Portfolio (Quarterly) Guide ↗

Aspen Investment Management Inc

· CIK 0001541596

13F Portfolio $332M AUM 177 positions Filed Feb 6, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 33 New 79 Added 30 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	INVESCO EXCH TRD SLF IDX FD	—	74,318	$1.5M	0.59%	SOLD
2	XHB	SPDR SERIES TRUST	—	2,920	$324K	0.12%	SOLD
3	MNST	MONSTER BEVERAGE CORP NEW	Consumer Defensive	4,768	$321K	0.12%	SOLD
4	PAYX	PAYCHEX INC	Industrials	1,909	$242K	0.09%	SOLD
5	RSG	REPUBLIC SVCS INC	Industrials	945	$217K	0.08%	SOLD

Sector Allocation

Financial Services 33.3%

Technology 24.9%

Healthcare 11.4%

Industrials 9.2%

Consumer Defensive 6.9%

Communication Services 4.9%

Consumer Cyclical 4.7%

Energy 3.2%

Utilities 1.1%

Real Estate 0.3%