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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 18 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BDX BECTON DICKINSON & CO COM Healthcare 51.0 $8K 0.00% +50.0 +5000.0% $151.33 +22.1%
342 NIOCORP DEVS LTD COM NEW 1,598.0 $8K 0.00% -385.0 -19.4% $4.82
343 CRWD CROWDSTRIKE HLDGS INC CL A Technology 10.0 $8K 0.00% -13.0 -56.5% $190.78 +11.7%
344 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 29.0 $8K 0.00% -5.0 -14.7% $261.34 +28.1%
345 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 75.0 $8K 0.00% +22.0 +41.5% $100.28 +21.8%
346 SRE SEMPRA COM Utilities 81.0 $8K 0.00% $92.70 -9.3%
347 COF CAPITAL ONE FINL CORP COM Financial Services 37.0 $7K 0.00% -8.0 -17.8% $200.59 +9.5%
348 APLD APPLIED DIGITAL CORP COM NEW Technology 198.0 $7K 0.00% -37.0 -15.7% $37.30 -29.3%
349 FDS FACTSET RESH SYS INC COM Financial Services 32.0 $7K 0.00% +28.0 +700.0% $230.09 +31.2%
350 MAN ACTIVE TREND ENHANCED ETF 244.0 $7K 0.00% NEW $30.09
351 RETURN STACKED INTERNATIONAL STOCKS & MANAGED FUTURES ETF 356.0 $7K 0.00% NEW $20.56
352 NEM NEWMONT CORP COM Basic Materials 78.0 $7K 0.00% -15.0 -16.1% $93.41 +37.1%
353 OMC OMNICOM GROUP INC COM Communication Services 100.0 $7K 0.00% -23.0 -18.7% $72.83 +13.4%
354 RJF RAYMOND JAMES FINL INC COM Financial Services 47.0 $7K 0.00% -10.0 -17.5% $152.02 +17.3%
355 CDNS CADENCE DESIGN SYSTEM INC COM Technology 19.0 $7K 0.00% -3.0 -13.6% $375.32 -22.0%
356 ROIV ROIVANT SCIENCES LTD SHS Healthcare 200.0 $7K 0.00% $35.39 -1.3%
357 XEL XCEL ENERGY INC COM Utilities 88.0 $7K 0.00% $80.31 -5.7%
358 FMC FMC CORP COM NEW Basic Materials 612.0 $7K 0.00% $11.50 +12.8%
359 PCAR PACCAR INC COM Industrials 58.0 $7K 0.00% -17.0 -22.7% $120.12 +3.8%
360 NUE NUCOR CORP COM Basic Materials 31.0 $7K 0.00% NEW $222.74 +17.2%
Page 18 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%