MondegarAI
Aspen Grove Capital, LLC

Q3 2025 · 13F-HR

Aspen Grove Capital, LLCholdings as filed

Filed 2025-11-14 · accession 0001806027-25-000003

$594.3M
Reported value
205
Positions
2025-09-30
Period end
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The Brief · Aspen Grove Capital, LLC · Q3 2025

AI · grounded in 13F

Aspen Grove Capital, LLC established a new position in BKNG valued at $92.3M. The fund also initiated new stakes in SPY for $51.9M and META for $34.1M. Additional new positions include IVV at $28.8M, VEA at $28.7M, and VTI at $25.1M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
09857L108BKNGBOOKING HOLDINGS INC$92.3M15.5%17,103CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$51.9M8.72%77,616CommonNONE
30303M102METAMETA PLATFORMS INC$34.1M5.74%46,424CommonNONE
464287200IVVISHARES TR$28.8M4.85%43,029CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$28.7M4.82%478,246CommonNONE
922908769VTIVANGUARD INDEX FDS$25.1M4.23%76,347CommonNONE
02079K305GOOGLALPHABET INC$19.5M3.28%80,136CommonNONE
02079K107GOOGALPHABET INC$17.9M3.01%73,497CommonNONE
037833100AAPLAPPLE INC$17.1M2.88%67,191CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$15.1M2.54%69,800CommonNONE
023135106AMZNAMAZON COM INC$14.5M2.44%65,922CommonNONE
922908363VOOVANGUARD INDEX FDS$13.6M2.29%22,194CommonNONE
919794107VLYVALLEY NATL BANCORP$11.9M2.00%1,110,391CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$11.6M1.96%84,511CommonNONE
464286822EWWISHARES INC$9.2M1.55%134,801CommonNONE
594918104MSFTMICROSOFT CORP$8.6M1.44%16,553CommonNONE
46429B598INDAISHARES TR$8.2M1.39%158,199CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$8.2M1.38%28,982CommonNONE
78464A763SDYSPDR SERIES TRUST$7.0M1.19%50,323CommonNONE
05464C101AXONAXON ENTERPRISE INC$6.6M1.11%9,222CommonNONE
67066G104NVDANVIDIA CORPORATION$5.9M0.99%31,593CommonNONE
11135F101AVGOBROADCOM INC$5.0M0.84%15,099CommonNONE
464289180EUFNISHARES TR$4.9M0.83%143,097CommonNONE
437076102HDHOME DEPOT INC$4.6M0.78%11,467CommonNONE
780087102RYROYAL BK CDA$3.9M0.66%26,437CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.8M0.64%70,074CommonNONE
064058100BKBANK NEW YORK MELLON CORP$3.8M0.64%34,790CommonNONE
225655109CCAPCRESCENT CAP BDC INC$3.8M0.63%268,404CommonNONE
922908736VUGVANGUARD INDEX FDS$3.7M0.62%7,726CommonNONE
532457108LLYELI LILLY & CO$3.2M0.55%4,253CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.2M0.54%32,722CommonNONE
949746101WMT2WELLS FARGO CO NEW$3.2M0.53%37,675CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.0M0.50%109,187CommonNONE
922908744VTVVANGUARD INDEX FDS$2.9M0.49%15,560CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.8M0.48%5,618CommonNONE
617446448MSMORGAN STANLEY$2.5M0.42%15,764CommonNONE
92189F692PPHVANECK ETF TRUST$2.4M0.40%26,023CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.3M0.39%72,680CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.2M0.38%76,905CommonNONE
550021109LULULULULEMON ATHLETICA INC$2.2M0.37%12,336CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.1M0.36%6,739CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.36%71,294CommonNONE
060505104BACBANK AMERICA CORP$2.0M0.34%39,623CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$2.0M0.34%7,218CommonNONE
