ASPIRIANT, LLC

CIK

1433541

Location

San Francisco, CA

Portfolio Value

Small $357,530,731

Diversification

Diversified

Filing Date

Global Rank

#3,123 / 8,603 ▼ 37 · as of Mar 2026

Top Industry

Consumer Electronics 22.3%

3Y Alpha vs SPY

-4.6%

Period ended 3 months ago

Filed May 12, 2026 · 58d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+56.8%

SPY

+76.0%

Annualised alpha

-4.6%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

166 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.3%

−1.0 pts

Top 5

49.8%

−2.4 pts

Top 10

58.8%

−3.3 pts

HHI

674

Diversified−52

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.0%	$121,402,715	29
Financial Services	19.4%	$69,415,306	27
Unclassified	13.4%	$48,075,511	8
Communication Services	8.2%	$29,195,561	9
Healthcare	7.3%	$26,048,426	25
Industrials	6.0%	$21,588,066	26
Consumer Cyclical	4.7%	$16,906,598	10
Consumer Defensive	3.4%	$12,111,355	8
Energy	2.1%	$7,445,086	10
Utilities	0.9%	$3,115,731	7
Real Estate	0.3%	$1,150,584	3
Basic Materials	0.3%	$1,075,792	4

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOK	Nokia Corp	+20,034	43,201	$347,336
QCOM	Qualcomm Inc/De	+12,178	24,819	$3,196,190
BRK-B	Berkshire Hathaway Inc	+5,301	74,018	$35,469,425
PFE	Pfizer Inc	+5,300	33,933	$952,838
MDT	Medtronic plc	+2,000	5,559	$481,687
HON	Honeywell International Inc	+1,904	3,385	$802,424
PANW	Palo Alto Networks Inc	+1,250	3,682	$590,298
BX	Blackstone Inc.	+1,079	3,000	$344,970
PM	Philip Morris International Inc.	+1,039	2,619	$433,025
ABT	Abbott Laboratories	+981	17,719	$1,819,209
PEP	Pepsico Inc	+973	17,580	$2,729,998
WFC	Wells Fargo & Company/Mn	+872	22,654	$1,803,484
SGOL	abrdn Gold ETF Trust	+845	6,058	$270,307
BMY	Bristol Myers Squibb Co	+835	10,387	$629,971
JNJ	Johnson & Johnson	+754	20,620	$5,040,352
DIS	Walt Disney Co	+716	13,915	$1,341,127
LLY	ELI LILLY & Co	+681	1,583	$1,455,995
INTC	Intel Corp	+669	12,828	$566,099
JPM	Jpmorgan Chase & Co	+655	25,424	$7,478,723
CVX	Chevron Corp	+648	12,885	$2,665,906
RTX	RTX Corp	+611	10,096	$1,947,518
MET	Metlife Inc	+599	4,024	$284,577
TTE	TotalEnergies SE	+471	5,190	$472,186
SO	Southern Co	+460	4,928	$475,650
LMT	Lockheed Martin Corp	+455	953	$575,983
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−11,546	271,654	$68,943,068
MSFT	Microsoft Corp	−5,797	42,289	$15,654,119
IONQ	IonQ, Inc.	−5,310	10,894	$314,074
BILL	BILL Holdings, Inc.	−5,203	54,391	$2,083,175
AMZN	Amazon Com Inc	−4,826	28,726	$5,982,764
