Portfolio (Quarterly)
Guide ↗
Aspect Partners, LLC
· CIK 0001985284| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | MKL | MARKEL GROUP INC COM | Financial Services | 1 | $2K | 0.00% | SOLD |
| 22 | IEX | IDEX CORP COM | Industrials | 10 | $2K | 0.00% | SOLD |
| 23 | JBL | JABIL INC COM | Technology | 7 | $2K | 0.00% | SOLD |
| 24 | ZM | ZOOM COMMUNICATIONS INC CL A | Technology | 23 | $2K | 0.00% | SOLD |
| 25 | ACGL | ARCH CAP GROUP LTD ORD | Financial Services | 19 | $2K | 0.00% | SOLD |
| 26 | TOL | TOLL BROTHERS INC COM | Consumer Cyclical | 13 | $2K | 0.00% | SOLD |
| 27 | DPRO | DRAGANFLY INC. COM | Industrials | 360 | $2K | 0.00% | SOLD |
| 28 | IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | Financial Services | 26 | $2K | 0.00% | SOLD |
| 29 | WPC | WP CAREY INC COM | Real Estate | 25 | $2K | 0.00% | SOLD |
| 30 | GGG | GRACO INC COM | Industrials | 20 | $2K | 0.00% | SOLD |
| 31 | LYV | LIVE NATION ENTERTAINMENT INC COM | Communication Services | 11 | $2K | 0.00% | SOLD |
| 32 | WMS | ADVANCED DRAIN SYS INC DEL COM | Industrials | 12 | $2K | 0.00% | SOLD |
| 33 | NTAP | NETAPP INC COM | Technology | 16 | $2K | 0.00% | SOLD |
| 34 | SUI | SUN CMNTYS INC COM | Real Estate | 13 | $2K | 0.00% | SOLD |
| 35 | FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | Industrials | 7 | $2K | 0.00% | SOLD |
| 36 | EFX | EQUIFAX INC COM | Industrials | 9 | $2K | 0.00% | SOLD |
| 37 | HBAN | HUNTINGTON BANCSHARES INC COM | Financial Services | 103 | $2K | 0.00% | SOLD |
| 38 | CCK | CROWN HLDGS INC COM | Consumer Cyclical | 16 | $2K | 0.00% | SOLD |
| 39 | WRB | BERKLEY W R CORP COM | Financial Services | 24 | $2K | 0.00% | SOLD |
| 40 | IOT | SAMSARA INC COM CL A | Technology | 48 | $2K | 0.00% | SOLD |
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%