Aspen Investment Management Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1541596
Institutional-grade research for retail investors
13F Reported Value
ⓘ$371,968
Holdings
187
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Aspen Investment Management Inc disclosed 187 positions worth $371,968 in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 6.7% of the equity portfolio, followed by $IVZ. During the quarter the fund opened 18 new positions and exited 2. The portfolio is most concentrated in Other (43.0% of disclosed assets). All figures are sourced directly from Aspen Investment Management Inc’s Form 13F-HR filing with the SEC under CIK 1541596.
AI Fund Analysis
Stable
$SPY6.7% weight
Held 10 quarters
$IVZ3.8% weight
Held 10 quarters
ISHARES TR - RUSSELL 2000
3.3% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
2.8% weight
Held 10 quarters
$AAPL2.7% weight
Held 10 quarters
ISHARES TR - ISHS 5-10YR I
9 quarters accumulating
ISHARES TR - ISHS 1-5YR IN
9 quarters accumulating
$MRVL9 quarters accumulating
$PWR9 quarters accumulating
SCHWAB STRATEGIC TR - US L
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$24.9K33,300 sh - —
Quality
$14.2K66,777 sh ISHARES TR - RUSSELL 2000 ETF
—Quality
$12.4K41,217 shISHARES TR - CORE MSCI EAFE
—Quality
$10.4K107,296 sh- 76.1
Quality
$9.9K34,299 sh - 83.7
Quality
$8.7K23,195 sh ISHARES TR - ISHS 5-10YR INVT
—Quality
$8.6K162,040 shISHARES TR - ISHS 1-5YR INVS
—Quality
$8.3K158,883 sh- 72.7
Quality
$7.7K29,977 sh - 80.2
Quality
$7.5K20,850 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR S&P 500 ETF TRUST$SPY | — | $24.9K | 33,300 |
| Invesco Ltd.$IVZ | — | $14.2K | 66,777 |
| ISHARES TR - RUSSELL 2000 ETF | — | $12.4K | 41,217 |
| ISHARES TR - CORE MSCI EAFE | — | $10.4K | 107,296 |
| Apple Inc.$AAPL | 76.1 | $9.9K | 34,299 |
 MICROSOFT CORP$MSFT | 83.7 | $8.7K | 23,195 |
| ISHARES TR - ISHS 5-10YR INVT | — | $8.6K | 162,040 |
| ISHARES TR - ISHS 1-5YR INVS | — | $8.3K | 158,883 |
 CORNING INC /NY$GLW | 72.7 | $7.7K | 29,977 |
 Alphabet Inc.$GOOG | 80.2 | $7.5K | 20,850 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Aspen Investment Management Inc's 187 positions.
Showing top 10 of 187 holdings.
Sector Allocation
Other
$159,872
Financials
$64,752
Technology
$60,507
Healthcare
$24,973
Industrials
$17,956
Consumer Discretionary
$15,621
Materials
$7,907
Consumer Staples
$7,587
Full Holdings — Aspen Investment Management Inc (Q2 2026)
All 187 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SPY | SPDR S&P 500 ETF TRUST | $24,868 | 6.7% | -7% | — |
| 2 | $IVZ | Invesco Ltd. | $14,208 | 3.8% | +2% | — |
| 3 | — | ISHARES TR - RUSSELL 2000 ETF | $12,384 | 3.3% | +7% | — |
| 4 | — | ISHARES TR - CORE MSCI EAFE | $10,363 | 2.8% | +3% | — |
| 5 | $AAPL | Apple Inc. | $9,925 | 2.7% | +2% | 76.1 |
| 6 | $MSFT | MICROSOFT CORP | $8,652 | 2.3% | +2% | 83.7 |
| 7 | — | ISHARES TR - ISHS 5-10YR INVT | $8,616 | 2.3% | +3% | — |
| 8 | — | ISHARES TR - ISHS 1-5YR INVS | $8,327 | 2.2% | +5% | — |
| 9 | $GLW | CORNING INC /NY | $7,657 | 2.1% | -9% | 72.7 |
| 10 | $GOOG | Alphabet Inc. | $7,451 | 2.0% | +0% | 80.2 |
| 11 |  $GS | GOLDMAN SACHS GROUP INC | $7,223 | 1.9% | -0% | — |
| 12 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $6,923 | 1.9% | +0% | — |
| 13 |  $JPM | JPMORGAN CHASE & CO | $6,723 | 1.8% | +0% | 35.6 |