GOOGL	Alphabet Inc.	−3,949	68,333	$19,649,837
ADP	Automatic Data Processing Inc	−3,845	1,228	$249,505
PG	PROCTER & GAMBLE Co	−2,367	29,094	$4,202,337
NVDA	Nvidia Corp	−2,272	47,584	$8,298,649
NFLX	Netflix Inc	−2,245	11,168	$1,073,803
ORCL	Oracle Corp	−2,217	18,548	$2,728,596
SPG	Simon Property Group Inc.	−1,988	3,392	$632,709
META	Meta Platforms, Inc.	−1,691	9,533	$5,454,115
ESAB	ESAB Corp	−1,608	2,645	$255,665
AVGO	Broadcom Inc.	−1,596	10,420	$3,225,094
KMI	Kinder Morgan, Inc.	−1,567	23,987	$804,284
CMCSA	Comcast Corp	−1,281	15,732	$451,665
WMT	Walmart Inc.	−1,198	12,009	$1,492,478
GE	General Electric Co	−1,175	3,311	$939,562
V	Visa Inc.	−1,141	4,878	$1,474,326
USB	US Bancorp De	−1,113	16,568	$861,701
KO	Coca Cola Co	−1,063	12,596	$957,925
HD	Home Depot, Inc.	−805	4,238	$1,393,835
TJX	Tjx Companies Inc /De/	−795	21,370	$3,412,789
SPY	Spdr S&P 500 ETF Trust	−734	59,098	$38,433,793
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
RYTM	Rhythm Pharmaceuticals, Inc.	33,007	$2,870,618
NOC	Northrop Grumman Corp /De/	2,603	$1,775,870
NN	Nextnav Inc.	44,206	$708,180
NRG	Nrg Energy, Inc.	4,288	$626,648
SRE	Sempra	5,344	$519,276
TEM	Tempus AI, Inc.	11,379	$514,558
TEL	TE Connectivity plc	2,458	$513,771
DVN	Devon Energy Corp/De	9,026	$454,188
JCI	Johnson Controls International plc	3,410	$446,539
KEYS	Keysight Technologies, Inc.	1,430	$403,789
A	Agilent Technologies, Inc.	3,096	$352,882
SPGI	S&P Global Inc.	872	$350,895
O	Realty Income Corp	5,054	$309,203
MO	Altria Group, Inc.	4,493	$296,493
T	At&T Inc.	9,935	$288,015
HPE	Hewlett Packard Enterprise Co	11,687	$278,267
AZN	Astrazeneca PLC	1,396	$275,319
AMP	Ameriprise Financial Inc	612	$271,972
OXY	Occidental Petroleum Corp /De/	4,083	$265,395
CW	Curtiss Wright Corp	367	$249,971
PEG	Public Service Enterprise Group Inc	3,085	$249,730
CMI	Cummins Inc	424	$228,120
TD	Toronto Dominion Bank	2,389	$222,917
GLW	Corning Inc /Ny	1,602	$217,823
TXN	Texas Instruments Inc	1,120	$217,436
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
BN	BROOKFIELD Corp /ON/	20,846	$956,622
FROG	JFrog Ltd	8,595	$536,843
NOW	ServiceNow, Inc.	3,135	$480,250
DOCU	Docusign, Inc.	6,183	$422,917
ANET	Arista Networks, Inc.	2,353	$308,313
WY	Weyerhaeuser Co	12,932	$306,359
ICE	Intercontinental Exchange, Inc.	1,650	$267,234
NVO	Novo Nordisk A S	4,941	$251,398
INTU	Intuit Inc.	317	$209,987
COR	Cencora, Inc.	603	$203,663
KKR	KKR & Co. Inc.	1,592	$202,948
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

