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 8 of 15

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DANAHER CORP /DE/

DHR|235851102

Shares:4.8K

Value:$986.0K

% of Portfolio:0.0% ($986.0K/$2.9B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:5.9K

Value:$971.7K

% of Portfolio:0.0% ($971.7K/$2.9B)

92206C102

VGSH|92206C102

Shares:15.7K

Value:$922.3K

% of Portfolio:0.0% ($922.3K/$2.9B)

Accenture plc

ACN|G1151C101

Shares:2.9K

Value:$916.1K

% of Portfolio:0.0% ($916.1K/$2.9B)

ADOBE INC.

ADBE|00724F101

Shares:2.4K

Value:$907.0K

% of Portfolio:0.0% ($907.0K/$2.9B)

464287648

IWO|464287648

Shares:3.5K

Value:$890.8K

% of Portfolio:0.0% ($890.8K/$2.9B)

Restaurant Brands International Inc.

QSR|76131D103

Shares:13.1K

Value:$872.0K

% of Portfolio:0.0% ($872.0K/$2.9B)

SOLENO THERAPEUTICS INC

SLNO|834203309

Shares:12.1K

Value:$866.5K

% of Portfolio:0.0% ($866.5K/$2.9B)

US BANCORP \DE\

USB|902973304

Shares:20.1K

Value:$849.4K

% of Portfolio:0.0% ($849.4K/$2.9B)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.7K

Value:$841.4K

% of Portfolio:0.0% ($841.4K/$2.9B)

CATERPILLAR INC

CAT|149123101

Shares:2.5K

Value:$839.5K

% of Portfolio:0.0% ($839.5K/$2.9B)

464287168

DVY|464287168

Shares:6.3K

Value:$839.4K

% of Portfolio:0.0% ($839.4K/$2.9B)

46434V621

DGRO|46434V621

Shares:13.5K

Value:$831.7K

% of Portfolio:0.0% ($831.7K/$2.9B)

DOCUSIGN, INC.

DOCU|256163106

Shares:10.1K

Value:$823.3K

% of Portfolio:0.0% ($823.3K/$2.9B)

464287408

IVE|464287408

Shares:4.3K

Value:$810.0K

% of Portfolio:0.0% ($810.0K/$2.9B)

COMCAST CORP

CMCSA|20030N101

Shares:21.5K

Value:$792.7K

% of Portfolio:0.0% ($792.7K/$2.9B)

464288802

Shares:6.9K

Value:$788.9K

% of Portfolio:0.0% ($788.9K/$2.9B)

921937827

BSV|921937827

Shares:9.8K

Value:$765.9K

% of Portfolio:0.0% ($765.9K/$2.9B)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:10.8K

Value:$759.4K

% of Portfolio:0.0% ($759.4K/$2.9B)

