MondegarAI
Aspen Grove Capital, LLC

Q2 2025 · 13F-HR

Aspen Grove Capital, LLCholdings as filed

Filed 2025-08-14 · accession 0001085146-25-005248

$588.3M
Reported value
235
Positions
2025-06-30
Period end
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The Brief · Aspen Grove Capital, LLC · Q2 2025

AI · grounded in 13F

Aspen Grove Capital, LLC established a new position in BKNG valued at $99.1M. The fund also initiated new stakes in SPY for $38.7M and META for $32.1M. Additional new positions include VEA at $27.8M, IVV at $26.6M, and VTI at $23.6M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09857L108BKNGBOOKING HOLDINGS INC$99.1M16.8%17,117CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$38.7M6.58%62,474CommonNONE
30303M102METAMETA PLATFORMS INC$32.1M5.46%43,556CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$27.8M4.73%488,080CommonNONE
464287200IVVISHARES TR$26.6M4.53%42,903CommonNONE
922908769VTIVANGUARD INDEX FDS$23.6M4.01%77,349CommonNONE
047726302BATRKATLANTA BRAVES HLDGS INC$16.3M2.77%348,212CommonNONE
023135106AMZNAMAZON COM INC$15.2M2.59%69,387CommonNONE
037833100AAPLAPPLE INC$15.1M2.57%73,794CommonNONE
02079K107GOOGALPHABET INC$14.9M2.53%84,076CommonNONE
02079K305GOOGLALPHABET INC$14.4M2.45%81,778CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$14.3M2.44%69,800CommonNONE
922908363VOOVANGUARD INDEX FDS$12.3M2.09%21,604CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$10.8M1.83%83,873CommonNONE
919794107VLYVALLEY NATL BANCORP$10.5M1.78%1,156,303CommonNONE
594918104MSFTMICROSOFT CORP$9.2M1.56%18,458CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.6M1.46%29,149CommonNONE
464286822EWWISHARES INC$7.8M1.33%129,336CommonNONE
78464A763SDYSPDR SERIES TRUST$7.0M1.18%51,207CommonNONE
67066G104NVDANVIDIA CORPORATION$6.1M1.03%38,414CommonNONE
46429B598INDAISHARES TR$5.5M0.93%98,695CommonNONE
464289180EUFNISHARES TR$5.2M0.89%165,358CommonNONE
11135F101AVGOBROADCOM INC$4.5M0.77%16,329CommonNONE
437076102HDHOME DEPOT INC$4.3M0.73%11,704CommonNONE
225655109CCAPCRESCENT CAP BDC INC$3.7M0.62%259,631CommonNONE
780087102RYROYAL BK CDA$3.5M0.60%26,761CommonNONE
922908736VUGVANGUARD INDEX FDS$3.5M0.59%7,860CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.4M0.59%69,675CommonNONE
532457108LLYELI LILLY & CO$3.4M0.58%4,403CommonNONE
064058100BKBANK NEW YORK MELLON CORP$3.2M0.54%35,029CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.1M0.52%38,449CommonNONE
550021109LULULULULEMON ATHLETICA INC$2.9M0.50%12,381CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M0.49%5,994CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$2.9M0.49%32,722CommonNONE
060505104BACBANK AMERICA CORP$2.8M0.48%59,760CommonNONE
922908744VTVVANGUARD INDEX FDS$2.8M0.47%15,534CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$2.7M0.46%102,159CommonNONE
617446448MSMORGAN STANLEY$2.4M0.41%16,927CommonNONE
047726104BATRAATLANTA BRAVES HLDGS INC$2.3M0.39%46,225CommonNONE
92189F692PPHVANECK ETF TRUST$2.3M0.39%25,844CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.2M0.38%7,705CommonNONE
92204A405VFHVANGUARD WORLD FD$2.2M0.37%17,319CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.2M0.37%74,139CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.2M0.37%77,953CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.0M0.34%71,240CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.9M0.32%3,368CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.8M0.31%7,948CommonNONE
46434G822EWJISHARES INC$1.8M0.30%23,619CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.7M0.29%18,269CommonNONE
78464A797KBESPDR SERIES TRUST$1.7M0.28%29,920CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.7M0.28%10,929CommonNONE
