Aspire Growth Partners LLC
CIK 2055568 · View on SEC EDGAR ↗
- Portfolio value
- $172.1M
- Positions
- 128
- As of
- June 30, 2026
#6,953 of 9,443 by 13F value · top 73.6%
Portfolio value QoQ: +18.1% 13F does not disclose cash
- Top 10 holdings weight
- 49.50%
- Top 25 holdings weight
- 67.69%
- Positions above 1%
- 20
- Effective number of positions
- 27.3
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.22% Est. buys $12,601,396 · sells $3,522,597
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 87.7% still held
- New positions
- 14
- Increased
- 68
- Decreased
- 38
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
17.2%
Industrials
5.7%
Retail
4.5%
Healthcare
4.4%
Communication Services
4.0%
Energy
3.6%
Financials
3.1%
Financial Services
1.3%
Consumer Discretionary
1.2%
Materials
0.7%
Telecommunication
0.6%
Diversified Consumer Services
0.5%
Communications
0.5%
Consumer products
0.2%
Utilities
0.2%
Real Estate
0.1%
Logistics & Transportation
0.1%
Other/Unmapped
52.0%
Full portfolio 128 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| VOO | $19,854,963 | 11.53% | 28,909 | $3,682,828 | Up ×6 | ||
| VOOV | $12,778,212 | 7.42% | 58,292 | $1,694,964 | Up ×4 | ||
| AAPL Apple Inc. - Common Stock | $11,743,247 | 6.82% | 40,583 | $1,497,232 | Up ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $10,240,005 | 5.95% | 33,799 | $3,153,398 | Up ×6 | ||
| CGUS | $7,729,964 | 4.49% | 173,785 | $1,521,308 | Up ×6 | ||
| CGDV | $6,194,742 | 3.60% | 125,705 | $1,170,013 | Up ×6 | ||
| MSFT Microsoft Corporation - Common Stock | $5,885,694 | 3.42% | 15,778 | $331,322 | Up ×4 | ||
| JPM JP Morgan Chase & Co. Common Stock | $3,724,362 | 2.16% | 11,378 | $555,538 | Up ×4 | ||
| VTI | $3,617,502 | 2.10% | 9,776 | $498,182 | Up ×2 | ||
| CGXU | $3,436,037 | 2.00% | 99,250 | $555,514 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3,344,089 | 1.94% | 9,464 | $791,369 | Up ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $3,171,829 | 1.84% | 13,308 | $693,624 | Up ×4 | ||
| WMT Walmart Inc. - Common Stock | $2,748,991 | 1.60% | 24,272 | $-245,507 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $2,624,610 | 1.52% | 2,274 | $1,883,008 | Up ×4 | ||
| MPC Marathon Petroleum Corporation Common Stock | $2,239,982 | 1.30% | 8,761 | $-143,264 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $2,234,394 | 1.30% | 6,252 | $437,332 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $2,089,022 | 1.21% | 15,280 | $-490,015 | Up ×1 | ||
| IBM International Business Machines Corporation Common Stock | $1,958,967 | 1.14% | 6,966 | $207,813 | Down ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1,739,497 | 1.01% | 2,362 | $373,795 | Down ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1,727,045 | 1.00% | 2,973 | $1,135,674 | Up ×4 | ||
| USMV | $1,583,922 | 0.92% | 16,420 | $65,644 | Up ×1 | ||
| V Visa Inc. | $1,528,974 | 0.89% | 4,456 | $293,676 | Up ×4 | ||
| CGDG | $1,475,995 | 0.86% | 39,349 | $326,265 | Up ×4 | ||
