Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Aspect Partners

Latest statistics and disclosures from Aspect Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, VTI, IEFA, BOXX, GLD, and represent 39.23% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$10M), IGOV (+$8.0M), IEMG (+$5.8M), AKRE, VTI, IBND, IEFA, IJR, FTGC, XLRE.
Started 68 new stock positions in BDX, BABA, IFF, AXON, CRCL, FG, COPX, FTV, TSCO, EW.
Reduced shares in these 10 stocks: SCZ (-$17M), IAGG (-$9.2M), GLD, TFLO, PDBC, QQQ, EEM, VGT, VXUS, PHO.
Sold out of its positions in AES, ASIX, AEVA, AVD, HACK, KMX, CLS, HYLB, DFEM, EPR.
Aspect Partners was a net buyer of stock by $4.4M.
Aspect Partners has $229M in assets under management (AUM), dropping by 3.73%.
Central Index Key (CIK): 0001985284

Tip: Access up to 7 years of quarterly data

Positions held by Aspect Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Aspect Partners

Aspect Partners holds 710 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Aspect Partners has 710 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aspect Partners Dec. 31, 2025 positions
Download the Aspect Partners December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr S&p 500 Etf Trust Etf (SPY)	13.7	$31M	+48%	46k	681.92	View chart
Vanguard Total Stock Market Etf Etf (VTI)	10.1	$23M	+11%	69k	335.27	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	6.2	$14M	+13%	157k	89.46	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	5.2	$12M		103k	115.10	View chart
Spdr Gold Shares Etf (GLD)	4.1	$9.4M	-15%	24k	396.31	View chart
Ishares Russell 2000 Etf Etf (IWM)	3.7	$8.6M		35k	246.16	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	3.5	$8.0M	+260%	119k	67.22	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	3.5	$8.0M	NEW	191k	41.66	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	3.2	$7.4M		262k	28.12	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	3.0	$7.0M	+12%	58k	120.18	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	2.7	$6.2M	-7%	465k	13.25	View chart
Ishares Gold Trust Etf (IAU)	2.5	$5.7M		71k	81.17	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	2.5	$5.6M	+13%	139k	40.35	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	2.4	$5.5M	+8%	155k	35.47	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.3	$5.2M	+6%	52k	99.88	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	2.1	$4.9M	+6%	53k	91.45	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	2.0	$4.5M	-2%	51k	87.16	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.8	$4.0M	+10%	124k	32.49	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.4	$3.3M		79k	41.08	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.4	$3.2M	+13%	55k	58.90	View chart
Akre Focus Etf Etf (AKRE)	1.1	$2.4M	NEW	37k	65.51	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$2.2M	-17%	3.6k	614.39	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.9	$2.1M	-17%	38k	54.71	View chart
Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.9	$2.0M	NEW	64k	32.11	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.8	$1.8M	+16%	9.6k	191.25	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$1.7M	+21%	25k	69.52	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.7	$1.6M	+25%	16k	104.07	View chart
Cambria Global Ew Etf Etf (GEW)	0.7	$1.6M		31k	51.40	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.7	$1.5M	-6%	11k	139.16	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.6	$1.3M	+134%	57k	23.23	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.5	$1.2M	-33%	24k	50.46	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.5	$1.2M	-93%	15k	77.53	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$1.1M		4.4k	250.33	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.4	$833k		11k	73.64	View chart
