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Portfolio (Quarterly) Guide ↗

Aspen Grove Capital, LLC

· CIK 0001806027
13F Portfolio $514M AUM 200 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 52 Added 37 Reduced 21 Exited
Page 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HOOD ROBINHOOD MKTS INC Financial Services 8,105.0 $562K 0.11% +312.0 +4.0% $69.30 +6.6%
22 DUK DUKE ENERGY CORP NEW Utilities 3,805.0 $498K 0.10% +20.0 +0.5% $130.96 -4.0%
23 MRK MERCK & CO INC Healthcare 3,765.0 $456K 0.09% +207.0 +5.8% $121.12 -0.3%
24 CVX CHEVRON CORPORATION Energy 2,106.0 $436K 0.09% +45.0 +2.2% $207.00 -10.2%
25 SNAP SNAP INC Communication Services 88,343.0 $406K 0.08% +673.0 +0.8% $4.60 +25.3%
26 NRG NRG ENERGY INC Utilities 2,698.0 $394K 0.08% +81.0 +3.1% $146.18 -4.2%
27 TXN TEXAS INSTRS INC Technology 2,010.0 $390K 0.08% +32.0 +1.6% $194.14 +66.2%
28 HLN HALEON PLC Healthcare 38,423.0 $385K 0.07% +2K +6.4% $10.01 -7.5%
29 SNY SANOFI SA Healthcare 7,725.0 $372K 0.07% +87.0 +1.1% $48.19 -7.9%
30 PEP PEPSICO INC Consumer Defensive 2,337.0 $363K 0.07% +21.0 +0.9% $155.29 -6.0%
31 PG PROCTER & GAMBLE CO Consumer Defensive 2,505.0 $362K 0.07% +75.0 +3.1% $144.55 -1.0%
32 SHEL SHELL PLC Energy 3,885.0 $361K 0.07% +1K +42.4% $93.02 -8.2%
33 PECO PHILLIPS EDISON & CO INC Real Estate 9,477.0 $356K 0.07% +83.0 +0.9% $37.53 +8.7%
34 PLTR PALANTIR TECHNOLOGIES INC Technology 2,376.0 $348K 0.07% +169.0 +7.7% $146.28 -6.0%
35 SO SOUTHERN CO Utilities 3,334.0 $322K 0.06% +174.0 +5.5% $96.54 -2.2%
36 ZTS ZOETIS INC Healthcare 2,630.0 $311K 0.06% +74.0 +2.9% $118.25 -31.7%
37 FANG DIAMONDBACK ENERGY INC Energy 1,498.0 $296K 0.06% +8.0 +0.5% $197.81 -1.0%
38 AMD ADVANCED MICRO DEVICES INC Technology 1,447.0 $294K 0.06% +143.0 +11.0% $203.43 +144.2%
39 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,446.0 $286K 0.06% +3K +50.9% $38.42 +11.9%
40 ETN EATON CORP PLC Industrials 794.0 $284K 0.06% +10.0 +1.3% $358.11 +13.2%
Page 2 of 3  ·  52 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.9%
Communication Services 28.0%
Technology 16.4%
Consumer Cyclical 14.6%
Healthcare 4.5%
Industrials 2.8%
Energy 1.6%
Consumer Defensive 1.1%
Utilities 0.7%
Basic Materials 0.3%