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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, IWM, IEFA, IEMG, and represent 46.64% of Aspect Partners's stock portfolio.
Added to shares of these 10 stocks: SPY (+$24M), IWM (+$15M), IEMG, IGOV, IEFA, DSMC, NOBL, AGG, IAU, XLRE.
Started 62 new stock positions in GNRC, RBRK, TAN, RDW, SPCX, TYG, CCL, DD, BNDS, IEF.
Reduced shares in these 10 stocks: SCZ (-$19M), IJR (-$6.3M), GLD (-$5.1M), BOXX, VIGI, VTI, , TFLO, PDBC, IAGG.
Sold out of its positions in WMS, ARM, AVY, WRB, BR, BLDR, AI, CDW, CTRA, CPT.
Aspect Partners was a net buyer of stock by $9.5M.
Aspect Partners has $268M in assets under management (AUM), dropping by 9.57%.
Central Index Key (CIK): 0001985284

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Portfolio Holdings for Aspect Partners

Aspect Partners holds 679 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Aspect Partners has 679 total positions. Only the first 250 positions are shown.

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Download the Aspect Partners June 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)	16.7	$45M	+113%	60k	746.77	View chart
Vanguard Total Stock Market Etf Etf (VTI)	10.4	$28M	-4%	75k	370.04	View chart
Ishares Russell 2000 Etf Etf (IWM)	6.9	$19M	+373%	62k	300.45	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	6.9	$19M	+9%	192k	96.58	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	5.7	$15M	+22%	185k	82.84	View chart
Invesco Optimum Yield Diversified Commodity Strategy No K-1 Etf Etf (PDBC)	3.9	$10M	-5%	657k	15.88	View chart
Ishares International Treasury Bond Etf Etf (IGOV)	3.8	$10M	+23%	247k	41.03	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	3.5	$9.3M	-32%	79k	117.09	View chart
Return Stacked Global Stocks & Bonds Etf Etf (RSSB)	3.3	$8.9M	+3%	289k	30.76	View chart
Distillate Small/mid Cash Flow Etf Etf (DSMC)	2.9	$7.6M	+14%	190k	40.36	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	2.7	$7.2M	+11%	163k	44.03	View chart
Ishares Gold Trust Etf (IAU)	2.4	$6.4M	+15%	85k	75.51	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	2.3	$6.2M	+15%	63k	98.98	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	1.8	$4.9M	+2%	57k	86.42	View chart
Cambria Foreign Shareholder Yield Etf Etf (FYLD)	1.6	$4.3M	-6%	117k	36.49	View chart
Distillate Us Fundamental Stability & Value Etf Etf (DSTL)	1.3	$3.5M	+3%	58k	59.90	View chart
Spdr Gold Shares Etf (GLD)	1.2	$3.2M	-61%	8.7k	368.38	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	1.1	$2.9M	-68%	20k	148.31	View chart
Abrdn Physical Gold Shares Etf Etf (SGOL)	1.1	$2.9M	-3%	76k	38.23	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.0	$2.7M		3.6k	736.34	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	1.0	$2.6M	-47%	28k	93.38	View chart
State Street Spdr Bloomberg International Corporate Bond Etf Etf (IBND)	1.0	$2.5M	+23%	82k	31.18	View chart
Vanguard U.s. Momentum Factor Etf Etf (VFMO)	0.9	$2.3M	-5%	9.3k	249.51	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.8	$2.1M	-21%	42k	50.63	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.7	$2.0M		25k	79.09	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.7	$1.9M	+108%	34k	56.16	View chart
Cambria Global Ew Etf Etf (GEW)	0.6	$1.7M		31k	54.70	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.6	$1.7M		11k	152.18	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.6	$1.5M		4.4k	342.80	View chart
Akre Focus Etf Etf (AKRE)	0.5	$1.5M	-18%	27k	53.19	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.4	$1.0M	+84%	11k	96.46	View chart
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)	0.4	$1.0M		38k	27.05	View chart
Amazon Stock (AMZN)	0.3	$752k		3.2k	238.34	View chart
Ishares Msci Global Gold Miners Etf Etf (RING)	0.3	$731k		11k	64.60	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.2	$650k	-3%	7.4k	87.93	View chart
