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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 6 of 10  ·  181 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMD ADVANCED MICRO DEVICES INC Technology 1,779.0 $1.0M 0.04% $580.91 -16.6%
102 DGRO ISHARES TR 13,261.0 $1.0M 0.04% $75.79 +5.1%
103 TMUS T-MOBILE US INC Communication Services 5,880.0 $986K 0.04% $167.73 +9.0%
104 MDLZ MONDELEZ INTL INC Consumer Defensive 16,653.0 $963K 0.04% $57.84 +8.3%
105 V VISA INC Financial Services 2,670.0 $916K 0.04% -49.0 -1.8% $343.11 +6.2%
106 XLP SELECT SECTOR SPDR TR 10,899.0 $905K 0.04% +239.0 +2.2% $83.07 +3.0%
107 GM GENERAL MTRS CO Consumer Cyclical 11,645.0 $898K 0.04% $77.08 +8.6%
108 ASML ASML HLDG NV Technology 449.0 $893K 0.04% +69.0 +18.2% $1989.44 -9.4%
109 XLE SELECT SECTOR SPDR TR 16,714.0 $888K 0.04% -193.0 -1.1% $53.11 +19.9%
110 MPLX MPLX LP Energy 13,900.0 $783K 0.03% $56.33 +5.4%
111 IXUS ISHARES TR 8,065.0 $770K 0.03% +3K +61.3% $95.44 +1.1%
112 EZPW EZCORP INC Financial Services 21,510.0 $744K 0.03% -224.0 -1.0% $34.57 -15.6%
113 VXF VANGUARD INDEX FDS 2,975.0 $732K 0.03% $246.21 -0.2%
114 RELL RICHARDSON ELECTRS LTD Technology 36,801.0 $700K 0.03% -8K -18.5% $19.01 +0.0%
115 CODI COMPASS DIVERSIFIED Industrials 60,899.0 $649K 0.03% +8K +14.3% $10.66 +11.4%
116 NPK INTERNATIONAL INC 40,737.0 $648K 0.03% -472.0 -1.1% $15.91
117 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 17,085.0 $622K 0.03% -1K -6.2% $36.41 +6.6%
118 BP BP PLC Energy 16,600.0 $613K 0.03% $36.95 +17.5%
119 DAL DELTA AIR LINES INC Industrials 6,380.0 $598K 0.03% $93.66 -8.5%
120 MTRN MATERION CORP Basic Materials 1,939.0 $577K 0.03% -21.0 -1.1% $297.39 -11.2%
Page 6 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%