166 positions · $357,530,731 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 166 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	271,654	-11,546	$68,943,068	−10.5%	19.28%
SPY	Spdr S&P 500 ETF Trust	Reduced	59,098	-734	$38,433,793	−5.8%	10.75%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	74,018	+5,301	$35,469,425	+2.7%	9.92%
GOOGL	Alphabet Inc. Communication Services	Reduced	68,333	-3,949	$19,649,837	−13.1%	5.50%
MSFT	Microsoft Corp Technology	Reduced	42,289	-5,797	$15,654,119	−32.7%	4.38%
NVDA	Nvidia Corp Technology	Reduced	47,584	-2,272	$8,298,649	−10.7%	2.32%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,424	+655	$7,478,723	−6.3%	2.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,726	-4,826	$5,982,764	−22.7%	1.67%
META	Meta Platforms, Inc. Communication Services	Reduced	9,533	-1,691	$5,454,115	−26.4%	1.53%
JNJ	Johnson & Johnson Healthcare	Added	20,620	+754	$5,040,352	+22.6%	1.41%
QQQ	Invesco Qqq Trust, Series 1	Added	8,227	+300	$4,748,459	−2.5%	1.33%
RY	Royal Bank Of Canada Financial Services	Added	28,340	+258	$4,584,845	−4.2%	1.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	29,094	-2,367	$4,202,337	−6.8%	1.18%
CINF	Cincinnati Financial Corp Financial Services	Reduced	26,688	-337	$4,199,356	−4.9%	1.17%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	21,370	-795	$3,412,789	+0.2%	0.95%
AVGO	Broadcom Inc. Technology	Reduced	10,420	-1,596	$3,225,094	−22.5%	0.90%
QCOM	Qualcomm Inc/De Technology	Added	24,819	+12,178	$3,196,190	+47.8%	0.89%
ADBE	Adobe Inc. Technology	Reduced	12,035	-340	$2,925,467	−32.5%	0.82%
RYTM	Rhythm Pharmaceuticals, Inc. Healthcare	NEW	33,007	NEW	$2,870,618	NEW	0.80%
PEP	Pepsico Inc Consumer Defensive	Added	17,580	+973	$2,729,998	+14.5%	0.76%
ORCL	Oracle Corp Technology	Reduced	18,548	-2,217	$2,728,596	−32.6%	0.76%
CVX	Chevron Corp Energy	Added	12,885	+648	$2,665,906	+42.9%	0.75%
CSCO	Cisco Systems, Inc. Technology	Reduced	34,171	-292	$2,651,327	−0.1%	0.74%
TDG	TransDigm Group INC Industrials	Reduced	2,000	-1	$2,317,920	−12.9%	0.65%
SCHW	Schwab Charles Corp Financial Services	Reduced	23,700	-545	$2,227,326	−8.0%	0.62%
CRM	Salesforce, Inc. Technology	Reduced	11,525	-102	$2,151,371	−30.2%	0.60%
ABBV	AbbVie Inc. Healthcare	Added	9,735	+293	$2,117,265	−1.9%	0.59%
BILL	BILL Holdings, Inc. Technology	Reduced	54,391	-5,203	$2,083,175	−35.9%	0.58%
CAT	Caterpillar Inc Industrials	Added	2,864	+327	$2,029,029	+39.6%	0.57%
RTX	RTX Corp Industrials	Added	10,096	+611	$1,947,518	+12.0%	0.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,933	-286	$1,926,099	+0.7%	0.54%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	3,063	-60	$1,889,135	+0.3%	0.53%
MRK	Merck & Co., Inc. Healthcare	Added	15,434	+251	$1,856,555	+16.2%	0.52%
ABT	Abbott Laboratories Healthcare	Added	17,719	+981	$1,819,209	−13.3%	0.51%
WFC	Wells Fargo & Company/Mn Financial Services	Added	22,654	+872	$1,803,484	−11.2%	0.50%
NOC	Northrop Grumman Corp /De/ Industrials	NEW	2,603	NEW	$1,775,870	NEW	0.50%
AMGN	Amgen Inc Healthcare	Added	5,042	+305	$1,774,027	+14.4%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	35,658	-209	$1,738,327	−11.9%	0.49%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,601	-288	$1,710,421	−22.2%	0.48%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	6,823	-438	$1,612,138	−7.9%	0.45%
MA	Mastercard Inc Financial Services	Reduced	3,107	-360	$1,552,443	−21.6%	0.43%
AXP	American Express Co Financial Services	Added	5,085	+307	$1,538,110	−13.0%	0.43%
GD	General Dynamics Corp Industrials	Reduced	4,364	-316	$1,497,812	−4.9%	0.42%
WMT	Walmart Inc. Consumer Defensive	Reduced	12,009	-1,198	$1,492,478	+1.4%	0.42%
V	Visa Inc. Financial Services	Reduced	4,878	-1,141	$1,474,326	−30.2%	0.41%
IBM	International Business Machines Corp Technology	Added	6,051	+145	$1,466,701	−16.2%	0.41%
LLY	ELI LILLY & Co Healthcare	Added	1,583	+681	$1,455,995	+50.2%	0.41%
UNP	Union Pacific Corp Industrials	Reduced	5,970	-540	$1,448,441	−3.8%	0.41%
MPC	Marathon Petroleum Corp Energy	Reduced	5,917	-90	$1,444,813	+47.9%	0.40%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	4,238	-805	$1,393,835	−19.7%	0.39%