92204A405VFHVANGUARD WORLD FD$1.9M0.32%14,710CommonNONE
46434G822EWJISHARES INC$1.9M0.32%23,619CommonNONE
09260D107BXBLACKSTONE INC$1.9M0.32%10,963CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.9M0.31%18,933CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.8M0.30%10,878CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.7M0.29%2,987CommonNONE
92189F726BBHVANECK ETF TRUST$1.7M0.28%9,978CommonNONE
717081103PFEPFIZER INC$1.6M0.27%62,306CommonNONE
464287614IWFISHARES TR$1.6M0.27%3,375CommonNONE
77311W101RKTROCKET COS INC$1.6M0.26%80,000CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.5M0.26%4,472CommonNONE
78464A797KBESPDR SERIES TRUST$1.5M0.26%25,920CommonNONE
88160R101TSLATESLA INC$1.4M0.24%3,259CommonNONE
78468R549XESSPDR SERIES TRUST$1.4M0.24%20,010CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.4M0.23%48,951CommonNONE
37733W204GSKGSK PLC$1.3M0.21%28,959CommonNONE
18467V109YOUCLEAR SECURE INC$1.2M0.21%37,202CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.2M0.20%2,596CommonNONE
19260Q107COINCOINBASE GLOBAL INC$1.2M0.19%3,419CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.1M0.19%48,935CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$1.1M0.19%12,655CommonNONE
770700102HOODROBINHOOD MKTS INC$1.1M0.19%7,749CommonNONE
438516106HONHONEYWELL INTL INC$1.0M0.17%4,923CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.0M0.17%7,346CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.0M0.17%12,826CommonNONE
30231G102XOMEXXON MOBIL CORP$1.0M0.17%9,046CommonNONE
718172109PMPHILIP MORRIS INTL INC$991,0420.17%6,110CommonNONE
464287465EFAISHARES TR$901,3900.15%9,653CommonNONE
464287598IWDISHARES TR$826,1700.14%4,058CommonNONE
031162100AMGNAMGEN INC$812,7360.14%2,880CommonNONE
235851102DHRDANAHER CORPORATION$788,0390.13%3,968CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$754,2000.13%1CommonNONE
64110L106NFLXNETFLIX INC$727,7440.12%607CommonNONE
464287168DVYISHARES TR$706,2060.12%4,969CommonNONE
773121108RKLBROCKET LAB CORP$704,2770.12%14,700CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$686,8170.12%742CommonNONE
922908751VBVANGUARD INDEX FDS$685,2820.12%2,683CommonNONE
83304A106SNAPSNAP INC$675,9360.11%87,670CommonNONE
384109104GGGGRACO INC$647,1400.11%7,617CommonNONE
092667104SRTASTRATA CRITICAL MEDICAL INC$632,5000.11%125,000CommonNONE
92826C839VVISA INC$629,8460.11%1,845CommonNONE
G54950103LINLINDE PLC$622,1670.10%1,309CommonNONE
478160104JNJJOHNSON & JOHNSON$615,5480.10%3,319CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$596,5930.10%19,077CommonNONE
46434V803HEFAISHARES TR$595,1400.10%15,025CommonNONE
68389X105ORCLORACLE CORP$589,4790.10%2,096CommonNONE
922908629VOVANGUARD INDEX FDS$577,5700.10%1,958CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$539,4350.09%3,805CommonNONE
00287Y109ABBVABBVIE INC$521,4400.09%2,252CommonNONE
29273V100ETENERGY TRANSFER L P$514,8170.09%30,001CommonNONE
92840M102VSTVISTRA CORP$507,6190.09%2,590CommonNONE
931142103WMTWALMART INC$493,9670.08%4,793CommonNONE
81141R100SESEA LTD$484,5370.08%2,711CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$480,6780.08%2,689CommonNONE
