Aspire Growth Partners LLC

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CIK 2055568

13F portfolio (2026-Q1)

$146M

Positions

121

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

121

Top 5

34.9%

Top 10

48.5%

Effective N

28.4

HHI

0.035

This quarter

5 new · 0 exit →

By sector

Unclassified49.2%

Information Technology17.6%

Consumer Discretionary8.1%

Financials5.4%

Energy5.0%

Communication Services4.7%

Health Care4.4%

Industrials3.9%

Other1.7%

By market cap

Unknown49.4%

Mega (>$200B)32.3%

Large ($10–200B)17.4%

Micro (<$300M)0.5%

Small ($300M–2B)0.3%

By region

North America50.6%

Other49.2%

Europe0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	49.94%	42
Technology Hardware & Equipment	9.01%	3
Specialty Retail	5.43%	7
Oil, Gas & Consumable Fuels	5.03%	6
Software	4.38%	3
Pharmaceuticals & Biotechnology	3.60%	9
Software & IT Services	3.40%	3
Semiconductors & Semiconductor Equipment	2.66%	6
Banks	2.17%	1
Machinery	1.90%	5
Aerospace & Defense	1.44%	3
Automobiles & Components	1.01%	3
Insurance	1.00%	3
Diversified Telecommunication Services	0.99%	2
Electrical Equipment & Components	0.91%	2
Commercial Services & Supplies	0.85%	1
Chemicals	0.73%	2
Capital Markets	0.65%	2
Communications Equipment	0.62%	1
Diversified Consumer Services	0.55%	1
Hotels, Restaurants & Leisure	0.54%	2
Distributors	0.52%	1
Health Care Equipment & Supplies	0.51%	2
Metals & Mining	0.40%	2
Road & Rail	0.37%	1
Food & Staples Retailing	0.23%	1
Utilities	0.20%	1
Equity Real Estate Investment Trusts (REITs)	0.17%	1
Media & Entertainment	0.17%	1
Airlines	0.17%	1
Entertainment	0.15%	1
Health Care Providers & Services	0.15%	1
Life Sciences Tools & Services	0.14%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	VOO	VANGUARD INDEX FDS	Unclassified	11.10%
2	VOOV	VANGUARD ADMIRAL FDS INC	Unclassified	7.60%
3	AAPL	Apple Inc.	Information Technology	7.03%
4	QQQM	INVESCO EXCH TRADED FD TR II	Unclassified	4.86%
5	CGUS	CAPITAL GROUP CORE EQUITY ET	Unclassified	4.26%
6	MSFT	MICROSOFT CORP	Information Technology	3.81%
7	CGDV	CAPITAL GROUP DIVIDEND VALUE	Unclassified	3.45%
8	JPM	JPMORGAN CHASE & CO	Financials	2.17%
9	VTI	VANGUARD INDEX FDS	Unclassified	2.14%
10	WMT	Walmart Inc.	Consumer Discretionary	2.05%

80/121 names classified · sector 50.8% of weight · industry 50.1% · mkt cap 50.6%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAAPL, MSFT, IBM, MSI, TT · other

Consumer DiscretionaryWMT, AMZN, HD, F, RGS · other

FinancialsJPM, V, BRK.B, CME, UNH · other

Health CareLLY, MRK, JNJ, PFE, MDT · other

Communication ServicesGOOG, GOOGL, T, VZ, META · other

IndustrialsLMT, ETN, FISV, CAT, LHX · other

EnergyXOM, MPC, HAL, FANG, BP · other

MaterialsAPD, NUE, PG, HWM

Consumer Staples

Real Estate

Utilities

UnclassifiedVOO, VOOV, QQQM, CGUS, CGDV · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 50.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 49% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (77 classified)Aspire Growth Partners LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryEnergyCommunication ServicesFinancialsHealth CareIndustrialsMaterialsConsumer StaplesUtilitiesReal Estate

Style box summary for Aspire Growth Partners LLC: centroid Large Core. Heaviest cells: Large Growth 18.1%, Large Core 15.2%, Large Value 8.7%.

