Aspen Grove Capital, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Aspen Grove Capital, Llc disclosed 207 stock positions valued at approximately $694.48M as of quarter-end June 30, 2026. The largest holdings include LIBERTY MEDIA CORP DEL, STATE STR SPDR S&P 500 ETF T, and LIBERTY MEDIA CORP DEL.

Report Period
June 30, 2026
No. of Stocks
207
Portfolio Value
$694.48M
Holdings by Sector
Aspen Grove Capital, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
LIBERTY MEDIA CORP DELFWONKCommunication Services9.25%675,346+675,346+100.00%$64,252,418
STATE STR SPDR S&P 500 ETF TSPYOther8.54%79,367+53+0.07%$59,300,568
LIBERTY MEDIA CORP DELFWONACommunication Services4.42%350,317+347,817+13912.68%$30,666,750
ISHARES TRIVVOther4.37%40,563+106+0.26%$30,378,666
ALPHABET INCGOOGLCommunication Services4.12%80,154+24+0.03%$28,645,320
AXON ENTERPRISE INCAXONIndustrials3.97%49,200+39,973+433.22%$27,582,012
BOOKING HOLDINGS INCBKNGConsumer Cyclical3.83%149,398+143,425+2401.22%$26,628,799
VANGUARD TAX-MANAGED FDSVEAOther3.77%367,542+3,527+0.97%$26,188,944
VANGUARD INDEX FDSVTIOther3.76%70,563+144+0.20%$26,116,007
META PLATFORMS INCMETACommunication Services3.73%46,008-292-0.63%$25,916,068
ALPHABET INCGOOGCommunication Services3.60%70,823+1,333+1.92%$25,024,771
APPLE INCAAPLTechnology2.84%68,187+2,329+3.54%$19,731,057
VANGUARD SPECIALIZED FUNDSVIGOther2.45%71,910-47-0.07%$17,017,053
VANGUARD INDEX FDSVOOOther2.28%22,998-1,691-6.85%$15,801,497
AMAZON COM INCAMZNConsumer Cyclical2.25%65,681-103-0.16%$15,654,643
VALLEY NATL BANCORPVLYFinancial Services2.21%1,039,625-41,275-3.82%$15,345,219
VANGUARD INTL EQUITY INDEX FVTOther2.01%88,904+1,879+2.16%$13,956,918
ISHARES INCEWWOther1.49%137,120+1,458+1.07%$10,321,044
LIBERTY BROADBAND CORPLBRDKCommunication Services1.38%288,156--$9,584,085
INTERNATIONAL BUSINESS MACHSIBMTechnology1.18%29,020--$8,160,974
ISHARES TRINDAOther1.13%159,411--$7,873,309
SPDR SERIES TRUSTSDYOther1.10%50,310+8+0.02%$7,656,224
MICROSOFT CORPMSFTTechnology0.91%16,868+121+0.72%$6,292,804
NVIDIA CORPORATIONNVDATechnology0.87%30,343+165+0.55%$6,071,531
BROADCOM INCAVGOTechnology0.83%15,199+63+0.42%$5,741,828
ROYAL BK CDARYFinancial Services0.79%26,479-27-0.10%$5,480,359
ELI LILLY & COLLYHealthcare0.74%4,303+50+1.18%$5,162,527
BANK OF NY MELLON CORPBKFinancial Services0.72%34,611--$5,005,160
VANGUARD INTL EQUITY INDEX FVWOOther0.62%71,576+467+0.66%$4,272,994
HOME DEPOT INCHDConsumer Cyclical0.58%11,446-4-0.03%$4,036,775
Showing 30 of 207 holdings in the latest reporting period.