Nvidia Corporation Stock (NVDA)	0.4	$829k		4.4k	186.50	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.3	$786k	+95%	14k	55.80	View chart
Amazon Stock (AMZN)	0.3	$724k	+3%	3.1k	230.82	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.3	$674k	-11%	7.0k	96.03	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.3	$656k	-93%	13k	50.01	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$655k		1.3k	502.65	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$651k		7.7k	84.64	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.3	$636k		7.7k	82.77	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.3	$626k		6.8k	92.30	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.3	$608k		8.2k	74.17	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.2	$567k	-5%	12k	46.80	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.2	$545k		24k	23.06	View chart
Apple Stock (AAPL)	0.2	$537k		2.0k	271.73	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$499k		21k	24.04	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$495k		4.8k	104.04	View chart
Microsoft Corp Stock (MSFT)	0.2	$488k	+6%	1.0k	482.91	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$455k	-45%	603.00	754.15	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$439k		3.6k	120.34	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$418k	-28%	16k	26.91	View chart
Core Scientific Stock (CORZ)	0.2	$409k		28k	14.56	View chart
Northrop Grumman Corp Stock (NOC)	0.2	$400k		702.00	570.21	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.2	$394k		8.1k	48.79	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$391k		825.00	473.30	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.2	$388k		2.3k	165.81	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$362k		1.4k	258.04	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$340k	-8%	3.6k	94.16	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$331k		5.8k	56.69	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$322k	-3%	1.5k	208.75	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$314k		3.7k	85.77	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$304k		2.7k	114.50	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$294k		6.1k	48.32	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$284k		6.1k	46.81	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$283k		2.1k	134.31	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$267k	-34%	827.00	322.22	View chart
Dominion Energy Stock (D)	0.1	$262k		4.5k	58.59	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$262k		702.00	373.44	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$229k	+8%	731.00	313.74	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.1	$215k		5.0k	42.99	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$198k		2.5k	79.62	View chart
Coca Cola Stock (KO)	0.1	$196k	-45%	2.8k	69.91	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$196k	+7%	623.00	313.80	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$194k	+4%	1.1k	177.75	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$193k		3.4k	57.24	View chart
Broadcom Stock (AVGO)	0.1	$190k	+8%	546.00	347.02	View chart
Public Svc Enterprise Grp Stock (PEG)	0.1	$185k		2.3k	80.30	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.1	$180k	-30%	1.9k	93.89	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$178k		4.4k	40.37	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$177k	-26%	2.4k	74.07	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$176k	-14%	280.00	627.13	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$176k		303.00	579.45	View chart
Micron Technology Stock (MU)	0.1	$168k	+139%	588.00	285.41	View chart
Chevron Corp Stock (CVX)	0.1	$159k		1.0k	152.41	View chart
Vse Corp Stock (VSEC)	0.1	$158k		917.00	172.77	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$156k		1.6k	97.76	View chart
