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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 5 of 36  ·  709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 4,414.0 $174K 0.07% $39.38 +3.1%
82 AVGO BROADCOM INC COM Technology 557.0 $172K 0.07% +11.0 +2.0% $309.59 +17.9%
83 VOO VANGUARD S&P 500 ETF 280.0 $167K 0.07% $597.55 +12.1%
84 VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 1,600.0 $163K 0.07% $101.74 +15.1%
85 VSEC VSE CORP COM Industrials 882.0 $163K 0.07% -35.0 -3.8% $184.38 +19.3%
86 VZ VERIZON COMMUNICATIONS INC COM Communication Services 3,226.0 $162K 0.07% $50.20 -7.3%
87 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,080.0 $158K 0.07% -9.0 -0.8% $146.26 -22.8%
88 CATH GLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF 2,015.0 $157K 0.06% +249.0 +14.1% $78.15 +11.6%
89 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 302.0 $148K 0.06% $491.53 +4.4%
90 EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1,586.0 $145K 0.06% NEW $91.37 -4.0%
91 JNJ JOHNSON & JOHNSON COM Healthcare 570.0 $139K 0.06% $244.44 +4.2%
92 META META PLATFORMS INC CL A Communication Services 228.0 $130K 0.05% +11.0 +5.1% $572.13 -3.8%
93 DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST Financial Services 279.0 $129K 0.05% $462.92 +11.9%
94 IBM INTERNATIONAL BUSINESS MACHS COM Technology 518.0 $126K 0.05% -9.0 -1.7% $242.43 +12.0%
95 DFAS DIMENSIONAL U.S. SMALL CAP ETF 1,706.0 $121K 0.05% $71.13 +15.1%
96 ILCV ISHARES MORNINGSTAR VALUE ETF 1,273.0 $119K 0.05% $93.14 +8.3%
97 AMGN AMGEN INC COM Healthcare 333.0 $117K 0.05% $351.85 +1.8%
98 DFAR DIMENSIONAL US REAL ESTATE ETF 4,925.0 $116K 0.05% $23.65 +13.1%
99 LNT ALLIANT ENERGY CORP COM Utilities 1,611.0 $116K 0.05% $71.76 +7.7%
100 NKSH NATIONAL BANKSHARES INC VA COM Financial Services 3,104.0 $113K 0.05% $36.41 +3.4%
Page 5 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%