StockDriftsStockDriftsTop 50 Aspen Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 6.69% | 33.3K | $24.9M | -7.31%(-2.62K) | $339.04(+128.69%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.82% | 66.8K | $14.2M | +1.63%(+1.07K) | $152.77(+45.16%) | 2026-06-30 | |
| IWM | ISHARES TR | 3.33% | 41.2K | $12.4M | +6.77%(+2.61K) | $165.64(+83.38%) | 2026-06-30 | |
| IEFA | ISHARES TR | 2.79% | 107.3K | $10.4M | +3.21%(+3.34K) | $68.50(+47.91%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.67% | 34.3K | $9.9M | +1.58%(+532) | $193.72(+57.64%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.33% | 23.2K | $8.7M | +1.82%(+414) | $215.81(+125.23%) | 2026-06-30 | |
| IGIB | ISHARES TR | 2.32% | 162.0K | $8.6M | +2.90%(+4.57K) | $51.53(+1.09%) | 2026-06-30 | |
| IGSB | ISHARES TR | 2.24% | 158.9K | $8.3M | +4.53%(+6.88K) | $52.23(-0.15%) | 2026-06-30 | |
| GLW | CORNING INC | 2.06% | 30.0K | $7.7M | -9.24%(-3.05K) | $52.87(+220.92%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2% | 20.9K | $7.5M | +0.27%(+57) | $200.67(+71.78%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.73% | +47.09% | +5.71% | +32.01% |
| Top 20 Holdings Unweighted | +14.32% | +49.41% | +6.02% | +33.98% |
Aspen Investment Management Inc reports $371.97M in US-listed equity holdings across 187 positions in its most recent 13F filing. Its largest disclosed positions are SPY (6.7%), RSP (3.8%) and IWM (3.3%). The top 20 holdings account for 45% of reported assets. Its disclosed equity book has returned +47.09% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aspen Investment Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1541596). View Aspen Investment Management Inc’s 13F filings on SEC