09260D107BXBLACKSTONE INC$1.6M0.28%10,934CommonNONE
464286400EWZISHARES INC$1.6M0.27%55,241CommonNONE
92189F726BBHVANECK ETF TRUST$1.5M0.26%9,978CommonNONE
05464C101AXONAXON ENTERPRISE INC$1.5M0.26%1,846CommonNONE
717081103PFEPFIZER INC$1.5M0.25%61,387CommonNONE
37733W204GSKGSK PLC$1.4M0.23%34,883CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.4M0.23%3,857CommonNONE
78468R549XESSPDR SERIES TRUST$1.3M0.21%19,914CommonNONE
88160R101TSLATESLA INC$1.3M0.21%3,956CommonNONE
718172109PMPHILIP MORRIS INTL INC$1.2M0.21%6,747CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.2M0.21%48,914CommonNONE
30231G102XOMEXXON MOBIL CORP$1.2M0.20%11,064CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.20%2,817CommonNONE
438516106HONHONEYWELL INTL INC$1.2M0.20%5,090CommonNONE
77311W101RKTROCKET COS INC$1.1M0.19%80,000CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.1M0.18%48,935CommonNONE
500767306KWEBKRANESHARES TRUST$1.1M0.18%31,300CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.1M0.18%12,655CommonNONE
18467V109YOUCLEAR SECURE INC$1.0M0.18%37,202CommonNONE
464287614IWFISHARES TR$1.0M0.17%2,400CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$991,4080.17%12,792CommonNONE
64110L106NFLXNETFLIX INC$977,5650.17%730CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$975,8290.17%7,320CommonNONE
235851102DHRDANAHER CORPORATION$918,8620.16%4,644CommonNONE
464287168DVYISHARES TR$853,4370.15%6,426CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$848,5580.14%2,720CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$840,4590.14%849CommonNONE
031162100AMGNAMGEN INC$833,1630.14%2,984CommonNONE
92826C839VVISA INC$830,1070.14%2,338CommonNONE
G54950103LINLINDE PLC$785,3250.13%1,673CommonNONE
803054204SAPSAP SE$776,0630.13%2,552CommonNONE
83304A106SNAPSNAP INC$761,8520.13%87,670CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$728,8000.12%1CommonNONE
770700102HOODROBINHOOD MKTS INC$724,9770.12%7,743CommonNONE
808513105SCHWSCHWAB CHARLES CORP$723,2370.12%7,926CommonNONE
530307107LBRDALIBERTY BROADBAND CORP$685,9140.12%7,012CommonNONE
384109104GGGGRACO INC$654,8330.11%7,617CommonNONE
922908751VBVANGUARD INDEX FDS$638,1200.11%2,681CommonNONE
68389X105ORCLORACLE CORP$637,0880.11%2,914CommonNONE
478160104JNJJOHNSON & JOHNSON$635,5930.11%4,161CommonNONE
835699307SONYSONY GROUP CORP$633,3100.11%24,330CommonNONE
742718109PGPROCTER AND GAMBLE CO$614,8160.10%3,859CommonNONE
405552100HLNHALEON PLC$583,0830.10%56,227CommonNONE
882508104TXNTEXAS INSTRS INC$582,3740.10%2,805CommonNONE
46434V803HEFAISHARES TR$570,3490.10%15,025CommonNONE
149123101CATCATERPILLAR INC$563,6810.10%1,452CommonNONE
931142103WMTWALMART INC$556,1730.09%5,688CommonNONE
922908629VOVANGUARD INDEX FDS$549,7790.09%1,954CommonNONE
21873S108CRWVCOREWEAVE INC$548,0450.09%3,361CommonNONE
N07059210ASMLASML HOLDING N V$546,3850.09%681CommonNONE
29273V100ETENERGY TRANSFER L P$543,9180.09%30,001CommonNONE
191216100KOCOCA COLA CO$543,8120.09%7,644CommonNONE
780259305SHELSHELL PLC$539,2700.09%7,659CommonNONE
80105N105SNYSANOFI$538,4630.09%11,146CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$529,4650.09%690CommonNONE
773121108RKLBROCKET LAB CORP$525,8190.09%14,700CommonNONE
754730109RJFRAYMOND JAMES FINL INC$520,0780.09%3,391CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$504,4950.09%16,267CommonNONE
092667104SRTABLADE AIR MOBILITY INC$503,7500.09%125,000CommonNONE
92840M102VSTVISTRA CORP$502,7430.09%2,594CommonNONE
48241A105KBKB FINL GROUP INC$500,5780.09%6,061CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$496,2610.08%3,498CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$488,3260.08%4,138CommonNONE
