Aspen Investment Management Inc has disclosed its latest investment portfolio through a 13F-HR filing, revealing a total investment value of approximately $369.97 million as of September 30, 2026. This filing is significant as it provides insights into the company's strategic investment decisions and market positioning.

The filing, submitted on November 5, 2026, details Aspen's holdings in various companies, including notable investments in major technology firms such as Microsoft, Apple, and Alphabet Inc. The report indicates a total of 182 entries in its investment portfolio, reflecting a diverse range of holdings that align with current market trends.

Background

Aspen Investment Management Inc, incorporated in Michigan, operates as an asset management firm. The company primarily engages in investment management services and is categorized under the SIC description related to investment advice. The firm has been active in filing various reports with the SEC, including multiple 13F-HR submissions over the past year.

What the Filing Says

The latest filing indicates that Aspen's total investment value stands at $369,974,000. The report includes a summary of the firm's holdings, with a total of 182 entries. The filing was signed by William Alphenaar, the Chief Compliance Officer, confirming the accuracy of the reported data.

Impact

This update may affect various stakeholders, including investors and analysts who monitor asset management trends. The significant investments in well-established companies like Microsoft and Apple suggest that Aspen is focusing on stable, high-performing assets. This strategy could influence how other asset management firms approach their investment portfolios in a fluctuating market environment.

What's Next

The filing does not specify what actions will follow this report, leaving stakeholders to anticipate further updates or strategic moves from Aspen Investment Management in the coming months.