Aspen Investment Management Inc
•CIK: 1541596•Filing: Q4 2025
**Aspen Investment Management Inc.** manages $331M across a diversified portfolio of 176 holdings. The strategy exhibits a significant tilt toward broad market exposure, evidenced by top allocations to SPY ($24.3M) and RSP ($12.1M). Further concentration is visible in mega-cap technology names, with AAPL ($11.8M) and MSFT ($11.6M) anchoring the core equity positions. The portfolio maintains notable diversification across sectors, including international exposure via IEFA ($9.2M) and financial sectors with JPM ($6.7M).
Total AUM
$331.3M
QoQ Performance
+28.0%
Positions
128
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SPY
SPY7.3%
RSP3.6%
AAPL3.6%
MSFT3.5%
IWM2.8%
IEFA2.8%
IGIB2.4%
IGSB2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.5%
Technology13.4%
ETF8.9%
Financial7.1%
Healthcare4.9%
Consumer4.4%
Industrial1.9%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW32 new positions
↑84 increased
↓36 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023