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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 4 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XME SPDR SERIES TRUST 38,620.0 $4.1M 0.18% $106.93 +10.4%
62 EPD ENTERPRISE PRODS PARTNERS L Energy 112,187.0 $4.1M 0.18% +7K +6.7% $36.76 +5.0%
63 IVV ISHARES TR 5,483.0 $4.1M 0.18% $748.89 +3.7%
64 MLM MARTIN MARIETTA MATLS INC Basic Materials 6,898.0 $4.0M 0.17% $576.70 -6.6%
65 IAI ISHARES TR 20,334.0 $3.6M 0.16% +170.0 +0.8% $175.33 +8.9%
66 XLF SELECT SECTOR SPDR TR 63,749.0 $3.4M 0.15% +1K +1.9% $53.61 +7.4%
67 TSLA TESLA INC Consumer Cyclical 7,712.0 $3.2M 0.14% -100.0 -1.3% $420.60 -19.3%
68 CMCSA COMCAST CORP NEW Communication Services 120,745.0 $3.0M 0.13% -3K -2.3% $24.55 +4.2%
69 LHX L3HARRIS TECHNOLOGIES INC Industrials 9,739.0 $2.8M 0.12% $290.59 -4.2%
70 MRK MERCK & CO INC Healthcare 21,672.0 $2.8M 0.12% -394.0 -1.8% $128.50 +5.8%
71 ACWX ISHARES TR 36,117.0 $2.7M 0.12% +2K +6.0% $76.11 +2.6%
72 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,875.0 $2.7M 0.12% +141.0 +3.8% $703.28 +1.7%
73 XOP SPDR SERIES TRUST 17,662.0 $2.7M 0.12% $154.26 +18.9%
74 XEL XCEL ENERGY INC Utilities 33,862.0 $2.7M 0.12% $80.30 -1.4%
75 XLV SELECT SECTOR SPDR TR 17,107.0 $2.7M 0.12% +243.0 +1.4% $158.66 +5.3%
76 XLY SELECT SECTOR SPDR TR 21,284.0 $2.5M 0.11% +272.0 +1.3% $117.28 -0.4%
77 SPSM SPDR SERIES TRUST 43,115.0 $2.5M 0.11% +1K +3.0% $57.67 +1.0%
78 GD GENERAL DYNAMICS CORP Industrials 6,909.0 $2.4M 0.11% -81.0 -1.2% $354.24 +10.4%
79 PEP PEPSICO INC Consumer Defensive 15,814.0 $2.1M 0.09% -122.0 -0.8% $135.40 +2.1%
80 CDNA CAREDX INC Healthcare 74,235.0 $2.1M 0.09% -3K -3.9% $28.50 +62.7%
Page 4 of 10  ·  181 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%