| 14 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $5,680 | 1.5% | +6% | — |
| 15 |  $WMT | Walmart Inc. | $4,857 | 1.3% | -1% | 63.2 |
| 16 | — | ISHARES TR - CORE S&P500 ETF | $4,795 | 1.3% | +13% | — |
| 17 |  $AMZN | AMAZON COM INC | $4,791 | 1.3% | +5% | 74.6 |
| 18 |  $JNJ | JOHNSON & JOHNSON | $4,688 | 1.3% | +2% | 72.8 |
| 19 |  $MU | MICRON TECHNOLOGY INC | $4,687 | 1.3% | -14% | 88.4 |
| 20 |  $NVDA | NVIDIA CORP | $4,456 | 1.2% | +3% | 90.2 |
| 21 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $4,415 | 1.2% | -0% | — |
| 22 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $4,403 | 1.2% | +49% | — |
| 23 |  $LLY | ELI LILLY & Co | $4,017 | 1.1% | +3% | 89.3 |
| 24 | $IVZ | Invesco Ltd. | $3,759 | 1.0% | +1% | — |
| 25 |  $CAT | CATERPILLAR INC | $3,743 | 1.0% | -1% | 67.8 |
| 26 |  $ABBV | AbbVie Inc. | $3,468 | 0.9% | +4% | 59.3 |
| 27 | $IVZ | Invesco Ltd. | $3,353 | 0.9% | +1% | — |
| 28 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $3,237 | 0.9% | -1% | — |
| 29 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $3,152 | 0.8% | +0% | — |
| 30 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $3,095 | 0.8% | +3% | — |
| 31 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $3,050 | 0.8% | +48% | — |
| 32 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $2,906 | 0.8% | -0% | — |
| 33 | $MRVL | Marvell Technology, Inc. | $2,903 | 0.8% | +15% | 77.3 |
| 34 | $IVZ | Invesco Ltd. | $2,837 | 0.8% | +1% | — |
| 35 |  $CSCO | CISCO SYSTEMS, INC. | $2,784 | 0.8% | +0% | 72.3 |
| 36 |  $AMGN | AMGEN INC | $2,768 | 0.7% | -1% | 79.5 |
| 37 | $PWR | QUANTA SERVICES, INC. | $2,750 | 0.7% | +4% | 62.6 |
| 38 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2,655 | 0.7% | +5% | — |
| 39 |  $TT | Trane Technologies plc | $2,637 | 0.7% | +1% | — |
| 40 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $2,636 | 0.7% | +0% | — |
| 41 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $2,632 | 0.7% | +1% | — |
| 42 |  $V | VISA INC. | $2,550 | 0.7% | +1% | 83.5 |
| 43 |  $WT | WisdomTree, Inc. | $2,387 | 0.6% | +2% | 62.9 |
| 44 |  $SCHW | SCHWAB CHARLES CORP | $2,380 | 0.6% | +2% | 77.2 |
| 45 |  $PG | PROCTER & GAMBLE Co | $2,337 | 0.6% | -0% | 72.9 |
| 46 |  $HD | HOME DEPOT, INC. | $2,248 | 0.6% | -1% | 69.2 |
| 47 |  $KO | COCA COLA CO | $2,213 | 0.6% | +1% | 74 |
| 48 |  $PEP | PEPSICO INC | $2,207 | 0.6% | +1% | 62.7 |
| 49 | — | ISHARES TR - RUS 1000 ETF | $2,199 | 0.6% | -0% | — |
| 50 |  $GOOGL | Alphabet Inc. | $2,188 | 0.6% | +1% | 80.2 |
| 51 |  $CSX | CSX CORP | $2,157 | 0.6% | -0% | 66.4 |
| 52 |  $JCI | Johnson Controls International plc | $2,152 | 0.6% | -0% | — |
| 53 |  $SYK | STRYKER CORP | $2,107 | 0.6% | -2% | 69.8 |
| 54 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $2,059 | 0.6% | -0% | 66.7 |
| 55 |  $XOM | EXXON MOBIL CORP | $2,055 | 0.6% | -0% | 61.8 |
| 56 |  $CVX | CHEVRON CORP | $2,048 | 0.6% | -1% | 54.7 |
| 57 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2,041 | 0.6% | -2% | — |
| 58 | — | ISHARES TR - 0-3 MTH TREASURY | $1,988 | 0.5% | +13% | — |
| 59 | — | ISHARES TR - 20+ YEAR TR BD | $1,960 | 0.5% | +5% | — |
| 60 |  $BAC | BANK OF AMERICA CORP /DE/ | $1,951 | 0.5% | -1% | 68.4 |
| 61 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $1,940 | 0.5% | +13% | — |
