Aspect Partners, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$202.8B

Holdings

609

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (609 positions)

StockValue
WATWATERS CORP COM
$3.8M
MARMARRIOTT INTL INC NEW CL A
$3.8M
AMKRAMKOR TECHNOLOGY INC COM
$3.8M
RGTIRIGETTI COMPUTING INC COMMON STOCK
$3.8M
URIUNITED RENTALS INC COM
$3.8M
ADSKAUTODESK INC COM
$3.7M
REZIRESIDEO TECHNOLOGIES INC COM
$3.7M
EBAEBAY INC. COM
$3.6M
DKNGDRAFTKINGS INC NEW COM CL A
$3.6M
UTGREAVES UTIL INCOME FD COM SH BEN INT
$3.6M
AWCAMERICAN WTR WKS CO INC NEW COM
$3.6M
ABNBAIRBNB INC COM CL A
$3.6M
AFRMAFFIRM HLDGS INC COM CL A
$3.5M
PKGPACKAGING CORP AMER COM
$3.4M
ADAMNEW YORK MTG TR INC COM
$3.4M
GRMNGARMIN LTD SHS
$3.3M
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
$3.3M
CLSCELESTICA INC COM
$3.3M
REGREGENCY CTRS CORP COM
$3.3M
CBOECBOE GLOBAL MKTS INC COM
$3.3M
AVBAVALONBAY CMNTYS INC COM
$3.3M
MORTVANECK MORTGAGE REIT INCOME ETF
$3.2M
COINCOINBASE GLOBAL INC COM CL A
$3.2M
FFORD MTR CO COM
$3.1M
RGENREPLIGEN CORP COM
$3.1M
CSXCSX CORP COM
$3.1M
HCAHCA HEALTHCARE INC COM
$3.1M
AGNCAGNC INVT CORP COM
$3.0M
UDRUDR INC COM
$3.0M
MNSTMONSTER BEVERAGE CORP NEW COM
$3.0M
CARRCARRIER GLOBAL CORPORATION COM
$3.0M
NEMNEWMONT CORP COM
$3.0M
CTRACOTERRA ENERGY INC COM
$3.0M
FDXFEDEX CORP COM
$3.0M
KDKYNDRYL HLDGS INC COMMON STOCK
$2.9M
SMRNUSCALE PWR CORP CL A COM
$2.9M
AXPAMERICAN EXPRESS CO COM
$2.9M
PPLPPL CORP COM
$2.8M
LDOSLEIDOS HOLDINGS INC COM
$2.8M
CCLCARNIVAL CORP PAIRED CTF
$2.8M
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
$2.8M
QYLGGLOBAL X NASDAQ 100 COVERED CALL & GROWTH ETF
$2.8M
UPSUNITED PARCEL SERVICE INC CL B
$2.7M
DVADAVITA INC COM
$2.7M
FDSFACTSET RESH SYS INC COM
$2.7M
CITCINTAS CORP COM
$2.7M
MAAMID-AMER APT CMNTYS INC COM
$2.7M
LLOEWS CORP COM
$2.7M
HOODROBINHOOD MKTS INC COM CL A
$2.6M
DRSLEONARDO DRS INC COM
$2.6M
UALUNITED AIRLS HLDGS INC COM
$2.5M
MRPMILLROSE PPTYS INC COM CL A
$2.5M
OTISOTIS WORLDWIDE CORP COM
$2.5M
IONQIONQ INC COM
$2.4M
FCXFREEPORT-MCMORAN INC CL B
$2.4M
HUTHUT 8 CORP COM
$2.4M
ASMLASML HOLDING N V N Y REGISTRY SHS
$2.4M
DOWDOW INC COM
$2.4M
MRVLMARVELL TECHNOLOGY INC COM
$2.3M
NUNU HLDGS LTD ORD SHS CL A
$2.3M
AAONAAON INC COM PAR $0.004
$2.2M
BKBANK NEW YORK MELLON CORP COM
$2.2M
SNASNAP ON INC COM
$2.2M
EOGEOG RES INC COM
$2.2M
IDXXIDEXX LABS INC COM
$2.1M
A4SAMERIPRISE FINL INC COM
$2.1M
WDCWESTERN DIGITAL CORP COM
$2.1M
ABGCENCORA INC COM
$2.1M
PHPARKER-HANNIFIN CORP COM
$2.1M
GISGENERAL MLS INC COM
$2.1M
LNTHLANTHEUS HLDGS INC COM
$2.0M
PAYXPAYCHEX INC COM
$2.0M
VLTOVERALTO CORP COM SHS
$2.0M
DGXQUEST DIAGNOSTICS INC COM
$2.0M
GRABGRAB HOLDINGS LIMITED CLASS A ORD
$1.9M
OKEONEOK INC NEW COM
$1.9M
HLTHILTON WORLDWIDE HLDGS INC COM
$1.9M
BKRBAKER HUGHES COMPANY CL A
$1.8M
AMATAPPLIED MATLS INC COM
$1.8M
ZENZENTEK LTD COM
$1.8M
KMXCARMAX INC COM
$1.8M
DFGPDIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF
$1.8M
MJAMPLIFY ETF TR ALTRNTV HARV ETF
$1.8M
DEAEASTERLY GOVT PPTYS INC COM SHS
$1.8M
ATROASTRONICS CORP COM
$1.8M
EX9EXELIXIS INC COM
$1.8M
PEOEXELON CORP COM
$1.7M
MSCIMSCI INC COM
$1.7M
SCHDSCHWAB US DIVIDEND EQUITY ETF
$1.6M
BLDRBUILDERS FIRSTSOURCE INC COM
$1.6M
BBAIBIGBEAR AI HLDGS INC COM
$1.6M
SOUNSOUNDHOUND AI INC CLASS A COM
$1.6M
TRVTRAVELERS COMPANIES INC COM
$1.6M
APLDAPPLIED DIGITAL CORP COM NEW
$1.6M
WECWEC ENERGY GROUP INC COM
$1.6M
EFXEQUIFAX INC COM
$1.6M
ACHRARCHER AVIATION INC COM CL A
$1.5M
SYYSYSCO CORP COM
$1.5M
DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
$1.5M
CAGCONAGRA BRANDS INC COM
$1.5M
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