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Portfolio (Quarterly) Guide ↗

Aspen Grove Capital, LLC

· CIK 0001806027
13F Portfolio $514M AUM 200 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 52 Added 37 Reduced 21 Exited
Page 8 of 10  ·  200 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OKE ONEOK INC NEW Energy 3,183.0 $288K 0.06% $90.41 +1.9%
142 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,446.0 $286K 0.06% +3K +50.9% $38.42 +13.2%
143 ETN EATON CORP PLC Industrials 794.0 $284K 0.06% +10.0 +1.3% $358.11 +14.3%
144 GSLC GOLDMAN SACHS ETF TR 2,254.0 $282K 0.06% $125.17 +14.0%
145 KB KB FINL GROUP INC Financial Services 2,786.0 $281K 0.06% -621.0 -18.2% $100.82 +5.1%
146 SPOT SPOTIFY TECHNOLOGY S A Communication Services 575.0 $279K 0.05% +69.0 +13.6% $485.75 +8.1%
147 WEAV WEAVE COMMUNICATIONS INC Technology 60,103.0 $278K 0.05% $4.62 +20.7%
148 GE GE AEROSPACE Industrials 974.0 $277K 0.05% $284.27 +9.5%
149 SE SEA LTD Consumer Cyclical 3,339.0 $277K 0.05% +1K +53.0% $82.83 +8.1%
150 LOW LOWES COS INC Consumer Cyclical 1,161.0 $274K 0.05% $236.29 -9.6%
151 BLK BLACKROCK INC Financial Services 278.0 $268K 0.05% $964.35 +11.7%
152 XLK SELECT SECTOR SPDR TR 2,015.0 $268K 0.05% -1K -36.3% $132.90 +39.4%
153 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 3,961.0 $266K 0.05% +584.0 +17.3% $67.07 +25.4%
154 FDX FEDEX CORP Industrials 735.0 $263K 0.05% $358.37 +11.9%
155 NEBIUS GROUP N.V. 2,522.0 $262K 0.05% +89.0 +3.7% $103.80
156 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 665.0 $261K 0.05% NEW $392.49 +115.0%
157 BIL SPDR SERIES TRUST 2,845.0 $261K 0.05% NEW $91.64 -0.0%
158 CRWV COREWEAVE INC Technology 3,361.0 $260K 0.05% $77.47 +39.6%
159 APOS APOLLO GLOBAL MGMT INC Financial Services 2,322.0 $259K 0.05% -460.0 -16.5% $111.43 -76.6%
160 GS GOLDMAN SACHS GROUP INC Financial Services 304.0 $257K 0.05% $845.99 +17.7%
Page 8 of 10  ·  200 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 29.9%
Communication Services 28.0%
Technology 16.4%
Consumer Cyclical 14.6%
Healthcare 4.5%
Industrials 2.8%
Energy 1.6%
Consumer Defensive 1.1%
Utilities 0.7%
Basic Materials 0.3%