| 62 |  $WM | WASTE MANAGEMENT INC | $1,876 | 0.5% | -5% | 70.7 |
| 63 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1,785 | 0.5% | -30% | — |
| 64 |  $WMB | WILLIAMS COMPANIES, INC. | $1,725 | 0.5% | +0% | 72.8 |
| 65 |  $INTC | INTEL CORP | $1,705 | 0.5% | -5% | 41.5 |
| 66 | — | VANGUARD INDEX FDS - MID CAP ETF | $1,683 | 0.5% | +292% | — |
| 67 |  $PLTR | Palantir Technologies Inc. | $1,681 | 0.5% | +6% | 85.8 |
| 68 |  $ICE | Intercontinental Exchange, Inc. | $1,629 | 0.4% | -1% | 73.8 |
| 69 |  $ITW | ILLINOIS TOOL WORKS INC | $1,601 | 0.4% | +0% | 71.2 |
| 70 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $1,577 | 0.4% | +4% | — |
| 71 |  $ETN | Eaton Corp plc | $1,568 | 0.4% | +2% | — |
| 72 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $1,568 | 0.4% | -2% | — |
| 73 |  $HOOD | Robinhood Markets, Inc. | $1,550 | 0.4% | -35% | 75.8 |
| 74 |  $GE | GENERAL ELECTRIC CO | $1,527 | 0.4% | +14% | 74.8 |
| 75 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1,517 | 0.4% | +1% | 36.7 |
| 76 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $1,481 | 0.4% | +1% | — |
| 77 |  $COST | COSTCO WHOLESALE CORP /NEW | $1,478 | 0.4% | +3% | 67 |
| 78 | — | VANGUARD WORLD FD - COMM SRVC ETF | $1,477 | 0.4% | -1% | — |
| 79 |  $AXP | AMERICAN EXPRESS CO | $1,464 | 0.4% | +10% | 73.2 |
| 80 |  $BMY | BRISTOL MYERS SQUIBB CO | $1,457 | 0.4% | +6% | 70.1 |
| 81 |  $NEE | NEXTERA ENERGY INC | $1,430 | 0.4% | +1% | 71.7 |
| 82 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $1,377 | 0.4% | +0% | — |
| 83 | — | ISHARES INC - CORE MSCI EMKT | $1,376 | 0.4% | +14% | — |
| 84 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1,361 | 0.4% | +2% | — |
| 85 | — | ISHARES TR - MSCI EAFE ETF | $1,314 | 0.3% | -2% | — |
| 86 |  $GLD | SPDR GOLD TRUST | $1,248 | 0.3% | -30% | — |
| 87 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $1,201 | 0.3% | +0% | — |
| 88 |  $FICO | FAIR ISAAC CORP | $1,198 | 0.3% | -0% | 75.6 |
| 89 | — | GMO ETF TRUST - US QUALITY ETF | $1,174 | 0.3% | +1% | — |
| 90 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1,147 | 0.3% | -5% | 64.5 |
| 91 |  $MCD | MCDONALDS CORP | $1,099 | 0.3% | +0% | 73.9 |
| 92 | — | VANGUARD WORLD FD - INF TECH ETF | $1,086 | 0.3% | +899% | — |
| 93 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1,065 | 0.3% | -4% | 77.9 |
| 94 |  $TXN | TEXAS INSTRUMENTS INC | $1,055 | 0.3% | -2% | 70.4 |
| 95 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $1,039 | 0.3% | +0% | — |
| 96 |  $GEV | GE Vernova Inc. | $1,009 | 0.3% | +31% | 70.1 |
| 97 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | $975 | 0.3% | +13% | — |
| 98 |  $ABT | ABBOTT LABORATORIES | $975 | 0.3% | -11% | 67 |
| 99 | — | ISHARES TR - CORE S&P MCP ETF | $952 | 0.3% | +14% | — |
| 100 |  $EW | Edwards Lifesciences Corp | $939 | 0.3% | -1% | 67.6 |
| 101 |  $PFE | PFIZER INC | $915 | 0.3% | +302% | 69 |
| 102 |  $LMT | LOCKHEED MARTIN CORP | $901 | 0.2% | -3% | 65 |
| 103 | $IVZ | Invesco Ltd. | $896 | 0.2% | +11% | — |
| 104 |  $WFC | WELLS FARGO & COMPANY/MN | $887 | 0.2% | -1% | — |
| 105 |  $MDLZ | Mondelez International, Inc. | $830 | 0.2% | -2% | 53.9 |
| 106 | — | ISHARES TR - U.S. TECH ETF | $811 | 0.2% | +0% | — |
| 107 |  $MRK | Merck & Co., Inc. | $811 | 0.2% | +0% | 70.9 |
| 108 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $785 | 0.2% | -4% | — |
