ARVEST INVESTMENTS, INC.

CIK

1025038

Location

LOWELL, AR

Portfolio Value

Small $823,418,879

Diversification

Diversified

Filing Date

Global Rank

#2,838 / 8,794 ▲ 228 · as of Jun 2026

Top Industry

Semiconductors 10.9%

Period ended 3 months ago

Filed Jul 17, 2026 · 3mo

11 quarters · since Dec 2023

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

194 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.6%

+6.8 pts

Top 5

53.4%

+7.0 pts

Top 10

67.2%

+5.7 pts

HHI

739

Diversified+196

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	80.0%	$658,996,593	42
Technology	6.1%	$50,347,497	27
Financial Services	3.2%	$26,702,680	26
Utilities	1.8%	$14,754,214	16
Consumer Cyclical	1.6%	$13,372,863	11
Consumer Defensive	1.6%	$13,195,041	13
Healthcare	1.6%	$13,159,149	15
Communication Services	1.6%	$12,804,970	8
Energy	1.1%	$8,890,079	9
Industrials	1.0%	$8,139,221	21
Real Estate	0.2%	$1,914,662	2
Basic Materials	0.1%	$1,141,910	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	+250,977	373,017	$18,193,599
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	+143,062	1,472,109	$86,457,446
FNDA	Schwab Fundamental U.S. Small Company ETF	+79,908	339,284	$8,991,094
JA	Janus Henderson AA-A CLO ETF	+39,277	643,610	$28,956,013
VEA	Vanguard FTSE Developed Markets ETF	+36,564	936,830	$66,749,137
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+33,361	366,549	$16,608,760
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+32,742	1,765,246	$161,185,451
AIRR	First Trust RBA American Industrial Renaissance ETF	+29,118	356,987	$22,642,289
BNDW	Vanguard Total World Bond ETF	+21,975	169,002	$11,872,870
CAAA	First Trust AAA CMBS ETF	+19,814	129,401	$2,769,181
ABI	VictoryShares Pioneer Asset-Based Income ETF	+14,108	275,090	$58,530,899
VB	Vanguard Morningstar Small-Cap ETF	+9,082	268,794	$66,821,837
AGNG	Global X Funds Global X Aging Population ETF	+8,264	173,194	$11,092,105
WMT	Walmart Inc.	+8,210	56,486	$6,397,604
BUYZ	Franklin Disruptive Commerce ETF	+8,073	206,357	$8,202,690
MSFT	Microsoft Corp	+2,527	21,351	$7,964,350
MRK	Merck & Co., Inc.	+2,198	30,803	$3,958,185
CARR	CARRIER GLOBAL Corp	+2,147	22,082	$1,619,714
BLDG	Cambria Global Real Estate ETF	+2,020	74,450	$2,651,164
VEU	Vanguard FTSE All-World Ex-US ETF	+1,837	484,434	$27,421,667
TBLU	Tortoise Global Water ETF	+1,709	345,746	$14,497,129
JPM	Jpmorgan Chase & Co	+1,450	25,203	$8,249,697
ANET	Arista Networks, Inc.	+1,217	7,937	$1,348,337
AVGO	Broadcom Inc.	+1,148	6,297	$2,378,691
XOM	ExxonMobil Holdings Corp	+1,028	25,670	$3,509,602
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	−95,956	280,704	$7,593,043
OKE	Oneok Inc /New/	−7,618	14,412	$1,252,979
PANW	Palo Alto Networks Inc	−4,709	11,206	$3,821,470
AFGR	First Trust Active Factor Large Cap Growth ETF	−4,278	612,498	$13,392,657
PG	PROCTER & GAMBLE Co	−4,215	4,546	$666,625
BSX	Boston Scientific Corp	−3,177	3,159	$134,826
HON	Honeywell International Inc	−2,734	2,687	$601,619
MCD	Mcdonalds Corp	−2,627	1,933	$522,509
ACN	Accenture plc	−2,267	1,887	$234,818
IBM	International Business Machines Corp	−2,101	2,535	$712,867
HPQ	Hp Inc	−1,873	63,139	$1,385,269
JNJ	Johnson & Johnson	−1,866	7,022	$1,783,377
F	Ford Motor Co	−1,712	75,007	$1,042,597
HBAN	Huntington Bancshares Inc /Md/	−1,525	70,619	$1,252,074
ECL	Ecolab Inc.	−1,476	3,170	$883,193
GOOGL	Alphabet Inc.	−1,294	24,606	$8,793,446
MU	Micron Technology Inc	−1,147	3,354	$3,871,488
AES	Aes Corp	−1,146	45,480	$666,736
KEY	Keycorp /New/	−1,136	47,121	$1,086,139
HRL	Hormel Foods Corp /De/	−981	35,415	$879,000
AMZN	Amazon Com Inc	−980	28,082	$6,693,063
CPB	CAMPBELL'S Co	−951	31,831	$708,876
DOC	Healthpeak Properties, Inc.	−770	23,712	$507,436
TFC	Truist Financial Corp	−764	35,338	$1,760,539
ABBV	AbbVie Inc.	−729	6,201	$1,560,419
No positions match the current search.

