Aspiriant

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TEM",
  "FROG",
  null,
  "QSR",
  null,
  "FNDF",
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "JEF",
  null,
  "GOOGL",
  null,
  "AXP",
  null,
  "AFRM",
  "AIG",
  "T",
  "BLK",
  "ESAB",
  "CAT",
  "AVDE",
  "AVGO",
  "LOW",
  null,
  "AVEM",
  "CP.TO",
  null,
  "COF",
  null,
  null,
  "DUK",
  "D",
  null,
  null,
  "GD",
  "GIS",
  "HON",
  "HD",
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  "QCOM",
  "ITW",
  "AMAT",
  "BKNG",
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "LIN",
  null,
  null,
  "MPC",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "NVS",
  "DLN",
  "BX",
  "IJR",
  "IWD",
  "ORCL",
  null,
  null,
  "PAYX",
  "VGIT",
  null,
  "VHT",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "IEMG",
  "GSBD",
  null,
  "IVV",
  null,
  "MRCC",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "GS",
  "ENB",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  "REGN",
  "FNDX",
  "IEFA",
  "SPGI",
  "RY",
  null,
  "SCHX",
  null,
  null,
  "NOW",
  "SPG",
  "RTX",
  "GLD",
  null,
  "SPLG",
  "IBM",
  "SBUX",
  "CI",
  "TMO",
  "TJX",
  "TDG",
  "TFC",
  "VNQ",
  "VO",
  "MET",
  "VXF",
  "VV",
  "VOE",
  "SCHW",
  null,
  "SLNO",
  "ACWV",
  "VWO",
  "VSS",
  "IWV",
  null,
  "VIG",
  null,
  null,
  "TTE",
  null,
  "IWO",
  "IWN",
  "GSK",
  "VYM",
  "TT",
  "SLGN",
  "NFG",
  "SDY",
  "AJG",
  "WM",
  "IWP",
  "IWR",
  null,
  "NVO",
  "AMZN",
  "SCHB",
  null,
  "IVE",
  null,
  "ABEV",
  null,
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VGK",
  "VNQI",
  "MGK",
  null,
  "VXUS",
  "VOOG",
  null,
  "VBK",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "IUSG",
  null,
  null,
  null,
  "SCHD",
  "DVY",
  "SCHG",
  null,
  "NOK",
  null,
  "CRM",
  null,
  "DIA",
  null,
  "IUSV",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "FDX",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BILL",
  "BA",
  "BMY",
  "BOX",
  "BCAL",
  "CVX",
  "CHTR",
  "CINF",
  "CB",
  "CSCO",
  "NET",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "DHR",
  "DE",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DOCU",
  "RSP",
  "IJT",
  "IJJ",
  "EFA",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 288
Total Value: 2880816687
Accession Number: 0001172661-25-001518
Form Type: 13F-HR
CIK: aspiriant
Manager Name: Aspiriant

Data Enrichment

77% identified

222 identified66 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

288 positions • $2.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 11 of 15

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CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:1.1K

Value:$415.7K

% of Portfolio:0.0% ($415.7K/$2.9B)

025072885

Shares:4.5K

Value:$415.1K

% of Portfolio:0.0% ($415.1K/$2.9B)

464288661

Shares:3.5K

Value:$408.2K

% of Portfolio:0.0% ($408.2K/$2.9B)

464288646

Shares:7.8K

Value:$406.6K

% of Portfolio:0.0% ($406.6K/$2.9B)

808524300

SCHG|808524300

Shares:16.2K

Value:$405.0K

% of Portfolio:0.0% ($405.0K/$2.9B)

808524839

Shares:17.4K

Value:$402.0K

% of Portfolio:0.0% ($402.0K/$2.9B)

46436E718

Shares:3.9K

Value:$395.4K

% of Portfolio:0.0% ($395.4K/$2.9B)

MORGAN STANLEY

MS|617446448

Shares:3.4K

Value:$392.7K

% of Portfolio:0.0% ($392.7K/$2.9B)

Palo Alto Networks Inc

PANW|697435105

Shares:2.3K

Value:$391.3K

% of Portfolio:0.0% ($391.3K/$2.9B)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:9.5K

Value:$389.3K

% of Portfolio:0.0% ($389.3K/$2.9B)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.5K

Value:$387.3K

% of Portfolio:0.0% ($387.3K/$2.9B)

ECOLAB INC.

ECL|278865100

Shares:1.5K

Value:$385.1K

% of Portfolio:0.0% ($385.1K/$2.9B)

BlackRock, Inc.

BLK|09290D101

Shares:404

Value:$382.4K

% of Portfolio:0.0% ($382.4K/$2.9B)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:8.4K

Value:$381.0K

% of Portfolio:0.0% ($381.0K/$2.9B)

JFrog Ltd

FROG|M6191J100

Shares:11.7K

Value:$375.7K

% of Portfolio:0.0% ($375.7K/$2.9B)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.2K

Value:$375.0K

% of Portfolio:0.0% ($375.0K/$2.9B)

025072703

AVDE|025072703

Shares:5.6K

Value:$369.1K

% of Portfolio:0.0% ($369.1K/$2.9B)

46432F339

QUAL|46432F339

Shares:2.1K

Value:$366.6K

% of Portfolio:0.0% ($366.6K/$2.9B)

NOVO NORDISK A S

NVO|670100205

Shares:5.3K

Value:$365.2K

% of Portfolio:0.0% ($365.2K/$2.9B)

