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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 7 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF 1,717.0 $78K 0.03% $45.41 +10.4%
122 VGSR VERT GLOBAL SUSTAINABLE REAL ESTATE ETF 6,794.0 $77K 0.03% $11.38 -1.2%
123 WMT WALMART INC COM Consumer Defensive 671.0 $76K 0.03% $113.26 -5.4%
124 IYR ISHARES U.S. REAL ESTATE ETF 712.0 $73K 0.03% -1K -64.2% $102.25 -0.1%
125 EUDV PROSHARES MSCI EUROPE DIVIDEND GROWERS ETF 1,340.0 $71K 0.03% $52.76 +3.4%
126 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 700.0 $71K 0.03% $100.81 -0.3%
127 VO VANGUARD MID-CAP ETF 868.0 $70K 0.03% +651.0 +300.0% $80.57 +2.1%
128 TECHNIPFMC PLC COM 1,052.0 $70K 0.03% $66.30
129 NFLX NETFLIX INC. COM Communication Services 957.0 $68K 0.03% +57.0 +6.3% $71.40 +9.6%
130 GEV GE VERNOVA INC COM Utilities 58.0 $68K 0.03% $1174.86 -19.8%
131 FREL FIDELITY MSCI REAL ESTATE INDEX ETF 2,322.0 $68K 0.03% $29.30 -0.5%
132 PEP PEPSICO INC COM Consumer Defensive 499.0 $68K 0.03% $135.40 +1.6%
133 GE GE AEROSPACE COM NEW Industrials 179.0 $67K 0.03% -3.0 -1.6% $373.73 -9.8%
134 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 768.0 $66K 0.02% +701.0 +1046.3% $85.49 +3.4%
135 GS GOLDMAN SACHS GROUP INC COM Financial Services 64.0 $65K 0.02% $1011.38 +2.7%
136 NET CLOUDFLARE INC CL A COM Technology 261.0 $64K 0.02% +3.0 +1.2% $245.28 +13.7%
137 ABBV ABBVIE INC COM Healthcare 249.0 $63K 0.02% $251.64 +1.9%
138 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 63.0 $59K 0.02% -5.0 -7.3% $935.48 -2.1%
139 BAC BANK OF AMER CORP COM Financial Services 1,028.0 $59K 0.02% $56.98 +10.0%
140 SCHA SCHWAB U.S. SMALL-CAP ETF 1,600.0 $58K 0.02% $36.13 -4.4%
Page 7 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%