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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 3 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 YUM YUM BRANDS INC Consumer Cyclical 9,416.0 $1.5M 0.15% -99.0 -1.0% $155.48 -2.2%
42 SPY SPDR S&P 500 ETF TRUST Financial Services 2,239.0 $1.5M 0.15% -5K -69.6% $650.34 +14.8%
43 MAS MASCO CORP Industrials 23,584.0 $1.4M 0.14% -444.0 -1.9% $60.37 +23.2%
44 PEP PEPSICO INC Consumer Defensive 9,035.0 $1.4M 0.14% -860.0 -8.7% $155.29 -8.5%
45 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,994.0 $1.3M 0.13% -91.0 -3.0% $446.54 +1.1%
46 BND VANGUARD TOTAL BOND MARKET ETF 18,126.0 $1.3M 0.13% -519.0 -2.8% $73.64 -0.4%
47 RTX RTX CORPORATION Industrials 6,799.0 $1.3M 0.13% -255.0 -3.6% $192.90 -3.8%
48 ABBV ABBVIE INC Healthcare 5,899.0 $1.3M 0.13% -270.0 -4.4% $217.49 -0.5%
49 ADBE ADOBE INC Technology 4,305.0 $1.0M 0.10% -2K -28.1% $243.08 -19.7%
50 AEP AMERICAN ELEC PWR INC Utilities 7,931.0 $1.0M 0.10% -664.0 -7.7% $131.08 -2.6%
51 IBM INTL. BUSINESS MACHINES CORP Technology 4,164.0 $1.0M 0.10% -633.0 -13.2% $242.39 +2.8%
52 GE GE AEROSPACE Industrials 3,103.0 $881K 0.09% -50.0 -1.6% $283.77 +26.0%
53 INGERSOLL-RAND INC 10,766.0 $863K 0.09% -4K -25.6% $80.12
54 D DOMINION ENERGY INC Utilities 13,076.0 $808K 0.08% -660.0 -4.8% $61.82 +10.7%
55 SYY SYSCO CORP Consumer Defensive 10,677.0 $762K 0.08% -627.0 -5.5% $71.33 +10.3%
56 AXP AMERICAN EXPRESS CO Financial Services 2,509.0 $759K 0.08% -330.0 -11.6% $302.48 +11.7%
57 GEV GE VERNOVA LLC Utilities 827.0 $722K 0.07% -15.0 -1.8% $872.90 +27.1%
58 ADP AUTOMATIC DATA PROCESSING INC Industrials 3,429.0 $697K 0.07% -63.0 -1.8% $203.18 +7.5%
59 NEE NEXTERA ENERGY INC Utilities 6,839.0 $635K 0.06% -120.0 -1.7% $92.88 -6.6%
60 GLD SPDR GOLD TRUST Financial Services 1,457.0 $627K 0.06% -110.0 -7.0% $430.29 -10.0%
Page 3 of 5  ·  83 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%