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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 5 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMC COMMERCIAL METALS CO Basic Materials 32,969.0 $2.1M 0.09% $62.75 +11.7%
82 XLC SELECT SECTOR SPDR TR 18,909.0 $2.0M 0.09% +916.0 +5.1% $107.13 +3.6%
83 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 213,362.0 $2.0M 0.09% -10K -4.4% $9.39 +25.4%
84 POWR ISHARES INC 70,801.0 $2.0M 0.09% +635.0 +0.9% $27.96 -4.1%
85 GRID FIRST TR EXCHANGE-TRADED FD 9,969.0 $1.9M 0.08% +58.0 +0.6% $191.76 -3.7%
86 TPYP TORTOISE CAPITAL SERIES TRUS 42,445.0 $1.8M 0.08% +463.0 +1.1% $41.93 +4.5%
87 CL COLGATE PALMOLIVE CO Consumer Defensive 17,978.0 $1.6M 0.07% $91.68 -0.5%
88 TPCS TECHPRECISION CORP Industrials 313,443.0 $1.6M 0.07% $5.24 +14.3%
89 GLD SPDR GOLD TR Financial Services 4,304.0 $1.6M 0.07% -675.0 -13.6% $368.38 +9.4%
90 AEP AMERICAN ELEC PWR CO INC Utilities 11,157.0 $1.5M 0.07% +2K +18.1% $136.81 -6.8%
91 URA GLOBAL X FDS 33,382.0 $1.5M 0.06% +462.0 +1.4% $43.70 -0.0%
92 GLW CORNING INC Technology 5,640.0 $1.4M 0.06% $255.43 -36.0%
93 NUE NUCOR CORP Basic Materials 6,395.0 $1.4M 0.06% $222.75 +18.9%
94 MS MORGAN STANLEY Financial Services 6,679.0 $1.4M 0.06% -177K -96.4% $209.04 +3.5%
95 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,750.0 $1.4M 0.06% $501.36 +17.3%
96 DVY ISHARES TR 8,511.0 $1.3M 0.06% $156.30 +6.0%
97 CNI CANADIAN NATL RY CO Industrials 10,938.0 $1.3M 0.06% $119.24 +6.8%
98 META META PLATFORMS INC Communication Services 2,295.0 $1.3M 0.06% +115.0 +5.3% $563.29 -2.8%
99 IBIT ISHARES BITCOIN TRUST ETF Financial Services 35,642.0 $1.2M 0.05% -2K -4.8% $33.29 +9.2%
100 INNOVATE CORP 61,246.0 $1.1M 0.05% $18.67
Page 5 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%