Aspect Partners, LLC
CIK
1985284
Location
FAIRFAX, VA
Portfolio Value
Micro
$54,630,056
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,724
/ 8,592
▼ 149
Top Industry
Semiconductors
8.9%
3Y Alpha vs SPY
+4.0%
Period ended 3 months ago
Filed Apr 2, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+67.1%
SPY
+54.6%
Annualised alpha
+4.0%
Max drawdown
−15.0%
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
582 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
33.5%
−13.1 pts
Top 5
73.4%
−3.9 pts
Top 10
79.3%
−3.1 pts
HHI
1,650
Moderately concentrated−839
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 75.6% | $41,315,942 |
| Technology | 6.6% | $3,578,815 |
| Financial Services | 3.8% | $2,086,775 |
| Industrials | 2.8% | $1,517,273 |
| Consumer Cyclical | 2.5% | $1,343,924 |
| Utilities | 2.0% | $1,098,646 |
| Energy | 1.9% | $1,064,571 |
| Healthcare | 1.8% | $994,084 |
| Communication Services | 1.3% | $718,708 |
| Consumer Defensive | 1.1% | $612,342 |
| Basic Materials | 0.3% | $156,489 |
| Real Estate | 0.3% | $142,487 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +2,921 | 73,490 | $6,478,878 | |
| NRG | Nrg Energy, Inc. | +1,680 | 2,389 | $349,127 | |
| INTC | Intel Corp | +381 | 1,824 | $80,492 | |
| POET | Poet Technologies Inc. | +95 | 1,078 | $6,403 | |
| QUBT | Quantum Computing Inc. | +91 | 391 | $2,678 | |
| MARA | MARA Holdings, Inc. | +84 | 306 | $2,496 | |
| BBAI | BigBear.ai Holdings, Inc. | +63 | 1,516 | $5,336 | |
| AMD | Advanced Micro Devices Inc | +60 | 426 | $86,660 | |
| SMR | NUSCALE POWER Corp | +56 | 108 | $1,170 | |
| AAPL | Apple Inc. | +54 | 2,029 | $514,939 | |
| BMNR | Bitmine Immersion Technologies, Inc. | +52 | 809 | $16,002 | |
| PDI | PIMCO Dynamic Income Fund | +51 | 1,379 | $23,594 | |
| LYFT | Lyft, Inc. | +50 | 383 | $5,093 | |
| ACHR | Archer Aviation Inc. | +50 | 675 | $3,489 | |
| AMAT | Applied Materials Inc /De | +48 | 73 | $24,950 | |
| QBTS | D-Wave Quantum Inc. | +48 | 118 | $1,702 | |
| QQQ | Invesco Qqq Trust, Series 1 | +44 | 3,657 | $2,110,747 | |
| AXP | American Express Co | +43 | 65 | $19,661 | |
| BULL | Webull Corp | +42 | 734 | $3,523 | |
| SERV | Serve Robotics Inc. /DE/ | +41 | 193 | $1,628 | |
| LAC | Lithium Americas Corp. | +39 | 444 | $1,753 | |
| ABNB | Airbnb, Inc. | +38 | 72 | $9,092 | |
| NFLX | Netflix Inc | +38 | 900 | $86,534 | |
| PDO | PIMCO Dynamic Income Opportunities Fund | +36 | 1,269 | $16,408 | |
| JOBY | Joby Aviation, Inc. | +35 | 581 | $4,799 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −17,679 | 28,181 | $18,327,231 | |
| WULF | Terawulf Inc. | −5,705 | 20 | $288 | |
| GLD | Spdr Gold Trust | −1,246 | 22,511 | $9,686,258 | |
| NVDA | Nvidia Corp | −1,223 | 3,221 | $561,741 | |
| VG | Venture Global, Inc. | −829 | 11 | $173 | |
| AMPX | Amprius Technologies, Inc. | −458 | 17 | $286 | |
| SGOL | abrdn Gold ETF Trust | −384 | 78,781 | $3,515,208 | |
| MU | Micron Technology Inc | −284 | 304 | $102,702 | |
| OXY | Occidental Petroleum Corp /De/ | −261 | 126 | $8,190 | |
| PFE | Pfizer Inc | −221 | 606 | $17,016 | |
| BAC | Bank Of America Corp /De/ | −187 | 1,028 | $50,114 | |
| NOW | ServiceNow, Inc. | −175 | 20 | $2,091 | |
| CNTA | Centessa Pharmaceuticals plc | −165 | 30 | $1,191 | |
| SOFI | SoFi Technologies, Inc. | −140 | 849 | $13,482 | |
| DPRO | Draganfly Inc. | −115 | 360 | $1,767 | |
| SOUN | Soundhound Ai, Inc. | −81 | 359 | $2,466 | |
