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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 4 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSI MOTOROLA SOLUTIONS INC Technology 2,607.0 $1.1M 0.22% $435.27 -5.4%
62 EWJ ISHARES INC 13,339.0 $1.1M 0.22% $84.44 +9.9%
63 TSLA TESLA INC Consumer Cyclical 3,011.0 $1.1M 0.22% -277.0 -8.4% $371.75 +16.3%
64 HON HONEYWELL INTL INC Industrials 4,901.0 $1.1M 0.21% $226.06 +2.6%
65 VYM VANGUARD WHITEHALL FDS 7,346.0 $1.1M 0.21% $148.10 +7.2%
66 VGK VANGUARD INTL EQUITY INDEX F 13,006.0 $1.1M 0.21% $82.44 +8.3%
67 AMGN AMGEN INC Healthcare 2,888.0 $1.0M 0.20% $351.95 -4.2%
68 VFH VANGUARD WORLD FD 8,343.0 $1.0M 0.20% -6K -43.6% $120.81 +5.4%
69 PM PHILIP MORRIS INTL INC Consumer Defensive 5,913.0 $986K 0.19% -33.0 -0.6% $166.83 +9.3%
70 IWD ISHARES TR 4,583.0 $979K 0.19% +67.0 +1.5% $213.71 +11.4%
71 EFA ISHARES TR 10,070.0 $978K 0.19% +404.0 +4.2% $97.15 +8.0%
72 RKLB ROCKET LAB CORP Industrials 14,881.0 $956K 0.19% $64.22 +122.0%
73 BBH VANECK ETF TRUST 4,919.0 $925K 0.18% -3K -33.9% $188.04 -1.7%
74 JNJ JOHNSON & JOHNSON Healthcare 3,216.0 $786K 0.15% +136.0 +4.4% $244.51 -5.5%
75 DVY ISHARES TR 5,064.0 $767K 0.15% +39.0 +0.8% $151.44 +2.7%
76 DHR DANAHER CORP DEL Healthcare 4,006.0 $761K 0.15% +31.0 +0.8% $190.06 -9.3%
77 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 739.0 $737K 0.14% $997.77 +0.4%
78 ASML ASML HLDG NV Technology 555.0 $735K 0.14% +54.0 +10.8% $1323.71 +22.2%
79 EPD ENTERPRISE PRODS PARTNERS L Energy 19,077.0 $722K 0.14% $37.84 +2.7%
80 BND VANGUARD BD INDEX FDS 9,755.0 $718K 0.14% -132.0 -1.3% $73.64 -0.6%
Page 4 of 10  ·  200 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%