| LLY Eli Lilly and Company Common Stock | $1,470,880 | 0.85% | 1,226 | $486,081 | Up ×2 | ||
| IEMG | $1,375,737 | 0.80% | 16,607 | $264,400 | Up ×6 | ||
| GEV GE Vernova Inc. Common Stock | $1,341,815 | 0.78% | 1,142 | $342,712 | Down ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $1,337,418 | 0.78% | 3,139 | $226,744 | Up ×1 | ||
| TT Trane Technologies plc | $1,337,071 | 0.78% | 2,722 | $204,953 | Up ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $1,287,550 | 0.75% | 2,527 | $-240,748 | Down ×1 | ||
| IJJ | $1,246,187 | 0.72% | 8,436 | $173,785 | Up ×5 | ||
| ADI Analog Devices, Inc. - Common Stock | $1,215,846 | 0.71% | 3,061 | $256,766 | Up ×2 | ||
| CGGR | $1,198,726 | 0.70% | 25,397 | $191,374 | Up ×1 | ||
| HAL Halliburton Company Common Stock | $1,156,370 | 0.67% | 34,061 | $-187,290 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $1,148,552 | 0.67% | 1,079 | $385,771 | Up ×3 | ||
| BRKB | $1,117,371 | 0.65% | 2,233 | $47,317 | |||
| SHY iShares 1-3 Year Treasury Bond ETF | $1,115,483 | 0.65% | 13,585 | $3,693 | Up ×4 | ||
| CGCP | $1,057,752 | 0.61% | 47,454 | $3,058 | Up ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $1,032,756 | 0.60% | 2,734 | $197,855 | Up ×3 | ||
| WCC WESCO International, Inc. Common Stock | $966,621 | 0.56% | 2,798 | $201,927 | Up ×2 | ||
| EUSA | $946,404 | 0.55% | 8,288 | $105,197 | Up ×4 | ||
| HD Home Depot, Inc. (The) Common Stock | $942,433 | 0.55% | 2,672 | $58,906 | Down ×3 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $933,676 | 0.54% | 1,658 | $329,367 | Up ×4 | ||
| VB | $921,676 | 0.54% | 3,041 | $152,789 | Up ×6 | ||
| RGS Regis Corporation - Common Stock | $867,636 | 0.50% | 30,987 | $72,939 | Down ×1 | ||
| MSI Motorola Solutions, Inc. Common Stock | $867,395 | 0.50% | 2,089 | $-36,699 | Up ×2 | ||
| RSP | $862,550 | 0.50% | 4,054 | $87,064 | Up ×6 | ||
| UPGD | $852,227 | 0.50% | 10,401 | $85,810 | Down ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $830,995 | 0.48% | 1,999 | $400,713 | Up ×3 | ||
| SPY SPY | $815,163 | 0.47% | 1,092 | $107,051 | Up ×6 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $802,001 | 0.47% | 6,241 | $47,112 | Down ×3 | ||
| MTUM | $759,723 | 0.44% | 2,216 | $224,609 | Down ×3 | ||
| T AT&T Inc. | $694,980 | 0.40% | 33,574 | $-299,825 | Down ×2 | ||
| JNJ Johnson & Johnson Common Stock | $685,228 | 0.40% | 2,698 | $14,912 | Down ×3 | ||
| CGCB | $656,330 | 0.38% | 25,070 | $292,014 | Up ×1 | ||
| VO | $655,293 | 0.38% | 8,133 | $99,586 | Up ×4 | ||
| ABBV AbbVie Inc. Common Stock | $654,122 | 0.38% | 2,599 | $93,368 | Up ×1 | ||
| APD Air Products and Chemicals, Inc. Common Stock | $632,620 | 0.37% | 2,158 | $-11,864 | Down ×5 | ||
| GM General Motors Company Common Stock | $631,388 | 0.37% | 8,191 | $-40,082 | Down ×5 | ||
| VOOG | $623,230 | 0.36% | 7,543 | $104,439 | Up ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $613,008 | 0.36% | 4,046 | $-31,713 | Up ×5 | ||
| CGIE | $563,359 | 0.33% | 15,317 | $27,819 | Down ×1 | ||
| VIG | $559,986 | 0.33% | 2,367 | $47,629 | Down ×2 | ||