N07059210ASMLASML HOLDING N V$475,1350.08%490CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$460,6520.08%3,722CommonNONE
21873S108CRWVCOREWEAVE INC$459,9530.08%3,361CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$459,2840.08%658CommonNONE
922908595VBKVANGUARD INDEX FDS$445,6270.07%1,495CommonNONE
629377508NRGNRG ENERGY INC$422,9160.07%2,611CommonNONE
00162Q452AMLPALPS ETF TR$419,0850.07%8,930CommonNONE
743315103PGRPROGRESSIVE CORP$408,7020.07%1,655CommonNONE
803054204SAPSAP SE$403,4870.07%1,510CommonNONE
754730109RJFRAYMOND JAMES FINL INC$399,7420.07%2,316CommonNONE
922908611VBRVANGUARD INDEX FDS$398,3120.07%1,900CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$394,3920.07%2,162CommonNONE
48241A105KBKB FINL GROUP INC$394,2660.07%4,755CommonNONE
742718109PGPROCTER AND GAMBLE CO$390,0100.07%2,538CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$381,3630.06%34,388CommonNONE
456788108INFYINFOSYS LTD$379,5950.06%23,331CommonNONE
149123101CATCATERPILLAR INC$379,3340.06%795CommonNONE
904767704UNILEVER PLC$379,0040.06%6,392CommonNONE
98978V103ZTSZOETIS INC$378,2370.06%2,585CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$369,8100.06%2,774CommonNONE
882508104TXNTEXAS INSTRS INC$367,2760.06%1,999CommonNONE
17275R102CSCOCISCO SYS INC$366,5260.06%5,357CommonNONE
80105N105SNYSANOFI SA$360,5610.06%7,639CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$356,9690.06%18,278CommonNONE
166764100CVXCHEVRON CORP NEW$350,0240.06%2,254CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$346,0420.06%6,870CommonNONE
97717W406AIVLWISDOMTREE TR$342,8290.06%3,000CommonNONE
464287630IWNISHARES TR$342,4810.06%1,937CommonNONE
046353108AZNNASTRAZENECA PLC$339,0260.06%4,419CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$335,3420.06%3,536CommonNONE
191216100KOCOCA COLA CO$331,6350.06%4,951CommonNONE
94724R108WEAVWEAVE COMMUNICATIONS INC$327,1860.06%48,980CommonNONE
75513E101RTXRTX CORPORATION$326,3140.05%1,950CommonNONE
713448108PEPPEPSICO INC$325,9540.05%2,320CommonNONE
09290D101BLKBLACKROCK INC$324,0390.05%277CommonNONE
55336V100MPLXMPLX LP$321,7750.05%6,441CommonNONE
405552100HLNHALEON PLC$320,6320.05%35,744CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$320,4700.05%9,305CommonNONE
233051200DBEFDBX ETF TR$315,4240.05%6,795CommonNONE
11271J107BNBROOKFIELD CORP$314,9170.05%4,597CommonNONE
50155Q100KDKYNDRYL HLDGS INC$310,9610.05%10,355CommonNONE
842587107SOSOUTHERN CO$310,6990.05%3,278CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$308,3220.05%14,682CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$303,8460.05%1,078CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$300,0500.05%501CommonNONE
83001C108FUNSIX FLAGS ENTERTAINMENT CORP$297,4960.05%13,094CommonNONE
64110W102NTESNETEASE INC$295,9060.05%1,946CommonNONE
548661107LOWLOWES COS INC$295,0720.05%1,174CommonNONE
G29183103ETNEATON CORP PLC$293,7860.05%785CommonNONE
369604301GEGE AEROSPACE$293,3600.05%974CommonNONE
03831W108APPAPPLOVIN CORP$293,1640.05%408CommonNONE
252784301DRHDIAMONDROCK HOSPITALITY CO$292,8480.05%36,790CommonNONE
58933Y105MRKMERCK & CO INC$292,2000.05%3,442CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$292,1910.05%2,242CommonNONE
