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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $228M AUM 955 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 710 New
Page 19 of 36  ·  710 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SNPS SYNOPSYS INC COM Technology 12.0 $6K 0.00% NEW $469.75 -3.3%
362 AFL AFLAC INC COM Financial Services 51.0 $6K 0.00% NEW $110.25 +9.0%
363 CPNG COUPANG INC CL A Consumer Cyclical 235.0 $6K 0.00% NEW $23.59 -25.5%
364 CBOE CBOE GLOBAL MKTS INC COM Financial Services 22.0 $6K 0.00% NEW $251.00 -3.5%
365 PPTA PERPETUA RESOURCES CORP COM Basic Materials 225.0 $5K 0.00% NEW $24.21 -11.9%
366 CLX CLOROX CO DEL COM Consumer Defensive 54.0 $5K 0.00% NEW $100.83 -3.3%
367 RGTI RIGETTI COMPUTING INC COMMON STOCK Technology 245.0 $5K 0.00% NEW $22.15 -17.1%
368 APLD APPLIED DIGITAL CORP COM NEW Technology 221.0 $5K 0.00% NEW $24.52 +59.7%
369 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 19.0 $5K 0.00% NEW $283.32 -7.2%
370 WEBULL CORP ORD SHS 692.0 $5K 0.00% NEW $7.77
371 HSIC HENRY SCHEIN INC COM Healthcare 71.0 $5K 0.00% NEW $75.58 +12.4%
372 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 1.0 $5K 0.00% NEW $5355.00 -96.6%
373 NKE NIKE INC CL B Consumer Cyclical 84.0 $5K 0.00% NEW $63.71 -36.0%
374 BK BANK NEW YORK MELLON CORP COM Financial Services 46.0 $5K 0.00% NEW $116.09 +26.1%
375 CTVA CORTEVA INC COM Basic Materials 79.0 $5K 0.00% NEW $67.03 +23.3%
376 FHN FIRST HORIZON CORPORATION COM Financial Services 220.0 $5K 0.00% NEW $23.90 +7.0%
377 KMI KINDER MORGAN INC DEL COM Energy 187.0 $5K 0.00% NEW $27.49 +20.7%
378 ROK ROCKWELL AUTOMATION INC COM Industrials 13.0 $5K 0.00% NEW $389.08 +22.6%
379 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 67.0 $5K 0.00% NEW $75.43 +12.0%
380 MSTR STRATEGY INC CL A NEW Technology 33.0 $5K 0.00% NEW $151.94 -45.8%
Page 19 of 36  ·  710 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 82.0%
Technology 7.1%
Consumer Cyclical 2.1%
Industrials 2.0%
Healthcare 1.6%
Communication Services 1.4%
Utilities 1.3%
Energy 1.1%
Consumer Defensive 0.9%
Real Estate 0.2%