyclical 100 $3K 0.00% SOLD
12 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 2 $3K 0.00% SOLD
13 NTRA NATERA INC COM Healthcare 12 $2K 0.00% SOLD
14 GFS GLOBALFOUNDRIES INC ORDINARY SHARES Technology 51 $2K 0.00% SOLD
15 NVT NVENT ELEC PLC SHS Industrials 19 $2K 0.00% SOLD
16 MPWR MONOLITHIC PWR SYS INC COM Technology 2 $2K 0.00% SOLD
17 ON ON SEMICONDUCTOR CORP COM Technology 35 $2K 0.00% SOLD
18 CFG CITIZENS FINL GROUP INC COM Financial Services 35 $2K 0.00% SOLD
19 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 139 $2K 0.00% SOLD
20 HUBB HUBBELL INC COM Industrials 4 $2K 0.00% SOLD
Page 1 of 5  ·  92 positions
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%