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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 19 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 SLB SLB LIMITED COM STK Energy 148.0 $7K 0.00% -43.0 -22.5% $46.49 +23.7%
362 URI UNITED RENTALS INC COM Industrials 6.0 $7K 0.00% -2.0 -25.0% $1132.83 -10.9%
363 CVS CVS HEALTH CORP COM Healthcare 65.0 $7K 0.00% $103.45 -6.5%
364 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 126.0 $7K 0.00% +24.0 +23.5% $53.21 +20.4%
365 CTVA CORTEVA INC COM Basic Materials 79.0 $7K 0.00% $84.70 +3.7%
366 CRWV COREWEAVE INC COM CL A Technology 67.0 $7K 0.00% -141.0 -67.8% $99.54 -10.2%
367 ALB ALBEMARLE CORP COM Basic Materials 49.0 $7K 0.00% +43.0 +716.7% $135.02 -6.5%
368 IJH ISHARES CORE S&P MID-CAP ETF 85.0 $7K 0.00% NEW $77.11 -1.6%
369 FETH FIDELITY ETHEREUM FUND ETF Financial Services 412.0 $6K 0.00% $15.74 +55.4%
370 ECL ECOLAB INC COM Basic Materials 23.0 $6K 0.00% $278.61 +0.2%
371 APOS APOLLO GLOBAL MGMT INC COM 54.0 $6K 0.00% $118.31
372 DHI D R HORTON INC COM Consumer Cyclical 39.0 $6K 0.00% -11.0 -22.0% $162.87 -12.4%
373 NNE NANO NUCLEAR ENERGY INC COM Industrials 300.0 $6K 0.00% NEW $21.14 -16.2%
374 MMM 3M CO COM Industrials 39.0 $6K 0.00% $161.90 +4.1%
375 LYFT LYFT INC CL A COM Technology 431.0 $6K 0.00% +48.0 +12.5% $14.61 +14.4%
376 BSJQ INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF 273.0 $6K 0.00% $22.96 -0.2%
377 EBAY EBAY INC. COM Consumer Cyclical 56.0 $6K 0.00% -19.0 -25.3% $111.75 -7.5%
378 TMFC MOTLEY FOOL 100 INDEX ETF 82.0 $6K 0.00% +1.0 +1.2% $76.16 +4.3%
379 GALAXY DIGITAL INC. CL A 228.0 $6K 0.00% +8.0 +3.6% $27.34
380 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF 100.0 $6K 0.00% $61.46 -2.6%
Page 19 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%