| SMCI | Super Micro Computer, Inc. | −78 | 41 | $933 | |
| NKE | NIKE, Inc. | −65 | 19 | $1,003 | |
| WFC | Wells Fargo & Company/Mn | −54 | 169 | $13,453 | |
| APO | Apollo Global Management, Inc. | −44 | 54 | $6,016 | |
| QCOM | Qualcomm Inc/De | −44 | 139 | $17,900 | |
| CCI | Crown Castle Inc. | −39 | 31 | $2,519 | |
| VSEC | Vse Corp | −35 | 882 | $162,640 | |
| UNH | Unitedhealth Group Inc | −24 | 289 | $78,199 | |
| MMM | 3M Co | −23 | 39 | $5,663 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BE | Bloom Energy Corp | 20 | $2,709 | |
| BMRN | Biomarin Pharmaceutical Inc | 43 | $2,429 | |
| VSNT | Versant Media Group, Inc. | 57 | $2,110 | |
| BKSY | BlackSky Technology Inc. | 60 | $1,509 | |
| CRDO | Credo Technology Group Holding Ltd | 15 | $1,408 | |
| FLEX | Flex Ltd. | 18 | $1,178 | |
| CIEN | Ciena Corp | 2 | $776 | |
| WWD | Woodward, Inc. | 2 | $715 | |
| ES | Eversource Energy | 10 | $692 | |
| SNDK | Sandisk Corp | 1 | $635 | |
| AMCR | Amcor plc | 15 | $596 | |
| TARA | Protara Therapeutics, Inc. | 106 | $552 | |
| WBD | Warner Bros. Discovery, Inc. | 20 | $549 | |
| J | Jacobs Solutions Inc. | 3 | $381 | |
| PTHS | Pelthos Therapeutics Inc. | 16 | $336 | |
| LYB | LyondellBasell Industries N.V. | 4 | $322 | |
| CVNA | Carvana Co. | 1 | $314 | |
| PSKY | Paramount Skydance Corp | 25 | $225 | |
| CNP | Centerpoint Energy Inc | 5 | $215 | |
| IMMX | Immix Biopharma, Inc. | 9 | $81 | |
| SRTA | Strata Critical Medical, Inc. | 16 | $66 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CORZ | Core Scientific, Inc./tx | 28,070 | $408,699 | |
| FRMI | Fermi Inc. | 4,735 | $37,880 | |
| PRAX | Praxis Precision Medicines, Inc. | 47 | $13,852 | |
| AA | Alcoa Corp | 200 | $10,628 | |
| AGIO | Agios Pharmaceuticals, Inc. | 361 | $9,826 | |
| DSP | Viant Technology Inc. | 735 | $8,849 | |
| ENB | Enbridge Inc | 150 | $7,174 | |
| EXEL | Exelixis, Inc. | 150 | $6,574 | |
| ONDS | Ondas Inc. | 615 | $6,002 | |
| CLX | Clorox Co /De/ | 54 | $5,444 | |
| MSTR | Strategy Inc | 33 | $5,014 | |
| NU | Nu Holdings Ltd. | 244 | $4,084 | |
| EFC | Ellington Financial Inc. | 300 | $4,074 | |
| VIR | Vir Biotechnology, Inc. | 646 | $3,895 | |
| INOD | Innodata Inc | 75 | $3,821 | |
| ADAM | Adamas Trust, Inc. | 500 | $3,650 | |
| CGBD | Carlyle Secured Lending, Inc. | 272 | $3,397 | |
| ATRO | Astronics Corp | 60 | $3,254 | |
| KPTI | Karyopharm Therapeutics Inc. | 391 | $2,877 | |
| XRN | Chiron Real Estate Inc. | 85 | $2,867 | |
| MRP | Millrose Properties, Inc. | 91 | $2,718 | |
| U | Unity Software Inc. | 50 | $2,208 | |
| DEA | Easterly Government Properties, Inc. | 100 | $2,119 | |
| STRL | Sterling Infrastructure, Inc. | 6 | $1,837 | |
| NVTS | Navitas Semiconductor Corp | 191 | $1,363 | |
| No positions match the current search. | ||||
582 positions ·
$54,630,056 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 582 positions by value
· page 1 of 12
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 28,181 | $18,327,231 | 33.55% | |
| GLD |
Spdr Gold Trust
|
Reduced | 22,511 | $9,686,258 | 17.73% | |
| IAU |
Ishares Gold Trust
|
Added | 73,490 | $6,478,878 | 11.86% | |
| SGOL |
abrdn Gold ETF Trust
|
Reduced | 78,781 | $3,515,208 | 6.43% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 3,657 | $2,110,747 | 3.86% | |
| GSG |
iShares S&P GSCI Commodity-Indexed Trust
|
