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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $245M AUM 957 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 167 Added 81 Reduced 35 Exited
Page 26 of 36  ·  709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 SYY SYSCO CORP COM Consumer Defensive 26.0 $2K 0.00% $71.35 +16.1%
502 ZM ZOOM COMMUNICATIONS INC CL A Technology 23.0 $2K 0.00% $80.39 +7.6%
503 DKNG DRAFTKINGS INC NEW COM CL A Consumer Cyclical 85.0 $2K 0.00% $21.62 +18.9%
504 ACGL ARCH CAP GROUP LTD ORD Financial Services 19.0 $2K 0.00% $96.00 +1.6%
505 PSX PHILLIPS 66 COM Energy 10.0 $2K 0.00% $182.20 -5.8%
506 L LOEWS CORP COM Financial Services 17.0 $2K 0.00% $106.76 +6.1%
507 VT VANGUARD TOTAL WORLD STOCK ETF 13.0 $2K 0.00% NEW $138.31 +11.3%
508 SCHW SCHWAB CHARLES CORP COM Financial Services 19.0 $2K 0.00% -6.0 -24.0% $94.00 -3.5%
509 DFGP DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF 33.0 $2K 0.00% $54.00 +1.1%
510 TOL TOLL BROTHERS INC COM Consumer Cyclical 13.0 $2K 0.00% $136.46 +20.3%
511 DPRO DRAGANFLY INC. COM Industrials 360.0 $2K 0.00% -115.0 -24.2% $4.91 +2.2%
512 LITHIUM AMERS CORP NEW COM SHS 444.0 $2K 0.00% +39.0 +9.6% $3.95
513 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 26.0 $2K 0.00% $67.08 +33.9%
514 CINF CINCINNATI FINL CORP COM Financial Services 11.0 $2K 0.00% $157.36 +17.0%
515 BITWISE CRYPTO INDUSTRY INNOVATORS ETF 91.0 $2K 0.00% +6.0 +7.1% $18.86
516 SWK STANLEY BLACK & DECKER INC COM Industrials 24.0 $2K 0.00% $71.04 +29.5%
517 QBTS D-WAVE QUANTUM INC COM Technology 118.0 $2K 0.00% +48.0 +68.6% $14.43 +57.7%
518 WPC WP CAREY INC COM Real Estate 25.0 $2K 0.00% $67.96 +8.7%
519 GGG GRACO INC COM Industrials 20.0 $2K 0.00% $84.65 -9.7%
520 LYV LIVE NATION ENTERTAINMENT INC COM Communication Services 11.0 $2K 0.00% $152.55 +17.6%
Page 26 of 36  ·  709 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 79.1%
Technology 6.6%
Industrials 2.7%
Consumer Cyclical 2.5%
Utilities 2.1%
Healthcare 1.8%
Energy 1.8%
Communication Services 1.6%
Consumer Defensive 1.1%
Real Estate 0.3%