Aspire Growth Partners LLC

CIK

2055568

Location

MIROMAR LAKES, FL

Portfolio Value

Micro $83,292,300

Diversification

Diversified

Filing Date

Global Rank

#6,230 / 8,517 ▼ 26

Top Industry

Consumer Electronics 14.6%

3Y Alpha vs SPY

+0.8%

Period ended 46 days ago

Filed Jul 29, 2026 · 17d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+28.1%

SPY

+27.3%

Annualised alpha

+0.5%

Max drawdown

−18.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

86 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

14.1%

+3.1 pts

Top 5

32.7%

−1.1 pts

Top 10

46.1%

−2.3 pts

HHI

386

Diversified+46

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	36.6%	$30,479,309	17
Industrials	12.1%	$10,047,707	14
Financial Services	10.5%	$8,766,887	10
Consumer Cyclical	9.2%	$7,668,426	9
Healthcare	9.1%	$7,550,969	14
Energy	7.4%	$6,122,085	5
Communication Services	5.5%	$4,608,240	6
Consumer Defensive	4.2%	$3,495,168	3
Unclassified	3.3%	$2,764,541	3
Basic Materials	1.5%	$1,282,503	3
Utilities	0.3%	$279,196	1
Real Estate	0.3%	$227,269	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
DXCM	Dexcom Inc	+2,186	6,725	$452,928
AMZN	Amazon Com Inc	+1,409	13,308	$3,171,828
MSFT	Microsoft Corp	+773	15,778	$5,885,509
JPM	Jpmorgan Chase & Co	+605	11,378	$3,724,360
META	Meta Platforms, Inc.	+602	1,658	$933,934
UNH	Unitedhealth Group Inc	+409	1,999	$830,844
V	Visa Inc.	+369	4,456	$1,528,809
AAPL	Apple Inc.	+211	40,583	$11,743,096
WMT	Walmart Inc.	+177	24,272	$2,749,046
LLY	ELI LILLY & Co	+155	1,226	$1,470,501
MU	Micron Technology Inc	+79	2,274	$2,624,855
XOM	ExxonMobil Holdings Corp	+79	15,280	$2,089,081
AMD	Advanced Micro Devices Inc	+66	2,973	$1,727,045
ADI	Analog Devices Inc	+46	3,061	$1,215,737
NVDA	Nvidia Corp	+38	2,353	$470,811
AVGO	Broadcom Inc.	+36	2,734	$1,032,768
ETN	Eaton Corp plc	+34	3,139	$1,337,590
ABBV	AbbVie Inc.	+21	2,599	$654,012
PG	PROCTER & GAMBLE Co	+20	2,900	$425,256
REGN	Regeneron Pharmaceuticals, Inc.	+17	643	$400,936
GGG	Graco Inc	+16	4,427	$334,725
GILD	Gilead Sciences, Inc.	+12	1,959	$247,500
TSLA	Tesla, Inc.	+12	1,065	$447,939
NXPI	NXP Semiconductors N.V.	+11	1,744	$490,116
COST	Costco Wholesale Corp /New	+10	343	$320,866
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
F	Ford Motor Co	−9,278	26,307	$365,667
GOOGL	Alphabet Inc.	−8,896	6,252	$2,234,277
VZ	Verizon Communications Inc	−1,429	7,544	$319,412
