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Aspect Partners

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

Top 5 stock holdings are SPY, VTI, SHY, IEFA, PDBC, and represent 43.13% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: SHY (+$20M), DSMC, SGOL, IEFA, FYLD, IAU, XLRE, TLT, MSFT, PEG.
Started 24 new stock positions in ALLY, UROY, EET, DFAS, SHY, ATI, CMG, CBRS, VICI, VUG. DMXF, TEVA, MFC, PNFP, QLD, EFO, OKE, CASY, MRNA, DFAR, SAA, TKO, EROC, DXYZ.
Reduced shares in these 10 stocks: SPY (-$9.9M), IWM (-$8.3M), IEMG (-$7.8M), PDBC, BOXX, EEM, AKRE, VIGI, AGG, IGOV.
Sold out of its positions in AVB, CHTR, CHYM, HELP, Dimensional Etf Trust, Dimensional Etf Trust, DPZ, EA, FSLR, FVD. HRZN, IEF, J, TAP, Oneok, PCG, RDW, ROL, RBRK, Teva Pharmaceutical Industries, Uranium Royalty Corp, PFXF.
Aspect Partners was a net seller of stock by $-4.7M.
Aspect Partners has $264M in assets under management (AUM), dropping by -1.38%.
Central Index Key (CIK): 0001985284

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Portfolio Holdings for Aspect Partners

Aspect Partners holds 681 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Aspect Partners has 681 total positions. Only the first 250 positions are shown.