17275R102CSCOCISCO SYS INC$485,3820.08%6,996CommonNONE
464287630IWNISHARES TR$482,0570.08%3,055CommonNONE
81141R100SESEA LTD$477,5810.08%2,986CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$475,9330.08%3,882CommonNONE
47215P106JDJD.COM INC$470,8970.08%14,427CommonNONE
743315103PGRPROGRESSIVE CORP$459,8000.08%1,723CommonNONE
166764100CVXCHEVRON CORP NEW$458,6380.08%3,203CommonNONE
00287Y109ABBVABBVIE INC$457,0030.08%2,462CommonNONE
464287465EFAISHARES TR$455,1610.08%5,090CommonNONE
046353108AZNNASTRAZENECA PLC$448,6300.08%6,420CommonNONE
904767704UNILEVER PLC$443,1770.08%7,245CommonNONE
00162Q452AMLPALPS ETF TR$436,3200.07%8,930CommonNONE
65339F101NEENEXTERA ENERGY INC$435,2630.07%6,270CommonNONE
548661107LOWLOWES COS INC$434,5480.07%1,958CommonNONE
50155Q100KDKYNDRYL HLDGS INC$433,6570.07%10,335CommonNONE
002824100ABTABBOTT LABS$429,6560.07%3,159CommonNONE
98978V103ZTSZOETIS INC$421,6890.07%2,704CommonNONE
922908595VBKVANGUARD INDEX FDS$417,4610.07%1,505CommonNONE
94724R108WEAVWEAVE COMMUNICATIONS INC$407,5140.07%48,980CommonNONE
58933Y105MRKMERCK & CO INC$399,4810.07%4,995CommonNONE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$398,4500.07%13,094CommonNONE
79466L302CRMSALESFORCE INC$392,8500.07%1,438CommonNONE
09290D101BLKBLACKROCK INC$390,9580.07%372CommonNONE
713448108PEPPEPSICO INC$388,7260.07%2,944CommonNONE
75513E101RTXRTX CORPORATION$376,2940.06%2,577CommonNONE
922908611VBRVANGUARD INDEX FDS$372,2500.06%1,900CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$365,2010.06%2,679CommonNONE
071813109BAXBAXTER INTL INC$356,1170.06%11,695CommonNONE
629377508NRGNRG ENERGY INC$347,1740.06%2,162CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$346,4270.06%33,536CommonNONE
580135101MCDMCDONALDS CORP$343,8840.06%1,177CommonNONE
48251W104KKRKKR & CO INC$343,0810.06%2,578CommonNONE
64110W102NTESNETEASE INC$342,5060.06%2,545CommonNONE
682680103OKEONEOK INC NEW$341,2740.06%4,180CommonNONE
97717W406AIVLWISDOMTREE TR$339,1860.06%3,000CommonNONE
00724F101ADBEADOBE INC$335,4250.06%867CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$333,2620.06%1,115CommonNONE
55336V100MPLXMPLX LP$331,8240.06%6,441CommonNONE
00162Q858SDOGALPS ETF TR$330,5030.06%5,750CommonNONE
747525103QCOMQUALCOMM INC$329,9870.06%2,072CommonNONE
58733R102MELIMERCADOLIBRE INC$329,3200.06%125CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$325,0110.06%9,251CommonNONE
842587107SOSOUTHERN CO$322,5270.05%3,512CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$322,4480.05%7,452CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$314,5310.05%1,816CommonNONE
48268K101KTKT CORP$313,6950.05%15,096CommonNONE
369604301GEGE AEROSPACE$310,6700.05%1,207CommonNONE
14040H105COFCAPITAL ONE FINL CORP$308,7150.05%1,451CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$305,2590.05%2,645CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$304,3780.05%6,737CommonNONE
94106L109WMWASTE MGMT INC DEL$300,2120.05%1,312CommonNONE
20030N101CMCSACOMCAST CORP NEW$298,9040.05%8,375CommonNONE
05964H105SANBANCO SANTANDER S.A.$294,8410.05%35,523CommonNONE
G0403H108AONAON PLC$292,9000.05%821CommonNONE
30212P303EXPEEXPEDIA GROUP INC$289,0980.05%1,713CommonNONE
110448107BTIBRITISH AMERN TOB PLC$288,9090.05%6,003CommonNONE
697435105PANWPALO ALTO NETWORKS INC$287,9280.05%1,407CommonNONE
81762P102NOWSERVICENOW INC$287,8620.05%280CommonNONE
252784301DRHDIAMONDROCK HOSPITALITY CO$281,8110.05%36,790CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$279,0590.05%1,102CommonNONE
40415F101HDBHDFC BANK LTD$278,5420.05%3,633CommonNONE
G29183103ETNEATON CORP PLC$277,3810.05%777CommonNONE
