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Institutional

Aspen Grove Capital, LLC

CIK 0001806027
$514.1M
Reported AUM
200
Positions
Q1 2026
Period
2026-05-14
Filed

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%.

Portfolio · Q1 2026

SPY$51.7MMETA$26.5MIVV$26.4MBKNGVEAGOOGLVTIGOOGAAPLVIGVOOLBRDKOther$234.0MAL

Top holdings

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$747.030.72%20.62%75.74%$51.7M10.06%HELD
2METAMETA PLATFORMS INC$556.713.28%-25.53%48.03%$26.5M5.15%HELD
3IVVISHARES TR$750.320.69%20.75%76.27%$26.4M5.14%HELD
4BKNGBOOKING HOLDINGS INC$192.90-0.18%-9.55%114.54%$25.1M4.89%HELD
5VEAVANGUARD TAX-MANAGED FDS$70.62-0.66%30.57%58.27%$23.3M4.54%HELD
6GOOGLALPHABET INC$356.136.73%85.11%143.37%$23.0M4.48%HELD
7VTIVANGUARD INDEX FDS$368.210.53%21.20%68.49%$22.6M4.39%HELD
8GOOGALPHABET INC$356.656.88%76.17%131.42%$19.9M3.88%HELD
9AAPLAPPLE INC$308.91-7.35%53.24%108.42%$16.7M3.25%HELD
10VIGVANGUARD SPECIALIZED FUNDS$239.17-0.37%18.88%61.24%$15.5M3.01%HELD
11VOOVANGUARD INDEX FDS$686.650.71%21.58%77.59%$14.8M2.87%HELD
12LBRDKLIBERTY BROADBAND CORP$34.042.04%-44.51%-81.38%$14.5M2.82%HELD
13AMZNAMAZON COM INC$271.5815.32%26.46%56.49%$13.7M2.66%HELD
14VLYVALLEY NATL BANCORP$14.29-0.21%61.43%36.27%$13.4M2.60%HELD
15VTVANGUARD INTL EQUITY INDEX F$155.860.26%23.51%61.67%$12.0M2.34%HELD
16EWWISHARES INC$76.81-0.39%33.28%76.80%$10.2M1.99%HELD
17INDAISHARES TR$49.800.20%-5.56%9.98%$7.5M1.45%HELD
18SDYSPDR SERIES TRUST$155.00-0.28%16.66%41.98%$7.3M1.43%HELD
19IBMINTERNATIONAL BUSINESS MACHS$223.650.86%-9.05%98.69%$7.0M1.37%HELD
20MSFTMICROSOFT CORP$464.723.02%-10.62%60.10%$6.2M1.21%HELD
21NVDANVIDIA CORPORATION$200.752.93%15.71%799.75%$5.3M1.02%HELD
22AVGOBROADCOM INC$389.280.37%35.65%758.72%$4.7M0.91%HELD
23RYROYAL BK CDA$209.51-0.29%65.00%140.50%$4.3M0.83%HELD
24BKBANK NEW YORK MELLON CORP$4.1M0.80%HELD
25AXONAXON ENTERPRISE INC$527.760.47%-28.92%190.19%$3.9M0.76%HELD
26LLYELI LILLY & CO$1148.84-0.53%50.85%361.96%$3.9M0.76%HELD
27VWOVANGUARD INTL EQUITY INDEX F$58.750.96%21.69%31.45%$3.8M0.75%HELD
28HDHOME DEPOT INC$331.96-0.42%-8.80%15.26%$3.8M0.73%HELD
29VUGVANGUARD INDEX FDS$85.201.10%14.10%69.36%$3.3M0.65%HELD
30CCAPCRESCENT CAP BDC INC$10.930.74%-12.36%4.21%$3.3M0.64%HELD
31VTWOVANGUARD SCOTTSDALE FDS$117.73-0.42%$3.3M0.64%HELD
32VTVVANGUARD INDEX FDS$219.95-0.27%$3.0M0.59%HELD
33SCHDSCHWAB STRATEGIC TR$33.470.18%$3.0M0.59%HELD
