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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 5 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 XLB MATERIALS SELECT SECTOR SPDR FUND 30,130.0 $1.5M 0.15% -824.0 -2.7% $49.97 +3.7%
82 YUM YUM BRANDS INC Consumer Cyclical 9,416.0 $1.5M 0.15% -99.0 -1.0% $155.48 -2.2%
83 SPY SPDR S&P 500 ETF TRUST Financial Services 2,239.0 $1.5M 0.15% -5K -69.6% $650.34 +14.8%
84 MAS MASCO CORP Industrials 23,584.0 $1.4M 0.14% -444.0 -1.9% $60.37 +23.2%
85 PEP PEPSICO INC Consumer Defensive 9,035.0 $1.4M 0.14% -860.0 -8.7% $155.29 -8.5%
86 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,994.0 $1.3M 0.13% -91.0 -3.0% $446.54 +1.1%
87 BND VANGUARD TOTAL BOND MARKET ETF 18,126.0 $1.3M 0.13% -519.0 -2.8% $73.64 -0.4%
88 RTX RTX CORPORATION Industrials 6,799.0 $1.3M 0.13% -255.0 -3.6% $192.90 -3.8%
89 ABBV ABBVIE INC Healthcare 5,899.0 $1.3M 0.13% -270.0 -4.4% $217.49 -0.5%
90 LOW LOWES COS INC Consumer Cyclical 4,817.0 $1.1M 0.12% +51.0 +1.1% $236.28 -6.0%
91 AWK AMERICAN WATER WORKS CO INC Utilities 8,300.0 $1.1M 0.11% +526.0 +6.8% $136.09 -8.1%
92 XLF FINANCIAL SELECT SECTOR SPDR FUND 22,832.0 $1.1M 0.11% $49.37 +8.5%
93 MUB ISHARES NATIONAL MUNI BOND ETF 10,370.0 $1.1M 0.11% +207.0 +2.0% $106.15 +1.1%
94 ADBE ADOBE INC Technology 4,305.0 $1.0M 0.10% -2K -28.1% $243.08 -19.7%
95 AEP AMERICAN ELEC PWR INC Utilities 7,931.0 $1.0M 0.10% -664.0 -7.7% $131.08 -2.6%
96 IBM INTL. BUSINESS MACHINES CORP Technology 4,164.0 $1.0M 0.10% -633.0 -13.2% $242.39 +2.8%
97 MCK MCKESSON CORP COM Healthcare 1,129.0 $977K 0.10% +137.0 +13.8% $865.36 -13.3%
98 ETN EATON CORP PLC Industrials 2,636.0 $943K 0.10% +1K +108.5% $357.67 +17.9%
99 JEPQ J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREM 15,863.0 $881K 0.09% +2K +11.9% $55.52 +10.5%
100 GE GE AEROSPACE Industrials 3,103.0 $881K 0.09% -50.0 -1.6% $283.77 +26.0%
Page 5 of 8  ·  157 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%