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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 8 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HLN HALEON PLC Healthcare 39,180.0 $366K 0.05% +757.0 +2.0% $9.33 +7.2%
142 GE GE AEROSPACE Industrials 974.0 $364K 0.05% $373.78 -6.8%
143 WEAV WEAVE COMMUNICATIONS INC Technology 60,103.0 $360K 0.05% $5.99 +21.7%
144 PGR PROGRESSIVE CORP Financial Services 1,636.0 $358K 0.05% $218.58 +0.3%
145 EEM ISHARES TR 5,123.0 $351K 0.05% NEW $68.44 -1.9%
146 ETN EATON CORP PLC Industrials 794.0 $339K 0.05% $426.65 -1.7%
147 SNDK SANDISK CORP Technology 147.0 $334K 0.05% NEW $2273.73 -29.8%
148 SE SEA LTD Consumer Cyclical 3,457.0 $331K 0.05% +118.0 +3.5% $95.86 +22.6%
149 SIMO SILICON MOTION TECHNOLOGY CO Technology 985.0 $329K 0.05% -1K -50.7% $333.63 -22.6%
150 PH PARKER-HANNIFIN CORP Industrials 334.0 $328K 0.05% $981.02 +2.1%
151 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,751.0 $326K 0.05% -210.0 -5.3% $87.04 +7.8%
152 SPOT SPOTIFY TECHNOLOGY S A Communication Services 709.0 $326K 0.05% +134.0 +23.3% $459.78 +16.1%
153 NTES NETEASE COM INC Technology 2,531.0 $324K 0.05% +722.0 +39.9% $128.19 -0.0%
154 GSLC GOLDMAN SACHS ETF TR 2,262.0 $321K 0.05% $141.90 +3.0%
155 SO SOUTHERN CO Utilities 3,336.0 $319K 0.05% $95.73 -7.1%
156 UNILEVER PLC 5,263.0 $317K 0.05% +1K +28.8% $60.14
157 PEP PEPSICO INC Consumer Defensive 2,313.0 $313K 0.04% -24.0 -1.0% $135.40 +6.0%
158 ORCL ORACLE CORP Technology 2,129.0 $312K 0.04% +19.0 +0.9% $146.55 -0.1%
159 ADI ANALOG DEVICES INC Technology 783.0 $311K 0.04% $397.17 -6.1%
160 GS GOLDMAN SACHS GROUP INC Financial Services 304.0 $307K 0.04% $1011.37 +2.8%
Page 8 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%