464288869IWCISHARES TR$292,0690.05%1,959CommonNONE
872657101TPGTPG INC$290,0530.05%5,048CommonNONE
03990B101ARESARES MANAGEMENT CORPORATION$287,9770.05%1,801CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$285,8900.05%359CommonNONE
79466L302CRMSALESFORCE INC$281,8960.05%1,187CommonNONE
715684106TLKP T TELEKOMUNIKASI INDONESIA$281,5670.05%14,961CommonNONE
98138H101WDAYWORKDAY INC$279,7280.05%1,162CommonNONE
G0403H108AONAON PLC$277,4190.05%778CommonNONE
002824100ABTABBOTT LABS$268,5500.05%2,005CommonNONE
48251W104KKRKKR & CO INC$267,9900.05%2,062CommonNONE
531229748LLYVA*LIBERTY MEDIA CORP DEL$260,5510.04%2,763CommonNONE
040413205ANETARISTA NETWORKS INC$257,0320.04%1,764CommonNONE
701094104PHPARKER-HANNIFIN CORP$253,9800.04%335CommonNONE
071813109BAXBAXTER INTL INC$253,8080.04%11,059CommonNONE
697435105PANWPALO ALTO NETWORKS INC$248,2130.04%1,219CommonNONE
87901J105TGNATEGNA INC$245,4600.04%12,000CommonNONE
682680103OKEONEOK INC NEW$245,2340.04%3,360CommonNONE
580135101MCDMCDONALDS CORP$242,9380.04%799CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$239,7960.04%494CommonNONE
65339F101NEENEXTERA ENERGY INC$239,5300.04%3,173CommonNONE
48268K101KTKT CORP$239,4600.04%12,280CommonNONE
531229771FWONALIBERTY MEDIA CORP DEL$238,0500.04%2,500CommonNONE
94106L109WMWASTE MGMT INC DEL$237,4050.04%1,075CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$233,3990.04%5,126CommonNONE
482480100KLACKLA CORP$232,9780.04%216CommonNONE
464287622IWBISHARES TR$230,6180.04%631CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$229,9220.04%8,941CommonNONE
91912E105VALEVALE S A$226,3440.04%20,842CommonNONE
00162Q858SDOGALPS ETF TR$225,8630.04%3,750CommonNONE
14040H105COFCAPITAL ONE FINL CORP$223,4220.04%1,051CommonNONE
00724F101ADBEADOBE INC$217,6470.04%617CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$216,9930.04%9,323CommonNONE
H42097107UBSUBS GROUP AG$215,7830.04%5,263CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$215,2380.04%3,128CommonNONE
00206R102TAT&T INC$214,8490.04%7,607CommonNONE
36828A101GEVGE VERNOVA INC$214,6020.04%349CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$213,5620.04%1,492CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$211,4430.04%4,811CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$210,3270.04%1,300CommonNONE
294429105EFXEQUIFAX INC$208,3020.04%812CommonNONE
88579Y101MMM3M CO$206,7000.03%1,332CommonNONE
22266T109CPNGCOUPANG INC$206,1120.03%6,401CommonNONE
81762P102NOWSERVICENOW INC$204,3020.03%222CommonNONE
808513105SCHWSCHWAB CHARLES CORP$203,8280.03%2,135CommonNONE
23331A109DHID R HORTON INC$203,1950.03%1,199CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$203,0420.03%454CommonNONE
922042775VEUVANGUARD INTL EQUITY INDEX F$202,8980.03%2,842CommonNONE
907818108UNPUNION PAC CORP$201,8140.03%853CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$187,1520.03%21,195CommonNONE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$175,6400.03%13,609CommonNONE
G6683N103NUNU HLDGS LTD$161,8930.03%10,112CommonNONE
92556V106VTRSVIATRIS INC$139,0950.02%14,050CommonNONE
G0457F107ARCOARCOS DORADOS HOLDINGS INC$122,5060.02%18,149CommonNONE

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.