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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 24 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 ZS ZSCALER INC COM Technology 26.0 $4K 0.00% +15.0 +136.4% $141.15 +20.3%
462 REGCO REGENCY CTRS CORP COM 46.0 $4K 0.00% $79.74
463 KR KROGER CO COM Consumer Defensive 66.0 $4K 0.00% -11.0 -14.3% $55.53 +5.5%
464 QBTS D-WAVE QUANTUM INC COM Technology 148.0 $4K 0.00% +30.0 +25.4% $23.99 -30.9%
465 VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF 23.0 $4K 0.00% $154.30 +4.6%
466 RC READY CAPITAL CORP COM Real Estate 2,005.0 $4K 0.00% $1.75 +0.0%
467 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 26.0 $3K 0.00% -11.0 -29.7% $131.58 +6.9%
468 ACHR ARCHER AVIATION INC COM CL A Industrials 714.0 $3K 0.00% +39.0 +5.8% $4.73 +20.7%
469 BMRN BIOMARIN PHARMACEUTICAL INC COM Healthcare 59.0 $3K 0.00% +16.0 +37.2% $57.22 +16.3%
470 CARR CARRIER GLOBAL CORPORATION COM Industrials 46.0 $3K 0.00% $73.35 -18.6%
471 DVN DEVON ENERGY CORP NEW COM Energy 81.0 $3K 0.00% NEW $41.32 +16.3%
472 USOI UBS AG ETRACS CRUDE OIL SHARES COVERED CALL ETNS DUE APRIL 24, 2037 Financial Services 75.0 $3K 0.00% +35.0 +87.5% $43.32 +6.4%
473 EOG EOG RES INC COM Energy 25.0 $3K 0.00% $129.72 +11.9%
474 AZO AUTOZONE INC COM Consumer Cyclical 1.0 $3K 0.00% $3196.00 -6.7%
475 HSY HERSHEY CO COM Consumer Defensive 18.0 $3K 0.00% $175.44 -1.3%
476 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF 124.0 $3K 0.00% NEW $25.44 -3.9%
477 REGN REGENERON PHARMACEUTICALS COM Healthcare 5.0 $3K 0.00% -17.0 -77.3% $623.60 +32.7%
478 MORT VANECK MORTGAGE REIT INCOME ETF 300.0 $3K 0.00% $10.36 -5.3%
479 DLR DIGITAL RLTY TR INC COM Real Estate 17.0 $3K 0.00% -7.0 -29.2% $179.59 +4.9%
480 PPL PPL CORP COM Utilities 84.0 $3K 0.00% $36.35 -3.4%
Page 24 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%