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 13 of 15

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Parker-Hannifin Corp

PH|701094104

Shares:474

Value:$288.1K

% of Portfolio:0.0% ($288.1K/$2.9B)

Philip Morris International Inc.

PM|718172109

Shares:1.8K

Value:$286.0K

% of Portfolio:0.0% ($286.0K/$2.9B)

78463X863

Shares:11.7K

Value:$285.4K

% of Portfolio:0.0% ($285.4K/$2.9B)

67092P888

Shares:9.6K

Value:$281.4K

% of Portfolio:0.0% ($281.4K/$2.9B)

Blackstone Inc.

BX|09260D107

Shares:2.0K

Value:$279.0K

% of Portfolio:0.0% ($279.0K/$2.9B)

LINDE PLC

LIN|G54950103

Shares:592

Value:$275.7K

% of Portfolio:0.0% ($275.7K/$2.9B)

78464A854

SPLG|78464A854

Shares:4.1K

Value:$272.6K

% of Portfolio:0.0% ($272.6K/$2.9B)

MCKESSON CORP

MCK|58155Q103

Shares:405

Value:$272.6K

% of Portfolio:0.0% ($272.6K/$2.9B)

METLIFE INC

MET|59156R108

Shares:3.3K

Value:$267.8K

% of Portfolio:0.0% ($267.8K/$2.9B)

BOX INC

BOX|10316T104

Shares:8.6K

Value:$265.4K

% of Portfolio:0.0% ($265.4K/$2.9B)

Cigna Group

CI|125523100

Shares:801

Value:$263.5K

% of Portfolio:0.0% ($263.5K/$2.9B)

92204A504

VHT|92204A504

Shares:986

Value:$261.0K

% of Portfolio:0.0% ($261.0K/$2.9B)

90139K100

Shares:8.3K

Value:$259.6K

% of Portfolio:0.0% ($259.6K/$2.9B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:746

Value:$257.5K

% of Portfolio:0.0% ($257.5K/$2.9B)

GENERAL MILLS INC

GIS|370334104

Shares:4.3K

Value:$257.3K

% of Portfolio:0.0% ($257.3K/$2.9B)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.5K

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$2.9B)

81369Y886

Shares:3.2K

Value:$250.8K

% of Portfolio:0.0% ($250.8K/$2.9B)

NOVARTIS AG

NVS|66987V109

Shares:2.2K

Value:$250.2K

% of Portfolio:0.0% ($250.2K/$2.9B)

Chubb Ltd

CB|H1467J104

Shares:828

Value:$250.1K

% of Portfolio:0.0% ($250.1K/$2.9B)

Booking Holdings Inc.

