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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 28 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 MDT MEDTRONIC PLC SHS Healthcare 18.0 $1K 0.00% -44.0 -71.0% $78.22 +20.4%
542 RDDT REDDIT INC CL A Communication Services 8.0 $1K 0.00% -8.0 -50.0% $174.00 -11.2%
543 MAS MASCO CORP COM Industrials 17.0 $1K 0.00% $81.35 -10.6%
544 TDY TELEDYNE TECHNOLOGIES INC COM Technology 2.0 $1K $667.00 -8.4%
545 FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 25.0 $1K NEW $52.84 -2.6%
546 KOID KRANESHARES GLOBAL HUMANOID ROBOTICS AND PHYSICAL AI INDEX ETF 32.0 $1K +9.0 +39.1% $41.22 -11.6%
547 DELL DELL TECHNOLOGIES INC CL C Technology 3.0 $1K -14.0 -82.3% $431.33 +21.5%
548 CRH PLC ORD 12.0 $1K $107.00
549 CHYM CHIME FINL INC COM SHS CL A Financial Services 59.0 $1K NEW $20.47 +64.9%
550 HUM HUMANA INC COM Healthcare 3.0 $1K -6.0 -66.7% $397.33 +1.1%
551 GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF 20.0 $1K +10.0 +100.0% $59.30 -4.5%
552 PFG PRINCIPAL FINANCIAL GROUP INC COM Financial Services 11.0 $1K $107.82 +8.2%
553 UPS UNITED PARCEL SVCS INC CL B Industrials 11.0 $1K -19.0 -63.3% $107.55 -4.9%
554 BX BLACKSTONE INC COM Financial Services 10.0 $1K $117.70 +15.7%
555 ROL ROLLINS INC COM Consumer Cyclical 28.0 $1K $41.71 -14.0%
556 WULF TERAWULF INC COM Financial Services 47.0 $1K +27.0 +135.0% $24.70 -33.2%
557 SOLV SOLVENTUM CORP COM SHS Healthcare 15.0 $1K $77.13 +18.9%
558 ZTS ZOETIS INC CL A Healthcare 16.0 $1K +2.0 +14.3% $71.88 +5.5%
559 CCI CROWN CASTLE INC COM Real Estate 15.0 $1K -16.0 -51.6% $75.73 +0.1%
560 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 20.0 $1K +10.0 +100.0% $56.80 -3.6%
Page 28 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%