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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 7 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IWN ISHARES TR 1,937.0 $351K 0.06% NEW $181.21 +18.5%
122 PG PROCTER AND GAMBLE CO Consumer Defensive 2,430.0 $348K 0.06% NEW $143.40 -0.3%
123 AIVL WISDOMTREE TR 3,000.0 $345K 0.06% NEW $114.98 +10.5%
124 MPLX MPLX LP Energy 6,441.0 $344K 0.06% NEW $53.38 +5.8%
125 TXN TEXAS INSTRS INC Technology 1,978.0 $343K 0.06% NEW $173.49 +87.3%
126 KO COCA COLA CO Consumer Defensive 4,882.0 $341K 0.06% NEW $69.93 +15.1%
127 PEP PEPSICO INC Consumer Defensive 2,316.0 $336K 0.06% NEW $144.92 +0.5%
128 PECO PHILLIPS EDISON & CO INC Real Estate 9,394.0 $335K 0.06% NEW $35.68 +14.3%
129 DBEF DBX ETF TR 6,795.0 $327K 0.06% NEW $48.11 +10.7%
130 INFY INFOSYS LTD Technology 18,314.0 $326K 0.06% NEW $17.82 -32.2%
131 APP APPLOVIN CORP Technology 484.0 $326K 0.06% NEW $673.82 -23.7%
132 TPG TPG INC Financial Services 5,087.0 $325K 0.06% NEW $63.84 -34.7%
133 ZTS ZOETIS INC Healthcare 2,556.0 $322K 0.06% NEW $125.86 -35.4%
134 CRM SALESFORCE INC Technology 1,185.0 $314K 0.06% NEW $265.32 -32.5%
135 CVX CHEVRON CORP NEW Energy 2,061.0 $314K 0.05% NEW $152.48 +21.1%
136 IWC ISHARES TR 1,959.0 $309K 0.05% NEW $157.71 +21.0%
137 GE GE AEROSPACE Industrials 974.0 $300K 0.05% NEW $308.41 +2.0%
138 UNILEVER PLC 4,589.0 $300K 0.05% NEW $65.41
139 SAP SAP SE Technology 1,226.0 $298K 0.05% NEW $243.11 -28.0%
140 BLK BLACKROCK INC Financial Services 278.0 $298K 0.05% NEW $1071.52 +0.5%
Page 7 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%