Sign up to view all of the Aspect Partners Sept. 30, 2026 positions
Download the Aspect Partners September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr S&p 500 Etf Etf (SPY)	13.6	$36M	-21%	47k	762.63	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	10.6	$28M		75k	374.24	View chart
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)	7.5	$20M	NEW	246k	81.20	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	7.2	$19M	+2%	197k	96.88	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	4.2	$11M	-12%	573k	19.30	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	3.7	$9.7M		244k	39.77	View chart
Ishares Russell 2000 Etf Etf (IWM)	3.3	$8.9M	-48%	32k	277.89	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	3.3	$8.7M	+10%	209k	41.68	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	3.2	$8.5M	-9%	72k	118.39	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	3.2	$8.5M		285k	29.68	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	2.7	$7.2M	-52%	89k	81.16	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	2.7	$7.1M	+6%	173k	40.91	View chart
Ishares Gold Trust Etf (IAU)	2.7	$7.0M	+6%	90k	78.10	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.2	$5.8M	-2%	61k	94.54	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.9	$5.1M	+11%	130k	39.54	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.8	$4.7M	+6%	61k	77.78	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.4	$3.8M		59k	63.98	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.4	$3.7M	+21%	93k	39.56	View chart
Spdr Gold Shares Etf (GLD)	1.3	$3.5M	+4%	9.1k	380.84	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$2.7M		3.6k	739.84	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.0	$2.6M	-2%	19k	136.04	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.9	$2.4M	-8%	25k	94.42	View chart
State Street Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	0.9	$2.4M	-2%	80k	29.88	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.9	$2.3M	+7%	10k	227.07	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.8	$2.2M	+8%	27k	80.59	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.8	$2.0M	+9%	37k	54.10	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.8	$2.0M	-6%	39k	50.67	View chart
Cambria Global Ew Etf Etf (GEW)	0.6	$1.7M		31k	54.92	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.6	$1.5M	-5%	10k	146.48	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.5	$1.4M		4.4k	317.31	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.5	$1.2M	+18%	13k	97.44	View chart
Akre Focus Etf Etf (AKRE)	0.4	$1.2M	-19%	22k	52.67	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.4	$1.2M		38k	30.59	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.3	$867k		11k	76.61	View chart
Amazon Stock (AMZN)	0.3	$837k	+6%	3.4k	249.15	View chart
Microsoft Corp Stock (MSFT)	0.3	$799k	+50%	1.6k	512.90	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.3	$789k		22k	35.57	View chart
Exxonmobil Holdings Corp Stock (XOM)	0.3	$759k	+27%	4.7k	162.75	View chart
Nvidia Corporation Stock (NVDA)	0.3	$699k	+5%	3.1k	228.39	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.2	$656k		7.4k	88.76	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.2	$642k	+36%	13k	49.20	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.2	$613k	+27%	6.7k	91.12	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$607k		4.8k	125.68	View chart
Apple Stock (AAPL)	0.2	$565k	+8%	1.7k	333.03	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$559k		6.7k	83.03	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$559k		20k	27.47	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$556k		4.8k	116.97	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$518k	-6%	1.0k	497.95	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.2	$484k	-11%	9.6k	50.14	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.2	$471k		8.1k	58.36	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$466k		16k	30.00	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.2	$463k		6.8k	68.03	View chart
Public Svc Enterprise Group Stock (PEG)	0.2	$406k	+162%	6.0k	67.33	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$403k	-2%	3.2k	125.26	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.2	$399k		1.4k	284.58	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.1	$394k	-9%	2.1k	185.40	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$379k		4.0k	94.99	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$355k		5.8k	60.73	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$342k		1.5k	222.29	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$341k		2.7k	128.68	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$339k		702.00	483.48	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$330k		3.2k	103.89	View chart