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)	0.2	$634k	-6%	22k	28.60	View chart
Vanguard Long-term Treasury Etf Etf (VGLT)	0.2	$601k	+13%	11k	55.18	View chart
Nvidia Corporation Stock (NVDA)	0.2	$582k	-9%	2.9k	200.10	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$577k	+700%	4.8k	119.53	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$572k		21k	27.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$558k	-12%	1.1k	500.39	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.2	$556k		4.8k	117.02	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.2	$552k	-17%	6.7k	81.94	View chart
Exxonmobil Holdings Corp Stock	0.2	$499k	NEW	3.6k	136.72	View chart
Ishares Core International Aggregate Bond Etf Etf (IAGG)	0.2	$485k	-45%	9.6k	50.60	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.2	$463k	+232%	5.3k	87.71	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.2	$458k		16k	29.43	View chart
Apple Stock (AAPL)	0.2	$454k	-22%	1.6k	289.38	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$453k	-9%	6.6k	68.41	View chart
Alpha Architect Us Quantitative Value Etf Etf (QVAL)	0.2	$448k		8.1k	55.45	View chart
Cgi Inc Cl A Sub Vtg Stock (GIB)	0.2	$439k		6.8k	64.57	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.2	$427k		2.3k	182.28	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$425k		1.4k	303.22	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$410k	+300%	3.3k	124.17	View chart
Microsoft Corp Stock (MSFT)	0.1	$387k		1.0k	372.51	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$379k		1.5k	246.25	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.1	$378k	-49%	4.0k	95.44	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$358k		702.00	509.31	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$352k		5.8k	60.29	View chart
Nrg Energy Stock (NRG)	0.1	$349k		2.4k	146.08	View chart
Micron Technology Stock (MU)	0.1	$346k		299.00	1155.74	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$339k		2.7k	127.76	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$329k	-54%	3.2k	103.88	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$315k		6.1k	51.78	View chart
Dominion Energy Stock (D)	0.1	$306k		4.5k	68.29	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.1	$300k		2.1k	141.67	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.1	$296k		6.1k	48.43	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.1	$288k		702.00	409.50	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$271k		829.00	327.33	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.1	$267k		744.00	358.14	View chart
Intel Corp Stock (INTC)	0.1	$261k	+2%	1.9k	139.63	View chart
Ishares Msci Eafe Small-cap Etf Etf (SCZ)	0.1	$256k	-98%	3.1k	82.27	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.1	$252k	-8%	3.3k	75.45	View chart
First Trust Dow Jones Select Microcap Index Fund Etf (FDM)	0.1	$232k		2.5k	93.11	View chart
Coca Cola Stock (KO)	0.1	$228k		2.8k	81.27	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.1	$218k		3.4k	64.71	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.1	$212k	-5%	599.00	353.33	View chart
Advanced Micro Devices Stock (AMD)	0.1	$207k	-16%	357.00	580.91	View chart
Broadcom Stock (AVGO)	0.1	$205k	-2%	541.00	378.85	View chart
Ishares Gold Trust Micro Etf Of Benef Interest Etf (IAUM)	0.1	$201k		5.0k	40.01	View chart
Vse Corp Stock (VSEC)	0.1	$201k		880.00	228.47	View chart
State Street Bridgewater All Weather Etf Etf (ALLW)	0.1	$200k		6.8k	29.27	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$193k	+10%	2.6k	73.41	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$192k		280.00	686.81	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.1	$188k		1.6k	117.33	View chart
Public Svc Enterprise Group Stock (PEG)	0.1	$187k		2.3k	81.15	View chart