New Positions

Positions the filer opened this quarter

15 positions

Ticker	Company	Shares	Value
AAAA	Amplius Aggressive Asset Allocation ETF	55,646	$4,056,593
PALL	abrdn Palladium ETF Trust	107,816	$2,380,577
CEG	Constellation Energy Corp	9,505	$2,360,756
MO	Altria Group, Inc.	15,735	$1,132,133
KMB	Kimberly Clark Corp	6,670	$732,165
NKE	NIKE, Inc.	17,524	$719,360
HONA	Honeywell Aerospace Inc.	2,687	$594,041
SWK	Stanley Black & Decker, Inc.	5,108	$480,764
SWKS	Skyworks Solutions, Inc.	6,429	$435,886
DVN	Devon Energy Corp/De	8,711	$359,938
UNH	Unitedhealth Group Inc	797	$331,257
PLTR	Palantir Technologies Inc.	2,774	$323,642
ALB	Albemarle Corp	1,916	$258,717
PSX	Phillips 66	117	$19,778
—		33	$4,831
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
IMVP	Invesco India ETF	197,842	$4,061,696
EOG	Eog Resources Inc	10,191	$1,473,312
ATO	Atmos Energy Corp	5,641	$1,042,005
CRM	Salesforce, Inc.	5,242	$978,524
KDP	Keurig Dr Pepper Inc.	27,273	$718,098
CAG	Conagra Brands Inc.	22,533	$354,218
BAB	Invesco Taxable Municipal Bond ETF	2,498	$263,663
ASGM	Virtus AlphaSimplex Global Macro ETF	849	$20,240
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

