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Filers›Hedge Fund›Aspen Grove Capital, LLC
DOSSIER · 13F-HR · Q1 2026

Aspen Grove Capital, LLC

Aspen Grove's hedge fund based in Stamford, CT — $514M in tracked AUM across 200 positions as of Q1 2026.

AG
Aspen Grove·Stamford, CT·Hedge Fund
CIK 0001806027 · last filed Mar 31, 2026
Total AUM
$514M
▼ 3.3%
vs prior
Holdings
200
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Aspen Grove Capital, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$52M79K10.1%
02
META
META PLATFORMS INC
$26M46K5.2%
03
IVV
ISHARES TR
$26M40K5.1%
04
BKNG
BOOKING HOLDINGS INC
$25M6K4.9%
05
VEA
VANGUARD TAX-MANAGED FDS
$23M364K4.5%
06
GOOGL
ALPHABET INC
$23M80K4.5%
07
VTI
VANGUARD INDEX FDS
$23M70K4.4%
08
GOOG
ALPHABET INC
$20M69K3.9%
09
AAPL
APPLE INC
$17M66K3.3%
10
VIG
VANGUARD SPECIALIZED FUNDS
$15M72K3.0%

Filing history

Filing history loading…
AI Agent · grounded in Aspen
haiku-4-5 · 200 positions indexed
Sector mix
  • Tech9%
  • Financials40%
  • Health Care4%
  • Cons. Disc.13%
  • Industrials18%
  • Other16%
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