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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 14 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 IVT INVENTRUST PPTYS CORP COM NEW Real Estate 330.0 $12K 0.00% $35.40 -7.8%
262 WM WASTE MGMT INC DEL COM Industrials 52.0 $12K 0.00% $222.87 -1.7%
263 HUT 8 CORP COM 100.0 $12K 0.00% $115.45
264 NAD NUVEEN QUALITY MUNCP INCOME FD COM Financial Services 941.0 $11K 0.00% $12.12 -5.4%
265 MRSH MARSH & MCLENNAN COS INC COM Financial Services 68.0 $11K 0.00% -8.0 -10.5% $166.68 +11.4%
266 AEP AMERICAN ELEC PWR CO INC COM Utilities 82.0 $11K 0.00% $136.80 -9.0%
267 KEYS KEYSIGHT TECHNOLOGIES INC COM Technology 32.0 $11K 0.00% $350.06 -6.5%
268 SPG SIMON PPTY GROUP INC NEW COM Real Estate 50.0 $11K 0.00% +1.0 +2.0% $223.64 -6.3%
269 TROW PRICE T ROWE GROUP INC COM Financial Services 98.0 $11K 0.00% +73.0 +292.0% $113.69 -3.4%
270 NSC NORFOLK SOUTHN CORP COM Industrials 35.0 $11K 0.00% $314.60 +4.7%
271 CAH CARDINAL HEALTH INC COM Healthcare 46.0 $11K 0.00% +37.0 +411.1% $237.57 +4.0%
272 VTEB VANGUARD TAX-EXEMPT BOND ETF 214.0 $11K 0.00% NEW $50.58 -3.4%
273 TMUS T-MOBILE US INC COM Communication Services 64.0 $11K 0.00% -7.0 -9.9% $167.72 +8.2%
274 ABT ABBOTT LABORATORIES COM Healthcare 117.0 $11K 0.00% -15.0 -11.4% $90.74 +19.4%
275 LHX L3HARRIS TECHNOLOGIES INC COM Industrials 36.0 $10K 0.00% $290.58 -11.7%
276 VRTX VERTEX PHARMACEUTICALS INC COM Healthcare 21.0 $10K 0.00% $496.71 +9.9%
277 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 179.0 $10K 0.00% $57.84 +6.0%
278 ABNB AIRBNB INC COM CL A Consumer Cyclical 72.0 $10K 0.00% $143.10 +27.1%
279 EVRG EVERGY INC COM Utilities 119.0 $10K 0.00% $86.43 -5.7%
280 CTAS CINTAS CORP COM Industrials 60.0 $10K 0.00% +44.0 +275.0% $170.08 +17.9%
Page 14 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%