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)	0.1	$180k		4.4k	40.66	View chart
Global X S&p 500 Catholic Values Custom Etf Etf (CATH)	0.1	$178k		2.0k	88.51	View chart
Chevron Corporation Stock (CVX)	0.1	$172k		1.0k	165.76	View chart
Invesco Semiconductors Etf Etf (PSI)	0.1	$171k		912.00	187.77	View chart
International Business Machs Stock (IBM)	0.1	$159k	+9%	566.00	281.21	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$151k		302.00	501.37	View chart
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)	0.1	$151k	+3%	289.00	521.81	View chart
Johnson & Johnson Stock (JNJ)	0.1	$145k		570.00	253.97	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.1	$141k		1.7k	82.34	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$137k	+7%	244.00	563.29	View chart
Verizon Communications Stock (VZ)	0.1	$135k		3.2k	42.34	View chart
Ishares Morningstar Value Etf Etf (ILCV)	0.0	$129k		1.3k	101.24	View chart
Dimensional Us Real Estate Etf Etf (DFAR)	0.0	$129k		4.9k	26.16	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.0	$123k		2.2k	55.01	View chart
Alliant Energy Corp Stock (LNT)	0.0	$123k		1.6k	76.30	View chart
Eli Lilly & Co Stock (LLY)	0.0	$121k		101.00	1199.43	View chart
Amgen Stock (AMGN)	0.0	$121k		333.00	362.12	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$119k	-5%	1.0k	116.67	View chart
Unitedhealth Group Stock (UNH)	0.0	$118k	-2%	283.00	415.64	View chart
National Bankshares Inc Va Stock (NKSH)	0.0	$113k		3.1k	36.33	View chart
Tesla Stock (TSLA)	0.0	$113k	+22%	268.00	420.60	View chart
Palo Alto Networks Stock (PANW)	0.0	$109k	-3%	319.00	341.02	View chart
Proshares Msci Emerging Markets Dividend Growers Etf Etf (EMDV)	0.0	$101k		2.2k	45.02	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$99k		720.00	137.53	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$99k	-2%	673.00	146.98	View chart
Cisco Sys Stock (CSCO)	0.0	$98k	-2%	831.00	117.41	View chart
Lowes Cos Stock (LOW)	0.0	$95k	+8%	430.00	220.49	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.0	$93k		195.00	478.35	View chart
Lam Research Corp Stock (LRCX)	0.0	$93k	-20%	214.00	433.33	View chart
Home Depot Stock (HD)	0.0	$91k		259.00	352.70	View chart
Merck & Co Stock (MRK)	0.0	$90k		703.00	128.50	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$87k		1.8k	49.41	View chart
Visa Inc Com Cl A Stock (V)	0.0	$84k	-2%	244.00	345.95	View chart
Mcdonalds Corp Stock (MCD)	0.0	$82k		304.00	270.31	View chart
Cambria Emerging Shareholder Yield Etf Etf (EYLD)	0.0	$78k		1.7k	45.41	View chart
Vert Global Sustainable Real Estate Etf Etf (VGSR)	0.0	$77k		6.8k	11.38	View chart
Walmart Stock (WMT)	0.0	$76k		671.00	113.26	View chart
Ishares U.s. Real Estate Etf Etf (IYR)	0.0	$73k	-64%	712.00	102.25	View chart
Proshares Msci Europe Dividend Growers Etf Etf (EUDV)	0.0	$71k		1.3k	52.76	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.0	$71k		700.00	100.81	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$70k	+300%	868.00	80.57	View chart
Technipfmc Stock (FTI)	0.0	$70k		1.1k	66.30	View chart
Netflix Stock (NFLX)	0.0	$68k	+6%	957.00	71.40	View chart
Ge Vernova Stock (GEV)	0.0	$68k		58.00	1175.00	View chart
Fidelity Msci Real Estate Index Etf Etf (FREL)	0.0	$68k		2.3k	29.30	View chart
Pepsico Stock (PEP)	0.0	$68k		499.00	135.40	View chart
Ge Aerospace Stock (GE)	0.0	$67k		179.00	373.70	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$66k	+1046%	768.00	85.49	View chart
Goldman Sachs Group Stock (GS)	0.0	$65k		64.00	1011.38	View chart
Cloudflare Inc Cl A Stock (NET)	0.0	$64k		261.00	245.28	View chart
Abbvie Stock (ABBV)	0.0	$63k		249.00	251.64	View chart
Costco Wholesale Corporation Stock (COST)	0.0	$59k	-7%	63.00	935.47	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$59k		1.0k	56.98	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$58k		1.6k	36.13	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$57k		591.00	96.43	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$57k		1.1k	52.76	View chart