Micron Technology Stock (MU)	0.1	$319k		299.00	1066.45	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$314k		6.1k	51.76	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$303k		2.1k	143.10	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$303k	+3%	3.4k	87.80	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$292k		702.00	416.13	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$291k	+13%	845.00	344.51	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$287k		6.1k	46.87	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$274k		829.00	330.83	View chart
Dominion Energy Stock (D)	0.1	$272k		4.5k	60.52	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$253k	-3%	3.0k	84.42	View chart
Coca Cola Stock (KO)	0.1	$241k		2.8k	86.08	View chart
Nrg Energy Stock (NRG)	0.1	$228k		2.4k	95.64	View chart
Intel Corp Stock (INTC)	0.1	$221k		1.8k	120.23	View chart
Chevron Corporation Stock (CVX)	0.1	$219k	+3%	1.1k	204.21	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$218k		2.5k	87.55	View chart
Advanced Micro Devices Stock (AMD)	0.1	$216k		353.00	611.76	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$213k		3.4k	63.18	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.1	$209k		5.0k	41.42	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$206k		605.00	340.75	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$205k		303.00	675.05	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$199k	+4%	1.1k	187.05	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$196k		280.00	700.86	View chart
State Street Bridgewater All Weather Etf Etf (ALLW)	0.1	$195k		6.8k	28.57	View chart
Broadcom Stock (AVGO)	0.1	$191k		542.00	352.19	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$185k		2.6k	70.15	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.1	$183k		2.0k	90.69	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$178k		245.00	725.18	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$176k		1.6k	110.00	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$171k		4.4k	38.74	View chart
Johnson & Johnson Stock (JNJ)	0.1	$150k		566.00	264.74	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$147k		290.00	508.09	View chart
Verizon Communications Stock (VZ)	0.1	$147k		3.2k	45.87	View chart
Vse Corp Stock (VSEC)	0.1	$145k		880.00	164.68	View chart
Amgen Stock (AMGN)	0.1	$140k		332.00	421.51	View chart
Invesco Semiconductors Etf Etf (PSI)	0.1	$139k		912.00	152.43	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.1	$134k		1.3k	105.34	View chart
U.s. Small Cap Portfolio: Etf Class Shares Etf (DFAS)	0.0	$132k	NEW	1.7k	77.42	View chart
Ishares Esg Advanced Msci Eafe Etf Etf (DMXF)	0.0	$131k	NEW	1.5k	84.65	View chart
Visa Inc Com Cl A Stock (V)	0.0	$130k	+48%	362.00	360.09	View chart
National Bankshares Inc Va Stock (NKSH)	0.0	$130k		3.1k	41.91	View chart
Palo Alto Networks Stock (PANW)	0.0	$129k		325.00	397.33	View chart
Cisco Sys Stock (CSCO)	0.0	$125k	+39%	1.2k	107.63	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$123k		2.2k	55.00	View chart
Dfa Real Estate Securities Portfolio: Etf Class Shares Etf (DFAR)	0.0	$119k	NEW	4.9k	24.16	View chart
Eli Lilly & Co Stock (LLY)	0.0	$116k		100.00	1157.14	View chart
International Business Machs Stock (IBM)	0.0	$106k	-14%	484.00	219.93	View chart
Unitedhealth Group Stock (UNH)	0.0	$104k		283.00	367.08	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$102k		720.00	142.26	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.0	$102k		2.2k	45.64	View chart
Alliant Energy Corp Stock (LNT)	0.0	$102k		1.6k	63.31	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$102k		681.00	149.39	View chart
Merck & Co Stock (MRK)	0.0	$102k		699.00	145.31	View chart
Manulife Finl Corp Stock (MFC)	0.0	$100k	NEW	2.3k	42.59	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$91k		261.00	347.28	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$90k		1.8k	51.15	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$90k		196.00	456.93	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$82k		1.7k	47.60	View chart
Tesla Stock (TSLA)	0.0	$82k	-14%	230.00	354.81	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$78k		1.2k	63.92	View chart
