Aspen Grove Capital, LLC
Annual return '25
+4.7%
SPY '25
+17.7%
Alpha
-13.0ptsvs SPY
Invested
$1B
Holdings
199
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Exited (was 77.6k shares)
10.1%
02
$META
META PLATFORMS INC
Q4 2025: Exited (was 46.4k shares)
5.2%
03
$IVV
ISHARES TR
Q4 2025: Exited (was 43.0k shares)
5.2%
04
$BKNG
BOOKING HOLDINGS INC
Q4 2025: Exited (was 17.1k shares)
4.9%
05
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Exited (was 478.2k shares)
4.6%
06
$GOOGL
ALPHABET INC
Q4 2025: Exited (was 80.1k shares)
4.5%
07
$VTI
VANGUARD INDEX FDS
Q4 2025: Exited (was 76.3k shares)
4.4%
08
$GOOG
ALPHABET INC
Q4 2025: Exited (was 73.5k shares)
3.9%
09
$AAPL
APPLE INC
Q4 2025: Exited (was 67.2k shares)
3.3%
10
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 69.8k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:09 UTC.