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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 7 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PG PROCTER & GAMBLE CO Consumer Defensive 2,505.0 $362K 0.07% +75.0 +3.1% $144.55 -1.0%
122 SHEL SHELL PLC Energy 3,885.0 $361K 0.07% +1K +42.4% $93.02 -8.2%
123 PECO PHILLIPS EDISON & CO INC Real Estate 9,477.0 $356K 0.07% +83.0 +0.9% $37.53 +8.7%
124 KBE SPDR SERIES TRUST 5,935.0 $353K 0.07% -20K -77.1% $59.55 +7.2%
125 MU MICRON TECHNOLOGY INC Technology 1,029.0 $348K 0.07% $337.99 +165.3%
126 PLTR PALANTIR TECHNOLOGIES INC Technology 2,376.0 $348K 0.07% +169.0 +7.7% $146.28 -6.0%
127 AIVL WISDOMTREE TR 3,000.0 $347K 0.07% $115.71 +9.1%
128 DRH DIAMONDROCK HOSPITALITY CO Real Estate 36,790.0 $345K 0.07% $9.37 +17.1%
129 DBEF DBX ETF TR 6,795.0 $336K 0.07% $49.40 +7.6%
130 NVS NOVARTIS AG Healthcare 2,167.0 $331K 0.06% NEW $152.82 -1.5%
131 PGR PROGRESSIVE CORP Financial Services 1,638.0 $325K 0.06% -20.0 -1.2% $198.36 -0.4%
132 SO SOUTHERN CO Utilities 3,334.0 $322K 0.06% +174.0 +5.5% $96.54 -2.2%
133 KLAC KLA CORP Technology 216.0 $318K 0.06% $1472.41 +35.2%
134 IWC ISHARES TR 1,959.0 $313K 0.06% $159.63 +19.2%
135 ZTS ZOETIS INC Healthcare 2,630.0 $311K 0.06% +74.0 +2.9% $118.25 -31.7%
136 ORCL ORACLE CORP Technology 2,110.0 $310K 0.06% $147.11 +29.9%
137 PH PARKER-HANNIFIN CORP Industrials 334.0 $300K 0.06% $897.90 -4.1%
138 FANG DIAMONDBACK ENERGY INC Energy 1,498.0 $296K 0.06% +8.0 +0.5% $197.81 -1.0%
139 NEE NEXTERA ENERGY INC Utilities 3,173.0 $295K 0.06% $92.88 -5.2%
140 AMD ADVANCED MICRO DEVICES INC Technology 1,447.0 $294K 0.06% +143.0 +11.0% $203.43 +144.2%
Page 7 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%