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ASPEN CAPITAL MANAGEMENT, LLC 13F portfolio summary

ASPEN CAPITAL MANAGEMENT, LLC of ASPEN CAPITAL MANAGEMENT, LLC has 77 current stock holdings with a reported portfolio value of $404.0M. The portfolio 1 year return is +15.38%. Top holdings include SPY (0.00%), QQQ (0.00%), DFIC (20.25%), DFAC (14.53%), SGOV (13.45%).

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ASPEN CAPITAL MANAGEMENT, LLC

ASPEN CAPITAL MANAGEMENT, LLC
Latest filing: 2026-03-31

ASPEN CAPITAL MANAGEMENT, LLC runs ASPEN CAPITAL MANAGEMENT, LLC and currently holds 77 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $403.97M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. ASPEN CAPITAL MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, ASPEN CAPITAL MANAGEMENT, LLC's portfolio at ASPEN CAPITAL MANAGEMENT, LLC has delivered returns of +15.38%. Their 3-year annualized return is +15.38%. Looking at the 5-year horizon, ASPEN CAPITAL MANAGEMENT, LLC has achieved +15.38% annualized returns at ASPEN CAPITAL MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.38%
#0/1000
3 Year
+15.38%
#0/1000
5 Year
+15.38%
#0/1000

Portfolio Value

$403.97M

Alpha Score

13.9

#0 of 1000

Holdings

77

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change