Back to investors
ASPEN CAPITAL MANAGEMENT, LLC
ASPEN CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
ASPEN CAPITAL MANAGEMENT, LLC runs ASPEN CAPITAL MANAGEMENT, LLC and currently holds 83 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $452.98M. Their top holdings are DFIC, DFAC, DFCF, SGOV, DFEM. The top five represent 55.3% of reported portfolio weight. ASPEN CAPITAL MANAGEMENT, LLC ranks #881 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ASPEN CAPITAL MANAGEMENT, LLC initiated 4 new positions. They added to 41 existing positions. They trimmed 12 positions. Their current best-performing preview position is MU with returns of +241.70%.
Sign in to enable email alerts for this investor.
Showper page
83 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFIC DIMENSIONAL ETF TRUST | 19.58% | $28.59 | $39.39 | +37.78% | Added +4.61% |
 DFAC DIMENSIONAL ETF TRUST | 15.45% | $34.70 | $45.61 | +31.44% | Added +5.65% |
 DFCF DIMENSIONAL ETF TRUST | 7.68% | $42.13 | $41.48 | -1.54% | Added +0.19% |
 SGOV ISHARES TR | 7.59% | $100.67 | $100.63 | -0.04% | Trimmed -35.99% |
 DFEM DIMENSIONAL ETF TRUST | 5.00% | $27.90 | $39.90 | +43.01% | Added +4.37% |
 DFAT DIMENSIONAL ETF TRUST | 4.23% | $51.49 | $71.70 | +39.25% | Trimmed -1.06% |
 DUSB DIMENSIONAL ETF TRUST | 3.94% | $50.77 | $50.73 | -0.08% | Added +640.78% |
 DFAS DIMENSIONAL ETF TRUST | 3.89% | $59.75 | $83.03 | +38.96% | Trimmed -0.96% |
 DFGR DIMENSIONAL ETF TRUST | 3.54% | $26.39 | $29.46 | +11.63% | Added +1.34% |
 USB US BANCORP | 2.86% | $42.22 | $62.06 | +46.98% | Trimmed -0.15% |
Showing 1-10 of 83