34WMT2WELLS FARGO & CO$3.0M0.58%HELD
35BRK/BBERKSHIRE HATHAWAY INC DEL$2.7M0.52%HELD
36MSMORGAN STANLEY$210.420.17%$2.6M0.50%HELD
37SIRISIRIUSXM HOLDINGS INC$29.62-4.36%$2.3M0.44%HELD
38SCHVSCHWAB STRATEGIC TR$34.07-0.26%$2.2M0.44%HELD
39SCHMSCHWAB STRATEGIC TR$34.70-0.26%$2.1M0.41%HELD
40SCHGSCHWAB STRATEGIC TR$34.171.12%$2.1M0.41%HELD
41JPMJPMORGAN CHASE & CO$351.790.27%$2.0M0.38%HELD
42PPHVANECK ETF TRUST$110.40-1.08%$1.9M0.38%HELD
43LULULULULEMON ATHLETICA INC$118.87-0.51%$1.9M0.37%HELD
44EUFNISHARES TR$41.68-0.05%$1.9M0.36%HELD
45BACBANK AMERICA CORP$61.950.36%$1.8M0.35%HELD
46YOUCLEAR SECURE INC$55.24-1.53%$1.8M0.35%HELD
47PFEPFIZER INC$25.010.40%$1.8M0.34%HELD
48LYVLIVE NATION ENTERTAINMENT IN$174.13-5.14%$1.7M0.32%HELD
49TSMTAIWAN SEMICONDUCTOR MANUFAC$404.250.23%$1.6M0.30%HELD
50XOMEXXON MOBIL CORP$155.44-0.97%$1.6M0.30%HELD
51IWFISHARES TR$118.320.76%$1.5M0.29%HELD
52MAMASTERCARD INCORPORATED$573.10-0.74%$1.5M0.29%HELD
53UBERUBER TECHNOLOGIES INC$70.36-0.01%$1.4M0.26%HELD
54SCHASCHWAB STRATEGIC TR$33.56-0.39%$1.4M0.26%HELD
55ELEELEMENTAL RTY CORP$15.67-2.73%$1.3M0.26%HELD
56GSKGSK PLC$51.69-0.73%$1.3M0.25%HELD
57BXBLACKSTONE INC$127.75-0.25%$1.3M0.25%HELD
58SCHFSCHWAB STRATEGIC TR$27.43-0.58%$1.2M0.24%HELD
59UNHUNITEDHEALTH GROUP INC$414.40-1.68%$1.2M0.23%HELD
60RKTROCKET COS INC$12.90-2.71%$1.1M0.22%HELD
61MSIMOTOROLA SOLUTIONS INC$435.751.14%$1.1M0.22%HELD
62EWJISHARES INC$92.39-0.96%$1.1M0.22%HELD
63TSLATESLA INC$311.210.76%$1.1M0.22%HELD
64HONHONEYWELL INTL INC$243.050.47%$1.1M0.22%HELD
65VYMVANGUARD WHITEHALL FDS$161.960.00%$1.1M0.21%HELD
66VGKVANGUARD INTL EQUITY INDEX F$90.59-0.44%$1.1M0.21%HELD
67AMGNAMGEN INC$385.16-0.64%$1.0M0.20%HELD
68VFHVANGUARD WORLD FD$139.23-0.14%$1.0M0.20%HELD
69PMPHILIP MORRIS INTL INC$190.82-0.61%$986K0.19%HELD
70IWDISHARES TR$251.820.44%$979K0.19%HELD
71EFAISHARES TR$105.58-0.62%$978K0.19%HELD
72RKLBROCKET LAB CORP$64.950.42%$956K0.19%HELD
73BBHVANECK ETF TRUST$205.55-1.18%$925K0.18%HELD
74JNJJOHNSON & JOHNSON$256.350.21%$786K0.15%HELD
75DVYISHARES TR$161.21-0.44%$767K0.15%HELD
76DHRDANAHER CORP DEL$194.98-0.61%$761K0.15%HELD
77COSTCOSTCO WHOLESALE CORPORATION$951.89-0.24%$737K0.14%HELD
78ASMLASML HLDG NV$1629.00-1.36%$735K0.14%HELD
79EPDENTERPRISE PRODS PARTNERS L$38.05-0.18%$722K0.14%HELD
80BNDVANGUARD BD INDEX FDS$72.23-0.26%$718K0.14%HELD
81BRK/ABERKSHIRE HATHAWAY INC DEL$718K0.14%HELD
