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Portfolio (Quarterly) Guide ↗

Aspen Grove Capital, LLC

· CIK 0001806027
13F Portfolio $694M AUM 214 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 58 Added 29 Reduced 12 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NRG NRG ENERGY INC Utilities 2,631.0 $384K 0.06% -67.0 -2.5% $146.11 -23.5%
22 SIMO SILICON MOTION TECHNOLOGY CO Technology 985.0 $329K 0.05% -1K -50.7% $333.63 -27.3%
23 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,751.0 $326K 0.05% -210.0 -5.3% $87.04 +7.7%
24 PEP PEPSICO INC Consumer Defensive 2,313.0 $313K 0.04% -24.0 -1.0% $135.40 +7.2%
25 SHEL SHELL PLC Energy 3,827.0 $297K 0.04% -58.0 -1.5% $77.56 +19.7%
26 SNY SANOFI SA Healthcare 6,792.0 $290K 0.04% -933.0 -12.1% $42.67 +6.8%
27 BIL SPDR SERIES TRUST 2,763.0 $253K 0.04% -82.0 -2.9% $91.64 -0.0%
28 LYG LLOYDS BANKING GROUP PLC Financial Services 39,360.0 $229K 0.03% -642.0 -1.6% $5.83 +3.9%
29 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,585.0 $221K 0.03% -123.0 -3.3% $61.78 -7.8%
Page 2 of 2  ·  29 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 27.9%
Communication Services 20.7%
Technology 19.3%
Consumer Cyclical 14.7%
Industrials 9.6%
Healthcare 4.5%
Consumer Defensive 1.1%
Energy 1.0%
Utilities 0.7%
Real Estate 0.2%