International Business Machs Stock (IBM)	0.1	$156k	+3%	527.00	296.21	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.1	$145k	+27%	1.8k	82.23	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$143k	+19%	217.00	660.09	View chart
Spdr Bridgewater All Weather Etf Etf (ALLW)	0.1	$141k		5.1k	27.49	View chart
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$134k		278.00	480.20	View chart
Verizon Communications Stock (VZ)	0.1	$131k	-47%	3.2k	40.73	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.1	$120k		1.3k	94.36	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$119k		1.7k	69.67	View chart
Johnson & Johnson Stock (JNJ)	0.1	$118k		570.00	206.95	View chart
Nrg Energy Stock (NRG)	0.0	$113k		709.00	159.24	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$113k		4.9k	22.90	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$109k		1.8k	62.15	View chart
Amgen Stock (AMGN)	0.0	$109k	-42%	333.00	327.31	View chart
Eli Lilly & Co Stock (LLY)	0.0	$109k	+7%	101.00	1074.71	View chart
Alliant Energy Corp Stock (LNT)	0.0	$105k		1.6k	65.02	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$105k		2.2k	46.59	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.0	$104k		2.2k	46.70	View chart
National Bankshares Inc Va Stock (NKSH)	0.0	$104k		3.1k	33.53	View chart
Unitedhealth Group Stock (UNH)	0.0	$103k		313.00	330.11	View chart
Tesla Stock (TSLA)	0.0	$101k	+12%	225.00	449.72	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$98k		1.1k	88.52	View chart
Honeywell Intl Stock (HON)	0.0	$97k	-54%	497.00	195.09	View chart
Lowes Cos Stock (LOW)	0.0	$95k		395.00	241.16	View chart
Mcdonalds Corp Stock (MCD)	0.0	$93k	+2%	304.00	305.63	View chart
Home Depot Stock (HD)	0.0	$89k	-7%	259.00	344.10	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$89k		720.00	123.26	View chart
Visa Inc Com Cl A Stock (V)	0.0	$88k	-18%	249.00	353.33	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$81k		672.00	120.79	View chart
Netflix Stock (NFLX)	0.0	$81k	+991%	862.00	93.76	View chart
Advanced Micro Devices Stock (AMD)	0.0	$78k	-2%	366.00	214.16	View chart
Walmart Stock (WMT)	0.0	$75k	+6%	671.00	111.40	View chart
Merck & Co Stock (MRK)	0.0	$74k		703.00	105.26	View chart
Invesco Semiconductors Etf Etf (PSI)	0.0	$72k		912.00	78.83	View chart
Pepsico Stock (PEP)	0.0	$72k	+3%	499.00	143.52	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$71k		6.8k	10.40	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$70k		700.00	100.34	View chart
Proshares Msci Europe Dividend Growers Etf Etf (EUDV)	0.0	$70k		1.3k	52.25	View chart
Bank America Corp Stock (BAC)	0.0	$67k	-14%	1.2k	55.00	View chart
Cisco Sys Stock (CSCO)	0.0	$66k	-18%	855.00	77.00	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$66k		1.7k	38.33	View chart
Terawulf Stock (WULF)	0.0	$66k	+3%	5.7k	11.49	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$64k	+15%	74.00	862.33	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$63k		217.00	290.24	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$62k	-44%	2.3k	26.89	View chart
C3 Ai Inc Cl A Stock (AI)	0.0	$62k		4.6k	13.48	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$62k		810.00	76.27	View chart
Palo Alto Networks Stock (PANW)	0.0	$61k		329.00	184.20	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$59k	-4%	194.00	304.39	View chart
Ge Aerospace Stock (GE)	0.0	$58k	+4%	188.00	308.00	View chart
Goldman Sachs Group Stock (GS)	0.0	$57k	+6%	65.00	879.00	View chart
Abbvie Stock (ABBV)	0.0	$57k		249.00	228.49	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$54k	-55%	406.00	133.43	View chart
Intel Corp Stock (INTC)	0.0	$53k	-39%	1.4k	36.90	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$53k	-16%	93.00	570.91	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$51k		258.00	197.15	View chart
