Aspire Growth Partners LLC
Long book
$145.7M
Q1 2026
Positions
121
Top-10 weight
48%
concentration
Last quarter
+13.1%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsAspire Growth Partners LLC is an institutional manager, running a $145.7M US long book across 121 positions.
The portfolio is moderately concentrated (top 10 ≈ 48% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD S&P 500 VALUE ETF, APPLE INC, INVESCO NASDAQ 100 ETF, CAP GROUP CORE EQUITY.
Over the last 6 quarters its long book ran on average 0.1pp per quarter ahead of the S&P 500, beating the index in 3 of 6 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-2.9%
Q1 2025
+9.0%
Q2 2025
+7.9%
Q3 2025
+3.0%
Q4 2025
-1.8%
Q1 2026
+13.1%
Sector allocation
Technology 40%
Consumer discretionary 13%
Industrials 12%
Energy 9%
Healthcare 9%
Financials 9%
Services media 3%
Communications 2%
Long book by quarter
What does Aspire Growth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 40.4K | $10.2M | 7.0% | -1.4% |
| MSFT MICROSOFT CORP | Technology | 15.0K | $5.6M | 3.8% | +5.5% |
| JPM JPMORGAN CHASE & CO | Financials | 10.8K | $3.2M | 2.2% | +5.2% |
| WMT WALMART INC | Consumer discretionary | 24.1K | $3.0M | 2.1% | -0.4% |
| XOM EXXON MOBIL CORP | Energy | 15.2K | $2.6M | 1.8% | -0.6% |
| GOOG ALPHABET INC-CL C | Technology | 8.9K | $2.6M | 1.8% | +3.5% |
| AMZN AMAZON.COM INC | Consumer discretionary | 11.9K | $2.5M | 1.7% | +10.3% |
| MPC MARATHON PETROLEUM CORP | Energy | 9.8K | $2.4M | 1.6% | +2.7% |
| GOOGL ALPHABET INC-CL A | Technology | 6.2K | $1.8M | 1.2% | -2.6% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 7.2K | $1.8M | 1.2% | +0.7% |
| LMT LOCKHEED MARTIN CORP | Industrials | 2.5K | $1.5M | 1.0% | +0.6% |
| HAL HALLIBURTON CO | Energy | 34.5K | $1.3M | 0.9% | +0.4% |
| V VISA INC-CLASS A SHARES | Services media | 4.1K | $1.2M | 0.8% | +4.0% |
| TT TRANE TECHNOLOGIES PLC | Technology | 2.7K | $1.1M | 0.8% | -1.1% |
| ETN EATON CORP PLC | Industrials | 3.1K | $1.1M | 0.8% | -1.6% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.2K | $1.1M | 0.7% | -4.0% |
| GEV GE VERNOVA INC | Industrials | 1.1K | $999K | 0.7% | -2.3% |
| T AT&T INC | Communications | 34.3K | $995K | 0.7% | -6.7% |
| LLY ELI LILLY & CO | Healthcare | 1.1K | $985K | 0.7% | +0.2% |
| ADI ANALOG DEVICES INC | Technology | 3.0K | $959K | 0.7% | +0.1% |
| MSI MOTOROLA SOLUTIONS INC | Technology | 2.1K | $904K | 0.6% | +0.3% |
| HD HOME DEPOT INC | Consumer discretionary | 2.7K | $884K | 0.6% | -1.6% |
| AVGO BROADCOM INC | Technology | 2.7K | $835K | 0.6% | +15.3% |
| RGS REGIS CORP | Services media | 32.2K | $795K | 0.5% | Held |
| WCC WESCO INTERNATIONAL INC | Consumer discretionary | 2.8K | $765K | 0.5% | +0.5% |
| CAT CATERPILLAR INC | Industrials | 1.1K | $763K | 0.5% | +0.2% |
| MRK MERCK & CO. INC. | Healthcare | 6.3K | $755K | 0.5% | -3.1% |
| MU MICRON TECHNOLOGY INC | Technology | 2.2K | $742K | 0.5% | +2.1% |
| CME CME GROUP INC | Financials | 2.4K | $695K | 0.5% | +0.2% |
| GM GENERAL MOTORS CO | Industrials | 9.0K | $671K | 0.5% | -3.9% |
| JNJ JOHNSON & JOHNSON | Healthcare | 2.7K | $670K | 0.5% | -8.2% |
| TJX TJX COMPANIES INC | Consumer discretionary | 4.0K | $645K | 0.4% | +0.2% |
| APD AIR PRODUCTS & CHEMICALS INC | Materials | 2.2K | $644K | 0.4% | -3.9% |
| CRM SALESFORCE INC | Technology | 3.3K | $619K | 0.4% | -1.3% |
| META META PLATFORMS INC-CLASS A | Technology | 1.1K | $604K | 0.4% | +30.2% |
| AMD ADVANCED MICRO DEVICES | Technology | 2.9K | $591K | 0.4% | +4.5% |
| ABBV ABBVIE INC | Healthcare | 2.6K | $561K | 0.4% | -0.9% |
| ZTS ZOETIS INC | Healthcare | 4.6K | $542K | 0.4% | New |
| UNP UNION PACIFIC CORP | Industrials | 2.2K | $538K | 0.4% | +0.5% |
| CB CHUBB LTD | Financials | 1.6K | $532K | 0.4% | -1.1% |
| PFE PFIZER INC | Healthcare | 17.6K | $494K | 0.3% | -7.8% |
| ALL ALLSTATE CORP | Financials | 2.4K | $489K | 0.3% | -1.2% |
| REGN REGENERON PHARMACEUTICALS | Healthcare | 626 | $484K | 0.3% | Held |
| CTMX CYTOMX THERAPEUTICS INC | Healthcare | 102.3K | $481K | 0.3% | Held |
| DRI DARDEN RESTAURANTS INC | Consumer discretionary | 2.4K | $472K | 0.3% | -9.0% |
| STE STERIS PLC | Healthcare | 2.1K | $464K | 0.3% | -6.0% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 9.0K | $450K | 0.3% | -21.1% |
| UNH UNITEDHEALTH GROUP INC | Financials | 1.6K | $430K | 0.3% | +13.4% |
| FANG DIAMONDBACK ENERGY INC | Energy | 2.1K | $419K | 0.3% | +0.6% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.9K | $416K | 0.3% | +0.6% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 17, 2026 | 121 | $145.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 5, 2026 | 123 | $143.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 3, 2025 | 118 | $136.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 13, 2025 | 114 | $122.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 113 | $112.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 99 | $102.2M | canonical | SEC ↗ |
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