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Portfolio (Quarterly) Guide ↗

Aspen Capital Management, LLC

· CIK 0002065974
13F Portfolio $404M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 80 New
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 1,078.0 $542K 0.13% NEW $502.65
42 VOO VANGUARD INDEX FDS 819.0 $514K 0.13% NEW $627.16 +8.5%
43 RBLX ROBLOX CORP Technology 5,973.0 $484K 0.12% NEW $81.03 -39.2%
44 ESGV VANGUARD WORLD FD 3,943.0 $477K 0.12% NEW $120.95 +8.1%
45 COST COSTCO WHSL CORP NEW Consumer Defensive 519.0 $447K 0.11% NEW $861.95 +11.5%
46 SCHX SCHWAB STRATEGIC TR 15,325.0 $412K 0.10% NEW $26.91 +8.1%
47 DFSB DIMENSIONAL ETF TRUST 7,939.0 $411K 0.10% NEW $51.80 +0.8%
48 EEM ISHARES TR 7,314.0 $400K 0.10% NEW $54.71 +23.2%
49 HPQ HP INC Technology 17,758.0 $396K 0.10% NEW $22.28 +3.9%
50 CASY CASEYS GEN STORES INC Consumer Cyclical 702.0 $388K 0.10% NEW $552.71 +43.4%
51 SHOP SHOPIFY INC Technology 2,300.0 $370K 0.09% NEW $160.97 -31.2%
52 VB VANGUARD INDEX FDS 1,403.0 $362K 0.09% NEW $257.90 +15.8%
53 A AGILENT TECHNOLOGIES INC Healthcare 2,573.0 $350K 0.09% NEW $136.07 -3.3%
54 CGGO CAPITAL GROUP GBL GROWTH EQT 9,974.0 $346K 0.09% NEW $34.65 +19.0%
55 LLY ELI LILLY & CO Healthcare 320.0 $344K 0.09% NEW $1074.68 +3.0%
56 MU MICRON TECHNOLOGY INC Technology 1,193.0 $340K 0.08% NEW $285.38 +265.5%
57 CAT CATERPILLAR INC Industrials 584.0 $335K 0.08% NEW $572.87 +74.7%
58 TSLA TESLA INC Consumer Cyclical 729.0 $328K 0.08% NEW $449.72 -15.2%
59 FDN FIRST TR EXCHANGE-TRADED FD 1,205.0 $324K 0.08% NEW $269.18 -2.5%
60 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,110.0 $291K 0.07% NEW $24.02 +106.0%
Page 3 of 4  ·  80 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 43.4%
Technology 40.4%
Consumer Cyclical 5.3%
Communication Services 4.7%
Healthcare 4.1%
Industrials 1.2%
Consumer Defensive 1.0%