25434V849

Shares:7.5K

Value:$356.1K

% of Portfolio:0.0% ($356.1K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	1.1K	QoQ +1.53% (+17) YoY -32.89% (-553)	All Managers (Combined)	$415.7K	0.0% ($415.7K/$2.9B)	QoQ +9.16% (+$34.9K) YoY -14.92% (-$72.9K)
(cusip025072885)✕	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$415.1K	0.0% ($415.1K/$2.9B)	QoQ NEW(+$415.1K) YoY NEW(+$415.1K)
(cusip464288661)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$408.2K	0.0% ($408.2K/$2.9B)	QoQ NEW(+$408.2K) YoY NEW(+$408.2K)
(cusip464288646)✕	7.8K	QoQ +42.93% (+2.3K) YoY +39.59% (+2.2K)	All Managers (Combined)	$406.6K	0.0% ($406.6K/$2.9B)	QoQ +44.78% (+$125.8K) YoY +42.55% (+$121.4K)
(SCHGcusip808524300)	16.2K	QoQ -30.89% (-7.2K) YoY NEW(+16.2K)	All Managers (Combined)	$405.0K	0.0% ($405.0K/$2.9B)	QoQ -37.91% (-$247.3K) YoY NEW(+$405.0K)
(cusip808524839)✕	17.4K	QoQ -29.28% (-7.2K) YoY +41.42% (-5.1K)	All Managers (Combined)	$402.0K	0.0% ($402.0K/$2.9B)	QoQ -27.85% (-$155.2K) YoY -28.79% (-$162.5K)
(cusip46436E718)✕	3.9K	QoQ -19.35% (-943) YoY NEW(+3.9K)	All Managers (Combined)	$395.4K	0.0% ($395.4K/$2.9B)	QoQ -19.07% (-$93.2K) YoY NEW(+$395.4K)
MORGAN STANLEY(MScusip617446448)	3.4K	QoQ +13.67% (+405) YoY -22.28% (-965)	All Managers (Combined)	$392.7K	0.0% ($392.7K/$2.9B)	QoQ +5.49% (+$20.5K) YoY -3.72% (-$15.2K)
Palo Alto Networks Inc(PANWcusip697435105)	2.3K	QoQ +11.31% (+233) YoY +114.49% (+1.2K)	All Managers (Combined)	$391.3K	0.0% ($391.3K/$2.9B)	QoQ +4.38% (+$16.4K) YoY +28.82% (+$87.5K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	9.5K	QoQ +3.46% (-317) YoY -14.00% (-1.5K)	All Managers (Combined)	$389.3K	0.0% ($389.3K/$2.9B)	QoQ -1.85% (-$7.3K) YoY -9.22% (-$39.5K)
T-Mobile US, Inc.(TMUScusip872590104)	1.5K	QoQ -23.57% (-448) YoY -16.16% (-280)	All Managers (Combined)	$387.3K	0.0% ($387.3K/$2.9B)	QoQ -7.65% (-$32.1K) YoY +36.98% (-$104.6K)
ECOLAB INC.(ECLcusip278865100)	1.5K	QoQ +1.13% (+17) YoY -5.82% (-94)	All Managers (Combined)	$385.1K	0.0% ($385.1K/$2.9B)	QoQ +9.41% (+$33.1K) YoY +3.39% (-$12.7K)
BlackRock, Inc.(BLKcusip09290D101)	404	QoQ +2.27% (-9) YoY NEW(+404)	All Managers (Combined)	$382.4K	0.0% ($382.4K/$2.9B)	QoQ -5.56% (-$22.5K) YoY NEW(+$382.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	8.4K	QoQ +8.85% (+683) YoY -25.37% (-2.9K)	All Managers (Combined)	$381.0K	0.0% ($381.0K/$2.9B)	QoQ +23.47% (+$72.4K) YoY -19.32% (-$91.2K)
JFrog Ltd(FROGcusipM6191J100)	11.7K	QoQ 0.00% (+0) YoY -7.08% (-896)	All Managers (Combined)	$375.7K	0.0% ($375.7K/$2.9B)	QoQ +8.80% (+$30.4K) YoY -32.76% (-$183.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.2K	QoQ -48.27% (-1.1K) YoY -23.59% (-379)	All Managers (Combined)	$375.0K	0.0% ($375.0K/$2.9B)	QoQ -46.00% (-$319.5K) YoY -6.50% (-$26.1K)
(AVDEcusip025072703)	5.6K	QoQ NEW(+5.6K) YoY NEW(+5.6K)	All Managers (Combined)	$369.1K	0.0% ($369.1K/$2.9B)	QoQ NEW(+$369.1K) YoY NEW(+$369.1K)
(QUALcusip46432F339)	2.1K	QoQ +16.07% (+297) YoY +30.47% (+501)	All Managers (Combined)	$366.6K	0.0% ($366.6K/$2.9B)	QoQ +11.38% (+$37.5K) YoY +35.66% (+$96.4K)
NOVO NORDISK A S(NVOcusip670100205)	5.3K	QoQ +0.65% (-34) YoY +9.42% (-453)	All Managers (Combined)	$365.2K	0.0% ($365.2K/$2.9B)	QoQ -18.74% (-$84.3K) YoY -40.82% (-$251.9K)
(cusip25434V849)✕	7.5K	QoQ 0.00% (-0) YoY NEW(+7.5K)	All Managers (Combined)	$356.1K	0.0% ($356.1K/$2.9B)	QoQ -0.41% (-$1.5K) YoY NEW(+$356.1K)