Aspire Capital Advisors LLC

CIK

1906014

Location

SEATTLE, WA

Portfolio Value

Micro $85,690,582

Diversification

Diversified

Filing Date

Global Rank

#5,986 / 8,603 ▲ 76 · as of Mar 2026

Top Industry

Software - Infrastructure 28.9%

3Y Alpha vs SPY

-4.8%

Period ended 3 months ago

Filed Apr 22, 2026 · 3mo

18 quarters · since Dec 2021

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

+55.3%

SPY

+76.0%

Annualised alpha

-4.9%

Max drawdown

−20.0%

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

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

Top Position

20.0%

−5.1 pts

Top 5

58.9%

−1.2 pts

Top 10

75.1%

−0.0 pts

HHI

938

Diversified−93

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.0%	$27,421,256	10
Unclassified	28.8%	$24,713,715	5
Industrials	10.5%	$8,987,736	8
Consumer Cyclical	10.2%	$8,720,226	6
Consumer Defensive	6.0%	$5,106,092	5
Financial Services	4.2%	$3,590,825	6
Communication Services	3.7%	$3,153,369	4
Healthcare	2.7%	$2,337,522	6
Energy	1.3%	$1,104,225	1
Utilities	0.4%	$302,054	1
Basic Materials	0.3%	$253,562	1

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
GLD	Spdr Gold Trust	+4,548	34,300	$14,758,947
SLV	iShares Silver Trust	+1,804	11,317	$771,140
AMZN	Amazon Com Inc	+1,033	24,635	$5,130,731
AFRM	Affirm Holdings, Inc.	+753	7,860	$360,145
SBUX	Starbucks Corp	+682	21,718	$1,945,715
J	Jacobs Solutions Inc.	+462	5,893	$750,061
CRM	Salesforce, Inc.	+334	1,615	$301,472
MU	Micron Technology Inc	+273	1,437	$485,476
MDT	Medtronic plc	+197	2,491	$215,845
WMT	Walmart Inc.	+181	4,167	$517,874
GOOGL	Alphabet Inc.	+149	7,255	$2,086,247
CVX	Chevron Corp	+101	5,337	$1,104,225
CSCO	Cisco Systems, Inc.	+30	4,836	$375,225
F	Ford Motor Co	+29	10,170	$117,361
CHRW	C. H. Robinson Worldwide, Inc.	+23	19,634	$3,260,618
MCD	Mcdonalds Corp	+19	825	$256,401
QQQ	Invesco Qqq Trust, Series 1	+17	1,741	$1,004,870
PM	Philip Morris International Inc.	+11	1,287	$212,792
LLY	ELI LILLY & Co	+11	538	$494,836
ALK	Alaska Air Group, Inc.	+10	9,022	$331,829
BMY	Bristol Myers Squibb Co	+4	11,187	$678,491
TMUS	T-Mobile US, Inc.	+4	1,378	$289,421
AMGN	Amgen Inc	+2	1,499	$527,423
PEP	Pepsico Inc	+2	1,785	$277,192
DIA	Spdr Dow Jones Industrial Average ETF Trust	+2	771	$357,119
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	−628	46,207	$17,104,445
AAPL	Apple Inc.	−440	22,244	$5,645,304
PLTR	Palantir Technologies Inc.	−196	3,591	$525,291
SPY	Spdr S&P 500 ETF Trust	−170	12,027	$7,821,639
META	Meta Platforms, Inc.	−148	838	$479,444
BA	Boeing Co	−145	6,619	$1,317,379
PCAR	Paccar Inc	−124	18,437	$2,129,473
DE	Deere & Co	−89	1,327	$747,499
NFLX	Netflix Inc	−85	3,102	$298,257
NVDA	Nvidia Corp	−46	12,855	$2,241,912
SCHW	Schwab Charles Corp	−32	2,200	$206,756
BRK-B	Berkshire Hathaway Inc	−31	4,916	$2,355,747
V	Visa Inc.	−29	769	$232,422
ABBV	AbbVie Inc.	−23	1,004	$218,359
IBM	International Business Machines Corp	−18	1,027	$248,934
COST	Costco Wholesale Corp /New	−17	3,900	$3,886,077
AMD	Advanced Micro Devices Inc	−15	1,099	$223,569
TSLA	Tesla, Inc.	−2	1,840	$684,020
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	1,983	$269,628
RIO	Rio Tinto PLC	2,718	$253,562
CAT	Caterpillar Inc	338	$239,459
MO	Altria Group, Inc.	3,215	$212,157
RTX	RTX Corp	1,096	$211,418
MRK	Merck & Co., Inc.	1,684	$202,568
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
CHWY	Chewy, Inc.	12,199	$403,176
AVGO	Broadcom Inc.	704	$243,654
WFC	Wells Fargo & Company/Mn	2,486	$231,695
INOD	Innodata Inc	4,442	$226,319
BX	Blackstone Inc.	1,437	$221,499
NKE	NIKE, Inc.	3,390	$215,976
JPM	Jpmorgan Chase & Co	668	$215,242
QBTS	D-Wave Quantum Inc.	7,997	$209,121
CMG	Chipotle Mexican Grill Inc	5,634	$208,458
DIS	Walt Disney Co	1,784	$202,965
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

