Aspire Growth Partners LLC 13F Portfolio

CIK 2055568 Filing since Q4 2024 Q2 2026 filed Jul 29, 2026
Holdings as of Jun 30, 2026, from the 13F filed Jul 29, 2026.

Portfolio Snapshot

83 positions · Q2 2026

Aspire Growth Partners LLC reported 83 positions worth $83.78M for the quarter ended Jun 30, 2026, up 13.1% on the prior quarter. It opened 10 new positions, added to 38, trimmed 31 and exited 7. Its largest holding is Apple Inc. at 14% of the portfolio.

Portfolio Value
$83.78M
+13.1% QoQ · +26.0% YoY
Positions
83
10 new · 7 sold out
Top 10 Concentration
47.5%
of portfolio value
Largest Position
AAPL 14%
Apple Inc.
Net Buying
+$1.52M
$4.97M bought · $3.45M sold
Turnover
4.4%
of the portfolio traded
Top Sector
Technology
43.1% of value
Track Record
7
quarters on file since Q4 2024

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

12 sectors
43.12%
Technology
Technology43.12%
Industrials13.03%
Financial Services10.35%
Consumer Discretionary9.15%
Healthcare9.02%
Energy7.31%
Consumer Staples4.17%
Basic Materials1.53%
Communication Services1.47%
Utilities0.333%
Real Estate0.271%
Other0.25%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyIndustrialsFinancial ServicesConsumer DiscretionaryHealthcareEnergyConsumer StaplesBasic MaterialsCommunication ServicesUtilitiesReal EstateOther

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
INTC Intel Corp +3,207 – $447.79K 0.535%
EW Edwards Lifesciences Corp +3,963 – $358.49K 0.428%
META Meta Platforms, Inc. +602 +57.0% $339.01K 1.11%
AMZN Amazon Com Inc +1,409 +11.8% $335.82K 3.79%
MSFT Microsoft Corp +773 +5.2% $288.35K 7.03%
STX Seagate Technology Holdings plc +286 – $276.39K 0.33%
QCOM Qualcomm Inc +1,457 – $269.27K 0.321%
PGR Progressive Corp +1,164 – $254.29K 0.304%
PNC Pnc Financial Services Group, Inc. +935 – $230.33K 0.275%
HUM Humana Inc +516 – $205.15K 0.245%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
ZTS Zoetis Inc. -4,583 -100.0% $541.78K Exited
STE STERIS plc -2,098 -100.0% $464.00K Exited
MPC Marathon Petroleum Corp -999 -10.2% $255.42K 2.67%
CMCSA Comcast Corp -8,758 -100.0% $251.43K Exited
CVX Chevron Corp -1,178 -100.0% $243.79K Exited
BBY Best Buy Co Inc -3,454 -100.0% $221.76K Exited
HCA HCA Healthcare, Inc. -464 -100.0% $219.48K Exited
IQV Iqvia Holdings Inc. -1,211 -100.0% $206.52K Exited
NUE Nucor Corp -795 -40.8% $177.07K 0.306%
DRI Darden Restaurants Inc -638 -26.5% $131.40K 0.435%

New Positions

Q2 2026
Holding Shares Trade Value Weight
INTC Intel Corp +3,207 $447.79K 0.535%
EW Edwards Lifesciences Corp +3,963 $358.49K 0.428%
STX Seagate Technology Holdings plc +286 $276.39K 0.33%
QCOM Qualcomm Inc +1,457 $269.27K 0.321%
PGR Progressive Corp +1,164 $254.29K 0.304%
PNC Pnc Financial Services Group, Inc. +935 $230.33K 0.275%
HUM Humana Inc +516 $205.15K 0.245%
TMO Thermo Fisher Scientific Inc. +405 $203.21K 0.243%
CRWD CrowdStrike Holdings, Inc. +1,060 $202.23K 0.241%
MRVL Marvell Technology, Inc. +674 $200.75K 0.24%

Closed Positions

Q2 2026
Holding Shares Sold Trade Value Prior Weight
ZTS Zoetis Inc. -4,583 $541.78K 0.731%
STE STERIS plc -2,098 $464.00K 0.626%
CMCSA Comcast Corp -8,758 $251.43K 0.339%
CVX Chevron Corp -1,178 $243.79K 0.329%
BBY Best Buy Co Inc -3,454 $221.76K 0.299%
HCA HCA Healthcare, Inc. -464 $219.48K 0.296%
IQV Iqvia Holdings Inc. -1,211 $206.52K 0.279%
Holdings · Q2 2026

83 Positions

As ofJun 30, 2026
Value$83.78M
Top 1047.5%
Avg position$1.01M
# Activity
68 more holdings Create a free account to keep reading this institution’s full portfolio.
Showing 1–15 of 83 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Aspire Growth Partners.

About Aspire Growth Partners LLC’s 13F Portfolio

What are Aspire Growth Partners LLC’s largest holdings?

As of its Q2 2026 13F filing, Aspire Growth Partners LLC’s five largest positions were Apple Inc. (AAPL) at 14.0%, Microsoft Corp (MSFT) at 7.0%, Jpmorgan Chase & Co (JPM) at 4.4%, Alphabet Inc. (GOOG) at 4.0%, Amazon Com Inc (AMZN) at 3.8% of the reported portfolio.

How much is Aspire Growth Partners LLC’s portfolio worth?

Aspire Growth Partners LLC reported a 13F portfolio worth $83.78M across 83 positions for Q2 2026. That is up 13.1% from the previous quarter.

What did Aspire Growth Partners LLC buy in Q2 2026?

Its largest purchases by value were Intel Corp ($447.79K), Edwards Lifesciences Corp ($358.49K), Meta Platforms, Inc. ($339.01K). It opened 10 new positions.

What did Aspire Growth Partners LLC sell in Q2 2026?

Its largest sales by value were Zoetis Inc. ($541.78K), STERIS plc ($464.00K), Marathon Petroleum Corp ($255.42K). It exited 7 positions entirely.

Where does this data come from?

From the Form 13F-HR reports Aspire Growth Partners LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.