BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 27 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 SPACE EXPLORATION TECHN CORP CLASS A COM STK 10.0 $2K 0.00% NEW $170.90
522 TGT TARGET CORP COM Consumer Defensive 13.0 $2K 0.00% $130.62 +25.9%
523 TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS Healthcare 50.0 $2K 0.00% $33.88 +7.3%
524 PSX PHILLIPS 66 COM Energy 10.0 $2K 0.00% $169.10 +50.9%
525 BKSY BLACKSKY TECHNOLOGY INC CL A NEW Technology 60.0 $2K 0.00% $27.92 -26.6%
526 AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF 50.0 $2K 0.00% +20.0 +66.7% $33.42 -13.0%
527 EIKN EIKON THERAPEUTICS INC COM Healthcare 126.0 $2K 0.00% NEW $13.05 -16.8%
528 SERV SERVE ROBOTICS INC COM Industrials 248.0 $2K 0.00% +55.0 +28.5% $6.58 -24.9%
529 UMAC UNUSUAL MACHS INC COM SHS Financial Services 71.0 $2K 0.00% NEW $22.30 +6.6%
530 PAYX PAYCHEX INC COM Industrials 16.0 $2K 0.00% -12.0 -42.9% $98.31 +23.8%
531 APP APPLOVIN CORP COM CL A Technology 3.0 $2K 0.00% -22.0 -88.0% $515.33 -37.8%
532 COPX GLOBAL X COPPER MINERS ETF 20.0 $2K 0.00% -77.0 -79.4% $76.95 +17.8%
533 VOT VANGUARD MID-CAP GROWTH ETF 5.0 $2K 0.00% NEW $306.40 -2.0%
534 NIO NIO INC SPON ADS Consumer Cyclical 300.0 $2K 0.00% -831.0 -73.5% $5.06 -24.9%
535 IRM IRON MTN INC DEL COM Real Estate 12.0 $2K 0.00% -17.0 -58.6% $126.33 -7.5%
536 MMED MINIMED GROUP INC COM Healthcare 101.0 $2K 0.00% NEW $14.95 +55.7%
537 VMC VULCAN MATLS CO COM Basic Materials 5.0 $1K 0.00% $295.00 -11.0%
538 USB US BANCORP COM NEW Financial Services 24.0 $1K 0.00% $60.38 +5.0%
539 FE FIRSTENERGY CORP COM Utilities 30.0 $1K 0.00% $47.57 -1.7%
540 VLTO VERALTO CORP COM SHS Industrials 16.0 $1K 0.00% $88.69 +8.6%
Page 27 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%