Caterpillar Stock (CAT)	0.0	$55k	+20%	52.00	1064.92	View chart
Honeywell Intl Stock (HON)	0.0	$55k	NEW	247.00	223.91	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$55k	+9238%	1.2k	45.08	View chart
Honeywell Aerospace Stock (HONA)	0.0	$55k	NEW	247.00	221.09	View chart
Applied Matls Stock (AMAT)	0.0	$54k	+2%	75.00	723.00	View chart
Vanguard Financials Etf Etf (VFH)	0.0	$53k		406.00	131.54	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$51k		1.3k	40.67	View chart
Linde Stock (LIN)	0.0	$49k	+18%	95.00	518.95	View chart
Boeing Stock (BA)	0.0	$49k		224.00	216.46	View chart
Texas Instrs Stock (TXN)	0.0	$48k	-5%	160.00	298.08	View chart
Mastercard Incorporated Cl A Stock (MA)	0.0	$47k	-3%	92.00	513.62	View chart
Procter & Gamble Stock (PG)	0.0	$46k	+24%	315.00	146.64	View chart
Vanguard Value Etf Etf (VTV)	0.0	$45k		207.00	217.93	View chart
Tjx Cos Stock (TJX)	0.0	$45k		293.00	151.76	View chart
Starbucks Corp Stock (SBUX)	0.0	$43k	-5%	422.00	102.19	View chart
Philip Morris Intl Stock (PM)	0.0	$43k		235.00	180.91	View chart
Nextera Energy Stock (NEE)	0.0	$42k	+22%	474.00	87.77	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.0	$41k		810.00	51.08	View chart
Marathon Pete Corp Stock (MPC)	0.0	$38k		150.00	256.00	View chart
Archer Daniels Midland Stock (ADM)	0.0	$37k		480.00	76.40	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$36k	-3%	1.5k	24.54	View chart
Sandisk Corp Stock (SNDK)	0.0	$32k	+1300%	14.00	2273.50	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$32k		62.00	509.47	View chart
Rtx Corporation Stock (RTX)	0.0	$31k	+19%	165.00	189.72	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$31k	NEW	384.00	81.06	View chart
Mckesson Corp Stock (MCK)	0.0	$31k	-4%	41.00	755.61	View chart
Arista Networks Stock (ANET)	0.0	$30k		178.00	169.88	View chart
Oracle Corp Stock (ORCL)	0.0	$30k	-5%	206.00	146.56	View chart
Edison Intl Stock (EIX)	0.0	$30k		400.00	74.45	View chart
Morgan Stanley Stock (MS)	0.0	$29k		138.00	209.00	View chart
S&p Global Stock (SPGI)	0.0	$28k	+27%	69.00	407.24	View chart
Progressive Corp Stock (PGR)	0.0	$28k	-5%	128.00	218.43	View chart
First Trust Morningstar Dividend Leaders Index Fund Etf (FDL)	0.0	$28k	NEW	567.00	48.66	View chart
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)	0.0	$28k	NEW	291.00	94.57	View chart
Analog Devices Stock (ADI)	0.0	$26k	+3%	66.00	397.33	View chart
Huntington Ingalls Inds Stock (HII)	0.0	$26k		93.00	279.89	View chart
First Trust Global Wind Energy Etf Etf (FAN)	0.0	$25k	NEW	1.0k	24.98	View chart
Williams Cos Stock (WMB)	0.0	$25k		335.00	74.35	View chart
Verisign Stock (VRSN)	0.0	$25k	+147%	99.00	251.56	View chart
Eaton Corp Stock (ETN)	0.0	$25k		58.00	426.00	View chart
Ishares Global Clean Energy Etf Etf (ICLN)	0.0	$25k	NEW	1.2k	20.49	View chart
Automatic Data Processing Stock (ADP)	0.0	$25k	+37%	110.00	223.95	View chart
Alps Clean Energy Etf Etf (ACES)	0.0	$24k	NEW	677.00	35.43	View chart
Pimco Dynamic Income Cef (PDI)	0.0	$24k	+4%	1.4k	16.70	View chart
Virtus Infracap U.s. Preferred Stock Etf Etf (PFFA)	0.0	$24k	+2%	1.2k	20.57	View chart
Western Digital Corp Stock (WDC)	0.0	$24k	-37%	37.00	638.75	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$24k		36.00	655.89	View chart
Invesco Solar Etf Etf (TAN)	0.0	$24k	NEW	399.00	59.15	View chart
First Trust Value Line Dividend Index Fund Etf (FVD)	0.0	$23k	NEW	470.00	48.18	View chart
Gilead Sciences Stock (GILD)	0.0	$22k		177.00	126.33	View chart
Adobe Stock (ADBE)	0.0	$22k	+28%	108.00	205.02	View chart
Marvell Technology Stock (MRVL)	0.0	$22k	-28%	74.00	297.88	View chart
American Express Stock (AXP)	0.0	$22k		64.00	338.26	View chart
Yum Brands Stock (YUM)	0.0	$22k		135.00	159.86	View chart
