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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 5 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VB VANGUARD INDEX FDS 2,695.0 $818K 0.12% $303.62 +0.4%
82 HOOD ROBINHOOD MKTS INC Financial Services 8,105.0 $813K 0.12% $100.28 +7.8%
83 DVY ISHARES TR 5,105.0 $798K 0.12% +41.0 +0.8% $156.31 +5.0%
84 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.11% $748850.00
85 J P MORGAN EXCHANGE TRADED F 14,721.0 $744K 0.11% +10K +208.2% $50.57
86 V VISA INC Financial Services 2,159.0 $741K 0.11% $343.14 +8.1%
87 DHR DANAHER CORP DEL Healthcare 3,808.0 $727K 0.10% -198.0 -4.9% $190.94 +14.6%
88 BND VANGUARD BD INDEX FDS 9,846.0 $723K 0.10% +91.0 +0.9% $73.41 -1.6%
89 HEFA ISHARES TR 15,025.0 $705K 0.10% $46.92 +0.7%
90 EPD ENTERPRISE PRODS PARTNERS L 19,175.0 $705K 0.10% +98.0 +0.5% $36.76
91 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 734.0 $688K 0.10% -5.0 -0.7% $936.74 +1.2%
92 STRATA CRITICAL MEDICAL INC 125,000.0 $659K 0.10% $5.27
93 KLAC KLA CORP Technology 2,170.0 $655K 0.09% +2K +904.6% $301.71 -39.0%
94 LIN LINDE PLC Basic Materials 1,229.0 $638K 0.09% $519.36 -6.1%
95 VO VANGUARD INDEX FDS 7,879.0 $635K 0.09% +6K +301.0% $80.61 +2.9%
96 CSCO CISCO SYS INC Technology 5,357.0 $629K 0.09% $117.46 -5.5%
97 INTC INTEL CORP Technology 4,315.0 $603K 0.09% NEW $139.63 -35.5%
98 TXN TEXAS INSTRS INC Technology 2,010.0 $599K 0.09% $298.07 -11.3%
99 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 601.0 $580K 0.08% -64.0 -9.6% $965.74 -12.0%
100 VBIL VANGUARD INSTL INDEX FD 7,620.0 $577K 0.08% NEW $75.68 -0.0%
Page 5 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%