Aspire Growth Partners LLC
CIK
2055568
Location
MIROMAR LAKES, FL
Portfolio Value
Micro
$71,285,668
Diversification
Diversified
Filing Date
Global Rank
#6,314
/ 8,603
▲ 99
· as of Mar 2026
Top Industry
Consumer Electronics
14.9%
3Y Alpha vs SPY
-1.2%
Period ended 3 months ago
Filed Apr 17, 2026 · 3mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+22.5%
SPY
+24.4%
Annualised alpha
-1.3%
Max drawdown
−18.2%
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
82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.4%
−0.8 pts
Top 5
34.3%
−1.7 pts
Top 10
46.7%
−0.9 pts
HHI
400
Diversified−35
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.6% | $23,219,307 |
| Industrials | 12.4% | $8,808,073 |
| Financial Services | 10.6% | $7,543,338 |
| Consumer Cyclical | 10.2% | $7,287,453 |
| Healthcare | 10.1% | $7,182,819 |
| Energy | 6.7% | $4,750,176 |
| Communication Services | 6.4% | $4,532,263 |
| Consumer Defensive | 5.2% | $3,742,324 |
| Unclassified | 3.3% | $2,331,202 |
| Basic Materials | 1.9% | $1,338,940 |
| Utilities | 0.4% | $295,265 |
| Real Estate | 0.4% | $254,508 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AMZN | Amazon Com Inc | +1,115 | 11,899 | $2,478,204 | |
| MSFT | Microsoft Corp | +787 | 15,005 | $5,554,400 | |
| JPM | Jpmorgan Chase & Co | +533 | 10,773 | $3,168,985 | |
| AVGO | Broadcom Inc. | +358 | 2,698 | $835,057 | |
| MPC | Marathon Petroleum Corp | +258 | 9,760 | $2,383,196 | |
| META | Meta Platforms, Inc. | +245 | 1,056 | $604,169 | |
| JPC | Nuveen Preferred & Income Opportunities Fund | +192 | 12,756 | $96,180 | |
| UNH | Unitedhealth Group Inc | +188 | 1,590 | $430,238 | |
| V | Visa Inc. | +158 | 4,087 | $1,235,254 | |
| RJF | Raymond James Financial Inc | +154 | 1,777 | $257,291 | |
| HAL | Halliburton Co | +149 | 34,462 | $1,343,673 | |
| AMD | Advanced Micro Devices Inc | +124 | 2,907 | $591,371 | |
| BP | Bp PLC | +79 | 7,661 | $360,067 | |
| IBM | International Business Machines Corp | +51 | 7,225 | $1,751,267 | |
| MU | Micron Technology Inc | +46 | 2,195 | $741,558 | |
| NEE | Nextera Energy Inc | +21 | 3,179 | $295,265 | |
| PG | PROCTER & GAMBLE Co | +18 | 2,880 | $415,987 | |
| NVDA | Nvidia Corp | +15 | 2,315 | $403,736 | |
| WCC | Wesco International Inc | +15 | 2,795 | $764,767 | |
| LMT | Lockheed Martin Corp | +14 | 2,529 | $1,528,502 | |
| FANG | Diamondback Energy, Inc. | +13 | 2,121 | $419,512 | |
| GILD | Gilead Sciences, Inc. | +12 | 1,947 | $271,353 | |
| UNP | Union Pacific Corp | +12 | 2,217 | $537,888 | |
| COST | Costco Wholesale Corp /New | +10 | 333 | $331,811 | |
| TJX | Tjx Companies Inc /De/ | +8 | 4,037 | $644,708 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −2,475 | 34,315 | $994,791 | |
| VZ | Verizon Communications Inc | −2,401 | 8,973 | $450,444 | |
| PFE | Pfizer Inc | −1,496 | 17,592 | $493,983 | |
| F | Ford Motor Co | −768 | 35,585 | $410,650 | |
| IBIT | iShares Bitcoin Trust ETF | −750 | 6,699 | $257,375 | |
| GGG | Graco Inc | −656 | 4,411 | $373,391 | |
| AAPL | Apple Inc. | −590 | 40,372 | $10,246,009 | |
| NUE | Nucor Corp | −483 | 1,947 | $329,237 | |
| BBY | Best Buy Co Inc | −463 | 3,454 | $221,746 | |
| GM | General Motors Co | −367 | 9,013 | $671,468 | |
| CVS | CVS HEALTH Corp | −301 | 4,667 | $335,183 | |
| BA | Boeing Co | −262 | 1,166 | $232,068 | |
| JNJ | Johnson & Johnson | −246 | 2,742 | $670,254 | |
| CMCSA | Comcast Corp | −240 | 8,758 | $251,442 | |
| DRI | Darden Restaurants Inc | −238 | 2,409 | $472,260 | |
| MRK | Merck & Co., Inc. | −202 | 6,276 | $754,940 | |
| GOOGL | Alphabet Inc. | −169 | 6,249 | $1,796,962 | |
| STE | STERIS plc | −134 | 2,098 | $463,930 | |
| SHW | Sherwin Williams Co | −128 | 1,139 | $365,106 | |
| BRK-B | Berkshire Hathaway Inc | −94 | 2,233 | $1,070,053 | |
| O | Realty Income Corp | −90 | 4,160 | $254,508 | |
| APD | Air Products & Chemicals, Inc. | −89 | 2,219 | $644,597 | |
| WMT | Walmart Inc. | −86 | 24,095 | $2,994,526 | |
| ETN | Eaton Corp plc | −52 | 3,105 | $1,110,565 | |
| HD | Home Depot, Inc. | −45 | 2,686 | $883,398 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MDT | Medtronic plc | 6,423 | $616,993 | |
| FISV | Fiserv Inc | 4,047 | $271,836 | |
| EW | Edwards Lifesciences Corp | 3,137 | $267,429 | |
| QCOM | Qualcomm Inc/De | 1,378 | $235,706 | |
