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Portfolio (Quarterly) Guide ↗

Arrow Financial Corp

· CIK 0000717538
13F Portfolio $1.0B AUM Filed Feb 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 159 New
Page 3 of 8  ·  159 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 43,178.0 $4.4M 0.44% NEW $101.67 -1.2%
42 JNJ JOHNSON & JOHNSON Healthcare 20,022.0 $4.1M 0.41% NEW $206.95 +10.4%
43 CRM SALESFORCE INC Technology 15,546.0 $4.1M 0.41% NEW $264.91 -42.7%
44 CAT CATERPILLAR INC Industrials 6,829.0 $3.9M 0.39% NEW $572.87 +72.1%
45 BLK BLACKROCK INC Financial Services 3,538.0 $3.8M 0.38% NEW $1070.34 -1.9%
46 GOOG ALPHABET INC CL C Communication Services 11,631.0 $3.6M 0.36% NEW $313.80 +17.1%
47 CSCO CISCO SYSTEMS INC Technology 46,962.0 $3.6M 0.36% NEW $77.03 +55.2%
48 BAC BANK OF AMERICA CORP Financial Services 65,101.0 $3.6M 0.36% NEW $55.00 +2.2%
49 WMT WALMART INC Consumer Defensive 32,115.0 $3.6M 0.36% NEW $111.41 +5.2%
50 XOM EXXON MOBIL CORP Energy 29,441.0 $3.5M 0.35% NEW $120.34 +14.5%
51 TJX TJX COS INC Consumer Cyclical 21,218.0 $3.3M 0.33% NEW $153.61 +6.6%
52 ICE INTERCONTINENTAL EXCHANGE GROUP, INC Financial Services 19,490.0 $3.2M 0.32% NEW $161.96 -17.3%
53 COST COSTCO WHOLESALE CORP Consumer Defensive 3,553.0 $3.1M 0.30% NEW $862.34 +10.3%
54 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,123.0 $3.0M 0.30% NEW $579.45 -19.8%
55 AMGN AMGEN INC Healthcare 9,066.0 $3.0M 0.30% NEW $327.31 +3.1%
56 MCD MCDONALDS CORP Consumer Cyclical 9,451.0 $2.9M 0.29% NEW $305.63 -8.8%
57 MS MORGAN STANLEY Financial Services 16,270.0 $2.9M 0.29% NEW $177.53 +25.7%
58 DIS DISNEY WALT CO NEW Communication Services 25,184.0 $2.9M 0.29% NEW $113.77 -8.7%
59 NFLX NETFLIX INC Communication Services 30,350.0 $2.8M 0.28% NEW $93.76 -17.5%
60 SYK STRYKER CORPORATION Healthcare 7,922.0 $2.8M 0.28% NEW $351.47 -12.4%
Page 3 of 8  ·  159 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 44.7%
Technology 21.4%
Communication Services 8.4%
Healthcare 6.9%
Consumer Cyclical 6.1%
Industrials 5.3%
Consumer Defensive 3.7%
Energy 2.0%
Utilities 1.1%
Basic Materials 0.3%