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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 9 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MFS ACTIVE EXCHANGE TRADED F 10,000.0 $303K 0.04% NEW $30.32
162 KB KB FINL GROUP INC Financial Services 2,864.0 $301K 0.04% +78.0 +2.8% $105.00 +12.3%
163 SHEL SHELL PLC Energy 3,827.0 $297K 0.04% -58.0 -1.5% $77.56 +20.3%
164 SNY SANOFI SA Healthcare 6,792.0 $290K 0.04% -933.0 -12.1% $42.67 +7.5%
165 UBS UBS GROUP AG Financial Services 5,798.0 $287K 0.04% NEW $49.57 +7.5%
166 LLYVA LIBERTY LIVE HOLDINGS INC 2,763.0 $280K 0.04% $101.26
167 NEE NEXTERA ENERGY INC Utilities 3,173.0 $278K 0.04% $87.77 -4.7%
168 OKTA OKTA INC Technology 2,036.0 $278K 0.04% NEW $136.45 -1.0%
169 PLTR PALANTIR TECHNOLOGIES INC Technology 2,378.0 $277K 0.04% $116.67 +54.2%
170 OKE ONEOK INC NEW Energy 3,183.0 $277K 0.04% $86.96 +7.3%
171 APOS APOLLO GLOBAL MGMT INC 2,328.0 $275K 0.04% $118.33
172 BLK BLACKROCK INC Financial Services 279.0 $268K 0.04% $962.22 +20.2%
173 APP APPLOVIN CORP Technology 519.0 $267K 0.04% NEW $515.23 -40.7%
174 FANG DIAMONDBACK ENERGY INC Energy 1,505.0 $265K 0.04% $175.81 +19.9%
175 SG SWEETGREEN INC Consumer Cyclical 30,000.0 $264K 0.04% $8.81 -20.7%
176 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 4,118.0 $260K 0.04% +102.0 +2.5% $63.25 +18.0%
177 SCHB SCHWAB STRATEGIC TR 8,963.0 $260K 0.04% $28.97 +2.2%
178 TMO THERMO FISHER SCIENTIFIC INC Healthcare 516.0 $259K 0.04% +18.0 +3.6% $501.83 +25.4%
179 IWB ISHARES TR 631.0 $258K 0.04% $409.50 +2.5%
180 LOW LOWES COS INC Consumer Cyclical 1,162.0 $256K 0.04% $220.62 -2.1%
Page 9 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%