Portfolio (Quarterly)
Guide ↗
Aspect Partners, LLC
· CIK 0001985284| # | 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 |
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%