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Aspect Partners, LLC

Q1 2026 Holdings

Filed 2026-04-02 | 957 holdings | $244.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Extra Space Storage Inc COM(EXR)REIT30225T102$91870.0%
Super Micro Computer Inc COM New(SMCI)Stock86800U302$934410.0%
Ball Corp COM(BALL)Stock058498106$946160.0%
Broadridge Finl Solutions Inc COM(BR)Stock11133T103$97560.0%
Hubspot Inc COM(HUBS)Stock443573100$97640.0%
Solventum Corp COM SHS(SOLV)Stock83444M101$979150.0%
Toast Inc CL A(TOST)Stock888787108$981370.0%
Builders Firstsource Inc COM(BLDR)Stock12008R107$988120.0%
Principal Financial Group Inc COM(PFG)Stock74251V102$991110.0%
Haleon PLC Spon ADS(HLN)ADR405552100$1.0K1000.0%
Fiserv Inc COM(FISV)Stock337738108$1.0K180.0%
Nike Inc CL B(NKE)Stock654106103$1.0K190.0%
Pool Corp COM(POOL)Stock73278L105$1.0K50.0%
Masco Corp COM(MAS)Stock574599106$1.0K170.0%
Tyler Technologies Inc COM(TYL)Stock902252105$1.0K30.0%
Church & Dwight Co Inc COM(CHD)Stock171340102$1.0K110.0%
Workday Inc CL A(WDAY)Stock98138H101$1.0K80.0%
Emerson Elec Co COM(EMR)Stock291011104$1.0K80.0%
Doordash Inc CL A(DASH)Stock25809K105$1.1K70.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$1.1K60.0%
Nordson Corp COM(NDSN)Stock655663102$1.1K40.0%
Labcorp Holdings Inc COM SHS(LH)Stock504922105$1.1K40.0%
Fair Isaac Corp COM(FICO)Stock303250104$1.1K10.0%
Albemarle Corp COM(ALB)Stock012653101$1.1K60.0%
Airship AI Hldgs Inc COM(AISP)Stock008940108$1.1K4800.0%
GEN Digital Inc COM(GEN)Stock668771108$1.1K590.0%
Docusign Inc COM(DOCU)Stock256163106$1.1K240.0%
PTC Inc COM(PTC)Stock69370C100$1.1K80.0%
Blackstone Inc COM(BX)Stock09260D107$1.2K100.0%
Nuscale PWR Corp CL A COM(SMR)Stock67079K100$1.2K1080.0%
Flextronics Intl LTD ORD(FLEX)StockY2573F102$1.2K180.0%
Owens Corning New COM(OC)Stock690742101$1.2K110.0%
Centessa Pharmaceuticals PLC Sponsored ADS(CNTA)ADR152309100$1.2K300.0%
Copart Inc COM(CPRT)Stock217204106$1.2K360.0%
Guidewire Software Inc COM(GWRE)Stock40171V100$1.2K80.0%
Snowflake Inc COM SHS(SNOW)Stock833445109$1.2K80.0%
Teledyne Technologies Inc COM(TDY)Stock879360105$1.2K20.0%
CDW Corp COM(CDW)Stock12514G108$1.2K100.0%
Transunion COM(TRU)Stock89400J107$1.2K180.0%
US Bancorp COM New(USB)Stock902973304$1.2K240.0%
CRH PLC ORD(CRH)StockG25508105$1.3K120.0%
SS&C Tech Hldgs COM(SSNC)Stock78467J100$1.3K190.0%
Fidelity Natl Finl Inc COM SHS(FNF)Stock31620R303$1.3K280.0%
Trimble Inc COM(TRMB)Stock896239100$1.3K200.0%
Ishares Semiconductor ETF(SOXX)ETF464287523$1.3K40.0%
Block Inc CL A(XYZ)Stock852234103$1.3K220.0%
Rocket COS Inc COM CL A(RKT)Stock77311W101$1.3K940.0%
Vulcan Matls Co COM(VMC)Stock929160109$1.4K50.0%
Invitation Homes Inc COM(INVH)REIT46187W107$1.4K550.0%
Take-Two Interactive Software COM(TTWO)Stock874054109$1.4K70.0%
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