53 positions · $85,690,582 total · as of Mar 31, 2026

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

Showing 1–50 of 53 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	46,207	-628	$17,104,445	−24.5%	19.96%
GLD	Spdr Gold Trust	Added	34,300	+4,548	$14,758,947	+25.2%	17.22%
SPY	Spdr S&P 500 ETF Trust	Reduced	12,027	-170	$7,821,639	−6.0%	9.13%
AAPL	Apple Inc. Technology	Reduced	22,244	-440	$5,645,304	−8.5%	6.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	24,635	+1,033	$5,130,731	−5.8%	5.99%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,900	-17	$3,886,077	+15.0%	4.54%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	19,634	+23	$3,260,618	+3.4%	3.81%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,916	-31	$2,355,747	−5.3%	2.75%
NVDA	Nvidia Corp Technology	Reduced	12,855	-46	$2,241,912	−6.8%	2.62%
PCAR	Paccar Inc Industrials	Reduced	18,437	-124	$2,129,473	+4.8%	2.49%
GOOGL	Alphabet Inc. Communication Services	Added	7,255	+149	$2,086,247	−6.2%	2.43%
SBUX	Starbucks Corp Consumer Cyclical	Added	21,718	+682	$1,945,715	+9.8%	2.27%
BA	Boeing Co Industrials	Reduced	6,619	-145	$1,317,379	−10.3%	1.54%
CVX	Chevron Corp Energy	Added	5,337	+101	$1,104,225	+38.4%	1.29%
QQQ	Invesco Qqq Trust, Series 1	Added	1,741	+17	$1,004,870	−5.1%	1.17%
SLV	iShares Silver Trust	Added	11,317	+1,804	$771,140	+25.8%	0.90%
J	Jacobs Solutions Inc. Industrials	Added	5,893	+462	$750,061	+4.3%	0.88%
DE	Deere & Co Industrials	Reduced	1,327	-89	$747,499	+13.4%	0.87%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,840	-2	$684,020	−17.4%	0.80%
BMY	Bristol Myers Squibb Co Healthcare	Added	11,187	+4	$678,491	+12.5%	0.79%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	2,538	+2	$585,998	−18.4%	0.68%
AMGN	Amgen Inc Healthcare	Added	1,499	+2	$527,423	+7.6%	0.62%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,591	-196	$525,291	−22.0%	0.61%
WMT	Walmart Inc. Consumer Defensive	Added	4,167	+181	$517,874	+16.6%	0.60%
LLY	ELI LILLY & Co Healthcare	Added	538	+11	$494,836	−12.6%	0.58%
MU	Micron Technology Inc Technology	Added	1,437	+273	$485,476	+46.1%	0.57%
META	Meta Platforms, Inc. Communication Services	Reduced	838	-148	$479,444	−26.3%	0.56%
CSCO	Cisco Systems, Inc. Technology	Added	4,836	+30	$375,225	+1.4%	0.44%
AFRM	Affirm Holdings, Inc. Financial Services	Added	7,860	+753	$360,145	−31.9%	0.42%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	771	+2	$357,119	−3.4%	0.42%
ALK	Alaska Air Group, Inc. Industrials	Added	9,022	+10	$331,829	−26.8%	0.39%
CWCO	Consolidated Water Co. Ltd. Utilities	Held	9,120	0	$302,054	−6.1%	0.35%
CRM	Salesforce, Inc. Technology	Added	1,615	+334	$301,472	−11.2%	0.35%
NFLX	Netflix Inc Communication Services	Reduced	3,102	-85	$298,257	−0.2%	0.35%
TMUS	T-Mobile US, Inc. Communication Services	Added	1,378	+4	$289,421	+3.7%	0.34%
PEP	Pepsico Inc Consumer Defensive	Added	1,785	+2	$277,192	+8.3%	0.32%
GLW	Corning Inc /Ny Technology	NEW	1,983	NEW	$269,628	NEW	0.31%
MCD	Mcdonalds Corp Consumer Cyclical	Added	825	+19	$256,401	+4.1%	0.30%
RIO	Rio Tinto PLC Basic Materials	NEW	2,718	NEW	$253,562	NEW	0.30%
IBM	International Business Machines Corp Technology	Reduced	1,027	-18	$248,934	−19.6%	0.29%
CAT	Caterpillar Inc Industrials	NEW	338	NEW	$239,459	NEW	0.28%
V	Visa Inc. Financial Services	Reduced	769	-29	$232,422	−17.0%	0.27%
HFWA	Heritage Financial Corp /Wa/ Financial Services	Held	8,764	0	$227,864	+9.9%	0.27%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,099	-15	$223,569	−6.3%	0.26%
ABBV	AbbVie Inc. Healthcare	Reduced	1,004	-23	$218,359	−6.9%	0.25%
MDT	Medtronic plc Healthcare	Added	2,491	+197	$215,845	−2.0%	0.25%
PM	Philip Morris International Inc. Consumer Defensive	Added	1,287	+11	$212,792	+4.0%	0.25%
MO	Altria Group, Inc. Consumer Defensive	NEW	3,215	NEW	$212,157	NEW	0.25%
RTX	RTX Corp Industrials	NEW	1,096	NEW	$211,418	NEW	0.25%
COLB	Columbia Banking System, Inc. Financial Services	Held	7,579	0	$207,891	−1.9%	0.24%