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Portfolio (Quarterly) Guide ↗

ARS Investment Partners, LLC

· CIK 0000733020
13F Portfolio $2.3B AUM 181 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 60 Added 42 Reduced 22 Exited
Page 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IXUS ISHARES TR 8,065.0 $770K 0.03% +3K +61.3% $95.44 +1.2%
42 CODI COMPASS DIVERSIFIED Industrials 60,899.0 $649K 0.03% +8K +14.3% $10.66 +13.2%
43 IJR ISHARES TR 3,828.0 $568K 0.03% +328.0 +9.4% $148.31 +0.0%
44 EVLV EVOLV TECHNOLOGIES HLDNGS IN Industrials 97,583.0 $566K 0.03% +51K +107.4% $5.80 -4.6%
45 XLU SELECT SECTOR SPDR TR 12,370.0 $561K 0.03% +480.0 +4.0% $45.34 -2.1%
46 ATRO ASTRONICS CORP Industrials 6,707.0 $545K 0.02% +1K +21.1% $81.26 +7.1%
47 MATW MATTHEWS INTL CORP Industrials 19,295.0 $519K 0.02% +2K +12.1% $26.92 -16.7%
48 XLB SELECT SECTOR SPDR TR 10,128.0 $515K 0.02% +380.0 +3.9% $50.83 +2.0%
49 INFU INFUSYSTEM HLDGS INC Healthcare 52,471.0 $506K 0.02% +4K +7.5% $9.65 +26.9%
50 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 5,292.0 $469K 0.02% +94.0 +1.8% $88.60 -31.6%
51 CDRE CADRE HLDGS INC Industrials 16,221.0 $462K 0.02% +4K +31.7% $28.51 +17.2%
52 REPOSITRAK INC 47,392.0 $427K 0.02% +32K +198.3% $9.00
53 CXT CRANE NXT CO Industrials 7,835.0 $401K 0.02% +3K +51.9% $51.16 -4.2%
54 UNP UNION PAC CORP Industrials 1,437.0 $391K 0.02% +125.0 +9.5% $272.00 +10.8%
55 ROCK GIBRALTAR INDS INC Industrials 8,593.0 $388K 0.02% +2K +26.7% $45.10 +4.6%
56 CSX CSX CORP Industrials 7,686.0 $365K 0.02% +2K +28.1% $47.53 +6.0%
57 EQIX EQUINIX INC Real Estate 315.0 $328K 0.01% +15.0 +5.0% $1042.39 +4.8%
58 VUG VANGUARD INDEX FDS 3,236.0 $279K 0.01% +3K +500.4% $86.15 +2.1%
59 VTSI VIRTRA INC Industrials 80,677.0 $253K 0.01% +23K +39.2% $3.14 -0.8%
60 BCHT BIRCHTECH CORP Industrials 64,200.0 $132K 0.01% +13K +25.6% $2.05 -31.7%
Page 3 of 3  ·  60 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
Technology 43.4%
Industrials 16.5%
Basic Materials 11.3%
Energy 8.8%
Utilities 7.0%
Financial Services 5.7%
Healthcare 5.3%
Communication Services 0.9%
Real Estate 0.5%
Consumer Defensive 0.3%