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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 2 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PEP PEPSICO INC Consumer Defensive 15,814.0 $2.1M 0.09% -122.0 -0.8% $135.40 +3.5%
22 CDNA CAREDX INC Healthcare 74,235.0 $2.1M 0.09% -3K -3.9% $28.50 +61.0%
23 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 213,362.0 $2.0M 0.09% -10K -4.4% $9.39 +26.7%
24 GLD SPDR GOLD TR Financial Services 4,304.0 $1.6M 0.07% -675.0 -13.6% $368.38 +8.5%
25 MS MORGAN STANLEY Financial Services 6,679.0 $1.4M 0.06% -177K -96.4% $209.04 +3.4%
26 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,642.0 $1.2M 0.05% -2K -4.8% $33.29 +10.2%
27 V VISA INC Financial Services 2,670.0 $916K 0.04% -49.0 -1.8% $343.11 +6.4%
28 XLE SELECT SECTOR SPDR TR 16,714.0 $888K 0.04% -193.0 -1.1% $53.11 +19.4%
29 EZPW EZCORP INC Financial Services 21,510.0 $744K 0.03% -224.0 -1.0% $34.57 -15.5%
30 RELL RICHARDSON ELECTRS LTD Technology 36,801.0 $700K 0.03% -8K -18.5% $19.01 -1.1%
31 NPK INTERNATIONAL INC 40,737.0 $648K 0.03% -472.0 -1.1% $15.91
32 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 17,085.0 $622K 0.03% -1K -6.2% $36.41 +6.8%
33 MTRN MATERION CORP Basic Materials 1,939.0 $577K 0.03% -21.0 -1.1% $297.39 -10.6%
34 LIONSGATE STUDIOS CORP 33,500.0 $513K 0.02% -2K -4.7% $15.31
35 ITA ISHARES TR 2,084.0 $505K 0.02% -40.0 -1.9% $242.42 +3.8%
36 DCO DUCOMMUN INC DEL Industrials 2,214.0 $410K 0.02% -85.0 -3.7% $185.21 +10.3%
37 VTV VANGUARD INDEX FDS 1,772.0 $386K 0.02% -195.0 -9.9% $217.98 +3.9%
38 CXDO CREXENDO INC Communication Services 43,536.0 $325K 0.01% -7K -13.6% $7.47 -11.6%
39 MTX MINERALS TECHNOLOGIES INC Basic Materials 4,011.0 $297K 0.01% -57.0 -1.4% $73.97 -3.6%
40 QQQ INVESCO QQQ TR Financial Services 402.0 $296K 0.01% -75.0 -15.7% $735.98 -2.4%
Page 2 of 3  ·  42 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%