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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 4 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 3,014.0 $1.3M 0.18% $420.60 -13.7%
62 RKT ROCKET COS INC Financial Services 80,000.0 $1.3M 0.18% $15.75 -11.6%
63 XOM EXXON MOBIL CORP Energy 9,193.0 $1.3M 0.18% $136.77 +20.7%
64 EWJ ISHARES INC 13,409.0 $1.3M 0.18% +70.0 +0.5% $93.28 +2.0%
65 ELEMENTAL RTY CORP 70,550.0 $1.2M 0.18% $17.46
66 GSK GSK PLC Healthcare 23,082.0 $1.2M 0.18% -272.0 -1.2% $52.89 -0.9%
67 CEREBRAS SYSTEMS INC 5,322.0 $1.2M 0.17% NEW $221.00
68 VGK VANGUARD INTL EQUITY INDEX F 13,183.0 $1.2M 0.17% +177.0 +1.4% $88.55 +4.7%
69 VYM VANGUARD WHITEHALL FDS 7,346.0 $1.2M 0.17% $158.03 +4.4%
70 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,632.0 $1.2M 0.17% +694.0 +74.0% $705.59 -0.8%
71 IWD ISHARES TR 4,730.0 $1.1M 0.17% +147.0 +3.2% $242.44 +6.1%
72 ASML ASML HLDG NV Technology 557.0 $1.1M 0.16% $1994.58 -11.6%
73 MSI MOTOROLA SOLUTIONS INC Technology 2,613.0 $1.1M 0.16% $416.55 +15.3%
74 PM PHILIP MORRIS INTL INC Consumer Defensive 5,946.0 $1.1M 0.16% +33.0 +0.6% $182.43 +3.2%
75 AMGN AMGEN INC Healthcare 2,888.0 $1.0M 0.15% $362.23 +21.3%
76 PPH VANECK ETF TRUST 9,452.0 $1.0M 0.15% -9K -49.4% $109.36 +6.7%
77 EFA ISHARES TR 9,678.0 $1.0M 0.14% -392.0 -3.9% $103.90 +4.2%
78 AMD ADVANCED MICRO DEVICES INC Technology 1,575.0 $915K 0.13% +128.0 +8.8% $580.91 -18.5%
79 CAT CATERPILLAR INC Industrials 795.0 $847K 0.12% $1064.90 -22.3%
80 JNJ JOHNSON & JOHNSON Healthcare 3,238.0 $823K 0.12% +22.0 +0.7% $254.02 +6.4%
Page 4 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%