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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 7 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AZN ASTRAZENECA PLC Healthcare 2,371.0 $447K 0.06% -152.0 -6.0% $188.51 -12.0%
122 NFLX NETFLIX INC. Communication Services 6,227.0 $445K 0.06% -259.0 -4.0% $71.40 +11.5%
123 WBD WARNER BROS DISCOVERY INC Communication Services 16,098.0 $429K 0.06% -549.0 -3.3% $26.66 +7.1%
124 IWN ISHARES TR 1,937.0 $428K 0.06% $221.20 +1.6%
125 KBE SPDR SERIES TRUST 5,935.0 $405K 0.06% $68.22 +0.8%
126 VST VISTRA CORP Utilities 2,548.0 $404K 0.06% $158.66 -14.1%
127 MFS ACTIVE EXCHANGE TRADED F 16,000.0 $404K 0.06% NEW $25.26
128 KO COCA COLA CO Consumer Defensive 4,886.0 $400K 0.06% $81.81 +11.4%
129 PECO PHILLIPS EDISON & CO INC Real Estate 9,556.0 $399K 0.06% +79.0 +0.8% $41.73 -5.9%
130 PG PROCTER & GAMBLE CO Consumer Defensive 2,716.0 $398K 0.06% +211.0 +8.4% $146.71 -1.4%
131 AIVL WISDOMTREE TR 3,000.0 $393K 0.06% $131.13 +2.4%
132 SNAP SNAP INC Communication Services 88,343.0 $392K 0.06% $4.44 +17.9%
133 IWC ISHARES TR 1,959.0 $392K 0.06% $200.07 -0.8%
134 NRG NRG ENERGY INC Utilities 2,631.0 $384K 0.06% -67.0 -2.5% $146.11 -22.6%
135 XLK SELECT SECTOR SPDR TR 2,015.0 $384K 0.06% $190.52 -3.8%
136 CVX CHEVRON CORPORATION Energy 2,283.0 $379K 0.06% +177.0 +8.4% $165.90 +23.7%
137 NVS NOVARTIS AG Healthcare 2,397.0 $376K 0.05% +230.0 +10.6% $156.79 +1.3%
138 DBEF DBX ETF TR 6,795.0 $371K 0.05% $54.63 +2.2%
139 RTX RTX CORPORATION Industrials 1,950.0 $370K 0.05% $189.77 +10.6%
140 MPLX MPLX LP Energy 6,547.0 $369K 0.05% +106.0 +1.6% $56.34 +3.7%
Page 7 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%