| LRCX Lam Research Corporation - Common Stock | $553,247 | 0.32% | 1,277 | $280,784 | Up ×2 | ||
| UNP Union Pacific Corporation Common Stock | $542,113 | 0.31% | 1,993 | $4,277 | Down ×1 | ||
| CB Chubb Limited Common Stock | $541,265 | 0.31% | 1,589 | $9,196 | Down ×3 | ||
| ALL Allstate Corporation (The) Common Stock | $535,326 | 0.31% | 2,250 | $46,666 | Down ×2 | ||
| CGCV | $513,718 | 0.30% | 15,653 | $299,801 | Up ×1 | ||
| CRM Salesforce, Inc. Common Stock | $513,596 | 0.30% | 3,278 | $-105,564 | Down ×2 | ||
| NXPI NXP Semiconductors N.V. - Common Stock | $490,259 | 0.28% | 1,744 | $149,037 | Up ×4 | ||
| NVDA NVIDIA Corporation - Common Stock | $470,881 | 0.27% | 2,353 | $67,183 | Up ×2 | ||
| CME CME Group Inc. - Class A Common Stock | $467,494 | 0.27% | 2,117 | $-227,312 | Down ×1 | ||
| SCHX | $463,337 | 0.27% | 15,744 | $60,732 | Up ×6 | ||
| DXCM DexCom, Inc. - Common Stock | $452,929 | 0.26% | 6,725 | $167,880 | Up ×1 | ||
| CVS CVS Health Corporation Common Stock | $448,401 | 0.26% | 4,334 | $113,186 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $447,939 | 0.26% | 1,065 | $56,486 | Up ×1 | ||
| INTC Intel Corporation - Common Stock | $447,789 | 0.26% | 3,207 | Up ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $425,252 | 0.25% | 2,900 | $9,298 | Up ×6 | ||
| GE GE Aerospace Common Stock | $418,270 | 0.24% | 1,119 | $97,141 | Down ×2 | ||
| IVV | $416,058 | 0.24% | 556 | $54,118 | Up ×1 | ||
| PFE Pfizer, Inc. Common Stock | $408,768 | 0.24% | 16,975 | $-85,208 | Down ×4 | ||
| REGN Regeneron Pharmaceuticals, Inc. - Common Stock | $401,146 | 0.23% | 643 | $-82,816 | Up ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $393,091 | 0.23% | 1,142 | $28,115 | Up ×1 | ||
| CTMX CytomX Therapeutics, Inc. - Common Stock | $383,452 | 0.22% | 102,254 | $-97,142 | |||
| FANG Diamondback Energy, Inc. - Common Stock | $368,795 | 0.21% | 2,098 | $-50,662 | Down ×1 | ||
| F Ford Motor Company Common Stock | $365,670 | 0.21% | 26,307 | $-44,981 | Down ×4 | ||
| DRI Darden Restaurants, Inc. Common Stock | $364,745 | 0.21% | 1,771 | $-107,568 | Down ×3 | ||
| CGGO | $363,464 | 0.21% | 8,586 | $90,483 | Up ×1 | ||
| EW Edwards Lifesciences Corporation Common Stock | $358,493 | 0.21% | 3,963 | ||||
| MGV | $339,486 | 0.20% | 2,077 | $39,768 | Up ×4 | ||
| GGG Graco Inc. Common Stock | $334,730 | 0.19% | 4,427 | $-38,627 | Up ×1 | ||
| IWF | $322,692 | 0.19% | 2,599 | $12,108 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $321,199 | 0.19% | 343 | $-10,508 | Up ×2 | ||
| QGRO | $320,861 | 0.19% | 2,718 | Up ×1 | |||
| VZ Verizon Communications Inc. Common Stock | $319,408 | 0.19% | 7,544 | $-131,056 | Down ×6 | ||
| HWM Howmet Aerospace Inc. Common Stock | $298,553 | 0.17% | 1,110 | $42,642 | |||
| AKRE | $290,790 | 0.17% | 5,467 | $1,859 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $286,805 | 0.17% | 987 | $-52,386 | Up ×4 | ||
