Aspen Grove Capital, LLC Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$588.3B

Holdings

235

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (235 positions)

#StockSharesValue% PortfolioType
101
ASMLASML HOLDING N V
681$546.4M0.09%
102
ETENERGY TRANSFER L P
30,001$543.9M0.09%
103
KOCOCA COLA CO
7,644$543.8M0.09%
104
SHELSHELL PLC
7,659$539.3M0.09%
105
SNYSANOFI
11,146$538.5M0.09%
106
SPOTSPOTIFY TECHNOLOGY S A
690$529.5M0.09%
107
6RJ0ROCKET LAB CORP
14,700$525.8M0.09%
108
RJFRAYMOND JAMES FINL INC
3,391$520.1M0.09%
109
EPDENTERPRISE PRODS PARTNERS L
16,267$504.5M0.09%
110
SRTABLADE AIR MOBILITY INC
125,000$503.8M0.09%
111
VSTVISTRA CORP
2,594$502.7M0.09%
112
KBIAKB FINL GROUP INC
6,061$500.6M0.09%
113
APOAPOLLO GLOBAL MGMT INC
3,498$496.3M0.08%
114
DUKDUKE ENERGY CORP NEW
4,138$488.3M0.08%
115
CSCOCISCO SYS INC
6,996$485.4M0.08%
116
IWNISHARES TR
3,055$482.1M0.08%
117
SESEA LTD
2,986$477.6M0.08%
118
DELLDELL TECHNOLOGIES INC
3,882$475.9M0.08%
119
JDJD.COM INC
14,427$470.9M0.08%
120
PGRPROGRESSIVE CORP
1,723$459.8M0.08%
121
CVXCHEVRON CORP NEW
3,203$458.6M0.08%
122
ABBVABBVIE INC
2,462$457.0M0.08%
123
EFAISHARES TR
5,090$455.2M0.08%
124
AZNASTRAZENECA PLC
6,420$448.6M0.08%
125
ULUNILEVER PLC
7,245$443.2M0.08%
126
AMLPALPS ETF TR
8,930$436.3M0.07%
127
NEENEXTERA ENERGY INC
6,270$435.3M0.07%
128
LOWLOWES COS INC
1,958$434.5M0.07%
129
KDKYNDRYL HLDGS INC
10,335$433.7M0.07%
130
ABTABBOTT LABS
3,159$429.7M0.07%
131
ZTSZOETIS INC
2,704$421.7M0.07%
132
VBKVANGUARD INDEX FDS
1,505$417.5M0.07%
133
WEAVWEAVE COMMUNICATIONS INC
48,980$407.5M0.07%
134
MRKMERCK & CO INC
4,995$399.5M0.07%
135
FUNSIX FLAGS ENTERTAINMENT CORP
13,094$398.4M0.07%
136
CRMSALESFORCE INC
1,438$392.9M0.07%
137
BLKBLACKROCK INC
372$391.0M0.07%
138
PEPPEPSICO INC
2,944$388.7M0.07%
139
RTXRTX CORPORATION
2,577$376.3M0.06%
140
VBRVANGUARD INDEX FDS
1,900$372.3M0.06%
141
PLTRPALANTIR TECHNOLOGIES INC
2,679$365.2M0.06%
142
BAXBAXTER INTL INC
11,695$356.1M0.06%
143
NRANRG ENERGY INC
2,162$347.2M0.06%
144
ASXASE TECHNOLOGY HLDG CO LTD
33,536$346.4M0.06%
145
MCDMCDONALDS CORP
1,177$343.9M0.06%
146
KKRKKR & CO INC
2,578$343.1M0.06%
147
NTESNETEASE INC
2,545$342.5M0.06%
148
OKEONEOK INC NEW
4,180$341.3M0.06%
149
AIVLWISDOMTREE TR
3,000$339.2M0.06%
150
ADBEADOBE INC
