BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 6 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC COM Healthcare 333.0 $109K 0.05% NEW $327.31 +9.5%
102 LLY ELI LILLY & CO COM Healthcare 101.0 $109K 0.05% NEW $1074.68 +12.4%
103 LNT ALLIANT ENERGY CORP COM Utilities 1,611.0 $105K 0.05% NEW $65.01 +18.8%
104 DFUV DIMENSIONAL US MARKETWIDE VALUE ETF 2,244.0 $105K 0.05% NEW $46.59 +18.2%
105 EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF 2,232.0 $104K 0.05% NEW $46.70 -3.2%
106 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 3,104.0 $104K 0.05% NEW $33.53 +12.3%
107 UNH UNITEDHEALTH GROUP INC COM Healthcare 313.0 $103K 0.04% NEW $330.11 +29.6%
108 TSLA TESLA INC COM Consumer Cyclical 225.0 $101K 0.04% NEW $449.72 -15.6%
109 VNQ VANGUARD REAL ESTATE ETF 1,108.0 $98K 0.04% NEW $88.52 +11.5%
110 HON HONEYWELL INTL INC COM Industrials 497.0 $97K 0.04% NEW $195.09 +19.0%
111 LOW LOWES COS INC COM Consumer Cyclical 395.0 $95K 0.04% NEW $241.16 -7.7%
112 MCD MCDONALDS CORP COM Consumer Cyclical 304.0 $93K 0.04% NEW $305.63 -11.7%
113 HD HOME DEPOT INC COM Consumer Cyclical 259.0 $89K 0.04% NEW $344.10 +1.4%
114 IVW ISHARES S&P 500 GROWTH ETF 720.0 $89K 0.04% NEW $123.26 +7.6%
115 V VISA INC COM CL A Financial Services 249.0 $87K 0.04% NEW $351.19 -4.3%
116 NFLX NETFLIX INC. COM Communication Services 862.0 $81K 0.04% NEW $93.76 -21.3%
117 JCI JOHNSON CTLS INTL PLC SHS Industrials 672.0 $80K 0.04% NEW $119.75 +15.6%
118 AMD ADVANCED MICRO DEVICES INC COM Technology 366.0 $78K 0.03% NEW $214.16 +143.5%
119 WMT WALMART INC COM Consumer Defensive 671.0 $75K 0.03% NEW $111.41 +3.8%
120 MRK MERCK & CO INC COM Healthcare 703.0 $74K 0.03% NEW $105.26 +22.0%
Page 6 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%