Aspire Growth Partners LLC

CIK 0002055568 · Q1 2026

13F Equity AUM

$145.7M

+1.5% QoQ

Positions

121

-2 QoQ

AUM Rank

#8,652

Top 70%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 34.9%Top 10: 48.5%Top 20: 62.8%

VOO11.1%

VOOV7.6%

AAPL7.0%

QQQM4.9%

CGUS4.3%

MSFT3.8%

CGDV3.5%

JPM2.2%

VTI2.1%

WMT2.0%

Others (111)51.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services54.3%

Technology15.9%

Industrials5.4%

Energy5.0%

Consumer Cyclical5.0%

Healthcare4.9%

Communication Services4.9%

Consumer Defensive2.6%

Other2.0%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 121Median: 0.37%Avg: 0.83%

0–0.5%

74(19.4%)

0.5–1%

28(18.7%)

1–3%

12(19.7%)

3–5%

4(16.4%)

5%+

3(25.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 119Unique: 2vs 20 funds

1.6%Low

121

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

2.2%

BANK OF AMERICA CORP /DE/

2.5%

2.4%

3.7%

2.5%

2.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.3%

VANGUARD PORTFOLIO MANAGEMENT LLC

2.7%

GEODE CAPITAL MANAGEMENT, LLC

2.2%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New5Increased60Decreased44Exited7

New Positions

ZTS0.4%

+5K

CGCB0.3%

+14K

CHV0.2%

+1K

CGCV0.1%

+7K

IJR0.1%

+2K

Increased

CGUS4.3%

+21K(+15%)

CGCP0.7%

+14K(+41%)

CGDV3.5%

+10K(+9%)

VOOV7.6%

+6K(+13%)

CGDG0.8%

+6K(+21%)

QQQM4.9%

+3K(+11%)

VOO11.1%

+2K(+8%)

CGIE0.4%

+2K(+11%)

AMZN1.7%

+1K(+10%)

MSFT3.8%

+787(+6%)

Decreased

T0.7%

-2,475(-7%)

BAC0.3%

-2,401(-21%)

PFE0.3%

-1,496(-8%)

CGXU2.0%

-1,366(-1%)

F0.3%

-768(-2%)

IBIT0.2%

-750(-10%)

GGG0.3%

-656(-13%)

AAPL7.0%

-590(-1%)

NUE0.2%

-483(-20%)

BBY0.1%

-463(-12%)

Exited

MDT

-6,423

FISV

-4,047

-3,137

-385

-3,526

-1,378

-415

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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