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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 9 of 9  ·  168 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FIS FIDELITY NATL INFORMATION SVCS COM Technology 8.0 $311.0 -23.0 -74.2% $38.88 +7.8%
162 MTB M & T BK CORP COM Financial Services 1.0 $238.0 -9.0 -90.0% $238.00 +0.8%
163 FSLR FIRST SOLAR INC COM Energy 1.0 $236.0 -9.0 -90.0% $236.00 -13.4%
164 NDAQ NASDAQ INC COM Financial Services 3.0 $236.0 -21.0 -87.5% $78.67 +23.2%
165 DASH DOORDASH INC CL A Communication Services 1.0 $185.0 -6.0 -85.7% $185.00 +14.4%
166 SMURFIT WESTROCK PLC SHS 4.0 $185.0 -38.0 -90.5% $46.25
167 GPN GLOBAL PMTS INC COM Industrials 2.0 $145.0 -21.0 -91.3% $72.50 +27.6%
168 CHTR CHARTER COMMUNICATIONS INC CL A Communication Services 1.0 $142.0 -6.0 -85.7% $142.00 +7.0%
Page 9 of 9  ·  168 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%