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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $245M AUM 957 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 167 Added 81 Reduced 35 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ATRO ASTRONICS CORP COM Industrials 60 $3K 0.00% SOLD
22 DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF 85 $3K 0.00% SOLD
23 KPTI KARYOPHARM THERAPEUTICS INC COM NEW Healthcare 391 $3K 0.00% SOLD
24 XRN GLOBAL MED REIT INC COM NEW Financial Services 85 $3K 0.00% SOLD
25 MILLROSE PPTYS INC COM CL A 91 $3K 0.00% SOLD
26 U UNITY SOFTWARE INC COM Technology 50 $2K 0.00% SOLD
27 DEA EASTERLY GOVT PPTYS INC COM SHS Real Estate 100 $2K 0.00% SOLD
28 STRL STERLING INFRASTRUCTURE INC COM Industrials 6 $2K 0.00% SOLD
29 NVTS NAVITAS SEMICONDUCTOR CORP COM Technology 191 $1K 0.00% SOLD
30 PYPL PAYPAL HLDGS INC COM Financial Services 16 $935.0 SOLD
31 VICI VICI PPTYS INC COM Real Estate 25 $703.0 SOLD
32 TPR TAPESTRY INC COM Consumer Cyclical 5 $639.0 SOLD
33 KHC KRAFT HEINZ CO COM Consumer Defensive 26 $631.0 SOLD
34 MOH MOLINA HEALTHCARE INC COM Healthcare 3 $521.0 SOLD
35 BEPC BROOKFIELD RENEWABLE CORP CL A EX SUB VTG Utilities 10 $383.0 SOLD
Page 2 of 2  ·  35 positions
Sector Allocation
Financial Services 79.1%
Technology 6.6%
Industrials 2.7%
Consumer Cyclical 2.5%
Utilities 2.1%
Healthcare 1.8%
Energy 1.8%
Communication Services 1.6%
Consumer Defensive 1.1%
Real Estate 0.3%