| FIS | Fidelity National Information Services, Inc. | 3,526 | $234,337 | |
| TMO | Thermo Fisher Scientific Inc. | 385 | $223,088 | |
| SPGI | S&P Global Inc. | 415 | $205,179 | |
| No positions match the current search. | ||||
82 positions ·
$71,285,668 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 82 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 40,372 | $10,246,009 | 14.37% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,005 | $5,554,400 | 7.79% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 10,773 | $3,168,985 | 4.45% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 24,095 | $2,994,526 | 4.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 11,899 | $2,478,204 | 3.48% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Added | 9,760 | $2,383,196 | 3.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,249 | $1,796,962 | 2.52% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 7,225 | $1,751,267 | 2.46% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 2,529 | $1,528,502 | 2.14% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 2,366 | $1,365,607 | 1.92% | |
| HAL |
Halliburton Co
Energy
|
Added | 34,462 | $1,343,673 | 1.88% | |
| V |
Visa Inc.
Financial Services
|
Added | 4,087 | $1,235,254 | 1.73% | |
| TT |
Trane Technologies plc
Industrials
|
Reduced | 2,717 | $1,132,282 | 1.59% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 3,105 | $1,110,565 | 1.56% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 2,233 | $1,070,053 | 1.50% | |
| GEV |
GE Vernova Inc.
Industrials
|
Reduced | 1,145 | $999,470 | 1.40% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 34,315 | $994,791 | 1.40% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,071 | $985,073 | 1.38% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 3,015 | $959,192 | 1.35% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 2,083 | $903,959 | 1.27% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,686 | $883,398 | 1.24% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,698 | $835,057 | 1.17% | |
| RGS |
Regis Corp
Consumer Cyclical
|
Held | 32,187 | $794,697 | 1.11% | |
| WCC |
Wesco International Inc
Industrials
|
Added | 2,795 | $764,767 | 1.07% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 1,077 | $763,011 | 1.07% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 6,276 | $754,940 | 1.06% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,195 | $741,558 | 1.04% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 1,089 | $708,220 | 0.99% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 2,353 | $694,958 | 0.97% | |
| GM |
General Motors Co
Consumer Cyclical
|
Reduced | 9,013 | $671,468 | 0.94% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 2,742 | $670,254 | 0.94% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 4,037 | $644,708 | 0.90% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 2,219 | $644,597 | 0.90% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,317 | $619,184 | 0.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,056 | $604,169 | 0.85% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,907 | $591,371 | 0.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 2,578 | $560,689 | 0.79% | |
| ZTS |
Zoetis Inc.
Healthcare
|
NEW | 4,583 | $541,756 | 0.76% | |
| UNP |
Union Pacific Corp
Industrials
|
Added | 2,217 | $537,888 | 0.75% | |
| CB |
Chubb Ltd
Financial Services
|
Reduced | 1,632 | $531,917 | 0.75% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 17,592 | $493,983 | 0.69% | |
| ALL |
Allstate Corp
Financial Services
|
Reduced | 2,357 | $488,700 | 0.69% | |
| REGN |
Regeneron Pharmaceuticals, Inc.
Healthcare
|
Held | 626 | $483,672 | 0.68% | |
| CTMX |
CytomX Therapeutics, Inc.
Healthcare
|
Held | 102,254 | $480,593 | 0.67% | |
| DRI |
Darden Restaurants Inc
Consumer Cyclical
|
Reduced | 2,409 | $472,260 | 0.66% | |
| STE |
STERIS plc
Healthcare
|
Reduced | 2,098 | $463,930 | 0.65% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Reduced | 8,973 | $450,444 | 0.63% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,590 | $430,238 | 0.60% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
Added | 2,121 | $419,512 | 0.59% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,880 | $415,987 | 0.58% |