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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 4 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MU MICRON TECHNOLOGY INC COM Technology 299.0 $345K 0.13% -5.0 -1.6% $1154.87 -12.0%
62 RWL INVESCO S&P 500 REVENUE ETF 2,652.0 $339K 0.13% $127.76 +5.6%
63 EFA ISHARES MSCI EAFE ETF 3,168.0 $329K 0.12% -4K -54.9% $103.88 +4.3%
64 SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF 6,074.0 $315K 0.12% $51.78 +3.1%
65 D DOMINION ENERGY INC COM Utilities 4,476.0 $306K 0.11% $68.29 -3.6%
66 PKW INVESCO BUYBACK ACHIEVERS ETF 2,115.0 $300K 0.11% $141.67 +8.4%
67 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 6,114.0 $296K 0.11% $48.43 -2.0%
68 IWB ISHARES RUSSELL 1000 ETF 702.0 $287K 0.11% $409.50 +2.9%
69 JPM JPMORGAN CHASE & CO COM Financial Services 829.0 $271K 0.10% $327.33 +9.6%
70 GOOGL ALPHABET INC CAP STK CL A Communication Services 744.0 $266K 0.10% +13.0 +1.8% $357.52 -5.3%
71 INTC INTEL CORP COM Technology 1,868.0 $261K 0.10% +44.0 +2.4% $139.63 -31.4%
72 SCZ ISHARES MSCI EAFE SMALL-CAP ETF 3,111.0 $256K 0.10% -236K -98.7% $82.27 +6.4%
73 GDX VANECK GOLD MINERS ETF 3,344.0 $252K 0.09% -321.0 -8.8% $75.45 +31.6%
74 FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 2,489.0 $232K 0.09% $93.11 +0.6%
75 KO COCA COLA CO COM Consumer Defensive 2,800.0 $228K 0.09% $81.27 +8.4%
76 DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 3,364.0 $218K 0.08% $64.71 +0.8%
77 GOOG ALPHABET INC CAP STK CL C 599.0 $212K 0.08% -34.0 -5.4% $353.33
78 AMD ADVANCED MICRO DEVICES INC COM Technology 357.0 $207K 0.08% -69.0 -16.2% $580.91 -17.8%
79 AVGO BROADCOM INC COM Technology 541.0 $204K 0.08% -16.0 -2.9% $377.86 -5.3%
80 IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST Financial Services 5,035.0 $201K 0.07% $40.01 +10.5%
Page 4 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%