194 tracked positions · $823,418,879 total · filing declares 255 positions · $826,637,810 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 194 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,765,246	+32,742	$161,185,451	—	19.58%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	1,472,109	+143,062	$86,457,446	+19.1%	10.50%
VB	Vanguard Morningstar Small-Cap ETF	Added	268,794	+9,082	$66,821,837	+16.8%	8.12%
VEA	Vanguard FTSE Developed Markets ETF	Added	936,830	+36,564	$66,749,137	+15.7%	8.11%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	275,090	+14,108	$58,530,899	+16.9%	7.11%
JA	Janus Henderson AA-A CLO ETF	Added	643,610	+39,277	$28,956,013	+6.1%	3.52%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	484,434	+1,837	$27,421,667	+9.2%	3.33%
AIRR	First Trust RBA American Industrial Renaissance ETF	Added	356,987	+29,118	$22,642,289	+23.8%	2.75%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Added	373,017	+250,977	$18,193,599	+202.4%	2.21%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	366,549	+33,361	$16,608,760	+17.1%	2.02%
TBLU	Tortoise Global Water ETF	Added	345,746	+1,709	$14,497,129	−0.5%	1.76%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	612,498	-4,278	$13,392,657	−3.5%	1.63%
BNDW	Vanguard Total World Bond ETF	Added	169,002	+21,975	$11,872,870	+14.6%	1.44%
AGNG	Global X Funds Global X Aging Population ETF	Added	173,194	+8,264	$11,092,105	+39.4%	1.35%
MDY	Spdr S&P Midcap 400 ETF Trust	Added	15,536	+31	$10,927,090	+14.3%	1.33%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	339,284	+79,908	$8,991,094	+30.3%	1.09%
GOOGL	Alphabet Inc. Communication Services	Reduced	24,606	-1,294	$8,793,446	+18.1%	1.07%
JPM	Jpmorgan Chase & Co Financial Services	Added	25,203	+1,450	$8,249,697	+18.1%	1.00%
BUYZ	Franklin Disruptive Commerce ETF	Added	206,357	+8,073	$8,202,690	+14.3%	1.00%
MSFT	Microsoft Corp Technology	Added	21,351	+2,527	$7,964,350	+14.3%	0.97%
AAPL	Apple Inc. Technology	Reduced	26,917	-596	$7,788,703	+11.5%	0.95%
ESBG	First Trust Enhanced Stocks, Bonds & Gold ETF	Reduced	280,704	-95,956	$7,593,043	−29.8%	0.92%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	28,082	-980	$6,693,063	+10.6%	0.81%
WMT	Walmart Inc. Consumer Defensive	Added	56,486	+8,210	$6,397,604	+6.6%	0.78%
NVDA	Nvidia Corp Technology	Reduced	27,319	-129	$5,466,258	+14.2%	0.66%
AMD	Advanced Micro Devices Inc Technology	Reduced	8,734	-318	$5,073,667	+175.5%	0.62%
AAAA	Amplius Aggressive Asset Allocation ETF	NEW	55,646	NEW	$4,056,593	NEW	0.49%
MRK	Merck & Co., Inc. Healthcare	Added	30,803	+2,198	$3,958,185	+15.0%	0.48%
MU	Micron Technology Inc Technology	Reduced	3,354	-1,147	$3,871,488	+154.6%	0.47%
PANW	Palo Alto Networks Inc Technology	Reduced	11,206	-4,709	$3,821,470	+49.8%	0.46%
XOM	ExxonMobil Holdings Corp Energy	Added	25,670	+1,028	$3,509,602	−16.1%	0.43%
STX	Seagate Technology Holdings plc Technology	Added	3,258	+117	$3,143,970	+155.5%	0.38%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	5,630	+382	$2,941,055	+21.0%	0.36%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Reduced	14,830	-215	$2,843,652	+15.5%	0.35%
CAAA	First Trust AAA CMBS ETF	Added	129,401	+19,814	$2,769,181	+17.1%	0.34%
BLDG	Cambria Global Real Estate ETF	Added	74,450	+2,020	$2,651,164	+2.3%	0.32%
LRCX	Lam Research Corp Technology	Added	5,746	+6	$2,489,914	+103.0%	0.30%
PALL	abrdn Palladium ETF Trust	NEW	107,816	NEW	$2,380,577	NEW	0.29%
AVGO	Broadcom Inc. Technology	Added	6,297	+1,148	$2,378,691	+49.3%	0.29%
CEG	Constellation Energy Corp Utilities	NEW	9,505	NEW	$2,360,756	NEW	0.29%
ES	Eversource Energy Utilities	Reduced	25,102	-634	$1,814,121	+1.7%	0.22%
JNJ	Johnson & Johnson Healthcare	Reduced	7,022	-1,866	$1,783,377	−17.9%	0.22%
TFC	Truist Financial Corp Financial Services	Reduced	35,338	-764	$1,760,539	+6.1%	0.21%
CFG	Citizens Financial Group Inc/Ri Financial Services	Reduced	24,963	-563	$1,749,157	+14.3%	0.21%
TRV	Travelers Companies, Inc. Financial Services	Reduced	5,270	-27	$1,739,732	+12.6%	0.21%
LNG	Cheniere Energy, Inc. Energy	Added	6,982	+860	$1,668,767	−3.9%	0.20%
META	Meta Platforms, Inc. Communication Services	Reduced	2,958	-19	$1,666,211	−2.2%	0.20%
CARR	CARRIER GLOBAL Corp Industrials	Added	22,082	+2,147	$1,619,714	+44.3%	0.20%
ABBV	AbbVie Inc. Healthcare	Reduced	6,201	-729	$1,560,419	+3.5%	0.19%
AMAT	Applied Materials Inc /De Technology	Reduced	2,141	-4	$1,547,943	+111.1%	0.19%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.