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Arrow Investment Advisors, LLC

Location
LAUREL, MD
Portfolio Value
Micro $16,286,546
Diversification
Diversified
Filing Date
Global Rank
#8,119 / 8,700 ▲ 353
Top Industry
Oil & Gas Midstream 23.2%
Period ended 3 months ago
Filed Aug 4, 2026 · 41d
26 quarters · since Mar 2020

Portfolio Concentration

50 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026
Top Position
25.0%
−26.3 pts
Top 5
38.4%
−42.0 pts
Top 10
46.6%
−41.5 pts
HHI
779
Sep 2023 → Jun 2026 · range 779 – 3,033
Diversified−2,138

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026
Sector % Portfolio Value
Unclassified 32.6% $5,307,161
Energy 28.4% $4,629,492
Real Estate 24.1% $3,932,933
Basic Materials 5.5% $894,460
Industrials 2.1% $338,007
Consumer Defensive 1.7% $284,135
Consumer Cyclical 1.5% $247,026
Communication Services 1.4% $234,315
Financial Services 1.4% $225,941
Utilities 1.2% $193,076

Last Quarter's Activity

Export CSV
Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased
20 positions
Ticker Δ Shares Shares Value Open

Trimmed

Positions the filer reduced
6 positions
Ticker Δ Shares Shares Value Open

New Positions

Positions the filer opened this quarter
24 positions
Ticker Shares Value Open

Sold Out

Positions the filer fully exited
14 positions
Ticker Shares Value Open
5,268 $425,180

Portfolio Positions

Export CSV View 13F filing
50 tracked positions · $16,286,546 total · filing declares 75 positions · $103,354,334 · as of Jun 30, 2026
Ticker Company Shares Value (USD) % of Portfolio History

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.