Classified: 49.5% of book weight (77/121 names) · unclassified 50.5%: VOO, VOOV, QQQM, CGUS, CGDV, VTI, CGXU, USMV, QQQ, CGDG +34 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 121 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	VOOVANGUARD INDEX FDS	27,064	$16M	11.1%	ADD 8%
2	VOOVVANGUARD ADMIRAL FDS INC	54,386	$11M	7.6%	ADD 13%
3	AAPLAPPLE INC	40,372	$10M	7.0%	HOLD
4	QQQMINVESCO EXCH TRADED FD TR II	29,823	$7M	4.9%	ADD 11%
5	CGUSCAPITAL GROUP CORE EQUITY ET	161,600	$6M	4.3%	ADD 15%
6	MSFTMICROSOFT CORP	15,005	$6M	3.8%	ADD 6%
7	CGDVCAPITAL GROUP DIVIDEND VALUE	118,118	$5M	3.4%	ADD 9%
8	JPMJPMORGAN CHASE & CO	10,773	$3M	2.2%	ADD 5%
9	VTIVANGUARD INDEX FDS	9,723	$3M	2.1%	HOLD
10	WMTWALMART INC	24,095	$3M	2.1%	HOLD
11	CGXUCapital Group International Focus - ETF	97,678	$3M	2.0%	HOLD
12	XOMEXXON MOBIL CORP	15,201	$3M	1.8%	HOLD
13	GOOGALPHABET INC	8,899	$3M	1.8%	ADD 3%
14	AMZNAMAZON COM INC	11,899	$2M	1.7%	ADD 10%
15	MPCMARATHON PETE CORP	9,760	$2M	1.6%	ADD 3%
16	GOOGLALPHABET INC	6,249	$2M	1.2%	TRIM −3%
17	IBMINTERNATIONAL BUSINESS MACHS	7,225	$2M	1.2%	HOLD
18	LMTLOCKHEED MARTIN CORP	2,529	$2M	1.0%	HOLD
19	USMVISHARES TR	16,371	$2M	1.0%	HOLD
20	QQQINVESCO QQQ TR	2,366	$1M	0.9%	HOLD
21	HALHALLIBURTON CO	34,462	$1M	0.9%	HOLD
22	VVISA INC	4,087	$1M	0.8%	ADD 4%
23	CGDGCAPITAL GROUP DIVIDEND GROWE	32,026	$1M	0.8%	ADD 21%
24	TTTRANE TECHNOLOGIES PLC	2,717	$1M	0.8%	HOLD
25	SHYISHARES TR	13,465	$1M	0.8%	HOLD
26	IEMGISHARES INC	15,933	$1M	0.8%	ADD 4%
27	ETNEATON CORP PLC	3,105	$1M	0.8%	HOLD
28	IJJISHARES TR	8,094	$1M	0.7%	ADD 2%
29	BRK.BBERKSHIRE HATHAWAY INC DEL	2,233	$1M	0.7%	TRIM −4%
30	CGCPCAPITAL GRP FIXED INCM ETF T	47,211	$1M	0.7%	ADD 41%
31	CGGRCAPITAL GROUP GROWTH ETF	25,065	$1M	0.7%	HOLD
32	GEVGE VERNOVA INC	1,145	$999,103	0.7%	TRIM −2%
33	TAT&T INC	34,315	$994,805	0.7%	TRIM −7%
34	LLYELI LILLY & CO	1,071	$984,799	0.7%	HOLD
35	ADIANALOG DEVICES INC	3,015	$959,080	0.7%	HOLD
36	MSIMOTOROLA SOLUTIONS INC	2,083	$904,094	0.6%	HOLD
37	HDHOME DEPOT INC	2,686	$883,527	0.6%	HOLD
38	EUSAISHARES INC	8,266	$841,207	0.6%	HOLD
39	AVGOBROADCOM INC	2,698	$834,901	0.6%	ADD 15%
40	RGSREGIS CORPORATION	32,187	$794,697	0.5%	HOLD
41	RSPINVESCO EXCHANGE TRADED FD T	4,041	$775,486	0.5%	ADD 4%
42	VBVANGUARD INDEX FDS	2,936	$768,887	0.5%	ADD 17%
43	UPGDINVESCO EXCHANGE TRADED FD T	10,518	$766,417	0.5%	HOLD
44	WCCWESCO INTL INC	2,795	$764,694	0.5%	HOLD