82VBVANGUARD INDEX FDS$295.14-0.22%$706K0.14%HELD
83GBTCGRAYSCALE BITCOIN TRUST ETF$48.73-2.85%$668K0.13%HELD
84VVISA INC$366.13-0.04%$652K0.13%HELD
85GGGGRACO INC$79.38-0.76%$645K0.13%HELD
86HEFAISHARES TR$46.45-0.75%$638K0.12%HELD
87DELLDELL TECHNOLOGIES INC$405.370.14%$625K0.12%HELD
88NFLXNETFLIX INC.$71.71-2.00%$624K0.12%HELD
89LINLINDE PLC$478.38-5.95%$610K0.12%HELD
90COINCOINBASE GLOBAL INC$146.26-10.59%$600K0.12%HELD
91WMTWALMART INC$111.200.09%$598K0.12%HELD
92MDYSTATE STR SPDR S&P MIDCAP 40$686.32-0.13%$581K0.11%HELD
93ETENERGY TRANSFER L P$20.360.59%$579K0.11%HELD
94VOVANGUARD INDEX FDS$80.95-0.05%$565K0.11%HELD
95CATCATERPILLAR INC$814.810.70%$563K0.11%HELD
96HOODROBINHOOD MKTS INC$86.56-0.05%$562K0.11%HELD
97SRTASTRATA CRITICAL MEDICAL INC$5.02-1.38%$523K0.10%HELD
98DUKDUKE ENERGY CORP NEW$125.43-0.67%$498K0.10%HELD
99AZNASTRAZENECA PLC$169.64-0.99%$494K0.10%HELD
100ABBVABBVIE INC$250.94-2.51%$490K0.10%HELD
101AMLPALPS ETF TR$470K0.09%HELD
102WBDWARNER BROS DISCOVERY INC$457K0.09%HELD
103MRKMERCK & CO INC$456K0.09%HELD
104VBKVANGUARD INDEX FDS$452K0.09%HELD
105CVXCHEVRON CORPORATION$436K0.08%HELD
106ASXASE TECHNOLOGY HLDG CO LTD$418K0.08%HELD
107CSCOCISCO SYS INC$416K0.08%HELD
108VBRVANGUARD INDEX FDS$413K0.08%HELD
109SNAPSNAP INC$406K0.08%HELD
110NRGNRG ENERGY INC$394K0.08%HELD
111TXNTEXAS INSTRS INC$390K0.08%HELD
112HLNHALEON PLC$385K0.07%HELD
113VSTVISTRA CORP$383K0.07%HELD
114RTXRTX CORPORATION$376K0.07%HELD
115KOCOCA COLA CO$374K0.07%HELD
116SNYSANOFI SA$372K0.07%HELD
117GEVGE VERNOVA INC$370K0.07%HELD
118MPLXMPLX LP$368K0.07%HELD
119IWNISHARES TR$367K0.07%HELD
120PEPPEPSICO INC$363K0.07%HELD
121PGPROCTER & GAMBLE CO$362K0.07%HELD
122SHELSHELL PLC$361K0.07%HELD
123PECOPHILLIPS EDISON & CO INC$356K0.07%HELD
124KBESPDR SERIES TRUST$353K0.07%HELD
125MUMICRON TECHNOLOGY INC$348K0.07%HELD
126PLTRPALANTIR TECHNOLOGIES INC$348K0.07%HELD
127AIVLWISDOMTREE TR$347K0.07%HELD
128DRHDIAMONDROCK HOSPITALITY CO$345K0.07%HELD
129DBEFDBX ETF TR$336K0.07%HELD
130NVSNOVARTIS AG$331K0.06%HELD
131PGRPROGRESSIVE CORP$325K0.06%HELD
132SOSOUTHERN CO$322K0.06%HELD
133KLACKLA CORP$318K0.06%HELD
134IWCISHARES TR$313K0.06%HELD
135ZTSZOETIS INC$311K0.06%HELD
136ORCLORACLE CORP$310K0.06%HELD
137PHPARKER-HANNIFIN CORP$300K0.06%HELD
138FANGDIAMONDBACK ENERGY INC$296K0.06%HELD
139NEENEXTERA ENERGY INC$295K0.06%HELD
140AMDADVANCED MICRO DEVICES INC$294K0.06%HELD
141OKEONEOK INC NEW$288K0.06%HELD
