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Portfolio (Quarterly) Guide ↗

Aspen Investment Management Inc

· CIK 0001541596
13F Portfolio $372M AUM 187 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 71 Added 62 Reduced 11 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SGOV ISHARES TR 19,743.0 $2.0M 0.53% NEW $100.69 -0.0%
2 MRNA MODERNA INC Healthcare 9,790.0 $686K 0.18% NEW $70.07 +103.7%
3 COPX GLOBAL X FDS 6,910.0 $532K 0.14% NEW $76.99 +25.3%
4 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 932.0 $445K 0.12% NEW $477.47 -10.5%
5 JEPQ J P MORGAN EXCHANGE TRADED F 7,115.0 $437K 0.12% NEW $61.42 -1.8%
6 FV FIRST TR EXCHANGE TRADED FD 4,800.0 $364K 0.10% NEW $75.83 -1.8%
7 SMTC SEMTECH CORP Technology 2,050.0 $332K 0.09% NEW $161.95 -12.1%
8 ARM ARM HOLDINGS PLC Technology 805.0 $285K 0.08% NEW $354.04 -27.9%
9 SWKS SKYWORKS SOLUTIONS INC Technology 4,145.0 $281K 0.08% NEW $67.79 -0.6%
10 IJR ISHARES TR 1,878.0 $279K 0.07% NEW $148.56 -1.2%
11 IXN ISHARES TR 1,881.0 $272K 0.07% NEW $144.60 -1.3%
12 VST VISTRA CORP Utilities 1,600.0 $254K 0.07% NEW $158.75 -11.9%
13 CBT CABOT CORP Basic Materials 2,750.0 $250K 0.07% NEW $90.91 -7.0%
14 J P MORGAN EXCHANGE TRADED F 4,578.0 $232K 0.06% NEW $50.68
15 MYRG MYR GROUP INC Industrials 453.0 $227K 0.06% NEW $501.10 -38.3%
16 GILD GILEAD SCIENCES INC Healthcare 1,768.0 $223K 0.06% NEW $126.13 +18.0%
17 AVUV AMERICAN CENTY ETF TR 1,768.0 $221K 0.06% NEW $125.00 +0.8%
18 GNRC GENERAC HLDGS INC Industrials 739.0 $216K 0.06% NEW $292.29 -32.5%
19 BE BLOOM ENERGY CORP Industrials 689.0 $209K 0.06% NEW $303.34 -28.2%
20 FELE FRANKLIN ELEC INC Industrials 1,900.0 $204K 0.06% NEW $107.37 -4.9%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.7%
Technology 25.8%
Healthcare 12.1%
Industrials 11.5%
Consumer Defensive 6.8%
Consumer Cyclical 4.6%
Communication Services 3.9%
Energy 3.4%
Utilities 1.6%
Real Estate 0.4%