AI Portfolio Summary
In 2026 Q1, Aspire Growth Partners LLC maintained a portfolio of 128 distinct positions. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 8.3%. The fund also reduced its exposure to AT&T INC by 6.7%.
Total Positions
128
Quarter
2026 Q1
Top Holding
VOO (11.1%)
Top 10 Concentration
48.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 128
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VOO
VANGUARD INDEX ...
|
ETF | 11.10% | 10.91% |
#1
Prev: #1
|
8.0 | 2,084 | 8.3% |
P
S
|
27,064 | $16,172,135 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VOOV
VANGUARD ADMIRA...
|
ETF | 7.60% | 6.84% |
#2
1
Prev: #3
|
6.5 | 6,429 | 13.4% |
P
S
|
54,386 | $11,083,248 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AAPL
APPLE INC
|
Technology | 7.03% | 7.75% |
#3
1
Prev: #2
|
4.3 | -590 | -1.4% |
P
S
|
40,372 | $10,246,015 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QQQM
INVESCO EXCH TR...
|
ETF | 4.86% | 4.75% |
#4
1
Prev: #5
|
4.4 | 2,870 | 10.6% |
P
S
|
29,823 | $7,086,607 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGUS
CAPITAL GROUP C...
|
Unknown | 4.26% | 3.95% |
#5
1
Prev: #6
|
4.2 | 20,506 | 14.5% |
P
S
|
161,600 | $6,208,656 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 3.81% | 4.79% |
#6
2
Prev: #4
|
3.5 | 787 | 5.5% |
P
S
|
15,005 | $5,554,372 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 3.45% | 3.29% |
#7
Prev: #7
|
3.4 | 9,918 | 9.2% |
P
S
|
118,118 | $5,024,729 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 2.17% | 2.30% |
#8
Prev: #8
|
2.9 | 533 | 5.2% |
P
S
|
10,773 | $3,168,824 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 2.14% | 2.24% |
#9
Prev: #9
|
1.4 | 113 | 1.2% |
P
S
|
9,723 | $3,119,320 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 2.05% | 1.88% |
#10
2
Prev: #12
|
1.3 | -86 | -0.4% |
P
S
|
24,095 | $2,994,498 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGXU
CAPITAL GROUP I...
|
Unknown | 1.98% | 2.04% |
#11
1
Prev: #10
|
1.3 | -1,366 | -1.4% |
P
S
|
97,678 | $2,880,523 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 1.77% | 1.28% |
#12
4
Prev: #16
|
1.2 | -90 | -0.6% |
P
S
|
15,201 | $2,579,037 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.75% | 1.88% |
#13
2
Prev: #11
|
1.2 | 298 | 3.5% |
P
S
|
8,899 | $2,552,720 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 1.70% | 1.73% |
#14
1
Prev: #13
|
2.7 | 1,115 | 10.3% |
P
S
|
11,899 | $2,478,205 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MPC
MARATHON PETE C...
|
Energy | 1.64% | 1.08% |
#15
3
Prev: #18
|
1.2 | 258 | 2.7% |
P
S
|
9,760 | $2,383,246 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.23% | 1.40% |
#16
1
Prev: #15
|
1.0 | -169 | -2.6% |
P
S
|
6,249 | $1,797,062 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IBM
INTERNATIONAL B...
|
Technology | 1.20% | 1.48% |
#17
3
Prev: #14
|
1.0 | 51 | 0.7% |
P
S
|
7,225 | $1,751,154 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.05% | 0.85% |
#18
3
Prev: #21
|
0.9 | 14 | 0.6% |
P
S
|
2,529 | $1,528,298 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
USMV
ISHARES TR
|
ETF | 1.04% | 1.08% |
#19
2
Prev: #17
|
0.9 | -52 | -0.3% |
P
S
|
16,371 | $1,518,278 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.94% | 1.02% |
#20
1
Prev: #19
|
0.9 | -14 | -0.6% |
P
S
|
2,366 | $1,365,702 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HAL
HALLIBURTON CO
|
Energy | 0.92% | 0.68% |
#21
9
Prev: #30
|
0.9 | 149 | 0.4% |
P
S
|
34,462 | $1,343,660 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
V
VISA INC
|
Financial Services | 0.85% | 0.96% |
#22
2
Prev: #20
|
0.8 | 158 | 4.0% |
P
S
|
4,087 | $1,235,298 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGDG
CAPITAL GROUP D...
|
ETF | 0.79% | 0.65% |
#23
8
Prev: #31
|
2.8 | 5,641 | 21.4% |
P
S
|
32,026 | $1,149,730 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
TT
TRANE TECHNOLOG...