142IBITISHARES BITCOIN TRUST ETF$286K0.06%HELD
143ETNEATON CORP PLC$284K0.06%HELD
144GSLCGOLDMAN SACHS ETF TR$282K0.05%HELD
145KBKB FINL GROUP INC$281K0.05%HELD
146SPOTSPOTIFY TECHNOLOGY S A$279K0.05%HELD
147WEAVWEAVE COMMUNICATIONS INC$278K0.05%HELD
148GEGE AEROSPACE$277K0.05%HELD
149SESEA LTD$277K0.05%HELD
150LOWLOWES COS INC$274K0.05%HELD
151BLKBLACKROCK INC$268K0.05%HELD
152XLKSELECT SECTOR SPDR TR$268K0.05%HELD
153IBKRINTERACTIVE BROKERS GROUP IN$266K0.05%HELD
154FDXFEDEX CORP$263K0.05%HELD
155NBISNEBIUS GROUP N.V.$262K0.05%HELD
156STXSEAGATE TECHNOLOGY HLDNGS PL$261K0.05%HELD
157BILSPDR SERIES TRUST$261K0.05%HELD
158CRWVCOREWEAVE INC$260K0.05%HELD
159APOAPOLLO GLOBAL MGMT INC$259K0.05%HELD
160GSGOLDMAN SACHS GROUP INC$257K0.05%HELD
161LLYVALIBERTY LIVE HOLDINGS INC$253K0.05%HELD
162LRCXLAM RESEARCH CORP$251K0.05%HELD
163MCDMCDONALDS CORP$250K0.05%HELD
164ADIANALOG DEVICES INC$249K0.05%HELD
165SHGSHINHAN FINANCIAL GROUP CO L$249K0.05%HELD
166TMOTHERMO FISHER SCIENTIFIC INC$245K0.05%HELD
167SDOGALPS ETF TR$244K0.05%HELD
168SCHCSCHWAB STRATEGIC TR$243K0.05%HELD
169COPCONOCOPHILLIPS$242K0.05%HELD
170JPSTJ P MORGAN EXCHANGE TRADED F$242K0.05%HELD
171AONAON PLC$238K0.05%HELD
172ULUNILEVER PLC$236K0.05%HELD
173VZVERIZON COMMUNICATIONS INC$234K0.05%HELD
174IWBISHARES TR$225K0.04%HELD
175SCHBSCHWAB STRATEGIC TR$225K0.04%HELD
176SIMOSILICON MOTION TECHNOLOGY CO$224K0.04%HELD
177AMATAPPLIED MATLS INC$223K0.04%HELD
178TAT&T INC$221K0.04%HELD
179BTIBRITISH AMERN TOB PLC$220K0.04%HELD
180UNPUNION PAC CORP$219K0.04%HELD
181PANWPALO ALTO NETWORKS INC$219K0.04%HELD
182CRMSALESFORCE INC$218K0.04%HELD
183ISRGINTUITIVE SURGICAL INC$217K0.04%HELD
184BABAALIBABA GROUP HLDG LTD$216K0.04%HELD
185SAPSAP SE$210K0.04%HELD
186TPGTPG INC$209K0.04%HELD
187MPCMARATHON PETE CORP$208K0.04%HELD
188NTESNETEASE COM INC$203K0.04%HELD
189LYGLLOYDS BANKING GROUP PLC$201K0.04%HELD
190BAXBAXTER INTL INC$198K0.04%HELD
191VALEVALE S A$197K0.04%HELD
192VTRSVIATRIS INC$190K0.04%HELD
193SANBANCO SANTANDER SA$170K0.03%HELD
194SGSWEETGREEN INC$156K0.03%HELD
195KDKYNDRYL HLDGS INC$136K0.03%HELD
196HIMXHIMAX TECHNOLOGIES INC$116K0.02%HELD
197ARCOARCOS DORADOS HLDGS INC$109K0.02%HELD
198MFGMIZUHO FINANCIAL GROUP INC$96K0.02%HELD
199BRNBARNWELL INDS INC$86K0.02%HELD
200STUBSTUBHUB HLDGS INC$77K0.01%HELD

Source: SEC EDGAR · accession 0001806027-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.