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Aspen Grove Capital, LLC

Q1 2026 · 13F-HR

Aspen Grove Capital, LLCholdings as filed

Filed 2026-05-14 · accession 0001806027-26-000006

$514.1M
Reported value
200
Positions
2026-03-31
Period end
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The Brief · Aspen Grove Capital, LLC · Q1 2026

AI · grounded in 13F

Aspen Grove Capital, LLC established a new position in LBRDK valued at $14.49M. The fund also opened new stakes in SIRI for $2.28M and ELE for $1.33M. On the selling side, the fund trimmed its holdings in EUFN by 63.07% and BKNG by 53.96%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F103SPYSTATE STR SPDR S&P 500 ETF T$51.7M10.1%79,314CommonNONE
30303M102METAMETA PLATFORMS INC$26.5M5.15%46,300CommonNONE
464287200IVVISHARES TR$26.4M5.14%40,457CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$25.1M4.89%5,973CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$23.3M4.54%364,015CommonNONE
02079K305GOOGLALPHABET INC$23.0M4.48%80,130CommonNONE
922908769VTIVANGUARD INDEX FDS$22.6M4.39%70,419CommonNONE
02079K107GOOGALPHABET INC$19.9M3.88%69,490CommonNONE
037833100AAPLAPPLE INC$16.7M3.25%65,858CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$15.5M3.01%71,957CommonNONE
922908363VOOVANGUARD INDEX FDS$14.8M2.87%24,689CommonNONE
530307305LBRDKLIBERTY BROADBAND CORP$14.5M2.82%288,156CommonNONE
023135106AMZNAMAZON COM INC$13.7M2.66%65,784CommonNONE
919794107VLYVALLEY NATL BANCORP$13.4M2.60%1,080,900CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$12.0M2.34%87,025CommonNONE
464286822EWWISHARES INC$10.2M1.99%135,662CommonNONE
46429B598INDAISHARES TR$7.5M1.45%159,411CommonNONE
78464A763SDYSPDR SERIES TRUST$7.3M1.43%50,302CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$7.0M1.37%29,020CommonNONE
594918104MSFTMICROSOFT CORP$6.2M1.21%16,747CommonNONE
67066G104NVDANVIDIA CORPORATION$5.3M1.02%30,178CommonNONE
11135F101AVGOBROADCOM INC$4.7M0.91%15,136CommonNONE
780087102RYROYAL BK CDA$4.3M0.83%26,506CommonNONE
064058100BKBANK NEW YORK MELLON CORP$4.1M0.80%34,611CommonNONE
05464C101AXONAXON ENTERPRISE INC$3.9M0.76%9,227CommonNONE
532457108LLYELI LILLY & CO$3.9M0.76%4,253CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.8M0.75%71,109CommonNONE
437076102HDHOME DEPOT INC$3.8M0.73%11,450CommonNONE
922908736VUGVANGUARD INDEX FDS$3.3M0.65%7,664CommonNONE
225655109CCAPCRESCENT CAP BDC INC$3.3M0.64%269,852CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$3.3M0.64%32,722CommonNONE
922908744VTVVANGUARD INDEX FDS$3.0M0.59%15,425CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$3.0M0.59%98,104CommonNONE
949746101WMT2WELLS FARGO & CO$3.0M0.58%37,594CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M0.52%5,553CommonNONE
617446448MSMORGAN STANLEY$2.6M0.50%15,767CommonNONE
829933100SIRISIRIUSXM HOLDINGS INC$2.3M0.44%98,648CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$2.2M0.44%73,705CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$2.1M0.41%68,880CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$2.1M0.41%72,626CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.0M0.38%6,668CommonNONE
