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Portfolio (Quarterly) Guide ↗

Arrow Financial Corp

· CIK 0000717538
13F Portfolio $994M AUM 278 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 44 Added 83 Reduced 3 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE CORPORATION Technology 31,309.0 $4.6M 0.46% +2K +5.2% $147.11 +25.3%
22 META META PLATFORMS INC CL A Communication Services 8,006.0 $4.6M 0.46% +288.0 +3.7% $572.13 +0.9%
23 V VISA INC CL A Financial Services 13,714.0 $4.1M 0.42% +149.0 +1.1% $302.24 +8.3%
24 CSCO CISCO SYSTEMS INC Technology 47,435.0 $3.7M 0.37% +473.0 +1.0% $77.59 +54.1%
25 CRM SALESFORCE INC Technology 17,398.0 $3.2M 0.33% +2K +11.9% $186.67 -18.7%
26 ICE INTERCONTINENTAL EXCHANGE GROUP, INC Financial Services 20,186.0 $3.2M 0.32% +696.0 +3.6% $157.28 -14.9%
27 MRVL MARVELL TECHNOLOGY INC Technology 28,485.0 $2.8M 0.28% +2K +7.7% $99.05 +213.6%
28 DIS DISNEY WALT CO NEW Communication Services 27,533.0 $2.7M 0.27% +2K +9.3% $96.38 +7.8%
29 PANW PALO ALTO NETWORKS INC Technology 15,518.0 $2.5M 0.25% +3K +24.2% $160.32 +79.5%
30 TMUS T-MOBILE US INC Communication Services 11,708.0 $2.5M 0.25% +897.0 +8.3% $210.03 -13.5%
31 AVGO BROADCOM INC Technology 6,319.0 $2.0M 0.20% +1K +28.9% $309.51 +32.9%
32 ABT ABBOTT LABS Healthcare 18,555.0 $1.9M 0.19% +816.0 +4.6% $102.67 -13.9%
33 MA MASTERCARD INC CL A Financial Services 3,520.0 $1.8M 0.18% +82.0 +2.4% $499.66 -2.0%
34 DHR DANAHER CORP Healthcare 8,466.0 $1.6M 0.16% +77.0 +0.9% $189.60 -6.6%
35 TSLA TESLA INC Consumer Cyclical 4,248.0 $1.6M 0.16% +22.0 +0.5% $371.75 +7.7%
36 LOW LOWES COS INC Consumer Cyclical 4,817.0 $1.1M 0.12% +51.0 +1.1% $236.28 -6.0%
37 AWK AMERICAN WATER WORKS CO INC Utilities 8,300.0 $1.1M 0.11% +526.0 +6.8% $136.09 -8.1%
38 MUB ISHARES NATIONAL MUNI BOND ETF 10,370.0 $1.1M 0.11% +207.0 +2.0% $106.15 +1.1%
39 MCK MCKESSON CORP COM Healthcare 1,129.0 $977K 0.10% +137.0 +13.8% $865.36 -13.3%
40 ETN EATON CORP PLC Industrials 2,636.0 $943K 0.10% +1K +108.5% $357.67 +17.9%
Page 2 of 3  ·  44 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.9%
Technology 20.1%
Communication Services 8.1%
Healthcare 6.7%
Consumer Cyclical 6.1%
Industrials 5.8%
Consumer Defensive 3.9%
Energy 2.6%
Utilities 1.3%
Basic Materials 0.5%