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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 6 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SUSB ISHARES ESG AWARE 1-5 YEAR USD ETF 34,545.0 $866K 0.09% $25.06 -0.5%
102 INGERSOLL-RAND INC 10,766.0 $863K 0.09% -4K -25.6% $80.12
103 XLI INDUSTRIAL SELECT SECTOR SPDR FUND 5,319.0 $860K 0.09% $161.73 +11.9%
104 XLV HEALTH CARE SELECT SECTOR SPDR FUND 5,852.0 $858K 0.09% $146.61 +1.9%
105 IVV ISHARES CORE S&P 500 ETF 1,286.0 $840K 0.09% +20.0 +1.6% $653.21 +14.8%
106 MRK MERCK & CO INC Healthcare 6,965.0 $838K 0.08% $120.29 -5.3%
107 D DOMINION ENERGY INC Utilities 13,076.0 $808K 0.08% -660.0 -4.8% $61.82 +10.7%
108 SYY SYSCO CORP Consumer Defensive 10,677.0 $762K 0.08% -627.0 -5.5% $71.33 +10.3%
109 AXP AMERICAN EXPRESS CO Financial Services 2,509.0 $759K 0.08% -330.0 -11.6% $302.48 +11.7%
110 GEV GE VERNOVA LLC Utilities 827.0 $722K 0.07% -15.0 -1.8% $872.90 +27.1%
111 ADP AUTOMATIC DATA PROCESSING INC Industrials 3,429.0 $697K 0.07% -63.0 -1.8% $203.18 +7.5%
112 TXN TEXAS INSTRUMENTS INC Technology 3,559.0 $691K 0.07% $194.14 +66.3%
113 SO SOUTHERN COMPANY Utilities 6,954.0 $671K 0.07% +237.0 +3.5% $96.52 -3.6%
114 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,970.0 $642K 0.07% +2K +44.1% $80.56 -25.4%
115 NEE NEXTERA ENERGY INC Utilities 6,839.0 $635K 0.06% -120.0 -1.7% $92.88 -6.6%
116 GLD SPDR GOLD TRUST Financial Services 1,457.0 $627K 0.06% -110.0 -7.0% $430.29 -10.0%
117 XLY CONS DISC SELECT SECTOR SPDR FUND 5,599.0 $610K 0.06% $108.98 +7.5%
118 MMM 3M CO Industrials 4,145.0 $602K 0.06% -240.0 -5.5% $145.23 +10.6%
119 XLU UTILITIES SELECT SECTOR SPDR FUND 12,955.0 $595K 0.06% -2K -11.1% $45.89 -2.5%
120 AMAT APPLIED MATERIALS INC Technology 1,685.0 $576K 0.06% $341.79 +80.6%
Page 6 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%