§ 13F · FUND PROFILE
Aspen Investment Management Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $237.8B (13F)Positions · 147Turnover · — · Q4Filed · Feb 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$19.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 36K | $24.3B | 7.3% | +1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 63K | $12.1B | 3.6% | ±0% |
| 3 | AAPL | APPLE INC | 43K | $11.8B | 3.6% | +187% |
| 4 | MSFT | MICROSOFT CORP | 24K | $11.6B | 3.5% | +40% |
| 5 | IWM | ISHARES TR | 38K | $9.4B | 2.8% | +5% |
| 6 | IEFA | ISHARES TR | 102K | $9.2B | 2.8% | +6% |
| 7 | IGIB | ISHARES TR | 150K | $8.1B | 2.4% | +4% |
| 8 | IGSB | ISHARES TR | 145K | $7.6B | 2.3% | +11% |
| 9 | JPM | JPMORGAN CHASE & CO. | 21K | $6.7B | 2.0% | +13% |
| 10 | GOOGL | ALPHABET INC | 21K | $6.5B | 2.0% | +81% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ASPEN SIGNAL
AC read
Aspen Investment Management Inc is a Other fund managing $237.8 trillion in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed