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Aspire Growth Partners LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2055568
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Sector Allocation

  • Other44.6%$76.8M
  • Technology22.6%$38.8M
  • Financials11.6%$20.0M
  • Consumer Discretionary5.0%$8.6M
  • Healthcare4.4%$7.6M
  • Industrials4.3%$7.4M
  • Energy3.6%$6.1M
  • Consumer Staples2.0%$3.5M
  • Materials0.9%$1.6M
  • Communication Services0.7%$1.2M

AUM History

13fpro.ai/research/fund/aspire-growth-partners-llc-2055568

Conviction and streaks

Stable · top 10 = 49.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/aspire-growth-partners-llc-2055568

Aspire Growth Partners LLC 13F holdings — Q2 2026

$172.1M portfolio (+18.1% QoQ) · 128 holdings · Q2 2026 13F · top 10 are 50% of the stock portfolio

  • 1

    VANGUARD INDEX FDS - S&P 500 ETF SHS

    $19.9M

    11.5% of stocks

    +7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 2

    VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD

    $12.8M

    7.4% of stocks

    +7%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $11.7M

    6.8% of stocks

    +0.5%This quarter+1.7%Since filed7+ qtrsHeld
  • $10.2M

    6.0% of stocks

    +13%This quarter+1.6%Since filed7+ qtrsHeld
    AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialAdded 6 qtrs in a row
  • 5

    CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT

    $7.7M

    4.5% of stocks

    +8%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 6

    CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT

    $6.2M

    3.6% of stocks

    +6%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • $5.9M

    3.4% of stocks

    +5%This quarter+36.4%Since filed7+ qtrsHeld
    AIQuality79.8#30Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
  • $3.7M

    2.2% of stocks

    +6%This quarter-3.1%Since filed7+ qtrsHeld
    AIQuality71.8#170Est. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row
  • 9

    VANGUARD INDEX FDS - TOTAL STK MKT

    $3.6M

    2.1% of stocks

    +0.5%This quarter—Since filed—Held
    AIQuality—Est. buy—
  • 10

    CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT

    $3.4M

    2.0% of stocks

    +2%This quarter—Since filed—Held
    AIQuality—Est. buy—

All holdings — Aspire Growth Partners LLC (Q2 2026)

128 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
GOOG$GOOGAlphabet Inc.$3.3M+6%
AMZN$AMZNAMAZON COM INC$3.2M+12%
WMT$WMTWalmart Inc.$2.7M+0.7%
MU$MUMICRON TECHNOLOGY INC$2.6M+4%
MPC$MPCMarathon Petroleum Corp$2.2M-10%
GOOGL$GOOGLAlphabet Inc.$2.2M+0.0%
XOM.R34088$XOM.R34088EXXON MOBIL CORP$2.1M+0.5%
IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP$2.0M-4%
QQQ$QQQINVESCO QQQ TRUST, SERIES 1etf/fund$1.7M-0.2%
AMD$AMDADVANCED MICRO DEVICES INC$1.7M+2%
— ISHARES TR - MSCI USA MIN ETFetf/fund$1.6M+0.3%
V$VVISA INC.$1.5M+9%
— CAPITAL GROUP DIVIDEND GROWE - SHS ETFetf/fund$1.5M+23%
LLY$LLYELI LILLY & Co$1.5M+14%
— ISHARES INC - CORE MSCI EMKTetf/fund$1.4M+4%

What changed in Q2 2026

Against the previous quarter's 13F: 14 new, 68 added to, 38 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.

New positions (14)

  • INTC$INTCINTEL CORP$448K

    first bought this quarter

  • EW$EWEdwards Lifesciences Corp$358K

    first bought this quarter

  • AMERICAN CENTY ETF TR - US QUALITY GROW$321K

    first bought this quarter

  • STX$STXSeagate Technology Holdings plc$276K

    first bought this quarter

  • QCOM$QCOMQUALCOMM INC/DE$269K

    first bought this quarter

  • PGR$PGRPROGRESSIVE CORP/OH/$254K

    first bought this quarter

+8 more in the Excel export

Added to (68)

  • VANGUARD INDEX FDS - S&P 500 ETF SHS+7%

    now $19.9M

  • IVZ$IVZInvesco Ltd.+13%

    now $10.2M · held 7+ qtrs, 6 adds in a row

  • VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD+7%

    now $12.8M

  • CAPITAL GROUP CORE EQUITY ET - SHS CREAT UNIT+8%

    now $7.7M

  • VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F+493%

    now $623K

  • VANGUARD INDEX FDS - MID CAP ETF+320%

    now $655K

+62 more in the Excel export

Trimmed (38)

  • MPC$MPCMarathon Petroleum Corp-10%

    now $2.2M · held 7+ qtrs

  • NUE$NUENUCOR CORP-41%

    now $257K · held 7+ qtrs, 6 trims in a row

  • DRI$DRIDARDEN RESTAURANTS INC-26%

    now $365K · held 7+ qtrs, 3 trims in a row

  • F$FFORD MOTOR CO-26%

    now $366K · held 7+ qtrs, 4 trims in a row

  • IBM$IBMINTERNATIONAL BUSINESS MACHINES CORP-4%

    now $2.0M · held 7+ qtrs

  • GM$GMGeneral Motors Co-9%

    now $631K · held 7+ qtrs, 5 trims in a row

+32 more in the Excel export

Sold out (7)

  • ZTS$ZTSZoetis Inc.was $542K

    held 1 qtr

  • STE$STESTERIS plcwas $464K

    held 5 qtrs

  • CCZ$CCZCOMCAST CORPwas $251K

    held 6+ qtrs

  • CVX$CVXCHEVRON CORPwas $244K

    held 1 qtr

  • BBY$BBYBEST BUY CO INCwas $222K

    held 6+ qtrs

  • HCA$HCAHCA Healthcare, Inc.was $219K

+1 more in the Excel export

Firm AUM (Form ADV): $1.2B as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Aspire Growth Partners LLC has filed, 6 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 29, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Aspire Growth Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+8.7%

Value-weighted move of the 10 largest stock positions

Turnover

2%

Last quarter; 8% over the last 4

Top 10 weight

50%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

96%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Aspire Growth Partners LLC disclosed 128 positions worth $172.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 14 new positions and exited 7 — including a new stake in $INTC and a full exit from $ZTS. The portfolio is most concentrated in Other (44.6% of disclosed assets). All figures are sourced directly from Aspire Growth Partners LLC’s Form 13F-HR filing with the SEC under CIK 2055568.

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AI-Powered Hedge Fund Analysis: Aspire Growth Partners LLC

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Every holding in Aspire Growth Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.