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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 10 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 WMB WILLIAMS COS INC COM Energy 335.0 $25K 0.01% $74.34 -0.3%
182 ETN EATON CORP PLC SHS Industrials 58.0 $25K 0.01% $426.10 -3.6%
183 ICLN ISHARES GLOBAL CLEAN ENERGY ETF 1,204.0 $25K 0.01% NEW $20.49 -13.3%
184 ADP AUTOMATIC DATA PROCESSING INC COM Industrials 110.0 $25K 0.01% +30.0 +37.5% $223.95 +24.0%
185 ACES ALPS CLEAN ENERGY ETF 677.0 $24K 0.01% NEW $35.43 -14.5%
186 PDI PIMCO DYNAMIC INCOME FD SHS Financial Services 1,436.0 $24K 0.01% +57.0 +4.1% $16.70 -8.2%
187 PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF 1,156.0 $24K 0.01% +28.0 +2.5% $20.57 +1.9%
188 WDC WESTERN DIGITAL CORP COM Technology 37.0 $24K 0.01% -22.0 -37.3% $638.73 -26.8%
189 SMH VANECK SEMICONDUCTOR ETF 36.0 $24K 0.01% $655.89 -13.6%
190 TAN INVESCO SOLAR ETF 399.0 $24K 0.01% NEW $59.15 -18.8%
191 FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 470.0 $23K 0.01% NEW $48.18 +4.0%
192 GILD GILEAD SCIENCES INC COM Healthcare 177.0 $22K 0.01% $126.34 +19.5%
193 ADBE ADOBE INC COM Technology 108.0 $22K 0.01% +24.0 +28.6% $205.02 +30.0%
194 MRVL MARVELL TECHNOLOGY INC COM Technology 74.0 $22K 0.01% -30.0 -28.9% $297.89 -25.0%
195 AXP AMERICAN EXPRESS CO COM Financial Services 64.0 $22K 0.01% -1.0 -1.5% $338.25 -3.6%
196 YUM YUM BRANDS INC COM Consumer Cyclical 135.0 $22K 0.01% $159.86 -5.7%
197 BLK BLACKROCK INC COM Financial Services 22.0 $21K 0.01% $961.59 +16.7%
198 CB CHUBB LIMITED COM Financial Services 60.0 $20K 0.01% +24.0 +66.7% $340.75 +0.2%
199 MELI MERCADOLIBRE INC COM Consumer Cyclical 12.0 $20K 0.01% +2.0 +20.0% $1697.42 +16.6%
200 BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 1,042.0 $20K 0.01% $19.52 +0.1%
Page 10 of 34  ·  679 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%