45	CATCATERPILLAR INC	1,077	$762,781	0.5%	HOLD
46	MRKMERCK & CO INC	6,276	$754,889	0.5%	TRIM −3%
47	MUMICRON TECHNOLOGY INC	2,195	$741,602	0.5%	ADD 2%
48	SPYSTATE STR SPDR S&P 500 ETF T	1,089	$708,112	0.5%	HOLD
49	CMECME GROUP INC	2,353	$694,806	0.5%	HOLD
50	GMGENERAL MTRS CO	9,013	$671,470	0.5%	TRIM −4%
51	JNJJOHNSON & JOHNSON	2,742	$670,316	0.5%	TRIM −8%
52	TJXTJX COS INC NEW	4,037	$644,721	0.4%	HOLD
53	APDAIR PRODS & CHEMS INC	2,219	$644,484	0.4%	TRIM −4%
54	CRMSALESFORCE INC	3,317	$619,160	0.4%	HOLD
55	METAMETA PLATFORMS INC	1,056	$604,309	0.4%	ADD 30%
56	AMDADVANCED MICRO DEVICES INC	2,907	$591,371	0.4%	ADD 4%
57	ABBVABBVIE INC	2,578	$560,754	0.4%	HOLD
58	VOVANGUARD INDEX FDS	1,935	$555,707	0.4%	ADD 2%
59	ZTSZOETIS INC	4,583	$541,777	0.4%	NEW
60	UNPUNION PAC CORP	2,217	$537,836	0.4%	HOLD
61	CGIECAPITAL GROUP INTERNATIONAL	15,835	$535,540	0.4%	ADD 11%
62	MTUMISHARES TR	2,230	$535,114	0.4%	TRIM −8%
63	CBCHUBB LIMITED	1,632	$532,069	0.4%	HOLD
64	VOOGVANGUARD ADMIRAL FDS INC	1,272	$518,791	0.4%	ADD 11%
65	VIGVANGUARD SPECIALIZED FUNDS	2,382	$512,357	0.4%	HOLD
66	PFEPFIZER INC	17,592	$493,976	0.3%	TRIM −8%
67	ALLALLSTATE CORP	2,357	$488,660	0.3%	HOLD
68	REGNREGENERON PHARMACEUTICALS	626	$483,962	0.3%	HOLD
69	CTMXCYTOMX THERAPEUTICS INC.	102,254	$480,594	0.3%	HOLD
70	DRIDARDEN RESTAURANTS INC	2,409	$472,313	0.3%	TRIM −9%
71	STESTERIS PLC	2,098	$464,004	0.3%	TRIM −6%
72	VZVERIZON COMMUNICATIONS INC	8,973	$450,464	0.3%	TRIM −21%
73	UNHUNITEDHEALTH GROUP INC	1,590	$430,282	0.3%	ADD 13%
74	FANGDIAMONDBACK ENERGY INC	2,121	$419,457	0.3%	HOLD
75	PGPROCTER AND GAMBLE CO	2,880	$415,954	0.3%	HOLD
76	FFORD MTR CO	35,585	$410,651	0.3%	TRIM −2%
77	NVDANVIDIA CORPORATION	2,315	$403,698	0.3%	HOLD
78	SCHXSCHWAB U.S. LARGE-CAP ETF	15,702	$402,605	0.3%	HOLD
79	TSLATESLA INC	1,053	$391,453	0.3%	HOLD
80	GGGGRACO INC	4,411	$373,357	0.3%	TRIM −13%
81	SHWSHERWIN WILLIAMS CO	1,139	$364,976	0.3%	TRIM −10%
82	CGCBCAPITAL GRP FIXED INCM ETF T	13,873	$364,316	0.2%	NEW
83	IVVISHARES TR	554	$361,940	0.2%	HOLD
84	BPBP PLC	7,661	$360,066	0.2%	HOLD
85	NXPINXP SEMICONDUCTORS N V	1,733	$341,222	0.2%	HOLD
86	LHXL3HARRIS TECHNOLOGIES INC	983	$339,191	0.2%	HOLD
87	CVSCVS HEALTH CORP	4,667	$335,215	0.2%	TRIM −6%
88	COSTCOSTCO WHSL CORP NEW	333	$331,707	0.2%	ADD 3%
89	NUENUCOR CORP	1,947	$329,256	0.2%	TRIM −20%
90	GEGE AEROSPACE	1,132	$321,129	0.2%	HOLD
91	MCDMCDONALDS CORP	1,026	$318,854	0.2%	HOLD
