IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Aspect Partners, LLC

Q2 2025 Holdings

Filed 2025-08-06 | 712 holdings | $202.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Philip Morris Intl Inc COM(PM)Stock718172109$43.0K2360.0%
Schwab Fundamental International Equity ETF(FNDF)ETF808524755$43.1K1,0770.0%
Texas Instrs Inc COM(TXN)Stock882508104$43.4K2090.0%
Pfizer Inc COM(PFE)Stock717081103$43.8K1,8060.0%
Goldman Sachs Group Inc COM(GS)Stock38141G104$43.9K620.0%
Boeing Co COM(BA)Stock097023105$43.9K2090.0%
Royal Caribbean Group COM(RCL)StockV7780T103$44.7K1430.0%
TJX COS Inc New COM(TJX)Stock872540109$45.6K3690.0%
GE Aerospace COM New(GE)Stock369604301$47.1K1830.0%
Ishares U.S. Home Construction ETF(ITB)ETF464288752$48.2K5170.0%
YUM Brands Inc COM(YUM)Stock988498101$48.9K3300.0%
Cloudflare Inc CL A COM(NET)Stock18915M107$49.0K2500.0%
Intel Corp COM(INTC)Stock458140100$51.3K2,2880.0%
Costco Whsl Corp New COM(COST)Stock22160K105$54.4K550.0%
Invesco Semiconductors ETF(PSI)ETF46137V647$54.6K9110.0%
Bank America Corp COM(BAC)Stock060505104$58.4K1,2350.0%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$61.5K2,4320.0%
Cambria Emerging Shareholder Yield ETF(EYLD)ETF132061706$62.0K1,7170.0%
Fidelity Wise Origin Bitcoin Fund(FBTC)ETF315948109$62.1K6600.0%
Palo Alto Networks Inc COM(PANW)Stock697435105$63.8K3120.0%
Merck & Co Inc COM(MRK)Stock58933Y105$64.4K8130.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$64.6K1150.0%
AT&T Inc COM(T)Stock00206R102$68.1K2,3520.0%
Tesla Inc COM(TSLA)Stock88160R101$68.6K2160.0%
Johnson Ctls Intl PLC SHS(JCI)StockG51502105$68.7K6500.0%
Vanguard Industrials ETF(VIS)ETF92204A603$70.0K2500.0%
C3 AI Inc CL A(AI)Stock12468P104$70.0K2,8500.0%
Pimco Enhanced Short Maturity Active Exchange-Traded Fund(MINT)ETF72201R833$70.4K7000.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$70.9K1,0220.0%
Vert Global Sustainable Real Estate ETF(VGSR)ETF56170L695$71.1K6,7940.0%
Proshares Msci Europe Dividend Growers ETF(EUDV)ETF74347B540$72.8K1,3400.0%
Abbott Labs COM(ABT)Stock002824100$73.2K5380.0%
Schwab Fundamental U.S. Large Company ETF(FNDX)ETF808524771$73.8K3,0060.0%
Walmart Inc COM(WMT)Stock931142103$79.0K8080.0%
Ishares S&P 500 Growth ETF(IVW)ETF464287309$79.3K7200.0%
NRG Energy Inc COM New(NRG)Stock629377508$84.1K5240.0%
National Bankshares Inc VA COM(NKSH)Stock634865109$84.4K3,1040.0%
Abbvie Inc COM(ABBV)Stock00287Y109$85.6K4610.0%
Procter and Gamble Co COM(PG)Stock742718109$88.7K5570.0%
Pepsico Inc COM(PEP)Stock713448108$92.0K6970.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$93.9K2,6310.0%
Dimensional US Marketwide Value ETF(DFUV)ETF25434V724$94.9K2,2440.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$95.5K3060.0%
Alliant Energy Corp COM(LNT)Stock018802108$97.4K1,6110.0%
Vanguard Real Estate ETF(VNQ)ETF922908553$97.9K1,0990.0%
Mcdonalds Corp COM(MCD)Stock580135101$98.5K3370.0%
Proshares Msci Emerging Markets Dividend Growers ETF(EMDV)ETF74347B847$102.0K2,2320.1%
Home Depot Inc COM(HD)Stock437076102$102.7K2800.1%
Vanguard Mid-Cap ETF(VO)ETF922908629$102.7K3670.1%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$103.2K5820.1%
PreviousPage 10 of 13Next