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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 25 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 DUKR DUKE ROBOTICS CORP COM 526.0 $3K 0.00% NEW $5.76 -1.9%
482 KLAC KLA CORP COM NEW Technology 10.0 $3K 0.00% +7.0 +233.3% $301.70 -38.5%
483 DGX QUEST DIAGNOSTICS INC COM Healthcare 14.0 $3K 0.00% $211.93 +11.9%
484 OKE ONEOK INC NEW COM Energy 34.0 $3K 0.00% $86.94 +9.8%
485 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 74.0 $3K 0.00% NEW $39.68 +8.6%
486 CARNIVAL CORP LTD COMMON SHARES 100.0 $3K 0.00% NEW $28.57
487 SNA SNAP ON INC COM Industrials 7.0 $3K 0.00% -5.0 -41.7% $402.43 -4.8%
488 UDR UDR INC COM Real Estate 70.0 $3K 0.00% $39.91 -8.9%
489 EXC EXELON CORP COM Utilities 59.0 $3K 0.00% $46.63 -6.4%
490 HCA HCA HEALTHCARE INC COM Healthcare 7.0 $3K 0.00% $389.86 +3.9%
491 ADSK AUTODESK INC COM Technology 14.0 $3K 0.00% -7.0 -33.3% $194.43 +12.1%
492 SOUN SOUNDHOUND AI INC CLASS A COM Technology 418.0 $3K 0.00% +59.0 +16.4% $6.47 +4.2%
493 WEC WEC ENERGY GROUP INC COM Utilities 22.0 $3K 0.00% $116.77 -9.3%
494 SOXX ISHARES SEMICONDUCTOR ETF 4.0 $3K 0.00% $640.75 -18.9%
495 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 10.0 $3K 0.00% -9.0 -47.4% $255.90 +16.5%
496 EFV ISHARES MSCI EAFE VALUE ETF 33.0 $3K 0.00% NEW $76.55 +8.4%
497 MAA MID-AMER APT CMNTYS INC COM Real Estate 18.0 $3K 0.00% $138.94 -7.6%
498 BKR BAKER HUGHES COMPANY CL A Energy 45.0 $2K 0.00% $55.51 +14.4%
499 BITWISE CRYPTO INDUSTRY INNOVATORS ETF 100.0 $2K 0.00% +9.0 +9.9% $24.50
500 SUPN SUPERNUS PHARMACEUTICALS COM Healthcare 52.0 $2K 0.00% $46.52 -6.4%
Page 25 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%