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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 3 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOT VANGUARD MID-CAP GROWTH ETF 5.0 $2K 0.00% NEW $306.40 -2.0%
42 MMED MINIMED GROUP INC COM Healthcare 101.0 $2K 0.00% NEW $14.95 +55.7%
43 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 25.0 $1K NEW $52.84 -2.6%
44 CHYM CHIME FINL INC COM SHS CL A Financial Services 59.0 $1K NEW $20.47 +64.9%
45 RBRK RUBRIK INC. CL A Technology 14.0 $1K NEW $80.29 +16.7%
46 NEO NEOGENOMICS INC COM NEW Healthcare 77.0 $1K NEW $14.58 +19.2%
47 AGBK AGI INC COM SHS CL A Financial Services 145.0 $1K NEW $7.08 -4.7%
48 FEDEX FGHT HLDG CO INC COMMON STOCK 6.0 $906.0 NEW $151.00
49 ARKK ARK INNOVATION ETF 11.0 $889.0 NEW $80.82 +6.7%
50 PLUG PLUG PWR INC COM NEW Industrials 300.0 $813.0 NEW $2.71 -19.9%
51 HELP CYBIN INC COM NEW Healthcare 118.0 $780.0 NEW $6.61 +84.9%
52 NLR VANECK URANIUM AND NUCLEAR ETF 5.0 $580.0 NEW $116.00 +3.4%
53 BNDS INFRASTRUCTURE CAPITAL BOND INCOME ETF 10.0 $504.0 NEW $50.40 -0.3%
54 GOVT ISHARES U.S. TREASURY BOND ETF 21.0 $478.0 NEW $22.76 -1.8%
55 URA GLOBAL X URANIUM ETF 10.0 $437.0 NEW $43.70 +5.4%
56 TYG TORTOISE ENERGY INFRSTRCTR CP COM Financial Services 10.0 $429.0 NEW $42.90 -1.0%
57 BEAM BEAM THERAPEUTICS INC COM Healthcare 11.0 $378.0 NEW $34.36 -13.7%
58 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF 5.0 $295.0 NEW $59.00 -1.8%
59 RDW REDWIRE CORPORATION COM Industrials 20.0 $245.0 NEW $12.25 -14.0%
60 DUPONT DE NEMOURS INC COMMON STOCK 1.0 $136.0 NEW $136.00
Page 3 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%