Ishares U.s. Home Construction Etf Etf (ITB)	0.0	$50k		519.00	96.23	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$49k		1.1k	45.21	View chart
Technipfmc Stock (FTI)	0.0	$47k		1.1k	44.56	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$46k	-33%	1.6k	28.48	View chart
Boeing Stock (BA)	0.0	$45k		209.00	217.09	View chart
Lam Research Corp Stock (LRCX)	0.0	$45k	+5%	265.00	171.18	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$45k	-35%	1.5k	29.90	View chart
Tjx Cos Stock (TJX)	0.0	$45k	+4%	293.00	153.76	View chart
Oracle Corp Stock (ORCL)	0.0	$42k	+8%	216.00	194.89	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$42k		1.3k	33.45	View chart
Royal Caribbean Group Stock (RCL)	0.0	$40k		144.00	278.91	View chart
Vanguard Value Etf Etf (VTV)	0.0	$40k		207.00	190.99	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.0	$39k		468.00	84.24	View chart
Ge Vernova Stock (GEV)	0.0	$38k	+5%	58.00	653.67	View chart
Fermi Stock (FRMI)	0.0	$38k	NEW	4.7k	8.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$38k	+3%	448.00	84.21	View chart
Philip Morris Intl Stock (PM)	0.0	$38k		235.00	160.40	View chart
Procter & Gamble Stock (PG)	0.0	$36k	+10%	253.00	143.30	View chart
Mckesson Corp Stock (MCK)	0.0	$35k		43.00	820.50	View chart
Linde Stock (LIN)	0.0	$34k	+6%	80.00	426.40	View chart
Adobe Stock (ADBE)	0.0	$33k	+13%	94.00	350.00	View chart
Salesforce Stock (CRM)	0.0	$32k	+8%	122.00	264.88	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$32k		93.00	340.08	View chart
Qualcomm Stock (QCOM)	0.0	$31k	+13%	183.00	171.06	View chart
Nextera Energy Stock (NEE)	0.0	$31k	-24%	387.00	80.27	View chart
Progressive Corp Stock (PGR)	0.0	$31k	-17%	135.00	227.71	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$30k	-27%	62.00	483.67	View chart
Servicenow Stock (NOW)	0.0	$30k	+6400%	195.00	153.20	View chart
Texas Instrs Stock (TXN)	0.0	$29k	-22%	169.00	173.49	View chart
S&p Global Stock (SPGI)	0.0	$28k	+5%	54.00	522.67	View chart
Morgan Stanley Stock (MS)	0.0	$28k	-34%	157.00	177.50	View chart
Global X Uranium Etf Etf (URA)	0.0	$28k		650.00	42.73	View chart
Archer Daniels Midland Stock (ADM)	0.0	$28k		480.00	57.49	View chart
Sofi Technologies Stock (SOFI)	0.0	$26k	+3%	989.00	26.18	View chart
Rtx Corporation Stock (RTX)	0.0	$25k		136.00	183.40	View chart
Marathon Pete Corp Stock (MPC)	0.0	$25k		150.00	163.00	View chart
Caterpillar Stock (CAT)	0.0	$24k	+10%	42.00	572.75	View chart
Edison Intl Stock (EIX)	0.0	$24k	-50%	400.00	60.02	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$24k	+2%	1.1k	21.55	View chart
Blackrock Stock (BLK)	0.0	$24k	-37%	22.00	1070.00	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$24k	-51%	1.3k	17.71	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$23k		305.00	75.91	View chart
Arista Networks Stock (ANET)	0.0	$22k	+6%	168.00	131.05	View chart
Intuit Stock (INTU)	0.0	$22k	+10%	33.00	662.40	View chart
Gilead Sciences Stock (GILD)	0.0	$22k	+9%	177.00	122.73	View chart
Uber Technologies Stock (UBER)	0.0	$21k	+19%	257.00	81.71	View chart
Wells Fargo Stock (WFC)	0.0	$21k	+17%	223.00	93.21	View chart
Pfizer Stock (PFE)	0.0	$21k		827.00	24.90	View chart
Automatic Data Processing Stock (ADP)	0.0	$21k	+2%	80.00	257.20	View chart
Bitmine Immersion Tecnologies Stock (BMNR)	0.0	$21k	+11%	757.00	27.15	View chart
Yum Brands Stock (YUM)	0.0	$20k	+3%	135.00	151.29	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$20k		1.0k	19.57	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$20k	+10%	76.00	268.29	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$20k		1.0k	19.74	View chart
Williams Cos Stock (WMB)	0.0	$20k	-41%	336.00	60.11	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	20.60	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$20k		1.1k	18.84	View chart
Truist Finl Corp Stock (TFC)	0.0	$19k	-39%	389.00	49.21	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$19k		183.00	102.81	View chart