92189F692PPHVANECK ETF TRUST$1.9M0.38%18,676CommonNONE
550021109LULULULULEMON ATHLETICA INC$1.9M0.37%12,414CommonNONE
464289180EUFNISHARES TR$1.9M0.36%53,595CommonNONE
060505104BACBANK AMERICA CORP$1.8M0.35%37,341CommonNONE
18467V109YOUCLEAR SECURE INC$1.8M0.35%37,202CommonNONE
717081103PFEPFIZER INC$1.8M0.34%62,585CommonNONE
538034109LYVLIVE NATION ENTERTAINMENT IN$1.7M0.32%10,878CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$1.6M0.30%4,624CommonNONE
30231G102XOMEXXON MOBIL CORP$1.6M0.30%9,203CommonNONE
464287614IWFISHARES TR$1.5M0.29%3,525CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.5M0.29%2,991CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$1.4M0.26%18,928CommonNONE
808524607SCHASCHWAB STRATEGIC TR$1.4M0.26%46,521CommonNONE
28620K106ELEELEMENTAL RTY CORP$1.3M0.26%70,550CommonNONE
37733W204GSKGSK PLC$1.3M0.25%23,354CommonNONE
09260D107BXBLACKSTONE INC$1.3M0.25%10,996CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$1.2M0.24%49,116CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$1.2M0.23%4,360CommonNONE
77311W101RKTROCKET COS INC$1.1M0.22%80,047CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$1.1M0.22%2,607CommonNONE
46434G822EWJISHARES INC$1.1M0.22%13,339CommonNONE
88160R101TSLATESLA INC$1.1M0.22%3,011CommonNONE
438516106HONHONEYWELL INTL INC$1.1M0.22%4,901CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$1.1M0.21%7,346CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$1.1M0.21%13,006CommonNONE
031162100AMGNAMGEN INC$1.0M0.20%2,888CommonNONE
92204A405VFHVANGUARD WORLD FD$1.0M0.20%8,343CommonNONE
718172109PMPHILIP MORRIS INTL INC$986,4890.19%5,913CommonNONE
464287598IWDISHARES TR$979,4500.19%4,583CommonNONE
464287465EFAISHARES TR$978,2860.19%10,070CommonNONE
773121108RKLBROCKET LAB CORP$955,6580.19%14,881CommonNONE
92189F726BBHVANECK ETF TRUST$924,9500.18%4,919CommonNONE
478160104JNJJOHNSON & JOHNSON$786,3580.15%3,216CommonNONE
464287168DVYISHARES TR$766,8770.15%5,064CommonNONE
235851102DHRDANAHER CORP DEL$761,3710.15%4,006CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$737,3510.14%739CommonNONE
N07059210ASMLASML HLDG NV$734,6600.14%555CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$721,9410.14%19,077CommonNONE
921937835BNDVANGUARD BD INDEX FDS$718,3580.14%9,755CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$718,1400.14%1CommonNONE
922908751VBVANGUARD INDEX FDS$706,4010.14%2,694CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$667,6780.13%12,655CommonNONE
92826C839VVISA INC$651,9820.13%2,157CommonNONE
384109104GGGGRACO INC$644,7790.13%7,617CommonNONE
46434V803HEFAISHARES TR$638,4870.12%15,025CommonNONE
24703L202DELLDELL TECHNOLOGIES INC$624,6790.12%3,806CommonNONE
64110L106NFLXNETFLIX INC.$623,6290.12%6,486CommonNONE
G54950103LINLINDE PLC$609,7800.12%1,229CommonNONE
19260Q107COINCOINBASE GLOBAL INC$600,4840.12%3,439CommonNONE
931142103WMTWALMART INC$597,9440.12%4,802CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$580,6430.11%938CommonNONE
29273V100ETENERGY TRANSFER L P$579,0190.11%30,001CommonNONE
922908629VOVANGUARD INDEX FDS$565,2360.11%1,965CommonNONE
149123101CATCATERPILLAR INC$563,2260.11%795CommonNONE