|
Industrials | 0.78% | 0.74% |
#24
2
Prev: #26
|
0.8 | -29 | -1.1% |
P
S
|
2,717 | $1,132,118 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SHY
ISHARES TR
|
ETF | 0.76% | 0.78% |
#25
Prev: #25
|
0.8 | 16 | 0.1% |
P
S
|
13,465 | $1,111,790 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IEMG
ISHARES INC
|
ETF | 0.76% | 0.72% |
#26
2
Prev: #28
|
0.8 | 540 | 3.5% |
P
S
|
15,933 | $1,111,337 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ETN
EATON CORP PLC
|
Industrials | 0.76% | 0.70% |
#27
2
Prev: #29
|
0.8 | -52 | -1.6% |
P
S
|
3,105 | $1,110,674 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
IJJ
ISHARES TR
|
ETF | 0.74% | 0.73% |
#28
1
Prev: #27
|
0.8 | 168 | 2.1% |
P
S
|
8,094 | $1,072,402 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.73% | 0.81% |
#29
7
Prev: #22
|
0.8 | -94 | -4.0% |
P
S
|
2,233 | $1,070,054 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGCP
CAPITAL GRP FIX...
|
ETF | 0.72% | 0.53% |
#30
13
Prev: #43
|
2.8 | 13,719 | 41.0% |
P
S
|
47,211 | $1,054,694 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.69% | 0.78% |
#31
7
Prev: #24
|
1.3 | no change | no change |
P
S
|
25,065 | $1,007,352 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GEV
GE VERNOVA INC
|
Industrials | 0.69% | 0.53% |
#32
9
Prev: #41
|
0.8 | -27 | -2.3% |
P
S
|
1,145 | $999,103 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
T
AT&T INC
|
Communication Services | 0.68% | 0.64% |
#33
Prev: #33
|
0.8 | -2,475 | -6.7% |
P
S
|
34,315 | $994,805 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.68% | 0.80% |
#34
11
Prev: #23
|
0.8 | 2 | 0.2% |
P
S
|
1,071 | $984,799 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 0.66% | 0.57% |
#35
2
Prev: #37
|
0.8 | 3 | 0.1% |
P
S
|
3,015 | $959,080 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MSI
MOTOROLA SOLUTI...
|
Technology | 0.62% | 0.55% |
#36
3
Prev: #39
|
0.7 | 6 | 0.3% |
P
S
|
2,083 | $904,094 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
HD
HOME DEPOT INC
|
Consumer Cyclical | 0.61% | 0.65% |
#37
5
Prev: #32
|
0.7 | -45 | -1.6% |
P
S
|
2,686 | $883,527 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
EUSA
ISHARES INC
|
ETF | 0.58% | 0.59% |
#38
2
Prev: #36
|
0.7 | 29 | 0.4% |
P
S
|
8,266 | $841,207 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.57% | 0.56% |
#39
1
Prev: #38
|
2.2 | 358 | 15.3% |
P
S
|
2,698 | $834,901 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RGS
REGIS CORPORATI...
|
Consumer Cyclical | 0.55% | 0.62% |
#40
6
Prev: #34
|
1.2 | no change | no change |
P
S
|
32,187 | $794,697 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 0.53% | 0.52% |
#41
3
Prev: #44
|
0.7 | 165 | 4.3% |
P
S
|
4,041 | $775,486 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.53% | 0.45% |
#42
6
Prev: #48
|
2.2 | 437 | 17.5% |
P
S
|
2,936 | $768,887 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
UPGD
INVESCO EXCHANG...
|
Unknown | 0.53% | 0.54% |
#43
3
Prev: #40
|
1.2 | no change | no change |
P
S
|
10,518 | $766,417 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
WCC
WESCO INTL INC
|
Industrials | 0.52% | 0.47% |
#44
3
Prev: #47
|
0.7 | 15 | 0.5% |
P
S
|
2,795 | $764,694 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.52% | 0.43% |
#45
8
Prev: #53
|
0.7 | 2 | 0.2% |
P
S
|
1,077 | $762,781 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.52% | 0.47% |
#46
Prev: #46
|
0.7 | -202 | -3.1% |
P
S
|
6,276 | $754,889 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 0.51% | 0.43% |
#47
7
Prev: #54
|
0.7 | 46 | 2.1% |
P
S
|
2,195 | $741,602 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.49% | 0.52% |
#48
3
Prev: #45
|
0.7 | 3 | 0.3% |
P
S
|
1,089 | $708,112 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
CME
CME GROUP INC
|
Financial Services | 0.48% | 0.45% |
#49
Prev: #49
|
0.7 | 5 | 0.2% |
P
S
|
2,353 | $694,806 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 | |||
|
GM
GENERAL MTRS CO
|
Consumer Cyclical | 0.46% | 0.53% |
#50
8
Prev: #42
|
0.7 | -367 | -3.9% |
P
S
|
9,013 | $671,470 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-17 |
Showing 1-50 of 128 holdings