Blackrock Stock (BLK)	0.0	$21k		22.00	962.00	View chart
Chubb Stock (CB)	0.0	$20k	+66%	60.00	340.75	View chart
Mercadolibre Stock (MELI)	0.0	$20k	+20%	12.00	1697.42	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$20k		1.0k	19.52	View chart
Sherwin Williams Stock (SHW)	0.0	$20k	+73%	59.00	344.32	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	0.0	$20k		1.0k	19.61	View chart
Illinois Tool Wks Stock (ITW)	0.0	$20k	+42%	74.00	270.47	View chart
Allstate Corp Stock (ALL)	0.0	$20k	-8%	84.00	238.00	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	0.0	$20k		975.00	20.37	View chart
Qualcomm Stock (QCOM)	0.0	$20k	-23%	107.00	184.80	View chart
Air Products And Chemicals Stock (APD)	0.0	$20k	+67%	67.00	293.17	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	0.0	$20k		1.1k	18.57	View chart
Truist Finl Corp Stock (TFC)	0.0	$19k		389.00	49.82	View chart
Howmet Aerospace Stock (HWM)	0.0	$19k	+9%	72.00	268.88	View chart
Citigroup Stock (C)	0.0	$19k		138.00	139.95	View chart
Deere & Co Stock (DE)	0.0	$19k	-9%	30.00	634.33	View chart
Kratos Defense & Sec Solutions Stock (KTOS)	0.0	$19k	+16%	381.00	49.86	View chart
Bloom Energy Corp Com Cl A Stock (BE)	0.0	$19k	+210%	62.00	302.69	View chart
General Dynamics Corp Stock (GD)	0.0	$18k	+40%	52.00	354.23	View chart
First Tr Inter Duratn Pfd & In Cef (FPF)	0.0	$18k	+33%	1.0k	18.17	View chart
Salesforce Stock (CRM)	0.0	$18k	+2%	113.00	156.70	View chart
Trane Technologies Stock (TT)	0.0	$18k	-12%	36.00	491.00	View chart
Uber Technologies Stock (UBER)	0.0	$18k		242.00	72.16	View chart
Union Pac Corp Stock (UNP)	0.0	$17k		64.00	272.00	View chart
Pimco Dynamic Income Oprnts Fd Com Ben Cef (PDO)	0.0	$17k	+2%	1.3k	13.22	View chart
Roper Technologies Stock (ROP)	0.0	$17k	+400%	50.00	338.38	View chart
Jbt Marel Corporation Stock (JBTM)	0.0	$16k		113.00	145.00	View chart
American Tower Corp Reit (AMT)	0.0	$16k		100.00	163.57	View chart
Amkor Technology Stock (AMKR)	0.0	$16k	-14%	181.00	86.23	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$15k	-7%	171.00	90.32	View chart
Sofi Technologies Stock (SOFI)	0.0	$15k		837.00	17.93	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$15k	-10%	45.00	331.69	View chart
Ross Stores Stock (ROST)	0.0	$15k	+12%	70.00	212.83	View chart
State Str Corp Stock (STT)	0.0	$15k		86.00	169.60	View chart
Motorola Solutions Stock (MSI)	0.0	$15k	+9%	35.00	415.50	View chart
Prologis Reit (PLD)	0.0	$14k		106.00	135.50	View chart
Moodys Corp Stock (MCO)	0.0	$14k	-8%	31.00	453.00	View chart
Wells Fargo & Co Stock (WFC)	0.0	$14k		169.00	82.64	View chart
Microchip Technology Stock (MCHP)	0.0	$14k	-12%	153.00	91.25	View chart
Pfizer Stock (PFE)	0.0	$14k	-4%	577.00	24.08	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$14k	+108%	77.00	176.32	View chart
Oreilly Automotive Stock (ORLY)	0.0	$14k	-16%	147.00	92.08	View chart
Ametek Stock (AME)	0.0	$13k		55.00	242.00	View chart
Realty Income Corp Reit (O)	0.0	$13k	+144%	210.00	61.96	View chart
Intercontinental Exchange Stock (ICE)	0.0	$13k	-5%	105.00	123.12	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$13k		203.00	62.89	View chart
Valero Energy Corp Stock (VLO)	0.0	$13k		49.00	260.50	View chart
Vaneck Bdc Income Etf Etf (BIZD)	0.0	$13k	+3%	1.0k	12.66	View chart
Rio Tinto Adr (RIO)	0.0	$13k		132.00	94.93	View chart
Welltower Reit (WELL)	0.0	$13k	-15%	55.00	227.00	View chart
Innovative Indl Pptys Reit (IIPR)	0.0	$12k		200.00	61.98	View chart
Conocophillips Stock (COP)	0.0	$12k		119.00	103.93	View chart
Southern Stock (SO)	0.0	$12k		129.00	95.71	View chart
Aflac Stock (AFL)	0.0	$12k	+94%	105.00	117.27	View chart

Past Filings by Aspect Partners

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

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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