RGS	Regis Corp	−1,200	30,987	$867,636
MPC	Marathon Petroleum Corp	−999	8,761	$2,239,924
GM	General Motors Co	−822	8,191	$631,362
NUE	Nucor Corp	−795	1,152	$256,608
T	At&T Inc.	−741	33,574	$694,981
DRI	Darden Restaurants Inc	−638	1,771	$364,843
PFE	Pfizer Inc	−617	16,975	$408,758
JPC	Nuveen Preferred & Income Opportunities Fund	−530	12,226	$96,340
O	Realty Income Corp	−492	3,668	$227,269
BP	Bp PLC	−410	7,251	$267,924
HAL	Halliburton Co	−401	34,061	$1,156,370
IBIT	iShares Bitcoin Trust ETF	−400	6,299	$209,693
CVS	CVS HEALTH Corp	−333	4,334	$448,352
IBM	International Business Machines Corp	−259	6,966	$1,958,908
CME	Cme Group Inc.	−236	2,117	$467,497
UNP	Union Pacific Corp	−224	1,993	$542,096
ALL	Allstate Corp	−107	2,250	$535,365
DIS	Walt Disney Co	−101	2,228	$214,445
APD	Air Products & Chemicals, Inc.	−61	2,158	$632,682
MCD	Mcdonalds Corp	−50	976	$263,822
JNJ	Johnson & Johnson	−44	2,698	$685,211
CB	Chubb Ltd	−43	1,589	$541,435
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	3,207	$447,793
EW	Edwards Lifesciences Corp	3,963	$358,492
STX	Seagate Technology Holdings plc	286	$275,990
QCOM	Qualcomm Inc/De	1,457	$269,239
PGR	Progressive Corp/Oh/	1,164	$254,275
PNC	Pnc Financial Services Group, Inc.	935	$230,215
HUM	Humana Inc	516	$204,965
TMO	Thermo Fisher Scientific Inc.	405	$203,050
CRWD	CrowdStrike Holdings, Inc.	265	$202,232
MRVL	Marvell Technology, Inc.	674	$200,777
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
CGUS	Capital Group Core Equity ETF	161,600	$6,208,672
CGDV	Capital Group Dividend Value ETF	118,118	$5,024,739
CGDG	Capital Group Dividend Growers ETF	32,026	$1,149,733
CGGR	Capital Group Growth ETF	25,065	$1,007,362
VB	Vanguard Morningstar Small-Cap ETF	2,936	$768,997
ZTS	Zoetis Inc.	4,583	$541,756
CGIE	Capital Group International Equity ETF	15,835	$535,539
VIG	Vanguard Dividend Appreciation ETF	2,382	$512,272
STE	STERIS plc	2,098	$463,930
CGCB	Capital Group Core Bond ETF	13,873	$364,304
AKRE	Akre Focus ETF	5,467	$288,930
CGGO	Capital Group Global Growth Equity ETF	8,180	$272,966
CMCSA	Comcast Corp	8,758	$251,442
CVX	Chevron Corp	1,178	$243,728
BBY	Best Buy Co Inc	3,454	$221,746
HCA	HCA Healthcare, Inc.	464	$219,583
CGCV	Capital Group Conservative Equity ETF	7,176	$213,916
IQV	Iqvia Holdings Inc.	1,211	$206,523
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $83,292,300 total · filing declares 128 positions · $172,128,057 · as of Jun 30, 2026

