Aspire Growth Partners LLC
CIK
2055568
Location
MIROMAR LAKES, FL
Portfolio Value
Micro
$23,219,307
Diversification
Diversified
Filing Date
Global Rank
#6,264
/ 8,588
▲ 122
Top Industry
Consumer Electronics
14.3%
3Y Alpha vs SPY
-2.4%
Period ended 3 months ago
Filed Apr 17, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.5%
SPY
+24.9%
Annualised alpha
-2.4%
Max drawdown
−17.9%
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
83 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.9%
−0.9 pts
Top 5
33.2%
−1.9 pts
Top 10
46.7%
−0.3 pts
HHI
384
Diversified−35
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 31.4% | $23,219,307 |
| Industrials | 12.0% | $8,855,523 |
| Financial Services | 10.2% | $7,543,338 |
| Energy | 9.9% | $7,329,177 |
| Consumer Cyclical | 9.9% | $7,287,453 |
| Healthcare | 9.7% | $7,182,819 |
| Communication Services | 6.1% | $4,532,263 |
| Consumer Defensive | 5.1% | $3,742,324 |
| Unclassified | 3.2% | $2,331,202 |
| Basic Materials | 1.8% | $1,338,940 |
| Utilities | 0.4% | $295,265 |
| Real Estate | 0.3% | $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 | |
| XOM | Exxon Mobil Corp | −90 | 15,201 | $2,579,001 | |
| 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 | |
| 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 | $216,874 | |
| No positions match the current search. | ||||
12 positions ·
$23,219,307 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Added | 1,275 | $272,416 | 1.17% | |
| NXPI |
NXP Semiconductors N.V.
Technology
|
Added | 1,733 | $341,158 | 1.47% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,315 | $403,736 | 1.74% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,907 | $591,371 | 2.55% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 3,317 | $619,184 | 2.67% | |
| MU |
Micron Technology Inc
Technology
|
Added | 2,195 | $741,558 | 3.19% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,698 | $835,057 | 3.60% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Added | 2,083 | $903,959 | 3.89% | |
| ADI |
Analog Devices Inc
Technology
|
Added | 3,015 | $959,192 | 4.13% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 7,225 | $1,751,267 | 7.54% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 15,005 | $5,554,400 | 23.92% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 40,372 | $10,246,009 | 44.13% |