PFIZER INC

PFE|717081103

Shares:29.1K

Value:$738.1K

% of Portfolio:0.0% ($738.1K/$2.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	4.8K	QoQ -1.75% (-86) YoY -26.29% (-1.7K)	All Managers (Combined)	$986.0K	0.0% ($986.0K/$2.9B)	QoQ -12.27% (-$137.9K) YoY -39.49% (-$643.7K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	5.9K	QoQ +1.28% (-74) YoY -19.64% (-1.4K)	All Managers (Combined)	$971.7K	0.0% ($971.7K/$2.9B)	QoQ -2.32% (-$23.2K) YoY -14.71% (-$167.7K)
(VGSHcusip92206C102)	15.7K	QoQ +6.63% (+978) YoY +19.32% (+2.5K)	All Managers (Combined)	$922.3K	0.0% ($922.3K/$2.9B)	QoQ +7.57% (+$64.9K) YoY +20.59% (+$157.5K)
Accenture plc(ACNcusipG1151C101)	2.9K	QoQ -1.93% (-58) YoY -25.25% (-992)	All Managers (Combined)	$916.1K	0.0% ($916.1K/$2.9B)	QoQ -13.01% (-$137.1K) YoY -32.70% (-$445.3K)
ADOBE INC.(ADBEcusip00724F101)	2.4K	QoQ -3.46% (-85) YoY -12.76% (-346)	All Managers (Combined)	$907.0K	0.0% ($907.0K/$2.9B)	QoQ -16.74% (-$182.4K) YoY -33.69% (-$460.9K)
(IWOcusip464287648)	3.5K	QoQ 0.00% (-0) YoY +16.04% (+482)	All Managers (Combined)	$890.8K	0.0% ($890.8K/$2.9B)	QoQ -11.21% (-$112.6K) YoY +9.50% (+$77.3K)
Restaurant Brands International Inc.(QSRcusip76131D103)	13.1K	QoQ +0.03% (+4) YoY +0.09% (-13)	All Managers (Combined)	$872.0K	0.0% ($872.0K/$2.9B)	QoQ +2.27% (+$19.4K) YoY -16.03% (-$166.6K)
SOLENO THERAPEUTICS INC(SLNOcusip834203309)	12.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$866.5K	0.0% ($866.5K/$2.9B)	QoQ +58.95% (+$321.4K) YoY +66.93% (+$347.5K)
US BANCORP \DE\(USBcusip902973304)	20.1K	QoQ +0.72% (-145) YoY -11.86% (-2.7K)	All Managers (Combined)	$849.4K	0.0% ($849.4K/$2.9B)	QoQ -11.08% (-$105.9K) YoY -16.75% (-$170.9K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.7K	QoQ +1.37% (-23) YoY -7.34% (-134)	All Managers (Combined)	$841.4K	0.0% ($841.4K/$2.9B)	QoQ -3.03% (-$26.3K) YoY -20.67% (-$219.3K)
CATERPILLAR INC(CATcusip149123101)	2.5K	QoQ +3.11% (-77) YoY -11.90% (-344)	All Managers (Combined)	$839.5K	0.0% ($839.5K/$2.9B)	QoQ -6.20% (-$55.6K) YoY -20.72% (-$219.4K)
(DVYcusip464287168)	6.3K	QoQ +2.40% (+147) YoY +2.40% (+147)	All Managers (Combined)	$839.4K	0.0% ($839.4K/$2.9B)	QoQ +4.74% (+$38.1K) YoY +11.64% (+$87.6K)
(DGROcusip46434V621)	13.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$831.7K	0.0% ($831.7K/$2.9B)	QoQ +0.71% (+$5.9K) YoY +6.40% (+$50.1K)
DOCUSIGN, INC.(DOCUcusip256163106)	10.1K	QoQ +0.11% (-12) YoY -4.13% (-436)	All Managers (Combined)	$823.3K	0.0% ($823.3K/$2.9B)	QoQ -9.38% (-$85.3K) YoY +31.04% (-$195.0K)
(IVEcusip464287408)	4.3K	QoQ +0.61% (+26) YoY +2.70% (+112)	All Managers (Combined)	$810.0K	0.0% ($810.0K/$2.9B)	QoQ +0.45% (+$3.7K) YoY +4.75% (+$36.8K)
COMCAST CORP(CMCSAcusip20030N101)	21.5K	QoQ +1.80% (+381) YoY -49.39% (-21.0K)	All Managers (Combined)	$792.7K	0.0% ($792.7K/$2.9B)	QoQ +0.09% (+$765) YoY -56.92% (-$1.0M)
(cusip464288802)✕	6.9K	QoQ 0.00% (-0) YoY NEW(+6.9K)	All Managers (Combined)	$788.9K	0.0% ($788.9K/$2.9B)	QoQ -5.52% (-$46.2K) YoY NEW(+$788.9K)
(BSVcusip921937827)	9.8K	QoQ -12.64% (-1.4K) YoY -53.68% (-11.3K)	All Managers (Combined)	$765.9K	0.0% ($765.9K/$2.9B)	QoQ -11.50% (-$99.5K) YoY -52.71% (-$853.8K)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	10.8K	QoQ +0.08% (-9) YoY -6.63% (-769)	All Managers (Combined)	$759.4K	0.0% ($759.4K/$2.9B)	QoQ -2.90% (-$22.7K) YoY -25.65% (-$262.1K)
PFIZER INC(PFEcusip717081103)	29.1K	QoQ -7.64% (-2.4K) YoY -28.70% (-11.7K)	All Managers (Combined)	$738.1K	0.0% ($738.1K/$2.9B)	QoQ -11.79% (-$98.7K) YoY -34.89% (-$395.7K)