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Portfolio (Quarterly) Guide ↗

Aspect Partners, LLC

· CIK 0001985284
13F Portfolio $245M AUM 957 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 35 New 167 Added 81 Reduced 35 Exited
Page 36 of 36  ·  709 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 UROY URANIUM RTY CORP COM Energy 25.0 $91.0 $3.64 -2.2%
702 IMMX IMMIX BIOPHARMA INC COM Healthcare 9.0 $82.0 NEW $9.11 -3.0%
703 STRATA CRITICAL MEDICAL INC CL A COM 16.0 $67.0 NEW $4.19
704 SEDG SOLAREDGE TECHNOLOGIES INC COM Energy 1.0 $51.0 $51.00 +43.5%
705 FG F&G ANNUITIES & LIFE INC COMMON STOCK Financial Services 1.0 $25.0 $25.00 +10.4%
706 OPENDOOR TECHNOLOGIES INC WT EXP 112026 A 83.0 $20.0 NEW $0.24
707 OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z 83.0 $20.0 NEW $0.24
708 B BARRICK MNG CORP COM SHS Basic Materials $17.0 NEW
709 SPCE VIRGIN GALACTIC HOLDINGS INC COM NEW Industrials 1.0 $2.0 $2.00 +126.5%
Page 36 of 36  ·  709 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 79.1%
Technology 6.6%
Industrials 2.7%
Consumer Cyclical 2.5%
Utilities 2.1%
Healthcare 1.8%
Energy 1.8%
Communication Services 1.6%
Consumer Defensive 1.1%
Real Estate 0.3%