Aspen Investment Management Inc: 13F holdings

CIK 15415962026Q2

Positions187
Reported value$372.0m
Filed2026-07-17

Change since last quarter

Positions187 (+16 vs prior quarter)
Reported value$372.0m (+13.9%)

Top 10 holdings

SecuritySharesValueWeight
SPY STATE STR SPDR S&P 500 ETF T33,300$24.9m6.7%
RSP INVESCO EXCHANGE TRADED FD T66,777$14.2m3.8%
IWM ISHARES TR41,217$12.4m3.3%
IEFA ISHARES TR107,296$10.4m2.8%
AAPL APPLE INC34,299$9.9m2.7%
MSFT MICROSOFT CORP23,195$8.7m2.3%
IGIB ISHARES TR162,040$8.6m2.3%
IGSB ISHARES TR158,883$8.3m2.2%
GLW CORNING INC29,977$7.7m2.1%
GOOGL ALPHABET INC20,850$7.5m2.0%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1541596")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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