Aspect Partners, LLC Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$228.5M

Holdings

710

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (710 positions)

StockValue
FISFIDELITY NATL INFORMATION SVCS COM
$2K
UDRUDR INC COM
$2K
HLTHILTON WORLDWIDE HLDGS INC COM
$2K
GWWWW GRAINGER INC COM
$2K
ABGCENCORA INC COM
$2K
EMEEMCOR GROUP INC COM
$2K
VLTOVERALTO CORP COM SHS
$1K
WRBBERKLEY W R CORP COM
$1K
NVTSNAVITAS SEMICONDUCTOR CORP COM
$1K
TYLTYLER TECHNOLOGIES INC COM
$1K
BABAALIBABA GROUP HLDG LTD SPONSORED ADS
$1K
DASHDOORDASH INC CL A
$1K
TRMBTRIMBLE INC COM
$1K
ACGLARCH CAP GROUP LTD ORD
$1K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$1K
DOCHEALTHPEAK PROPERTIES INC COM
$1K
SOXXISHARES SEMICONDUCTOR ETF
$1K
GGGGRACO INC COM
$1K
OKEONEOK INC NEW COM
$1K
GPNGLOBAL PMTS INC COM
$1K
XYZBLOCK INC CL A
$1K
HBANHUNTINGTON BANCSHARES INC COM
$1K
LLOEWS CORP COM
$1K
GENGEN DIGITAL INC COM
$1K
GISGENERAL MLS INC COM
$1K
STRLSTERLING INFRASTRUCTURE INC COM
$1K
KMBKIMBERLY-CLARK CORP COM
$1K
CSGPCOSTAR GROUP INC COM
$1K
MPWRMONOLITHIC PWR SYS INC COM
$1K
CAHCARDINAL HEALTH INC COM
$1K
KDKYNDRYL HLDGS INC COMMON STOCK
$1K
EOGEOG RES INC COM
$1K
LACLITHIUM AMERS CORP NEW COM SHS
$1K
HRZNHORIZON TECHNOLOGY FIN CORP COM
$1K
DOVDOVER CORP COM
$1K
LPLALPL FINL HLDGS INC COM
$1K
SERVSERVE ROBOTICS INC COM
$1K
SYYSYSCO CORP COM
$1K
CDWCDW CORP COM
$1K
CCKCROWN HLDGS INC COM
$1K
SUISUN CMNTYS INC COM
$1K
MARAMARA HOLDINGS INC COM
$1K
ZSZSCALER INC COM
$1K
AG8AGILENT TECHNOLOGIES INC COM
$1K
PINSPINTEREST INC CL A
$1K
RBLXROBLOX CORP CL A
$1K
SWKSTANLEY BLACK & DECKER INC COM
$1K
TRVTRAVELERS COMPANIES INC COM
$1K
GWREGUIDEWIRE SOFTWARE INC COM
$1K
DOCUDOCUSIGN INC COM
$1K
SNOWSNOWFLAKE INC COM SHS
$1K
WDAYWORKDAY INC CL A
$1K
IBKRINTERACTIVE BROKERS GROUP INC COM CL A
$1K
CPTCAMDEN PPTY TR SH BEN INT
$1K
OCOWENS CORNING NEW COM
$1K
NVTNVENT ELECTRIC PLC SHS
$1K
DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
$1K
BROBROWN & BROWN INC COM
$1K
QBTSD-WAVE QUANTUM INC COM
$1K
TOLTOLL BROTHERS INC COM
$1K
ROLROLLINS INC COM
$1K
PEOEXELON CORP COM
$1K
MTBM & T BK CORP COM
$1K
VENVENTAS INC COM
$1K
NDAQNASDAQ INC COM
$1K
JBLJABIL INC COM
$1K
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
$1K
CINFCINCINNATI FINL CORP COM
$1K
TRUTRANSUNION COM
$1K
FISVFISERV INC COM
$1K
NTNXNUTANIX INC CL A
$1K
ZMZOOM COMMUNICATIONS INC CL A
$1K
EMREMERSON ELEC CO COM
$1K
PSXPHILLIPS 66 COM
$1K
ISIIONIS PHARMACEUTICALS INC COM
$1K
HUBBHUBBELL INC COM
$1K
EFXEQUIFAX INC COM
$1K
ONON SEMICONDUCTOR CORP COM
$1K
BLDRBUILDERS FIRSTSOURCE INC COM
$1K
APHAMPHENOL CORP NEW CL A
$1K
TWTRADEWEB MKTS INC CL A
$1K
VEEVVEEVA SYS INC CL A COM
$1K
FICOFAIR ISAAC CORP COM
$1K
FFIVF5 INC COM
$1K
DGXQUEST DIAGNOSTICS INC COM
$1K
BXBLACKSTONE INC COM
$1K
GFSGLOBALFOUNDRIES INC ORDINARY SHARES
$1K
SBACSBA COMMUNICATIONS CORP CL A
$1K
IRMIRON MTN INC DEL COM
$1K
ALLEALLEGION PLC ORD SHS
$1K
BRBROADRIDGE FINL SOLUTIONS INC COM
$1K
GPCGENUINE PARTS CO COM
$1K
AISPAIRSHIP AI HLDGS INC COM
$1K
PTCPTC INC COM
$1K
ERIEERIE INDTY CO CL A
$1K
EQREQUITY RESIDENTIAL SH BEN INT
$1K
BITQBITWISE CRYPTO INDUSTRY INNOVATORS ETF
$1K
HUBSHUBSPOT INC COM
$1K
CPRTCOPART INC COM
$1K
GDDYGODADDY INC CL A
$1K
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