| DE Deere & Company Common Stock | $285,638 | 0.17% | 450 | $32,683 | Up ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $279,197 | 0.16% | 3,181 | $-16,040 | Up ×3 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $276,391 | 0.16% | 286 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| VOO | $19,854,963 | 11.53% | up ×6 |
| VOOV | $12,778,212 | 7.42% | up ×4 |
| QQQM | $10,240,005 | 5.95% | up ×6 |
| CGUS | $7,729,964 | 4.49% | up ×6 |
| CGDV | $6,194,742 | 3.60% | up ×6 |
| MSFT | $5,885,694 | 3.42% | up ×4 |
| JPM | $3,724,362 | 2.16% | up ×4 |
| GOOG | $3,344,089 | 1.94% | up ×4 |
| AMZN | $3,171,829 | 1.84% | up ×4 |
| MU | $2,624,610 | 1.52% | up ×4 |
| AMD | $1,727,045 | 1.00% | up ×4 |
| V | $1,528,974 | 0.89% | up ×4 |
| CGDG | $1,475,995 | 0.86% | up ×4 |
| IEMG | $1,375,737 | 0.80% | up ×6 |
| IJJ | $1,246,187 | 0.72% | up ×5 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| INTC | $447,789 | 3,207 | 0.26% |
| EW | $358,493 | 3,963 | 0.21% |
| QGRO | $320,861 | 2,718 | 0.19% |
| STX | $276,391 | 286 | 0.16% |
| QCOM | $269,269 | 1,457 | 0.16% |
| PGR | $254,290 | 1,164 | 0.15% |
| CGBL | $247,921 | 6,531 | 0.14% |
| PNC | $230,333 | 935 | 0.13% |
| DFIV | $227,792 | 4,217 | 0.13% |
| IWD | $207,005 | 854 | 0.12% |
| HUM | $205,148 | 516 | 0.12% |
| TMO | $203,206 | 405 | 0.12% |
| CRWD | $202,232 | 265 | 0.12% |
| MRVL | $200,746 | 674 | 0.12% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| VOO | Bought more | +2K | +$3.7M |
| QQQM | Bought more | +4K | +$3.2M |
| MU | Bought more | +79 | +$1.9M |
| VOOV | Bought more | +4K | +$1.7M |
| CGUS | Bought more | +12K | +$1.5M |
| AAPL | Bought more | +211 | +$1.5M |
| CGDV | Bought more | +8K | +$1.2M |
| AMD | Bought more | +66 | +$1.1M |
| GOOG | Bought more | +565 | +$791K |
| AMZN | Bought more | +1K | +$694K |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| MDT | March 31, 2026 | 6,423 | $616,970 | 6.3% |
| ZTS | June 30, 2026 | 4,583 | $541,777 | 6.6% |
| STE | June 30, 2026 | 2,098 | $464,004 | 12.3% |
| IJR | Dec. 31, 2025 | 3,080 | $365,976 | No longer tracked |
| MA | June 30, 2025 | 527 | $298,356 | 2.4% |
| FISV | March 31, 2026 | 4,047 | $271,837 | -7.6% |
| EW | March 31, 2026 | 3,137 | $267,429 | 11.6% |
| CMCSA | June 30, 2026 | 8,758 | $251,432 | 7.8% |
| CVX | June 30, 2026 | 1,178 | $243,790 | 24.6% |
| IQV | March 31, 2025 | 1,226 | $240,921 | 45.3% |
| QCOM | March 31, 2026 | 1,378 | $235,653 | 25.0% |
| FIS | March 31, 2026 | 3,526 | $234,334 | -13.1% |
| AZO | June 30, 2025 | 62 | $232,223 | -20.3% |
| TMO | March 31, 2026 | 385 | $222,913 | 26.2% |
| BBY | June 30, 2026 | 3,454 | $221,756 | 15.1% |
| HCA | June 30, 2026 | 464 | $219,480 | 6.6% |
| TMO | March 31, 2025 | 421 | $219,159 | 24.7% |
| PGR | June 30, 2025 | 758 | $217,016 | -17.5% |
| CMG | Sept. 30, 2025 | 3,863 | $216,907 | -8.4% |
| SPGI | March 31, 2026 | 415 | $216,716 | 2.0% |
| SYK | Dec. 31, 2025 | 578 | $213,620 | -6.0% |
| TSCO | Dec. 31, 2025 | 3,743 | $212,891 | -30.2% |
| BMY | March 31, 2025 | 3,684 | $208,394 | 8.3% |
| IQV | June 30, 2026 | 1,211 | $206,524 | 32.6% |
| CI | Sept. 30, 2025 | 624 | $206,406 | -4.0% |