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Portfolio (Quarterly) Guide ↗

Aspen Capital Management, LLC

· CIK 0002065974
13F Portfolio $453M AUM 83 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 29 Added 11 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 TXN TEXAS INSTRS INC Technology 13,625.0 $4.1M 0.90% NEW $298.07 -11.6%
2 AMAT APPLIED MATLS INC Technology 544.0 $393K 0.09% NEW $723.17 -41.8%
3 FXL FIRST TR EXCHANGE-TRADED FD 1,127.0 $245K 0.05% NEW $217.22 -2.6%
4 DFCA DIMENSIONAL ETF TRUST 4,529.0 $227K 0.05% NEW $50.18 -3.2%
5 VONG VANGUARD SCOTTSDALE FDS 1,701.0 $217K 0.05% NEW $127.81 -2.9%
6 CGGR CAPITAL GROUP GROWTH ETF 4,578.0 $216K 0.05% NEW $47.20 -2.3%
7 HD HOME DEPOT INC Consumer Cyclical 608.0 $214K 0.05% NEW $352.68 -13.4%
8 SBUX STARBUCKS CORP Consumer Cyclical 2,011.0 $206K 0.04% NEW $102.19 -5.5%
9 AXP AMERICAN EXPRESS CO Financial Services 595.0 $201K 0.04% NEW $338.25 -4.1%

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
Technology 44.6%
Financial Services 41.8%
Consumer Cyclical 5.7%
Healthcare 3.4%
Communication Services 2.1%
Industrials 1.7%
Consumer Defensive 0.7%