Lowes Cos Stock (LOW)	0.0	$77k	-2%	418.00	184.29	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$77k	+17%	900.00	84.96	View chart
Home Depot Stock (HD)	0.0	$73k		258.00	284.50	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$72k		6.8k	10.62	View chart
Technipfmc Stock (FTI)	0.0	$72k		1.1k	67.92	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$70k		700.00	100.55	View chart
Mcdonalds Corp Stock (MCD)	0.0	$70k		304.00	230.94	View chart
Proshares Msci Europe Dividend Growers Etf Etf (EUDV)	0.0	$69k		1.3k	51.60	View chart
Lam Research Corp Stock (LRCX)	0.0	$68k	-2%	208.00	328.51	View chart
Netflix Stock (NFLX)	0.0	$68k	+2%	982.00	69.58	View chart
Walmart Stock (WMT)	0.0	$68k	-2%	656.00	103.91	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.0	$68k		868.00	78.42	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$68k		712.00	95.04	View chart
Pepsico Stock (PEP)	0.0	$64k		501.00	126.72	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$63k		2.3k	27.18	View chart
Abbvie Stock (ABBV)	0.0	$63k	-3%	241.00	261.59	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$59k		810.00	72.68	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$58k		1.1k	53.75	View chart
Goldman Sachs Group Stock (GS)	0.0	$58k		64.00	900.34	View chart
Ge Aerospace Stock (GE)	0.0	$55k		177.00	312.30	View chart
Ge Vernova Stock (GEV)	0.0	$54k		57.00	950.33	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$53k		591.00	89.63	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$53k	-7%	58.00	910.36	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$53k		406.00	130.03	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.0	$53k	+17%	244.00	216.08	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$52k		1.6k	32.63	View chart
Honeywell Intl Stock (HON)	0.0	$52k		247.00	210.93	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$51k		92.00	551.50	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$48k		1.3k	37.89	View chart
Philip Morris Intl Stock (PM)	0.0	$45k		235.00	190.82	View chart
Texas Instrs Stock (TXN)	0.0	$44k		158.00	280.10	View chart
Boeing Stock (BA)	0.0	$43k	+3%	232.00	186.06	View chart
Linde Stock (LIN)	0.0	$42k	-7%	88.00	474.64	View chart
Archer Daniels Midland Stock (ADM)	0.0	$41k	+8%	520.00	79.38	View chart
Starbucks Corp Stock (SBUX)	0.0	$40k		422.00	93.96	View chart
Honeywell Aerospace Stock (HONA)	0.0	$39k	+2%	253.00	154.98	View chart
Caterpillar Stock (CAT)	0.0	$38k	-9%	47.00	810.78	View chart
Arista Networks Stock (ANET)	0.0	$38k	+4%	186.00	203.60	View chart
Procter & Gamble Stock (PG)	0.0	$37k	-19%	253.00	145.29	View chart
Tjx Cos Stock (TJX)	0.0	$37k	-5%	277.00	132.53	View chart
Oracle Corp Stock (ORCL)	0.0	$35k	+24%	256.00	137.30	View chart
Mckesson Corp Stock (MCK)	0.0	$35k		41.00	853.80	View chart
Nextera Energy Stock (NEE)	0.0	$34k	-6%	443.00	75.74	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$32k		1.5k	21.76	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$32k		62.00	509.27	View chart
Applied Matls Stock (AMAT)	0.0	$31k	-18%	61.00	511.38	View chart
Rtx Corporation Stock (RTX)	0.0	$31k		165.00	185.66	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$30k		384.00	78.29	View chart
Progressive Corp Stock (PGR)	0.0	$27k		128.00	207.29	View chart
Adobe Stock (ADBE)	0.0	$26k		110.00	239.94	View chart
Gilead Sciences Stock (GILD)	0.0	$26k		177.00	149.07	View chart
Salesforce Stock (CRM)	0.0	$26k		113.00	229.60	View chart
Morgan Stanley Stock (MS)	0.0	$26k		137.00	188.10	View chart
Analog Devices Stock (ADI)	0.0	$25k	-4%	63.00	396.67	View chart
Eaton Corp Stock (ETN)	0.0	$25k		58.00	429.75	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$25k		93.00	267.08	View chart
S&p Global Stock (SPGI)	0.0	$25k	-10%	62.00	394.50	View chart
Bitmine Immersion Techs Stock (BMNR)	0.0	$24k		905.00	26.43	View chart
Automatic Data Processing Stock (ADP)	0.0	$24k	-16%	92.00	258.04	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$23k	+2%	1.2k	19.75	View chart
Blackrock Stock (BLK)	0.0	$23k		22.00	1058.00	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$23k	-17%	466.00	49.11	View chart
First Trust Global Wind Energy Etf Etf (FAN)	0.0	$23k		1.0k	22.68	View chart
Williams Cos Stock (WMB)	0.0	$23k		334.00	67.94	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$22k		36.00	609.00	View chart
American Express Stock (AXP)	0.0	$22k	+10%	71.00	304.09	View chart
Edison Intl Stock (EIX)	0.0	$22k		400.00	53.73	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$21k	-61%	394.00	54.43	View chart
