ARRIEN INVESTMENTS, INC.
Filing Date
Global Rank
#8,337
/ 8,605
▲ 82
· as of Mar 2026
Top Industry
Restaurants
19.2%
3Y Alpha vs SPY
+7.4%
Period ended 3 months ago
Filed Apr 27, 2026 · 2mo
13 quarters · since Mar 2023
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+98.6%
SPY
+76.5%
Annualised alpha
+4.8%
Max drawdown
−16.8%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
15.4%
+1.3 pts
Top 5
61.0%
+5.3 pts
Top 10
87.2%
+3.8 pts
HHI
973
Diversified+93
Portfolio Trend
13 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 35.3% | $1,895,987 |
| Unclassified | 19.7% | $1,058,299 |
| Consumer Cyclical | 15.4% | $828,876 |
| Basic Materials | 12.3% | $661,298 |
| Utilities | 4.6% | $244,335 |
| Financial Services | 4.4% | $235,085 |
| Healthcare | 4.2% | $226,263 |
| Industrials | 4.1% | $218,136 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MU | Micron Technology Inc | −216 | 806 | $272,299 | |
| AAPL | Apple Inc. | −131 | 2,870 | $728,377 | |
| IDA | Idacorp Inc | −87 | 1,709 | $244,335 | |
| MCD | Mcdonalds Corp | −46 | 2,667 | $828,876 | |
| QQQ | Invesco Qqq Trust, Series 1 | −28 | 688 | $397,099 | |
| BA | Boeing Co | −17 | 1,096 | $218,136 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
14 positions ·
$5,368,279 total
· as of Mar 31, 2026
All sectors
Basic Materials
Consumer Cyclical
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 2,667 | $828,876 | 15.44% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 2,870 | $728,377 | 13.57% | |
| PPTA |
Perpetua Resources Corp.
Basic Materials
|
Added | 23,517 | $661,298 | 12.32% | |
| IAU |
Ishares Gold Trust
|
Held | 7,500 | $661,200 | 12.32% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 688 | $397,099 | 7.40% | |
| LRCX |
Lam Research Corp
Technology
|
Held | 1,615 | $345,060 | 6.43% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 974 | $301,462 | 5.62% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 806 | $272,299 | 5.07% | |
| IDA |
Idacorp Inc
Utilities
|
Reduced | 1,709 | $244,335 | 4.55% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 649 | $240,240 | 4.48% | |
| USB |
US Bancorp De
Financial Services
|
Held | 4,520 | $235,085 | 4.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 246 | $226,263 | 4.21% | |
| BA |
Boeing Co
Industrials
|
Reduced | 1,096 | $218,136 | 4.06% | |
| DAIC |
CID Holdco, Inc.
Technology
|
Added | 49,705 | $8,549 | 0.16% |