| 109 | $IVZ | Invesco Ltd. | $777 | 0.2% | -58% | — |
| 110 |  $C | CITIGROUP INC | $765 | 0.2% | +13% | 54.8 |
| 111 |  $UNM | Unum Group | $729 | 0.2% | +2% | 49.5 |
| 112 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $723 | 0.2% | -8% | — |
| 113 | — | ISHARES TR - CALIF MUN BD ETF | $715 | 0.2% | +0% | — |
| 114 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $712 | 0.2% | +1% | 69.4 |
| 115 |  $MRNA | Moderna, Inc. | $686 | 0.2% | -14% | 15.9 |
| 116 |  $MPC | Marathon Petroleum Corp | $678 | 0.2% | -1% | 50.7 |
| 117 |  $PANW | Palo Alto Networks Inc | $665 | 0.2% | +6% | 66.5 |
| 118 |  $DUK | Duke Energy CORP | $661 | 0.2% | +1% | 64 |
| 119 | — | SPDR SERIES TRUST - ST STR SP SEMI | $646 | 0.2% | +0% | — |
| 120 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $638 | 0.2% | +0% | — |
| 121 | — | ISHARES TR - S&P 500 GRWT ETF | $634 | 0.2% | +0% | — |
| 122 | — | ISHARES TR - S&P 100 ETF | $626 | 0.2% | +0% | — |
| 123 |  $IRM | IRON MOUNTAIN INC | $618 | 0.2% | +9% | 50.7 |
| 124 | — | ISHARES TR - RUS 1000 GRW ETF | $611 | 0.2% | +300% | — |
| 125 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $605 | 0.2% | +0% | — |
| 126 |  $YOU | Clear Secure, Inc. | $600 | 0.2% | +6% | 74 |
| 127 |  $DE | DEERE & CO | $587 | 0.2% | +0% | 57.4 |
| 128 |  $NVS | NOVARTIS AG | $586 | 0.2% | +0% | — |
| 129 |  $AVGO | Broadcom Inc. | $576 | 0.1% | -28% | 86.4 |
| 130 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $576 | 0.1% | -50% | — |
| 131 |  $COP | CONOCOPHILLIPS | $555 | 0.1% | +8% | 74.8 |
| 132 | $WT | WisdomTree, Inc. | $544 | 0.1% | +0% | 62.9 |
| 133 | — | GLOBAL X FDS - GLOBAL X COPPER | $532 | 0.1% | NEW | — |
| 134 |  $AIG | AMERICAN INTERNATIONAL GROUP, INC. | $526 | 0.1% | +2% | 59.5 |
| 135 |  $SBUX | STARBUCKS CORP | $512 | 0.1% | +0% | 54.6 |
| 136 |  $PYPL | PayPal Holdings, Inc. | $494 | 0.1% | -6% | 70.5 |
| 137 | — | ABRDN ETFS - BBRG ALL COMD K1 | $493 | 0.1% | -3% | — |
| 138 |  $AMD | ADVANCED MICRO DEVICES INC | $469 | 0.1% | NEW | 78.8 |
| 139 |  $TRV | TRAVELERS COMPANIES, INC. | $458 | 0.1% | +0% | 71.5 |
| 140 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $445 | 0.1% | NEW | — |
| 141 |  $EBAY | EBAY INC | $438 | 0.1% | +15% | 69.3 |
| 142 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $437 | 0.1% | +34% | — |
| 143 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $423 | 0.1% | -49% | — |
| 144 |  $ETD | ETHAN ALLEN INTERIORS INC | $412 | 0.1% | -8% | 47.6 |
| 145 |  $IAU | ISHARES GOLD TRUST | $408 | 0.1% | +0% | — |
| 146 |  $BSX | BOSTON SCIENTIFIC CORP | $408 | 0.1% | -14% | 79.9 |
| 147 | — | ISHARES TR - RUS MID CAP ETF | $405 | 0.1% | +36% | — |
| 148 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | $400 | 0.1% | -6% | — |
| 149 | — | VANGUARD INDEX FDS - VALUE ETF | $397 | 0.1% | +0% | — |
| 150 | $WT | WisdomTree, Inc. | $396 | 0.1% | +0% | 62.9 |
| 151 | — | ISHARES TR - RUS MD CP GR ETF | $386 | 0.1% | +0% | — |
| 152 |  $MDT | Medtronic plc | $382 | 0.1% | -25% | — |
| 153 |  $META | Meta Platforms, Inc. | $372 | 0.1% | -33% | 80.9 |
| 154 | — | VANGUARD WHITEHALL FDS - INTL DVD ETF | $366 | 0.1% | +7% | — |
| 155 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | $364 | 0.1% | NEW | — |
| 156 |  $SLV | iShares Silver Trust | $353 | 0.1% | +2% | — |
| 157 | — | ISHARES TR - S&P 500 VAL ETF | $350 | 0.1% | +0% | — |
| 158 |  $SMTC | SEMTECH CORP | $332 | 0.1% | NEW | 54.5 |
| 159 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $326 | 0.1% | +0% | — |
| 160 |  $UBER | Uber Technologies, Inc | $325 | 0.1% | +0% | 79.3 |
| 161 | — | GMO ETF TRUST - GMO US VALUE | $324 | 0.1% | +0% | — |
| 162 |  $BX | Blackstone Inc. | $309 | 0.1% | +1% | 68 |
| 163 |  $MSI | Motorola Solutions, Inc. | $307 | 0.1% | +0% | 73.8 |
| 164 | — | GMO ETF TRUST - GMO INTL VALUE | $303 | 0.1% | -25% | — |
| 165 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $301 | 0.1% | -3% | — |
| 166 |  $YMM | Full Truck Alliance Co. Ltd. | $298 | 0.1% | -2% | — |
| 167 |  $HCA | HCA Healthcare, Inc. | $292 | 0.1% | -2% | 70.5 |
| 168 | $WT | WisdomTree, Inc. | $288 | 0.1% | -3% | 62.9 |
| 169 |  $ARM | ARM HOLDINGS PLC /UK | $285 | 0.1% | NEW | — |
| 170 |  $NTRS | NORTHERN TRUST CORP | $284 | 0.1% | +0% | 71.8 |
| 171 |  $SWKS | SKYWORKS SOLUTIONS, INC. | $281 | 0.1% | NEW | 52.1 |
| 172 | — | ISHARES TR - CORE S&P SCP ETF | $279 | 0.1% | NEW | — |
| 173 | — | ISHARES TR - GLOBAL TECH ETF | $272 | 0.1% | NEW | — |
| 174 |  $VST | Vistra Corp. | $254 | 0.1% | NEW | 62.9 |
| 175 |  $HSIC | HENRY SCHEIN INC | $251 | 0.1% | +0% | 52 |
| 176 |  $CBT | CABOT CORP | $250 | 0.1% | NEW | 56.5 |
| 177 |  $DIS | Walt Disney Co | $234 | 0.1% | -5% | 68.9 |
| 178 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $232 | 0.1% | NEW | — |
| 179 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $231 | 0.1% | +0% | 63.2 |
| 180 |  $MYRG | MYR GROUP INC. | $227 | 0.1% | NEW | 61.3 |
| 181 |  $SHW | SHERWIN WILLIAMS CO | $224 | 0.1% | +0% | 65.3 |
| 182 |  $GILD | GILEAD SCIENCES, INC. | $223 | 0.1% | NEW | 77.8 |
| 183 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $221 | 0.1% | NEW | — |
| 184 |  $GNRC | GENERAC HOLDINGS INC. | $216 | 0.1% | NEW | 58.2 |
| 185 |  $BE | Bloom Energy Corp | $209 | 0.1% | NEW | 54.4 |
| 186 |  $FELE | FRANKLIN ELECTRIC CO INC | $204 | 0.1% | NEW | 54.1 |
| 187 |  $RSG | REPUBLIC SERVICES, INC. | $201 | 0.1% | +0% | 72 |
New Positions (18)
GLOBAL X FDS - GLOBAL X COPPER$532
$AMD ADVANCED MICRO DEVICES INC$469$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$445 FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF$364
$SMTC SEMTECH CORP$332$ARM ARM HOLDINGS PLC /UK$285$SWKS SKYWORKS SOLUTIONS, INC.$281 ISHARES TR - CORE S&P SCP ETF$279
ISHARES TR - GLOBAL TECH ETF$272
$VST Vistra Corp.$254$CBT CABOT CORP$250 J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF$232
$MYRG MYR GROUP INC.$227$GILD GILEAD SCIENCES, INC.$223 AMERICAN CENTY ETF TR - US SML CP VALU$221
Exited Positions (2)
SPDR SERIES TRUST
$CLX CLOROX CO /DE/Browse Top Institutional Investors
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See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Aspen Investment Management Inc and 8,700+ other institutional investors.
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AI-Powered Hedge Fund Analysis: Aspen Investment Management Inc
13F Pro is an AI hedge fund tracker and stock research platform. For Aspen Investment Management Inc (SEC CIK: 1541596), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Aspen Investment Management Inc's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.