867$335.4M0.06%
151
ACNACCENTURE PLC IRELAND
1,115$333.3M0.06%
152
MPLXMPLX LP
6,441$331.8M0.06%
153
SDOGALPS ETF TR
5,750$330.5M0.06%
154
QCOMQUALCOMM INC
2,072$330.0M0.06%
155
MLB1MERCADOLIBRE INC
125$329.3M0.06%
156
PECOPHILLIPS EDISON & CO INC
9,251$325.0M0.06%
157
SOSOUTHERN CO
3,512$322.5M0.05%
158
BACVERIZON COMMUNICATIONS INC
7,452$322.4M0.05%
159
ARESARES MANAGEMENT CORPORATION
1,816$314.5M0.05%
160
KTKT CORP
15,096$313.7M0.05%
161
GEGE AEROSPACE
1,207$310.7M0.05%
162
COFCAPITAL ONE FINL CORP
1,451$308.7M0.05%
163
BABAALIBABA GROUP HLDG LTD
2,645$305.3M0.05%
164
SHGSHINHAN FINANCIAL GROUP CO L
6,737$304.4M0.05%
165
WMWASTE MGMT INC DEL
1,312$300.2M0.05%
166
CMCSACOMCAST CORP NEW
8,375$298.9M0.05%
167
SANBANCO SANTANDER S.A.
35,523$294.8M0.05%
168
AONAON PLC
821$292.9M0.05%
169
EXPEEXPEDIA GROUP INC
1,713$289.1M0.05%
170
BMTABRITISH AMERN TOB PLC
6,003$288.9M0.05%
171
PANWPALO ALTO NETWORKS INC
1,407$287.9M0.05%
172
NOWSERVICENOW INC
280$287.9M0.05%
173
DRHDIAMONDROCK HOSPITALITY CO
36,790$281.8M0.05%
174
XLKSELECT SECTOR SPDR TR
1,102$279.1M0.05%
175
HDBHDFC BANK LTD
3,633$278.5M0.05%
176
ETNEATON CORP PLC
777$277.4M0.05%
177
VXFVANGUARD INDEX FDS
1,437$276.9M0.05%
178
BAMBROOKFIELD ASSET MANAGMT LTD
5,006$276.7M0.05%
179
TMUST-MOBILE US INC
1,145$272.8M0.05%
180
WDAYWORKDAY INC
1,136$272.6M0.05%
181
GSGOLDMAN SACHS GROUP INC
384$271.8M0.05%
182
GSLCGOLDMAN SACHS ETF TR
2,237$271.6M0.05%
183
TAT&T INC
9,317$269.6M0.05%
184
PDDPDD HOLDINGS INC
2,517$263.4M0.04%
185
TPGTPG INC
5,000$262.3M0.04%
186
LYGLLOYDS BANKING GROUP PLC
61,420$261.0M0.04%
187
SIMOSILICON MOTION TECHNOLOGY CO
3,433$258.1M0.04%
188
PTIP T TELEKOMUNIKASI INDONESIA
15,175$257.1M0.04%
189
AMXAMERICA MOVIL SAB DE CV
14,303$256.6M0.04%
190
ISRGINTUITIVE SURGICAL INC
471$255.9M0.04%
191
OWLBLUE OWL CAPITAL INC
13,189$253.4M0.04%
192
IWCISHARES TR
1,958$250.1M0.04%
193
AMDADVANCED MICRO DEVICES INC
1,756$249.2M0.04%
194
INTUINTUIT
315$248.1M0.04%
195
PHPARKER-HANNIFIN CORP
355$248.0M0.04%
196
NBISNEBIUS GROUP N.V.
4,330$239.6M0.04%
197
FWONALIBERTY MEDIA CORP DEL
2,500$237.4M0.04%
198
UNPUNION PAC CORP
1,022$235.1M0.04%
199
SPGIS&P GLOBAL INC
439$231.5M0.04%
200
NVSNNOVARTIS AG
1,857$224.7M0.04%
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