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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 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 33,300.0 $24.9M 6.69% -2K -6.6% $746.79 +3.3%
2 AAPL APPLE INC Technology 34,299.0 $9.9M 2.67% -9K -20.9% $289.37 +8.7%
3 MSFT MICROSOFT CORP Technology 23,195.0 $8.7M 2.33% -749.0 -3.1% $373.01 +35.4%
4 GLW CORNING INC Technology 29,977.0 $7.7M 2.06% -3K -9.2% $255.43 -40.2%
5 VIG VANGUARD SPECIALIZED FUNDS 29,260.0 $6.9M 1.86% -155.0 -0.5% $236.60 +2.8%
6 JPM JPMORGAN CHASE & CO Financial Services 20,540.0 $6.7M 1.81% -130.0 -0.6% $327.31 +8.2%
7 WMT WALMART INC Consumer Defensive 42,885.0 $4.9M 1.31% -815.0 -1.9% $113.26 -9.4%
8 MU MICRON TECHNOLOGY INC Technology 4,060.0 $4.7M 1.26% -657.0 -13.9% $1154.43 -19.0%
9 NVDA NVIDIA CORPORATION Technology 22,272.0 $4.5M 1.20% -225.0 -1.0% $200.07 +13.9%
10 CAT CATERPILLAR INC Industrials 3,515.0 $3.7M 1.01% -352.0 -9.1% $1064.86 -23.3%
11 FTSL FIRST TR EXCHANGE-TRADED FD 72,334.0 $3.2M 0.87% -2K -2.7% $44.75 +0.2%
12 XLE SELECT SECTOR SPDR TR 59,349.0 $3.2M 0.85% -2K -4.0% $53.11 +17.3%
13 CSX CSX CORP Industrials 45,386.0 $2.2M 0.58% -998.0 -2.1% $47.53 +8.4%
14 SYK STRYKER CORPORATION Healthcare 6,691.0 $2.1M 0.57% -132.0 -1.9% $314.90 +2.3%
15 XOM EXXON MOBIL CORP Energy 15,031.0 $2.1M 0.55% -998.0 -6.2% $136.72 +14.4%
16 SCHF SCHWAB STRATEGIC TR 73,677.0 $2.0M 0.55% -2K -2.4% $27.70 +2.6%
17 WM WASTE MGMT INC DEL Industrials 8,415.0 $1.9M 0.50% -444.0 -5.0% $222.94 -2.3%
18 QQQ INVESCO QQQ TR Financial Services 2,424.0 $1.8M 0.48% -2K -43.9% $736.39 -2.1%
19 INTC INTEL CORP Technology 12,214.0 $1.7M 0.46% -700.0 -5.4% $139.59 -34.0%
20 ITW ILLINOIS TOOL WKS INC Industrials 5,919.0 $1.6M 0.43% -43.0 -0.7% $270.48 +4.1%
Page 1 of 4  ·  62 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%