92	IWFISHARES TR	728	$310,584	0.2%	HOLD
93	MGVVANGUARD WORLD FD	2,068	$299,718	0.2%	HOLD
94	NEENEXTERA ENERGY INC	3,179	$295,237	0.2%	HOLD
95	AKREPROFESIONALLY MANAGED PORTFO	5,467	$288,931	0.2%	HOLD
96	DXCMDEXCOM	4,539	$285,049	0.2%	HOLD
97	CGGOCAPITAL GROUP GBL GROWTH EQT	8,180	$272,981	0.2%	HOLD
98	LRCXLAM RESEARCH CORP	1,275	$272,463	0.2%	HOLD
99	GILDGILEAD SCIENCES INC	1,947	$271,339	0.2%	HOLD
100	IBITISHARES BITCOIN TRUST ETF	6,699	$257,376	0.2%	TRIM −10%
101	RJFRAYMOND JAMES FINL INC	1,777	$257,357	0.2%	ADD 9%
102	HWMHOWMET AEROSPACE INC	1,110	$255,911	0.2%	HOLD
103	OREALTY INCOME CORP	4,160	$254,492	0.2%	TRIM −2%
104	DEDEERE & CO	449	$252,955	0.2%	HOLD
105	CMCSACOMCAST CORP NEW	8,758	$251,432	0.2%	TRIM −3%
106	FDXFEDEX CORP	686	$244,166	0.2%	TRIM −2%
107	CVXCHEVRON CORP NEW	1,178	$243,790	0.2%	NEW
108	DIVOAMPLIFY ETF TR	5,364	$240,565	0.2%	TRIM −2%
109	VFHVANGUARD WORLD FD	1,980	$239,227	0.2%	HOLD
110	VTVANGUARD INTL EQUITY INDEX F	1,700	$235,144	0.2%	HOLD
111	BABOEING CO	1,166	$232,169	0.2%	TRIM −18%
112	DISDISNEY WALT CO	2,329	$224,511	0.2%	HOLD
113	BBYBest Buy Company, Inc.	3,454	$221,756	0.2%	TRIM −12%
114	HCAHCA HEALTHCARE INC	464	$219,480	0.2%	HOLD
115	VOXVANGUARD WORLD FD	1,203	$216,358	0.1%	HOLD
116	IJHISHARES TR	3,191	$215,511	0.1%	HOLD
117	CGCVCAPITAL GROUP CONSERVATIVE E	7,176	$213,917	0.1%	NEW
118	EAELECTRONIC ARTS INC	1,030	$210,054	0.1%	HOLD
119	IJRISHARES TR	1,672	$207,829	0.1%	NEW
120	IQVIQVIA HLDGS INC	1,211	$206,524	0.1%	TRIM −2%
121	JPCNUVEEN PFD & INCOME OPPORTUN	12,756	$96,181	0.1%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

VOOVANGUARD INDEX FDS

18K

22K

23K

24K

25K

27K

$16M

VOOVVANGUARD ADMIRAL FDS INC

36K

39K

42K

48K

54K

$11M

AAPLAPPLE INC

38K

42K

41K

40K

$10M

QQQMINVESCO EXCH TRADED FD TR II

16K

21K

22K

25K

27K

30K

$7M

CGUSCAPITAL GROUP CORE EQUITY ET

47K

110K

128K

138K

141K

162K

$6M

MSFTMICROSOFT CORP

13K

14K

15K

$6M

CGDVCAPITAL GROUP DIVIDEND VALUE

60K

86K

95K

103K

108K

118K

$5M

JPMJPMORGAN CHASE & CO

10K

11K

$3M

VTIVANGUARD INDEX FDS

10K

$3M

WMTWALMART INC

16K

24K

25K

24K

$3M

CGXUCapital Group International Focus - ETF

94K

92K

95K

99K

98K

$3M

XOMEXXON MOBIL CORP

13K

14K

15K

$3M

GOOGALPHABET INC

$3M

AMZNAMAZON COM INC

10K

11K

12K

$2M

MPCMARATHON PETE CORP

10K

$2M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Aspire Growth Partners LLC