Long-term investor

Aspen Capital Management, LLC @aspencapitalmanagementll

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002065974).

Record

  • Tracked since 2025-06-30 (441 days), 37 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.8% · 6 months n/a · 1 year +17.4% · all +17.4%
  • Max drawdown n/a · win rate 29% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • DFIC · 19.6% · long · since 2025-06-30
  • DFAC · 15.4% · long · since 2025-06-30
  • DFCF · 7.7% · long · since 2025-06-30
  • SGOV · 7.6% · long · since 2025-06-30
  • DFEM · 5.0% · long · since 2025-06-30
  • DFAT · 4.2% · long · since 2025-06-30
  • DUSB · 3.9% · long · since 2026-03-31
  • DFAS · 3.9% · long · since 2025-06-30
  • DFGR · 3.5% · long · since 2025-06-30
  • USB · 2.9% · long · since 2025-06-30
  • DFSV · 2.5% · long · since 2025-06-30
  • DCOR · 2.3% · long · since 2025-06-30

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