Aspect Partners, LLC

CIK 0001985284 · Q2 2026

13F Equity AUM

$268.0M

+9.6% QoQ

Positions

679

-697 QoQ

AUM Rank

#6,971

Top 56%

Skill Alpha (FF)

-4.4%/yr^ns

No Clear Edge

Rank #7,201 · Top 88%

vs S&P -3.9%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 46.6%Top 10: 64.0%Top 20: 80.4%

SPY16.7%

VTI10.3%

IWM6.9%

IEFA6.9%

IEMG5.7%

PDBC3.9%

IGOV3.8%

BOXX3.5%

RSSB3.3%

DSMC2.9%

Others (661)36.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 671Median: 0.00%Avg: 0.15%

0–0.5%

641(12.2%)

0.5–1%

11(8.4%)

1–3%

10(18.3%)

3–5%

4(14.5%)

5%+

5(46.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 671vs 20 funds

0%Low

671

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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