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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 15 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 FENI FIDELITY ENHANCED INTERNATIONAL ETF 250.0 $10K 0.00% NEW $40.13 +3.8%
282 MO ALTRIA GROUP INC COM Consumer Defensive 139.0 $10K 0.00% $71.95 -4.3%
283 CMI CUMMINS INC COM Industrials 14.0 $10K 0.00% -4.0 -22.2% $713.21 -21.4%
284 TM TOYOTA MOTOR CORP ADS Consumer Cyclical 58.0 $10K 0.00% $168.41 +17.0%
285 CMS CMS ENERGY CORP COM Utilities 126.0 $10K 0.00% $76.50 -10.5%
286 XOVR ERSHARES PRIVATE-PUBLIC CROSSOVER ETF 450.0 $9K 0.00% $21.05 -0.0%
287 EQIX EQUINIX INC COM Real Estate 9.0 $9K 0.00% $1042.33 -0.6%
288 T AT&T INC COM Communication Services 452.0 $9K 0.00% +290.0 +179.0% $20.70 +24.0%
289 NDSN NORDSON CORP COM Industrials 31.0 $9K 0.00% +27.0 +675.0% $301.68 +5.5%
290 WST WEST PHARMACEUTICAL SVSC INC COM Healthcare 26.0 $9K 0.00% +24.0 +1200.0% $359.00 -5.3%
291 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 142.0 $9K 0.00% $65.61 -2.0%
292 ED CONSOLIDATED EDISON INC COM Utilities 84.0 $9K 0.00% +71.0 +546.1% $110.63 -3.0%
293 HIG HARTFORD INSURANCE GROUP INC COM Financial Services 70.0 $9K 0.00% -1.0 -1.4% $132.53 +4.4%
294 DUK DUKE ENERGY CORP NEW COM NEW Utilities 73.0 $9K 0.00% $126.59 -5.0%
295 FAST FASTENAL CO COM Industrials 192.0 $9K 0.00% +136.0 +242.9% $48.03 +3.3%
296 COIN COINBASE GLOBAL INC COM CL A Financial Services 63.0 $9K 0.00% +10.0 +18.9% $146.19 +26.3%
297 GPC GENUINE PARTS CO COM Consumer Cyclical 78.0 $9K 0.00% +64.0 +457.1% $117.97 +17.0%
298 TSN TYSON FOODS INC CL A Consumer Defensive 160.0 $9K 0.00% $57.11 -10.0%
299 AMCOR PLC COM NEW 207.0 $9K 0.00% +192.0 +1280.0% $43.35
300 ATO ATMOS ENERGY CORP COM Utilities 52.0 $9K 0.00% +44.0 +550.0% $172.27 -2.7%
Page 15 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%