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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $228M AUM 955 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 710 New
Page 5 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 4,414.0 $178K 0.08% NEW $40.37 +0.5%
82 BND VANGUARD TOTAL BOND MARKET ETF 2,390.0 $177K 0.08% NEW $74.07 -0.5%
83 VOO VANGUARD S&P 500 ETF 280.0 $176K 0.08% NEW $627.13 +6.8%
84 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 303.0 $176K 0.08% NEW $579.45 -11.5%
85 MU MICRON TECHNOLOGY INC COM Technology 588.0 $168K 0.07% NEW $285.48 +296.6%
86 CVX CHEVRON CORP NEW COM Energy 1,040.0 $159K 0.07% NEW $152.41 +12.2%
87 VSEC VSE CORP COM Industrials 917.0 $158K 0.07% NEW $172.77 +27.3%
88 VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 1,600.0 $156K 0.07% NEW $97.76 +19.8%
89 IBM INTERNATIONAL BUSINESS MACHS COM Technology 527.0 $156K 0.07% NEW $296.26 -8.3%
90 CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF 1,766.0 $145K 0.06% NEW $82.23 +6.1%
91 META META PLATFORMS INC CL A Communication Services 217.0 $143K 0.06% NEW $660.09 -16.6%
92 ALLW SPDR BRIDGEWATER ALL WEATHER ETF 5,115.0 $141K 0.06% NEW $27.49 +6.3%
93 DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 278.0 $133K 0.06% NEW $480.20 +7.9%
94 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,223.0 $131K 0.06% NEW $40.73 +14.3%
95 ILCV ISHARES MORNINGSTAR VALUE ETF 1,273.0 $120K 0.05% NEW $94.36 +6.9%
96 DFAS DIMENSIONAL U.S. SMALL CAP ETF 1,706.0 $119K 0.05% NEW $69.67 +17.5%
97 JNJ JOHNSON & JOHNSON COM Healthcare 570.0 $118K 0.05% NEW $206.95 +23.1%
98 NRG NRG ENERGY INC COM NEW Utilities 709.0 $113K 0.05% NEW $159.24 -6.2%
99 DFAR DIMENSIONAL US REAL ESTATE ETF 4,925.0 $113K 0.05% NEW $22.90 +16.8%
100 IHI ISHARES U.S. MEDICAL DEVICES ETF 1,758.0 $109K 0.05% NEW $62.15 -17.9%
Page 5 of 36  ·  710 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 82.0%
Technology 7.1%
Consumer Cyclical 2.1%
Industrials 2.0%
Healthcare 1.6%
Communication Services 1.4%
Utilities 1.3%
Energy 1.1%
Consumer Defensive 0.9%
Real Estate 0.2%