Held | 23,629 | $762,035 | 1.39% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,159 | $657,924 | 1.20% | |
| XOM |
Exxon Mobil Corp
Energy
|
Held | 3,648 | $618,919 | 1.13% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,282 | $614,334 | 1.12% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,221 | $561,741 | 1.03% | |
| AAPL |
Apple Inc.
Technology
|
Added | 2,029 | $514,939 | 0.94% | |
| GIB |
Cgi Inc
Technology
|
Added | 6,799 | $497,006 | 0.91% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Added | 703 | $479,614 | 0.88% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,023 | $378,682 | 0.69% | |
| NRG |
Nrg Energy, Inc.
Utilities
|
Added | 2,389 | $349,127 | 0.64% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Reduced | 1,539 | $320,249 | 0.59% | |
| D |
Dominion Energy, Inc
Utilities
|
Held | 4,476 | $276,705 | 0.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 829 | $243,858 | 0.45% | |
| IAUM |
iShares Gold Trust Micro
|
Added | 5,025 | $234,667 | 0.43% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,040 | $215,175 | 0.39% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 2,800 | $212,939 | 0.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 731 | $210,205 | 0.38% | |
| PEG |
Public Service Enterprise Group Inc
Utilities
|
Held | 2,300 | $186,184 | 0.34% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 557 | $172,396 | 0.32% | |
| VSEC |
Vse Corp
Industrials
|
Reduced | 882 | $162,640 | 0.30% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 3,226 | $161,944 | 0.30% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Reduced | 1,080 | $157,981 | 0.29% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 302 | $148,441 | 0.27% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 570 | $139,330 | 0.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 228 | $130,444 | 0.24% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 279 | $129,230 | 0.24% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 518 | $125,557 | 0.23% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 333 | $117,165 | 0.21% | |
| LNT |
Alliant Energy Corp
Utilities
|
Held | 1,611 | $115,605 | 0.21% | |
| NKSH |
National Bankshares Inc
Financial Services
|
Held | 3,104 | $113,016 | 0.21% | |
| HON |
Honeywell International Inc
Industrials
|
Held | 497 | $112,336 | 0.21% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 304 | $102,702 | 0.19% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Held | 304 | $94,479 | 0.17% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Held | 395 | $93,329 | 0.17% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 101 | $92,896 | 0.17% | |
| JCI |
Johnson Controls International plc
Industrials
|
Added | 689 | $90,223 | 0.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 426 | $86,660 | 0.16% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 900 | $86,534 | 0.16% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Held | 259 | $85,181 | 0.16% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Held | 703 | $84,563 | 0.15% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 671 | $83,391 | 0.15% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 218 | $81,040 | 0.15% | |
| INTC |
Intel Corp
Technology
|
Added | 1,824 | $80,492 | 0.15% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 289 | $78,199 | 0.14% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Held | 499 | $77,489 | 0.14% |