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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 11 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 TPG TPG INC Financial Services 5,229.0 $212K 0.03% +73.0 +1.4% $40.55 +29.2%
202 SAN BANCO SANTANDER SA Financial Services 15,079.0 $208K 0.03% $13.80 +5.7%
203 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 8,259.0 $207K 0.03% NEW $25.06 +15.9%
204 HSBC HSBC HLDGS PLC Financial Services 2,170.0 $206K 0.03% NEW $95.13 +9.5%
205 CRWD CROWDSTRIKE HLDGS INC Technology 265.0 $202K 0.03% NEW $190.78 +0.6%
206 VZ VERIZON COMMUNICATIONS INC Communication Services 4,738.0 $201K 0.03% +67.0 +1.4% $42.34 +16.8%
207 VALE VALE S A Basic Materials 12,381.0 $186K 0.03% $15.04 -3.0%
208 STUBHUB HLDGS INC 12,300.0 $158K 0.02% $12.87
209 KD KYNDRYL HLDGS INC Technology 10,902.0 $123K 0.02% +504.0 +4.8% $11.31 +11.0%
210 MFG MIZUHO FINANCIAL GROUP INC Financial Services 12,141.0 $116K 0.02% $9.58 +7.3%
211 INFY INFOSYS LTD Technology 10,637.0 $112K 0.02% NEW $10.49 +13.8%
212 ARCO ARCOS DORADOS HLDGS INC Consumer Cyclical 13,466.0 $109K 0.02% +398.0 +3.0% $8.06 -1.2%
213 BRN BARNWELL INDS INC Energy 90,000.0 $91K 0.01% +10K +12.8% $1.01 -2.4%
214 SPCE VIRGIN GALACTIC HOLDINGS INC Industrials 20,000.0 $58K 0.01% NEW $2.89 +6.6%
Page 11 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%