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

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	40,583	+211	$11,743,096	+14.6%	14.10%
MSFT	Microsoft Corp Technology	Added	15,778	+773	$5,885,509	+6.0%	7.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,378	+605	$3,724,360	+17.5%	4.47%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,308	+1,409	$3,171,828	+28.0%	3.81%
WMT	Walmart Inc. Consumer Defensive	Added	24,272	+177	$2,749,046	−8.2%	3.30%
MU	Micron Technology Inc Technology	Added	2,274	+79	$2,624,855	+254.0%	3.15%
MPC	Marathon Petroleum Corp Energy	Reduced	8,761	-999	$2,239,924	−6.0%	2.69%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,252	-8,896	$2,234,277	−48.6%	2.68%
XOM	ExxonMobil Holdings Corp Energy	Added	15,280	+79	$2,089,081	−19.0%	2.51%
IBM	International Business Machines Corp Technology	Reduced	6,966	-259	$1,958,908	+11.9%	2.35%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,362	-4	$1,739,376	+27.4%	2.09%
AMD	Advanced Micro Devices Inc Technology	Added	2,973	+66	$1,727,045	+192.0%	2.07%
V	Visa Inc. Financial Services	Added	4,456	+369	$1,528,809	+23.8%	1.84%
LLY	ELI LILLY & Co Healthcare	Added	1,226	+155	$1,470,501	+49.3%	1.77%
GEV	GE Vernova Inc. Industrials	Reduced	1,142	-3	$1,341,690	+34.2%	1.61%
ETN	Eaton Corp plc Industrials	Added	3,139	+34	$1,337,590	+20.4%	1.61%
TT	Trane Technologies plc Industrials	Added	2,722	+5	$1,336,937	+18.1%	1.61%
LMT	Lockheed Martin Corp Industrials	Reduced	2,527	-2	$1,287,405	−15.8%	1.55%
ADI	Analog Devices Inc Technology	Added	3,061	+46	$1,215,737	+26.7%	1.46%
HAL	Halliburton Co Energy	Reduced	34,061	-401	$1,156,370	−13.9%	1.39%
CAT	Caterpillar Inc Industrials	Added	1,079	+2	$1,149,027	+50.6%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,233	0	$1,117,370	+4.4%	1.34%
AVGO	Broadcom Inc. Technology	Added	2,734	+36	$1,032,768	+23.7%	1.24%
WCC	Wesco International Inc Industrials	Added	2,798	+3	$966,513	+26.4%	1.16%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,672	-14	$942,360	+6.7%	1.13%
META	Meta Platforms, Inc. Communication Services	Added	1,658	+602	$933,934	+54.6%	1.12%
RGS	Regis Corp Consumer Cyclical	Reduced	30,987	-1,200	$867,636	+9.2%	1.04%
MSI	Motorola Solutions, Inc. Technology	Added	2,089	+6	$867,540	−4.0%	1.04%
UNH	Unitedhealth Group Inc Healthcare	Added	1,999	+409	$830,844	+93.1%	1.00%
SPY	Spdr S&P 500 ETF Trust	Added	1,092	+3	$815,472	+15.1%	0.98%
MRK	Merck & Co., Inc. Healthcare	Reduced	6,241	-35	$801,968	+6.2%	0.96%
T	At&T Inc. Communication Services	Reduced	33,574	-741	$694,981	−30.1%	0.83%
JNJ	Johnson & Johnson Healthcare	Reduced	2,698	-44	$685,211	+2.2%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	2,599	+21	$654,012	+16.6%	0.79%
APD	Air Products & Chemicals, Inc. Basic Materials	Reduced	2,158	-61	$632,682	−1.8%	0.76%
GM	General Motors Co Consumer Cyclical	Reduced	8,191	-822	$631,362	−6.0%	0.76%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	4,046	+9	$612,969	−4.9%	0.74%
LRCX	Lam Research Corp Technology	Added	1,277	+2	$553,362	+103.1%	0.66%
UNP	Union Pacific Corp Industrials	Reduced	1,993	-224	$542,096	+0.8%	0.65%
CB	Chubb Ltd Financial Services	Reduced	1,589	-43	$541,435	+1.8%	0.65%
ALL	Allstate Corp Financial Services	Reduced	2,250	-107	$535,365	+9.5%	0.64%
CRM	Salesforce, Inc. Technology	Reduced	3,278	-39	$513,531	−17.1%	0.62%
NXPI	NXP Semiconductors N.V. Technology	Added	1,744	+11	$490,116	+43.7%	0.59%
NVDA	Nvidia Corp Technology	Added	2,353	+38	$470,811	+16.6%	0.57%
CME	Cme Group Inc. Financial Services	Reduced	2,117	-236	$467,497	−32.7%	0.56%
DXCM	Dexcom Inc Healthcare	Added	6,725	+2,186	$452,928	+58.9%	0.54%
CVS	CVS HEALTH Corp Healthcare	Reduced	4,334	-333	$448,352	+33.8%	0.54%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,065	+12	$447,939	+14.4%	0.54%
INTC	Intel Corp Technology	NEW	3,207	NEW	$447,793	NEW	0.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,900	+20	$425,256	+2.2%	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.