770700102HOODROBINHOOD MKTS INC$561,6770.11%8,105CommonNONE
092667104SRTASTRATA CRITICAL MEDICAL INC$522,5000.10%125,000CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$498,2860.10%3,805CommonNONE
G0593M107AZNASTRAZENECA PLC$494,3500.10%2,523CommonNONE
00287Y109ABBVABBVIE INC$489,8060.10%2,252CommonNONE
00162Q452AMLPALPS ETF TR$470,0750.09%8,930CommonNONE
934423104WBDWARNER BROS DISCOVERY INC$457,1270.09%16,647CommonNONE
58933Y105MRKMERCK & CO INC$456,0240.09%3,765CommonNONE
922908595VBKVANGUARD INDEX FDS$451,9070.09%1,495CommonNONE
166764100CVXCHEVRON CORPORATION$435,9330.08%2,106CommonNONE
00215W100ASXASE TECHNOLOGY HLDG CO LTD$418,4890.08%19,303CommonNONE
17275R102CSCOCISCO SYS INC$415,6500.08%5,357CommonNONE
922908611VBRVANGUARD INDEX FDS$412,7750.08%1,900CommonNONE
83304A106SNAPSNAP INC$406,3780.08%88,343CommonNONE
629377508NRGNRG ENERGY INC$394,3930.08%2,698CommonNONE
882508104TXNTEXAS INSTRS INC$390,2210.08%2,010CommonNONE
405552100HLNHALEON PLC$384,6380.07%38,423CommonNONE
92840M102VSTVISTRA CORP$383,0340.07%2,547CommonNONE
75513E101RTXRTX CORPORATION$376,2180.07%1,950CommonNONE
191216100KOCOCA COLA CO$373,9140.07%4,882CommonNONE
80105N105SNYSANOFI SA$372,2380.07%7,725CommonNONE
36828A101GEVGE VERNOVA INC$370,3500.07%424CommonNONE
55336V100MPLXMPLX LP$367,6410.07%6,441CommonNONE
464287630IWNISHARES TR$367,2360.07%1,937CommonNONE
713448108PEPPEPSICO INC$362,9130.07%2,337CommonNONE
742718109PGPROCTER & GAMBLE CO$362,0950.07%2,505CommonNONE
780259305SHELSHELL PLC$361,3970.07%3,885CommonNONE
71844V201PECOPHILLIPS EDISON & CO INC$355,6770.07%9,477CommonNONE
78464A797KBESPDR SERIES TRUST$353,4340.07%5,935CommonNONE
595112103MUMICRON TECHNOLOGY INC$347,7940.07%1,029CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$347,5610.07%2,376CommonNONE
97717W406AIVLWISDOMTREE TR$347,1280.07%3,000CommonNONE
252784301DRHDIAMONDROCK HOSPITALITY CO$344,7220.07%36,790CommonNONE
233051200DBEFDBX ETF TR$335,6730.07%6,795CommonNONE
66987V109NVSNOVARTIS AG$331,1610.06%2,167CommonNONE
743315103PGRPROGRESSIVE CORP$324,9090.06%1,638CommonNONE
842587107SOSOUTHERN CO$321,8480.06%3,334CommonNONE
482480100KLACKLA CORP$318,0410.06%216CommonNONE
464288869IWCISHARES TR$312,7110.06%1,959CommonNONE
98978V103ZTSZOETIS INC$310,9940.06%2,630CommonNONE
68389X105ORCLORACLE CORP$310,4020.06%2,110CommonNONE
701094104PHPARKER-HANNIFIN CORP$299,8970.06%334CommonNONE
25278X109FANGDIAMONDBACK ENERGY INC$296,3210.06%1,498CommonNONE
65339F101NEENEXTERA ENERGY INC$294,7080.06%3,173CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$294,3630.06%1,447CommonNONE
682680103OKEONEOK INC NEW$287,7790.06%3,183CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$286,0750.06%7,446CommonNONE
G29183103ETNEATON CORP PLC$284,3420.06%794CommonNONE
381430503GSLCGOLDMAN SACHS ETF TR$282,1290.05%2,254CommonNONE
48241A105KBKB FINL GROUP INC$280,8890.05%2,786CommonNONE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$279,3080.05%575CommonNONE
94724R108WEAVWEAVE COMMUNICATIONS INC$277,6760.05%60,103CommonNONE
369604301GEGE AEROSPACE$276,8800.05%974CommonNONE
81141R100SESEA LTD$276,5850.05%3,339CommonNONE
