Arrow Financial Corp
Filing Date
Global Rank
#3,007
/ 8,588
▼ 38
Top Industry
Banks - Regional
20.5%
3Y Alpha vs SPY
+0.2%
Period ended 3 months ago
Filed May 11, 2026 · 37d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+79.2%
SPY
+76.8%
Annualised alpha
+0.6%
Max drawdown
−19.5%
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
105 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.6%
−0.2 pts
Top 5
49.6%
+0.9 pts
Top 10
59.4%
−0.2 pts
HHI
790
Diversified+34
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 24.7% | $96,390,105 |
| Unclassified | 21.1% | $82,543,088 |
| Technology | 20.2% | $78,780,692 |
| Communication Services | 7.2% | $28,261,055 |
| Healthcare | 6.7% | $26,031,836 |
| Consumer Cyclical | 6.1% | $23,880,573 |
| Industrials | 6.0% | $23,268,239 |
| Consumer Defensive | 3.9% | $15,192,299 |
| Energy | 2.6% | $10,224,116 |
| Utilities | 1.1% | $4,283,903 |
| Basic Materials | 0.5% | $1,765,541 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AROW | Arrow Financial Corp | +7,104 | 1,878,839 | $63,072,625 | |
| PANW | Palo Alto Networks Inc | +3,028 | 15,518 | $2,487,845 | |
| LYB | LyondellBasell Industries N.V. | +2,441 | 7,970 | $642,063 | |
| DIS | Walt Disney Co | +2,349 | 27,533 | $2,653,630 | |
| MRVL | Marvell Technology, Inc. | +2,026 | 28,485 | $2,821,438 | |
| CRM | Salesforce, Inc. | +1,852 | 17,398 | $3,247,684 | |
| ORCL | Oracle Corp | +1,533 | 31,309 | $4,605,866 | |
| AVGO | Broadcom Inc. | +1,415 | 6,319 | $1,955,793 | |
| MSFT | Microsoft Corp | +1,395 | 35,720 | $13,222,471 | |
| ETN | Eaton Corp plc | +1,372 | 2,636 | $942,817 | |
| TMUS | T-Mobile US, Inc. | +897 | 11,708 | $2,459,030 | |
| ABT | Abbott Laboratories | +816 | 18,555 | $1,905,041 | |
| ICE | Intercontinental Exchange, Inc. | +696 | 20,186 | $3,174,853 | |
| AWK | American Water Works Company, Inc. | +526 | 8,300 | $1,129,546 | |
| CSCO | Cisco Systems, Inc. | +473 | 47,435 | $3,680,481 | |
| META | Meta Platforms, Inc. | +288 | 8,006 | $4,580,472 | |
| SO | Southern Co | +237 | 6,954 | $671,200 | |
| AMZN | Amazon Com Inc | +226 | 39,040 | $8,130,859 | |
| V | Visa Inc. | +149 | 13,714 | $4,144,919 | |
| MCK | Mckesson Corp | +137 | 1,129 | $976,991 | |
| HD | Home Depot, Inc. | +122 | 14,809 | $4,870,531 | |
| MA | Mastercard Inc | +82 | 3,520 | $1,758,802 | |
| DHR | Danaher Corp /De/ | +77 | 8,466 | $1,605,153 | |
| LOW | Lowes Companies Inc | +51 | 4,817 | $1,138,160 | |
| MCD | Mcdonalds Corp | +29 | 9,480 | $2,946,288 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | −5,128 | 2,239 | $1,456,111 | |
| IR | Ingersoll Rand Inc. | −3,694 | 10,766 | $862,571 | |
| WMT | Walmart Inc. | −3,169 | 28,946 | $3,597,408 | |
| NFLX | Netflix Inc | −2,730 | 27,620 | $2,655,663 | |
| NVDA | Nvidia Corp | −2,308 | 99,976 | $17,435,814 | |
| BAC | Bank Of America Corp /De/ | −2,260 | 62,841 | $3,063,498 | |
| XOM | Exxon Mobil Corp | −2,177 | 27,264 | $4,625,609 | |
| AAPL | Apple Inc. | −2,154 | 69,186 | $17,558,714 | |
| GOOGL | Alphabet Inc. | −2,031 | 52,943 | $15,224,289 | |
| VZ | Verizon Communications Inc | −1,869 | 8,990 | $451,297 | |
| KO | Coca Cola Co | −1,832 | 32,884 | $2,500,827 | |
| WMB | Williams Companies, Inc. | −1,805 | 31,387 | $2,284,345 | |
| ADBE | Adobe Inc. | −1,681 | 4,305 | $1,046,459 | |
| APH | Amphenol Corp /De/ | −1,380 | 38,913 | $4,916,656 | |
| UNH | Unitedhealth Group Inc | −1,327 | 1,900 | $514,120 | |
| PG | PROCTER & GAMBLE Co | −1,226 | 18,193 | $2,627,796 | |
| COP | Conocophillips | −1,190 | 13,535 | $1,786,620 | |
| MS | Morgan Stanley | −1,082 | 15,188 | $2,499,488 | |
| JPM | Jpmorgan Chase & Co | −1,008 | 24,407 | $7,179,562 | |
| JNJ | Johnson & Johnson | −942 | 19,080 | $4,663,915 | |
| BMY | Bristol Myers Squibb Co | −920 | 4,331 | $262,674 | |
| CAT | Caterpillar Inc | −910 | 5,919 | $4,193,373 | |
| PEP | Pepsico Inc | −860 | 9,035 | $1,403,044 | |
| AEP | American Electric Power Co Inc | −664 | 7,931 | $1,039,595 | |
| D | Dominion Energy, Inc | −660 | 13,076 | $808,357 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FDX | Fedex Corp | 678 | $241,490 | |
| No positions match the current search. | ||||
8 positions ·
$15,192,299 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 28,946 | $3,597,408 | 23.68% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 3,434 | $3,421,739 | 22.52% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 18,193 | $2,627,796 | 17.30% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 32,884 | $2,500,827 | 16.46% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 9,035 | $1,403,044 | 9.24% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Reduced | 10,677 | $761,589 | 5.01% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 6,739 | $574,364 | 3.78% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
Held | 2,790 | $305,532 | 2.01% |