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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 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EXXONMOBIL HOLDINGS CORP COM SHS 3,648.0 $499K 0.19% NEW $136.72
2 HONEYWELL INTL INC COM 247.0 $55K 0.02% NEW $223.90
3 HONEYWELL AEROSPACE INC COM 247.0 $55K 0.02% NEW $221.08
4 RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF 384.0 $31K 0.01% NEW $81.06 +1.2%
5 FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 567.0 $28K 0.01% NEW $48.66 +8.8%
6 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 291.0 $28K 0.01% NEW $94.57 -2.5%
7 FAN FIRST TRUST GLOBAL WIND ENERGY ETF 1,005.0 $25K 0.01% NEW $24.98 -5.2%
8 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 1,204.0 $25K 0.01% NEW $20.49 -13.3%
9 ACES ALPS CLEAN ENERGY ETF 677.0 $24K 0.01% NEW $35.43 -14.5%
10 TAN INVESCO SOLAR ETF 399.0 $24K 0.01% NEW $59.15 -18.8%
11 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 470.0 $23K 0.01% NEW $48.18 +4.0%
12 VTEB VANGUARD TAX-EXEMPT BOND ETF 214.0 $11K 0.00% NEW $50.58 -3.4%
13 FENI FIDELITY ENHANCED INTERNATIONAL ETF 250.0 $10K 0.00% NEW $40.13 +3.8%
14 MKC MCCORMICK & CO INC COM NON VTG Consumer Defensive 162.0 $8K 0.00% NEW $50.42 +3.3%
15 CHRW C H ROBINSON WORLDWIDE IN COM NEW Industrials 43.0 $8K 0.00% NEW $188.35 -21.6%
16 BEN FRANKLIN RESOURCES INC COM Financial Services 243.0 $8K 0.00% NEW $33.27 +4.4%
17 PPG PPG INDS INC COM Basic Materials 65.0 $8K 0.00% NEW $121.29 -7.2%
18 ESS ESSEX PPTY TR INC COM Real Estate 27.0 $8K 0.00% NEW $291.59 -4.5%
19 FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW Real Estate 63.0 $8K 0.00% NEW $123.44 -5.1%
20 MAN ACTIVE TREND ENHANCED ETF 244.0 $7K 0.00% NEW $30.09
Page 1 of 4  ·  63 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%