548661107LOWLOWES COS INC$274,3320.05%1,161CommonNONE
09290D101BLKBLACKROCK INC$268,0880.05%278CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$267,7960.05%2,015CommonNONE
45841N107IBKRINTERACTIVE BROKERS GROUP IN$265,6640.05%3,961CommonNONE
31428X106FDXFEDEX CORP$263,4030.05%735CommonNONE
N97284108NBISNEBIUS GROUP N.V.$261,7860.05%2,522CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$261,0070.05%665CommonNONE
78468R663BILSPDR SERIES TRUST$260,7160.05%2,845CommonNONE
21873S108CRWVCOREWEAVE INC$260,3770.05%3,361CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$258,7430.05%2,322CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$257,1810.05%304CommonNONE
530909100LLYVALIBERTY LIVE HOLDINGS INC$253,2010.05%2,763CommonNONE
512807306LRCXLAM RESEARCH CORP$250,7300.05%1,172CommonNONE
580135101MCDMCDONALDS CORP$249,9620.05%804CommonNONE
032654105ADIANALOG DEVICES INC$249,1040.05%783CommonNONE
824596100SHGSHINHAN FINANCIAL GROUP CO L$248,5610.05%4,016CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$245,0230.05%498CommonNONE
00162Q858SDOGALPS ETF TR$243,8850.05%3,750CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$242,8110.05%5,193CommonNONE
20825C104COPCONOCOPHILLIPS$242,2130.05%1,834CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$241,7630.05%4,776CommonNONE
G0403H108AONAON PLC$237,8890.05%737CommonNONE
904767803ULUNILEVER PLC$235,6660.05%4,087CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$234,4840.05%4,671CommonNONE
464287622IWBISHARES TR$224,9890.04%631CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$224,8610.04%8,956CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$224,3430.04%1,997CommonNONE
038222105AMATAPPLIED MATLS INC$223,1890.04%653CommonNONE
00206R102TAT&T INC$221,3410.04%7,634CommonNONE
110448107BTIBRITISH AMERN TOB PLC$219,9580.04%3,708CommonNONE
907818108UNPUNION PAC CORP$219,3280.04%904CommonNONE
697435105PANWPALO ALTO NETWORKS INC$219,3100.04%1,366CommonNONE
79466L302CRMSALESFORCE INC$218,2170.04%1,169CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$216,6630.04%469CommonNONE
01609W102BABAALIBABA GROUP HLDG LTD$216,2870.04%1,723CommonNONE
803054204SAPSAP SE$209,9030.04%1,225CommonNONE
872657101TPGTPG INC$208,8860.04%5,156CommonNONE
56585A102MPCMARATHON PETE CORP$207,8640.04%851CommonNONE
64110W102NTESNETEASE COM INC$202,5430.04%1,809CommonNONE
539439109LYGLLOYDS BANKING GROUP PLC$201,2150.04%40,002CommonNONE
071813109BAXBAXTER INTL INC$197,6720.04%11,759CommonNONE
91912E105VALEVALE S A$196,8390.04%12,372CommonNONE
92556V106VTRSVIATRIS INC$189,8050.04%14,049CommonNONE
05964H105SANBANCO SANTANDER SA$170,1020.03%15,079CommonNONE
87043Q108SGSWEETGREEN INC$155,7000.03%30,000CommonNONE
50155Q100KDKYNDRYL HLDGS INC$136,4280.03%10,398CommonNONE
43289P106HIMXHIMAX TECHNOLOGIES INC$115,5550.02%14,683CommonNONE
G0457F107ARCOARCOS DORADOS HLDGS INC$108,7260.02%13,068CommonNONE
60687Y109MFGMIZUHO FINANCIAL GROUP INC$96,4070.02%12,141CommonNONE
068221100BRNBARNWELL INDS INC$86,1900.02%79,806CommonNONE
86384P109STUBSTUBHUB HLDGS INC$76,7520.01%12,300CommonNONE

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.