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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 10 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ANET ARISTA NETWORKS INC Technology 1,506.0 $256K 0.04% NEW $169.88 +11.0%
182 SDOG ALPS ETF TR 3,750.0 $256K 0.04% $68.22 +8.6%
183 LUV SOUTHWEST AIRLS CO Industrials 4,951.0 $256K 0.04% NEW $51.61 -21.8%
184 BIL SPDR SERIES TRUST 2,763.0 $253K 0.04% -82.0 -2.9% $91.64 -0.0%
185 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 5,252.0 $251K 0.04% NEW $47.81 -8.5%
186 SCHC SCHWAB STRATEGIC TR 5,201.0 $250K 0.04% $48.15 +6.4%
187 BAX BAXTER INTL INC Healthcare 11,728.0 $250K 0.04% $21.33 +23.5%
188 UNP UNION PAC CORP Industrials 918.0 $250K 0.04% +14.0 +1.6% $272.00 +13.3%
189 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,446.0 $248K 0.04% $33.29 +31.2%
190 AON AON PLC Financial Services 738.0 $245K 0.04% $331.69 +7.1%
191 HIMX HIMAX TECHNOLOGIES INC Technology 15,133.0 $236K 0.03% +450.0 +3.1% $15.59 -11.6%
192 FDX FEDEX CORP Industrials 736.0 $232K 0.03% $315.15 +3.2%
193 LYG LLOYDS BANKING GROUP PLC Financial Services 39,360.0 $229K 0.03% -642.0 -1.6% $5.83 +3.3%
194 MCD MCDONALDS CORP Consumer Cyclical 838.0 $227K 0.03% +34.0 +4.2% $270.55 +0.1%
195 VTRS VIATRIS INC Healthcare 14,049.0 $223K 0.03% $15.88 +2.8%
196 BTI BRITISH AMERN TOB PLC Consumer Defensive 3,585.0 $221K 0.03% -123.0 -3.3% $61.78 -9.0%
197 COF CAPITAL ONE FINL CORP Financial Services 1,097.0 $220K 0.03% NEW $200.62 +8.6%
198 C CITIGROUP INC Financial Services 1,553.0 $217K 0.03% NEW $139.96 -5.9%
199 MMM 3M CO Industrials 1,332.0 $216K 0.03% NEW $161.91 +10.5%
200 FMHI FIRST TR EXCH TRADED FD III 4,400.0 $213K 0.03% NEW $48.49 -2.3%
Page 10 of 11  ·  214 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%