Deere & Co Stock (DE)	0.0	$21k	+3%	31.00	671.67	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$21k		1.2k	17.00	View chart
Uber Technologies Stock (UBER)	0.0	$20k	+23%	298.00	68.51	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$20k		1.0k	19.52	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$20k		1.0k	19.54	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$20k	+158%	326.00	61.55	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	20.13	View chart
Union Pac Corp Stock (UNP)	0.0	$20k	+12%	72.00	272.14	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$19k	+12%	70.00	277.00	View chart
Qualcomm Stock (QCOM)	0.0	$19k		105.00	184.04	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$19k		1.1k	18.20	View chart
Sandisk Corp Stock (SNDK)	0.0	$19k	-21%	11.00	1740.00	View chart
Pfizer Stock (PFE)	0.0	$19k	+15%	669.00	28.52	View chart
Valero Energy Corp Stock (VLO)	0.0	$19k		49.00	387.50	View chart
Alps Clean Energy Etf Etf (ACES)	0.0	$19k		677.00	27.65	View chart
Yum Brands Stock (YUM)	0.0	$18k		135.00	136.36	View chart
Citigroup Stock (C)	0.0	$18k	+2%	141.00	129.47	View chart
Allstate Corp Stock (ALL)	0.0	$18k	-2%	82.00	222.00	View chart
Howmet Aerospace Stock (HWM)	0.0	$18k	+11%	80.00	226.17	View chart
Cerebras Systems Inc Com Cl A Stock (CBRS)	0.0	$18k	NEW	100.00	177.65	View chart
Invesco Solar Etf Etf (TAN)	0.0	$18k		399.00	43.97	View chart
Prudential Finl Stock (PRU)	0.0	$17k	+172%	150.00	113.58	View chart
Marathon Pete Corp Stock (MPC)	0.0	$17k	-71%	43.00	395.00	View chart
Western Digital Corp Stock (WDC)	0.0	$17k		37.00	454.50	View chart
Trane Technologies Stock (TT)	0.0	$17k	+2%	37.00	452.00	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$17k	-6%	91.00	183.43	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$17k	+2%	390.00	42.69	View chart
American Tower Corp Reit (AMT)	0.0	$16k		100.00	163.71	View chart
Ross Stores Stock (ROST)	0.0	$16k		70.00	233.42	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$16k		1.0k	16.01	View chart
Intercontinental Exchange Stock (ICE)	0.0	$16k		105.00	152.00	View chart
Sherwin Williams Stock (SHW)	0.0	$16k	-16%	49.00	323.28	View chart
Illinois Tool Wks Stock (ITW)	0.0	$16k	-17%	61.00	257.29	View chart
Motorola Solutions Stock (MSI)	0.0	$16k		35.00	446.00	View chart
Air Products And Chemicals Stock (APD)	0.0	$16k	-16%	56.00	278.22	View chart
Mercadolibre Stock (MELI)	0.0	$16k	-25%	9.00	1728.56	View chart
Chubb Stock (CB)	0.0	$15k	-21%	47.00	325.28	View chart
General Dynamics Corp Stock (GD)	0.0	$15k	-11%	46.00	331.85	View chart
Conocophillips Stock (COP)	0.0	$15k		119.00	125.13	View chart
Disney Walt Stock (DIS)	0.0	$15k	+14%	140.00	104.36	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$15k	+2%	208.00	70.00	View chart
State Str Corp Stock (STT)	0.0	$15k	-3%	83.00	174.59	View chart
Danaher Corp Del Stock (DHR)	0.0	$14k		64.00	221.55	View chart
Moodys Corp Stock (MCO)	0.0	$14k		31.00	454.00	View chart
Prologis Reit (PLD)	0.0	$14k		107.00	129.83	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$14k		170.00	81.46	View chart
Roper Technologies Stock (ROP)	0.0	$14k	-22%	39.00	349.38	View chart
Ametek Stock (AME)	0.0	$14k		55.00	247.50	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$14k	+23%	26.00	522.80	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$13k	-96%	201.00	66.79	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.0	$13k		1.0k	12.90	View chart
Sofi Technologies Stock (SOFI)	0.0	$13k		838.00	15.72	View chart
Everpure Inc Cl A Stock (P)	0.0	$13k		100.00	130.78	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$13k	+100%	154.00	84.30	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$13k	+380%	48.00	264.75	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$13k	+133%	7.00	1813.71	View chart
Welltower Reit (WELL)	0.0	$13k		55.00	230.25	View chart
Oreilly Automotive Stock (ORLY)	0.0	$13k		147.00	85.42	View chart
Coinbase Global Inc Com Cl A Stock (COIN)	0.0	$13k	+6%	67.00	186.33	View chart
Rio Tinto Adr (RIO)	0.0	$12k		132.00	94.17	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$12k	-2%	44.00	276.77	View chart

Past Filings by Aspect Partners

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

Aspect Partners 2026 Q3 filed Oct. 20, 2026
Aspect Partners 2026 Q2 filed July 16, 2026
Aspect Partners 2026 Q1 filed April 2, 2026
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

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