BKNG|09857L108

Shares:54

Value:$248.8K

% of Portfolio:0.0% ($248.8K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Parker-Hannifin Corp(PHcusip701094104)	474	QoQ -2.26% (-11) YoY -29.46% (-198)	All Managers (Combined)	$288.1K	0.0% ($288.1K/$2.9B)	QoQ -6.59% (-$20.4K) YoY -22.85% (-$85.4K)
Philip Morris International Inc.(PMcusip718172109)	1.8K	QoQ NEW(+1.8K) YoY -41.22% (-1.3K)	All Managers (Combined)	$286.0K	0.0% ($286.0K/$2.9B)	QoQ NEW(+$286.0K) YoY +1.82% (-$5.1K)
(cusip78463X863)✕	11.7K	QoQ NEW(+11.7K) YoY +8.30% (+894)	All Managers (Combined)	$285.4K	0.0% ($285.4K/$2.9B)	QoQ NEW(+$285.4K) YoY +1.62% (+$4.6K)
(cusip67092P888)✕	9.6K	QoQ 0.00% (+0) YoY NEW(+9.6K)	All Managers (Combined)	$281.4K	0.0% ($281.4K/$2.9B)	QoQ +0.79% (+$2.2K) YoY NEW(+$281.4K)
Blackstone Inc.(BXcusip09260D107)	2.0K	QoQ -48.30% (-1.9K) YoY -24.76% (-657)	All Managers (Combined)	$279.0K	0.0% ($279.0K/$2.9B)	QoQ -58.08% (-$386.7K) YoY -19.94% (-$69.5K)
LINDE PLC(LINcusipG54950103)	592	QoQ -7.64% (-49) YoY -29.27% (-245)	All Managers (Combined)	$275.7K	0.0% ($275.7K/$2.9B)	QoQ +2.71% (-$7.3K) YoY -29.07% (-$113.0K)
(SPLGcusip78464A854)	4.1K	QoQ NEW(+4.1K) YoY NEW(+4.1K)	All Managers (Combined)	$272.6K	0.0% ($272.6K/$2.9B)	QoQ NEW(+$272.6K) YoY NEW(+$272.6K)
MCKESSON CORP(MCKcusip58155Q103)	405	QoQ -1.69% (-7) YoY -33.16% (-201)	All Managers (Combined)	$272.6K	0.0% ($272.6K/$2.9B)	QoQ +16.08% (-$37.8K) YoY -16.22% (-$52.8K)
METLIFE INC(METcusip59156R108)	3.3K	QoQ +3.57% (+115) YoY -22.34% (-960)	All Managers (Combined)	$267.8K	0.0% ($267.8K/$2.9B)	QoQ +1.55% (+$4.1K) YoY -15.87% (-$50.5K)
BOX INC(BOXcusip10316T104)	8.6K	QoQ -4.95% (-448) YoY -1.12% (-98)	All Managers (Combined)	$265.4K	0.0% ($265.4K/$2.9B)	QoQ -7.17% (-$20.5K) YoY +7.74% (-$19.1K)
Cigna Group(CIcusip125523100)	801	QoQ +2.16% (+17) YoY -33.91% (-411)	All Managers (Combined)	$263.5K	0.0% ($263.5K/$2.9B)	QoQ +21.72% (+$47.0K) YoY -40.16% (-$176.9K)
(VHTcusip92204A504)	986	QoQ 0.00% (+0) YoY +16.96% (+143)	All Managers (Combined)	$261.0K	0.0% ($261.0K/$2.9B)	QoQ +4.37% (+$10.9K) YoY +14.34% (+$32.8K)
(cusip90139K100)✕	8.3K	QoQ 0.00% (-0) YoY NEW(+8.3K)	All Managers (Combined)	$259.6K	0.0% ($259.6K/$2.9B)	QoQ -2.22% (-$5.9K) YoY NEW(+$259.6K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	746	QoQ NEW(+746) YoY -12.13% (-103)	All Managers (Combined)	$257.5K	0.0% ($257.5K/$2.9B)	QoQ NEW(+$257.5K) YoY +21.32% (-$45.3K)
GENERAL MILLS INC(GIScusip370334104)	4.3K	QoQ NEW(+4.3K) YoY +42.01% (+1.3K)	All Managers (Combined)	$257.3K	0.0% ($257.3K/$2.9B)	QoQ NEW(+$257.3K) YoY +21.35% (+$45.3K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.5K	QoQ +1.29% (+19) YoY -2.99% (-46)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$2.9B)	QoQ +17.26% (+$37.8K) YoY +21.76% (-$45.9K)
(cusip81369Y886)✕	3.2K	QoQ +9.68% (+281) YoY NEW(+3.2K)	All Managers (Combined)	$250.8K	0.0% ($250.8K/$2.9B)	QoQ +14.26% (+$31.3K) YoY NEW(+$250.8K)
NOVARTIS AG(NVScusip66987V109)	2.2K	QoQ -18.98% (-526) YoY -28.64% (-901)	All Managers (Combined)	$250.2K	0.0% ($250.2K/$2.9B)	QoQ -7.19% (-$19.4K) YoY -17.76% (-$54.1K)
Chubb Ltd(CBcusipH1467J104)	828	QoQ -2.93% (-25) YoY -20.91% (-219)	All Managers (Combined)	$250.1K	0.0% ($250.1K/$2.9B)	QoQ +6.09% (-$14.4K) YoY -7.83% (-$21.3K)
Booking Holdings Inc.(BKNGcusip09857L108)	54	QoQ +3.84% (-2) YoY -16.92% (-11)	All Managers (Combined)	$248.8K	0.0% ($248.8K/$2.9B)	QoQ -3.70% (-$9.6K) YoY +5.49% (-$13.0K)