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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 23 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 XE X-ENERGY INC COM CL A Industrials 239.0 $4K 0.00% NEW $18.36 -3.5%
442 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 11.0 $4K 0.00% -6.0 -35.3% $397.73 -7.8%
443 QUBT QUANTUM COMPUTING INC COM Technology 444.0 $4K 0.00% +53.0 +13.6% $9.70 -17.4%
444 DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF 107.0 $4K 0.00% NEW $40.21 +0.9%
445 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS Consumer Cyclical 44.0 $4K 0.00% +13.0 +41.9% $95.98 +18.0%
446 VTR VENTAS INC COM Real Estate 47.0 $4K 0.00% $88.81 +1.6%
447 CBOE CBOE GLOBAL MKTS INC COM Financial Services 17.0 $4K 0.00% -7.0 -29.2% $242.65 +23.0%
448 UTG REAVES UTIL INCOME FD COM SH BEN INT Financial Services 100.0 $4K 0.00% $40.72 -5.9%
449 TDG TRANSDIGM GROUP INC COM Industrials 3.0 $4K 0.00% $1332.00 -12.8%
450 GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST Financial Services 50.0 $4K 0.00% +10.0 +25.0% $79.42 +10.5%
451 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 62.0 $4K 0.00% -8.0 -11.4% $64.02 +7.6%
452 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 12.0 $4K 0.00% $330.42 -5.8%
453 ROK ROCKWELL AUTOMATION INC COM Industrials 8.0 $4K 0.00% -5.0 -38.5% $495.12 -12.4%
454 PH PARKER-HANNIFIN CORP COM Industrials 4.0 $4K 0.00% $978.00 -1.6%
455 FANG DIAMONDBACK ENERGY INC COM Energy 22.0 $4K 0.00% $175.77 +13.3%
456 AAON AAON INC COM PAR $0.004 Industrials 30.0 $4K 0.00% $127.67 -37.8%
457 WWD WOODWARD INC COM Industrials 9.0 $4K 0.00% +7.0 +350.0% $425.44 -18.6%
458 YELP YELP INC CL A Communication Services 156.0 $4K 0.00% +10.0 +6.8% $24.52 -11.7%
459 AGNC AGNC INVT CORP COM Real Estate 347.0 $4K 0.00% +12.0 +3.6% $10.89 -2.2%
460 KRYS KRYSTAL BIOTECH INC COM Healthcare 10.0 $4K 0.00% NEW $371.70 -3.6%
Page 23 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%