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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 5 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SNAP SNAP INC Communication Services 87,670.0 $707K 0.12% NEW $8.07 -28.8%
82 VB VANGUARD INDEX FDS 2,688.0 $694K 0.12% NEW $258.33 +13.4%
83 V VISA INC Financial Services 1,844.0 $647K 0.11% NEW $350.71 -6.9%
84 COST COSTCO WHSL CORP NEW Consumer Defensive 739.0 $638K 0.11% NEW $863.50 +16.1%
85 JNJ JOHNSON & JOHNSON Healthcare 3,080.0 $637K 0.11% NEW $206.98 +11.2%
86 GGG GRACO INC Industrials 7,617.0 $624K 0.11% NEW $81.97 -6.9%
87 HEFA ISHARES TR 15,025.0 $621K 0.11% NEW $41.36 +10.6%
88 EPD ENTERPRISE PRODS PARTNERS L Energy 19,077.0 $612K 0.11% NEW $32.06 +19.8%
89 STRATA CRITICAL MEDICAL INC 125,000.0 $601K 0.10% NEW $4.81
90 VO VANGUARD INDEX FDS 1,961.0 $570K 0.10% NEW $290.65 -73.0%
91 NFLX NETFLIX INC Communication Services 6,076.0 $570K 0.10% NEW $93.76 -6.5%
92 ASML ASML HOLDING N V Technology 501.0 $538K 0.09% NEW $1073.55 +52.0%
93 WMT WALMART INC Consumer Defensive 4,793.0 $535K 0.09% NEW $111.64 +6.2%
94 ABBV ABBVIE INC Healthcare 2,252.0 $515K 0.09% NEW $228.50 -6.7%
95 ASX ASE TECHNOLOGY HLDG CO LTD Technology 31,718.0 $511K 0.09% NEW $16.10 +141.9%
96 WBD WARNER BROS DISCOVERY INC Communication Services 17,563.0 $506K 0.09% NEW $28.82 -6.3%
97 LIN LINDE PLC Basic Materials 1,160.0 $495K 0.09% NEW $426.75 +20.7%
98 ET ENERGY TRANSFER L P Energy 30,001.0 $495K 0.09% NEW $16.49 +18.9%
99 DELL DELL TECHNOLOGIES INC Technology 3,805.0 $479K 0.08% NEW $125.88 +142.4%
100 WEAV WEAVE COMMUNICATIONS INC Technology 60,103.0 $456K 0.08% NEW $7.59 -25.8%
Page 5 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%