Eaton Corp Stock (ETN)	0.0	$19k	+7%	58.00	318.50	View chart
Allstate Corp Stock (ALL)	0.0	$18k	+4%	87.00	208.17	View chart
Intercontinental Exchange Stock (ICE)	0.0	$18k	+7%	111.00	162.00	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$18k		50.00	352.80	View chart
Citigroup Stock (C)	0.0	$17k	+23%	147.00	116.70	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Cef (PDO)	0.0	$17k	-58%	1.2k	13.84	View chart
Jbt Marel Corporation Stock (JBTM)	0.0	$17k		113.00	150.67	View chart
American Tower Corp Reit (AMT)	0.0	$17k	+6%	97.00	175.50	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$17k		22.00	771.80	View chart
Applovin Corp Com Cl A Stock (APP)	0.0	$17k	+13%	25.00	673.84	View chart
Abbott Labs Stock (ABT)	0.0	$17k	-3%	132.00	125.29	View chart
Moodys Corp Stock (MCO)	0.0	$16k	-34%	32.00	510.80	View chart
Oreilly Automotive Stock (ORLY)	0.0	$16k	-48%	177.00	91.25	View chart
Trane Technologies Stock (TT)	0.0	$16k	+7%	41.00	389.14	View chart
Occidental Pete Corp Stock (OXY)	0.0	$16k	+7%	387.00	41.12	View chart
Deere & Co Stock (DE)	0.0	$15k	+10%	33.00	465.50	View chart
Union Pac Corp Stock (UNP)	0.0	$15k	-37%	64.00	231.29	View chart
Danaher Corporation Stock (DHR)	0.0	$15k		64.00	228.92	View chart
Disney Walt Stock (DIS)	0.0	$15k	-18%	129.00	113.17	View chart
Coreweave Inc Com Cl A Stock (CRWV)	0.0	$15k		203.00	71.61	View chart
T-mobile Us Stock (TMUS)	0.0	$14k	-45%	71.00	203.08	View chart
Apollo Global Mgmt Stock (APO)	0.0	$14k		98.00	144.76	View chart
Marsh Stock	0.0	$14k	+7%	76.00	185.50	View chart
Electronic Arts Stock (EA)	0.0	$14k	+4%	69.00	204.31	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$14k	+50%	750.00	18.64	View chart
Praxis Precision Medicines Stock (PRAX)	0.0	$14k	NEW	47.00	294.74	View chart
Analog Devices Stock (ADI)	0.0	$14k	+6%	51.00	271.33	View chart
Capital One Finl Corp Stock (COF)	0.0	$14k	+7%	57.00	242.33	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.0	$14k	+5%	969.00	14.18	View chart
Howmet Aerospace Stock (HWM)	0.0	$14k	+8%	66.00	205.03	View chart
Prologis Reit (PLD)	0.0	$13k	+11%	105.00	127.64	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$13k		36.00	360.14	View chart
Illinois Tool Wks Stock (ITW)	0.0	$13k	+8%	52.00	246.25	View chart
Affirm Hldgs Inc Com Cl A Stock (AFRM)	0.0	$13k	+81%	172.00	74.43	View chart
General Dynamics Corp Stock (GD)	0.0	$13k	-50%	37.00	336.65	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$12k		58.00	214.05	View chart
Motorola Solutions Stock (MSI)	0.0	$12k	+6%	32.00	383.50	View chart
Fidelity Ethereum Fund Etf Etf (FETH)	0.0	$12k		412.00	29.61	View chart
Mercadolibre Stock (MELI)	0.0	$12k		6.00	2014.33	View chart
Pulte Group Stock (PHM)	0.0	$12k	+4%	102.00	117.28	View chart
Welltower Reit (WELL)	0.0	$12k	+14%	64.00	185.61	View chart
Global X Nasdaq 100 Covered Call Etf Etf (QYLD)	0.0	$12k	+2%	662.00	17.68	View chart
Servicetitan Inc Shs Cl A Stock (TTAN)	0.0	$12k	+208%	108.00	106.50	View chart
Okta Inc Cl A Stock (OKTA)	0.0	$12k	+35%	133.00	86.47	View chart
Ametek Stock (AME)	0.0	$12k	+5%	56.00	205.33	View chart
Waste Mgmt Inc Del Stock (WM)	0.0	$11k	+10%	52.00	219.80	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.0	$11k		941.00	12.02	View chart
Southern Stock (SO)	0.0	$11k	-50%	129.00	87.21	View chart

Past Filings by Aspect Partners

SEC 13F filings are viewable for Aspect Partners going back to 2023

Aspect Partners 2025 Q4 filed Jan. 23, 2026
Aspect Partners 2025 Q3 filed Nov. 6, 2025
Aspect Partners 2025 Q2 filed Aug. 6, 2025
Aspect Partners 2025 Q1 filed April 24, 2025
Aspect Partners 2024 Q4 filed Feb. 3, 2025
Aspect Partners 2024 Q3 filed Oct. 15, 2024
Aspect Partners 2024 Q2 filed July 15, 2024
Aspect Partners 2024 Q1 filed May 17, 2024
Aspect Partners 2023 Q4 filed Feb. 16, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z