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Portfolio (Quarterly) Guide ↗

Aspen Grove Capital, LLC

· CIK 0001806027
13F Portfolio $577M AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New
Page 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ISRG INTUITIVE SURGICAL INC Healthcare 441.0 $250K 0.04% NEW $567.64 -22.7%
162 ETN EATON CORP PLC Industrials 784.0 $250K 0.04% NEW $318.91 +26.8%
163 AON AON PLC Financial Services 703.0 $248K 0.04% NEW $352.88 -9.3%
164 MCD MCDONALDS CORP Consumer Cyclical 801.0 $245K 0.04% NEW $305.96 -8.7%
165 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,935.0 $245K 0.04% NEW $49.65 -13.6%
166 J P MORGAN EXCHANGE TRADED F 4,831.0 $245K 0.04% NEW $50.70
167 WDAY WORKDAY INC Technology 1,131.0 $243K 0.04% NEW $214.78 -42.3%
168 CRWV COREWEAVE INC Technology 3,361.0 $241K 0.04% NEW $71.61 +47.3%
169 ACN ACCENTURE PLC IRELAND Technology 897.0 $241K 0.04% NEW $268.30 -33.7%
170 ABT ABBOTT LABS Healthcare 1,904.0 $239K 0.04% NEW $125.29 -30.9%
171 SCHC SCHWAB STRATEGIC TR 5,193.0 $237K 0.04% NEW $45.55 +12.2%
172 TEGNA INC 12,073.0 $236K 0.04% NEW $19.54
173 IWB ISHARES TR 631.0 $236K 0.04% NEW $373.44 +9.5%
174 SCHB SCHWAB STRATEGIC TR 8,949.0 $235K 0.04% NEW $26.24 +10.2%
175 OKE ONEOK INC NEW Energy 3,183.0 $234K 0.04% NEW $73.52 +24.2%
176 SIMO SILICON MOTION TECHNOLOGY CO Technology 2,507.0 $232K 0.04% NEW $92.73 +212.5%
177 TLK P T TELEKOMUNIKASI INDONESIA Communication Services 10,963.0 $231K 0.04% NEW $21.05 -20.9%
178 SDOG ALPS ETF TR 3,750.0 $227K 0.04% NEW $60.47 +12.3%
179 LLYVA LIBERTY LIVE HOLDINGS INC Communication Services 2,763.0 $225K 0.04% NEW $81.50 +18.2%
180 BAX BAXTER INTL INC Healthcare 11,759.0 $225K 0.04% NEW $19.12 +1.7%
Page 9 of 11  ·  204 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 27.4%
Consumer Cyclical 25.4%
Communication Services 21.9%
Technology 15.8%
Healthcare 3.9%
Industrials 2.8%
Energy 1.0%
Consumer Defensive 0.9%
Utilities 0.6%
Real Estate 0.2%