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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FDN FIRST TR EXCHANGE-TRADED FD 1,205.0 $282K 0.07% $234.03 +12.2%
62 SHOP SHOPIFY INC Technology 2,300.0 $273K 0.07% $118.62 -6.7%
63 VXUS VANGUARD STAR FDS 3,538.0 $273K 0.07% $77.11 +9.6%
64 ABBV ABBVIE INC Healthcare 1,249.0 $272K 0.07% $217.49 +7.5%
65 TSLA TESLA INC Consumer Cyclical 729.0 $271K 0.07% $371.75 +2.6%
66 FNX FIRST TR EXCHANGE-TRADED ALP 2,084.0 $267K 0.07% $128.24 +12.9%
67 KEYS KEYSIGHT TECHNOLOGIES INC Technology 929.0 $262K 0.07% NEW $282.37 +25.7%
68 DE DEERE & CO Industrials 461.0 $260K 0.06% $563.30 +8.3%
69 LRCX LAM RESEARCH CORP Technology 1,210.0 $259K 0.06% $213.66 +73.2%
70 AVEM AMERICAN CENTY ETF TR 2,931.0 $236K 0.06% $80.57 +18.0%
71 FYX FIRST TR EXCHANGE-TRADED ALP 1,974.0 $236K 0.06% $119.35 +18.4%
72 SCHB SCHWAB STRATEGIC TR 8,939.0 $224K 0.06% +524.0 +6.2% $25.10 +14.0%
73 AGG ISHARES TR 2,260.0 $224K 0.06% +31.0 +1.4% $99.26 -0.0%
74 IJH ISHARES TR 3,280.0 $222K 0.06% $67.54 +12.7%
75 LRN STRIDE INC Consumer Defensive 2,461.0 $217K 0.05% NEW $88.17 -4.9%
76 AVGE AMERICAN CENTY ETF TR 2,336.0 $206K 0.05% NEW $88.03 +11.6%
77 CGUS CAPITAL GROUP CORE EQUITY ET 5,207.0 $200K 0.05% $38.42 +14.3%
Page 4 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%