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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 8 of 34  ·  679 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VNQ VANGUARD REAL ESTATE ETF 591.0 $57K 0.02% $96.43 -0.4%
142 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 1,077.0 $57K 0.02% $52.76 +6.7%
143 CAT CATERPILLAR INC COM Industrials 52.0 $55K 0.02% +9.0 +20.9% $1064.90 -23.6%
144 HONEYWELL INTL INC COM 247.0 $55K 0.02% NEW $223.90
145 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 1,214.0 $55K 0.02% +1K +9238.5% $45.11 +15.3%
146 HONEYWELL AEROSPACE INC COM 247.0 $55K 0.02% NEW $221.08
147 AMAT APPLIED MATLS INC COM Technology 75.0 $54K 0.02% +2.0 +2.7% $723.00 -37.1%
148 VFH VANGUARD FINANCIALS ETF 406.0 $53K 0.02% $131.54 +8.0%
149 DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 1,262.0 $51K 0.02% +8.0 +0.6% $40.67 -0.6%
150 LIN LINDE PLC SHS Basic Materials 95.0 $49K 0.02% +15.0 +18.8% $518.95 -8.0%
151 BA BOEING CO COM Industrials 224.0 $49K 0.02% $216.93 -2.2%
152 TXN TEXAS INSTRS INC COM Technology 160.0 $48K 0.02% -9.0 -5.3% $298.07 -13.3%
153 MA MASTERCARD INCORPORATED CL A Financial Services 92.0 $47K 0.02% -3.0 -3.2% $513.60 +12.8%
154 PG PROCTER & GAMBLE CO COM Consumer Defensive 315.0 $46K 0.02% +61.0 +24.0% $146.64 -0.1%
155 VTV VANGUARD VALUE ETF 207.0 $45K 0.02% $217.93 +3.9%
156 TJX TJX COS INC NEW COM Consumer Cyclical 293.0 $44K 0.02% $151.52 -12.8%
157 SBUX STARBUCKS CORP COM Consumer Cyclical 422.0 $43K 0.02% -26.0 -5.8% $102.19 +2.2%
158 PM PHILIP MORRIS INTL INC COM Consumer Defensive 235.0 $43K 0.02% $180.91 +0.9%
159 NEE NEXTERA ENERGY INC COM Utilities 474.0 $42K 0.02% +87.0 +22.5% $87.77 -4.9%
160 FBTC FIDELITY WISE ORIGIN BITCOIN FUND Financial Services 810.0 $41K 0.01% $51.08 +35.9%
Page 8 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%