Aspect Partners, LLC Incresed Positions in Q2 2025

Aspect Partners, LLC

  • $203 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
YUM
Yum Brands Inc

Consumer Cyclical
200
+ 153.85%
$138.36 - $161.45 $27.7K - $32.3K
330 $48.9M
PNC
Pnc Financial Services Group, Inc.

Financial Services
63
+ 4.08%
$149.76 - $186.42 $9.43K - $11.7K
1.61K $300M
V
Visa Inc.

Financial Services
71
+ 30.21%
$308.27 - $373.31 $21.9K - $26.5K
306 $109M
AZO
Autozone Inc

Consumer Cyclical
7
+ 700.0%
$3478.38 - $3880.15 $24.3K - $27.2K
8 $29.7M
PFE
Pfizer Inc

Healthcare
1.03K
+ 132.43%
$21.59 - $24.84 $22.2K - $25.6K
1.81K $43.8M
PKW
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.33%
$98.58 - $123.6 $690 - $865
2.1K $259M
WMT
Walmart Inc.

Consumer Defensive
176
+ 27.85%
$81.79 - $99.98 $14.4K - $17.6K
808 $79M
CSCO
Cisco Systems, Inc.

Technology
228
+ 28.72%
$53.19 - $69.38 $12.1K - $15.8K
1.02K $70.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
305
+ 180.47%
$63.54 - $68.5 $19.4K - $20.9K
474 $32M
MS
Morgan Stanley

Financial Services
112
+ 62.57%
$99.83 - $140.86 $11.2K - $15.8K
291 $41M
ROST
Ross Stores, Inc.

Consumer Cyclical
146
+ 251.72%
$126.62 - $154.26 $18.5K - $22.5K
204 $26M
BAC
Bank Of America Corp

Financial Services
274
+ 28.51%
$34.39 - $47.46 $9.42K - $13K
1.24K $58.4M
SOFI
So Fi Technologies, Inc.

Financial Services
865
+ 255.92%
$9.5 - $18.21 $8.22K - $15.8K
1.2K $21.9M
WMB
Williams Companies, Inc.

Energy
261
+ 81.31%
$54.33 - $62.87 $14.2K - $16.4K
582 $36.6M
GILD
Gilead Sciences, Inc.

Healthcare
156
+ 93.98%
$96.91 - $113.0 $15.1K - $17.6K
322 $35.7M
Blackrock Inc Com
14
+ 66.67%
N/A
35 $36.7M
JEPI
J P Morgan Exchange Traded Fd

ETFs
290
+ 580.0%
$51.14 - $57.0 $14.8K - $16.5K
340 $19.3M
TXN
Texas Instruments Inc

Technology
58
+ 38.41%
N/A
209 $43.4M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
3
+ 2.14%
$177.93 - $313.14 $534 - $939
143 $44.7M
CME
Cme Group Inc.

Financial Services
57
+ 5700.0%
$252.37 - $290.71 $14.4K - $16.6K
58 $16M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
334
+ 3036.36%
$87.84 - $1441.89 $29.3K - $482K
345 $31.1M
MA
Mastercard Inc

Financial Services
24
+ 26.37%
$479.92 - $590.74 $11.5K - $14.2K
115 $64.6M
CMI
Cummins Inc

Industrials
42
+ 466.67%
$267.12 - $336.65 $11.2K - $14.1K
51 $16.7M
TMUS
T Mobile Us, Inc.

Communication Services
65
+ 112.07%
$220.99 - $268.54 $14.4K - $17.5K
123 $29.3M
DLR
Digital Realty Trust, Inc.

Real Estate
74
+ 493.33%
$136.11 - $177.69 $10.1K - $13.1K
89 $15.5M
Ge Vernova Inc Com
2
+ 3.7%
N/A
56 $29.6M
CVS
Cvs Health Corp

Healthcare
187
+ 301.61%
$60.04 - $70.18 $11.2K - $13.1K
249 $17.2M
SO
Southern CO

Utilities
140
+ 121.74%
$84.91 - $92.56 $11.9K - $13K
255 $23.4M
ECL
Ecolab Inc.

Basic Materials
46
+ 242.11%
$225.65 - $270.95 $10.4K - $12.5K
65 $17.5M
MDT
Medtronic PLC

Healthcare
145
+ 483.33%
$80.68 - $88.86 $11.7K - $12.9K
175 $15.3M
TFC
Truist Financial Corp

Financial Services
268
+ 71.47%
$34.79 - $42.99 $9.32K - $11.5K
643 $27.6M
DUK
Duke Energy Corp

Utilities
105
+ 166.67%
$112.46 - $124.05 $11.8K - $13K
168 $19.8M
TJX
Tjx Companies Inc

Consumer Cyclical
93
+ 33.7%
$119.13 - $135.03 $11.1K - $12.6K
369 $45.6M
USB
Us Bancorp \De\

Financial Services
261
+ 5220.0%
$36.4 - $45.76 $9.5K - $11.9K
266 $12M
AEP
American Electric Power CO Inc

Utilities
117
+ 158.11%
$98.59 - $109.11 $11.5K - $12.8K
191 $19.8M
APD
Air Products & Chemicals, Inc.

Basic Materials
43
+ 113.16%
$248.61 - $294.96 $10.7K - $12.7K
81 $22.8M
HD
Home Depot, Inc.

Consumer Cyclical
31
+ 12.45%
$335.24 - $380.78 $10.4K - $11.8K
280 $103M
NEE
Nextera Energy Inc

Utilities
168
+ 48.84%
$64.11 - $75.0 $10.8K - $12.6K
512 $35.5M
MELI
Mercadolibre Inc

Consumer Cyclical
4
+ 400.0%
$1794.73 - $2613.63 $7.18K - $10.5K
5 $13.1M
CCI
Crown Castle International Corp

Real Estate
109
+ 194.64%
$94.83 - $107.06 $10.3K - $11.7K
165 $17M
PSA
Public Storage

Real Estate
38
+ 271.43%
$266.31 - $309.77 $10.1K - $11.8K
52 $15.3M
MCO
Moodys Corp

Financial Services
19
+ 70.37%
$396.7 - $501.59 $7.54K - $9.53K
46 $23.1M
CLX
Clorox CO

Consumer Defensive
95
+ 279.41%
$118.01 - $148.69 $11.2K - $14.1K
129 $15.5M
DIS
Walt Disney CO

Communication Services
63
+ 61.76%
$81.72 - $124.01 $5.15K - $7.81K
165 $20.4M
HSY
Hershey CO

Consumer Defensive
53
+ 378.57%
$151.29 - $173.13 $8.02K - $9.18K
67 $11.1M
OXY
Occidental Petroleum Corp

Energy
215
+ 191.96%
$36.11 - $49.33 $7.76K - $10.6K
327 $13.7M
KO
Coca Cola CO

Consumer Defensive
171
+ 3.31%
$68.37 - $73.9 $11.7K - $12.6K
5.33K $377M
PGR
Progressive Corp

Financial Services
34
+ 26.77%
$255.27 - $288.74 $8.68K - $9.82K
161 $43M
NOW
Service Now, Inc.

Technology
6
+ 600.0%
$721.65 - $1040.18 $4.33K - $6.24K
7 $7.2M
Activity Summary
Buys All Purchases 235 New Holdings 69 Increased Positions 166 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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