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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 11 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SHW SHERWIN WILLIAMS CO COM Basic Materials 59.0 $20K 0.01% +25.0 +73.5% $344.32 -3.1%
202 BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 1,028.0 $20K 0.01% $19.61 +0.1%
203 ITW ILLINOIS TOOL WKS INC COM Industrials 74.0 $20K 0.01% +22.0 +42.3% $270.47 -0.1%
204 ALL ALLSTATE CORP COM Financial Services 84.0 $20K 0.01% -8.0 -8.7% $237.94 +9.1%
205 BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 975.0 $20K 0.01% $20.37 -0.3%
206 QCOM QUALCOMM INC COM Technology 107.0 $20K 0.01% -32.0 -23.0% $184.79 -8.7%
207 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 67.0 $20K 0.01% +27.0 +67.5% $293.18 +2.8%
208 BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 1,056.0 $20K 0.01% $18.57 -0.6%
209 TFC TRUIST FINL CORP COM Financial Services 389.0 $19K 0.01% $49.82 +3.7%
210 HWM HOWMET AEROSPACE INC COM Industrials 72.0 $19K 0.01% +6.0 +9.1% $268.90 -3.6%
211 C CITIGROUP INC COM NEW Financial Services 138.0 $19K 0.01% -1.0 -0.7% $139.96 -1.6%
212 DE DEERE & CO COM Industrials 30.0 $19K 0.01% -3.0 -9.1% $634.33 +9.3%
213 KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW Industrials 381.0 $19K 0.01% +54.0 +16.5% $49.86 -4.1%
214 BE BLOOM ENERGY CORP COM CL A Industrials 62.0 $19K 0.01% +42.0 +210.0% $302.69 -16.5%
215 GD GENERAL DYNAMICS CORP COM Industrials 52.0 $18K 0.01% +15.0 +40.5% $354.23 +1.5%
216 FPF FIRST TR INTER DURATN PFD & IN COM Financial Services 1,000.0 $18K 0.01% +250.0 +33.3% $18.17 -4.0%
217 CRM SALESFORCE INC COM Technology 113.0 $18K 0.01% +3.0 +2.7% $156.66 +65.5%
218 TT TRANE TECHNOLOGIES PLC SHS Industrials 36.0 $18K 0.01% -5.0 -12.2% $491.14 -8.8%
219 UBER UBER TECHNOLOGIES INC COM Technology 242.0 $17K 0.01% $72.16 +5.0%
220 UNP UNION PAC CORP COM Industrials 64.0 $17K 0.01% $272.00 +6.5%
Page 11 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%