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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
Dimensional Global Core Plus Fixed Income ETF(DFGP)ETF25434V583$1.8K330.0%
Schwab Charles Corp COM(SCHW)Stock808513105$1.8K190.0%
Vanguard Total World Stock ETF(VT)ETF922042742$1.8K130.0%
Loews Corp COM(L)Stock540424108$1.8K170.0%
Phillips 66 COM(PSX)Stock718546104$1.8K100.0%
Arch Cap Group LTD ORD(ACGL)StockG0450A105$1.8K190.0%
Draftkings Inc New COM CL A(DKNG)Stock26142V105$1.8K850.0%
Zoom Communications Inc CL A(ZM)Stock98980L101$1.8K230.0%
Sysco Corp COM(SYY)Stock871829107$1.9K260.0%
Jabil Inc COM(JBL)Stock466313103$1.9K70.0%
Healthpeak Properties Inc COM(DOC)REIT42250P103$1.9K1140.0%
Allegion PLC ORD SHS(ALLE)StockG0176J109$1.9K130.0%
Idex Corp COM(IEX)Stock45167R104$1.9K100.0%
Cardinal Health Inc COM(CAH)Stock14149Y108$1.9K90.0%
Markel Group Inc COM(MKL)Stock570535104$1.9K10.0%
Doximity Inc CL A(DOCS)Stock26622P107$1.9K830.0%
Hubbell Inc COM(HUBB)Stock443510607$2.0K40.0%
First Solar Inc COM(FSLR)Stock336433107$2.0K100.0%
Nasdaq Inc COM(NDAQ)Stock631103108$2.0K240.0%
SBA Communications Corp CL A(SBAC)REIT78410G104$2.1K120.0%
M & T BK Corp COM(MTB)Stock55261F104$2.1K100.0%
Dover Corp COM(DOV)Stock260003108$2.1K100.0%
General Mills Inc COM(GIS)Stock370334104$2.1K560.0%
Verisk Analytics Inc COM(VRSK)Stock92345Y106$2.1K110.0%
Servicenow Inc COM(NOW)Stock81762P102$2.1K200.0%
Rivian Automotive Inc COM CL A(RIVN)Stock76954A103$2.1K1390.0%
Citizens Finl Group Inc COM(CFG)Stock174610105$2.1K350.0%
Synchrony Financial COM(SYF)Stock87165B103$2.1K310.0%
Versant Media Group Inc COM CL A(VSNT)Stock925283103$2.1K570.0%
Fortinet Inc COM(FTNT)Stock34959E109$2.1K260.0%
Kimco Realty Corp COM(KIM)REIT49446R109$2.1K950.0%
Reddit Inc CL A(RDDT)Stock75734B100$2.2K160.0%
ON Semiconductor Corp COM(ON)Stock682189105$2.2K350.0%
WW Grainger Inc COM(GWW)Stock384802104$2.2K20.0%
Monolithic PWR SYS Inc COM(MPWR)Stock609839105$2.2K20.0%
Mid-Amer APT Cmntys Inc COM(MAA)REIT59522J103$2.2K180.0%
Cencora Inc COM(COR)Stock03073E105$2.2K70.0%
KKR & Co Inc COM(KKR)Stock48251W104$2.2K240.0%
Fifth Third Bancorp COM(FITB)Stock316773100$2.2K480.0%
Nvent Elec PLC SHS(NVT)StockG6700G107$2.2K190.0%
Idexx Labs Inc COM(IDXX)Stock45168D104$2.2K40.0%
Price T Rowe Group Inc COM(TROW)Stock74144T108$2.3K250.0%
Globalfoundries Inc Ordinary Shares(GFS)StockG39387108$2.3K510.0%
UBS AG Etracs Crude Oil Shares Covered Call Etns DUE April 24, 2037(USOI)ETF22539U602$2.3K400.0%
Brown & Brown Inc COM(BRO)Stock115236101$2.3K360.0%
UDR Inc COM(UDR)REIT902653104$2.4K700.0%
Natera Inc COM(NTRA)Stock632307104$2.4K120.0%
Biomarin Pharmaceutical Inc COM(BMRN)Stock09061G101$2.4K430.0%
Expeditors Intl Wash Inc COM(EXPD)Stock302130109$2.4K170.0%
Soundhound AI Inc Class A COM(SOUN)Stock836100107$2.5K3590.0%
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