922908652VXFVANGUARD INDEX FDS$276,9240.05%1,437CommonNONE
113004105BAMBROOKFIELD ASSET MANAGMT LTD$276,7320.05%5,006CommonNONE
872590104TMUST-MOBILE US INC$272,8080.05%1,145CommonNONE
98138H101WDAYWORKDAY INC$272,6400.05%1,136CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$271,7760.05%384CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$271,5650.05%2,237CommonNONE
00206R102TAT&T INC$269,6340.05%9,317CommonNONE
722304102PDDPDD HOLDINGS INC$263,4290.04%2,517CommonNONE
872657101TPGTPG INC$262,2500.04%5,000CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$261,0350.04%61,420CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$258,0590.04%3,433CommonNONE
715684106TLKP T TELEKOMUNIKASI INDONESIA$257,0650.04%15,175CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$256,5960.04%14,303CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$255,9460.04%471CommonNONE
09581B103OWLBLUE OWL CAPITAL INC$253,3610.04%13,189CommonNONE
464288869IWCISHARES TR$250,0760.04%1,958CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$249,1760.04%1,756CommonNONE
461202103INTUINTUIT$248,1030.04%315CommonNONE
701094104PHPARKER-HANNIFIN CORP$247,9570.04%355CommonNONE
N97284108NBISNEBIUS GROUP N.V.$239,5790.04%4,330CommonNONE
531229771FWONALIBERTY MEDIA CORP DEL$237,4000.04%2,500CommonNONE
907818108UNPUNION PAC CORP$235,1420.04%1,022CommonNONE
78409V104SPGIS&P GLOBAL INC$231,4800.04%439CommonNONE
66987V109NVSNOVARTIS AG$224,7160.04%1,857CommonNONE
464286624THDISHARES INC$223,9130.04%4,436CommonNONE
20825C104COPCONOCOPHILLIPS$223,9010.04%2,495CommonNONE
053015103ADPAUTOMATIC DATA PROCESSING IN$220,0950.04%711CommonNONE
531229748LLYVA*LIBERTY MEDIA CORP DEL$219,6030.04%2,763CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$218,4240.04%5,126CommonNONE
594972408MSTRMICROSTRATEGY INC$217,8800.04%539CommonNONE
337738108FISVFISERV INC$215,8570.04%1,252CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$214,8720.04%377CommonNONE
464287622IWBISHARES TR$214,2690.04%631CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$214,1490.04%9,323CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$212,9270.04%8,935CommonNONE
032654105ADIANALOG DEVICES INC$212,3140.04%892CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$210,0160.04%18,326CommonNONE
375558103GILDGILEAD SCIENCES INC$209,6550.04%1,891CommonNONE
209115104EDCONSOLIDATED EDISON INC$209,2300.04%2,085CommonNONE
H1467J104CBCHUBB LIMITED$208,6810.04%718CommonNONE
025816109AXPAMERICAN EXPRESS CO$206,6990.04%648CommonNONE
253868103DLRDIGITAL RLTY TR INC$204,8380.03%1,175CommonNONE
H42097107UBSUBS GROUP AG$203,4270.03%6,015CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$203,4200.03%3,025CommonNONE
482480100KLACKLA CORP$203,3330.03%227CommonNONE
670100205NVONOVO-NORDISK A S$203,1950.03%2,944CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$202,9400.03%500CommonNONE
88579Y101MMM3M CO$202,7840.03%1,332CommonNONE
87901J105TGNATEGNA INC$202,6200.03%12,000CommonNONE
91912E105VALEVALE S A$195,5110.03%20,135CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$192,9380.03%20,746CommonNONE
05946K101BBVABANCO BILBAO VIZCAYA ARGENTA$185,3310.03%12,058CommonNONE
86562M209SMFGSUMITOMO MITSUI FINL GROUP I$176,1110.03%11,487CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$169,5430.03%13,212CommonNONE
G6683N103NUNU HLDGS LTD$144,2110.02%10,511CommonNONE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$138,6900.02%17,578CommonNONE
151290889CXCEMEX SAB DE CV$128,8980.02%18,600CommonNONE
92556V106VTRSVIATRIS INC$125,4660.02%14,050CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$60,9210.01%10,957CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.