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Portfolio (Quarterly) Guide ↗

Aspen Capital Management, LLC

· CIK 0002065974
13F Portfolio $404M AUM 77 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 15 Added 14 Reduced 7 Exited
Page 3 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BERKSHIRE HATHAWAY INC DEL 1,078.0 $517K 0.13% $479.20
42 ISRG INTUITIVE SURGICAL INC Healthcare 1,111.0 $512K 0.13% $460.99 -12.5%
43 CASY CASEYS GEN STORES INC Consumer Cyclical 702.0 $511K 0.13% $727.86 +14.3%
44 VOO VANGUARD INDEX FDS 819.0 $489K 0.12% $597.65 +13.2%
45 ESGV VANGUARD WORLD FD 3,953.0 $444K 0.11% $112.27 +15.5%
46 EEM ISHARES TR 7,314.0 $415K 0.10% $56.79 +18.3%
47 CAT CATERPILLAR INC Industrials 584.0 $414K 0.10% $708.46 +38.9%
48 DFSB DIMENSIONAL ETF TRUST 7,939.0 $411K 0.10% $51.74 +0.5%
49 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 410.0 $408K 0.10% -109.0 -21.0% $995.29 -3.8%
50 MU MICRON TECHNOLOGY INC Technology 1,193.0 $403K 0.10% $337.80 +211.4%
51 SCHX SCHWAB STRATEGIC TR 15,370.0 $394K 0.10% $25.64 +13.1%
52 VB VANGUARD INDEX FDS 1,403.0 $367K 0.09% $261.87 +12.7%
53 RBLX ROBLOX CORP Technology 5,973.0 $338K 0.08% $56.56 -16.7%
54 CGGO CAPITAL GROUP GBL GROWTH EQT 9,974.0 $333K 0.08% $33.37 +22.5%
55 HPQ HP INC Technology 16,899.0 $325K 0.08% -859.0 -4.8% $19.21 +23.2%
56 HPE HEWLETT PACKARD ENTERPRISE C Technology 12,689.0 $302K 0.07% +579.0 +4.8% $23.81 +105.5%
57 LLY ELI LILLY & CO Healthcare 320.0 $294K 0.07% $919.77 +20.4%
58 A AGILENT TECHNOLOGIES INC Healthcare 2,573.0 $293K 0.07% $113.98 +11.1%
59 SCHF SCHWAB STRATEGIC TR 11,845.0 $293K 0.07% +60.0 +0.5% $24.75 +10.7%
60 MRK MERCK & CO INC Healthcare 2,357.0 $284K 0.07% $120.29 -0.6%
Page 3 of 4  ·  77 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 44.5%
Technology 39.4%
Consumer Cyclical 4.8%
Communication Services 4.2%
Healthcare 4.0%
Industrials 1.6%
Consumer Defensive 1.5%