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Portfolio (Quarterly) Guide ↗

ARVEST INVESTMENTS, INC.

· CIK 0001025038
13F Portfolio $827M AUM 255 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 255 New
Page 10 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KMI KINDER MORGAN INC DEL Energy 1,000.0 $32K 0.00% NEW $31.97 -3.1%
182 VTV VANGUARD INDEX FDS 142.0 $31K 0.00% NEW $217.93 +3.9%
183 CGDV CAPITAL GROUP DIVIDEND VALUE 536.0 $26K 0.00% NEW $49.28 +1.9%
184 CGCB CAPITAL GRP FIXED INCM ETF T 976.0 $26K 0.00% NEW $26.18 -1.3%
185 CGCP CAPITAL GRP FIXED INCM ETF T 1,145.0 $26K 0.00% NEW $22.29 -1.3%
186 XLK SELECT SECTOR SPDR TR 112.0 $21K 0.00% NEW $190.52 -3.8%
187 PSX PHILLIPS 66 Energy 117.0 $20K 0.00% NEW $169.04 +43.7%
188 CGGO CAPITAL GROUP GBL GROWTH EQT 442.0 $19K 0.00% NEW $42.33 -3.7%
189 CGUS CAPITAL GROUP CORE EQUITY ET 409.0 $18K 0.00% NEW $44.48 +1.5%
190 NSC NORFOLK SOUTHN CORP Industrials 50.0 $16K 0.00% NEW $314.58 +11.5%
191 BND VANGUARD BD INDEX FDS 202.0 $15K 0.00% NEW $73.41 -1.6%
192 XLV SELECT SECTOR SPDR TR 84.0 $13K 0.00% NEW $158.65 +10.1%
193 AGG ISHARES TR 127.0 $13K 0.00% NEW $98.98 -1.6%
194 VOO VANGUARD INDEX FDS 18.0 $12K 0.00% NEW $686.78 +2.5%
195 IUSB ISHARES TR 267.0 $12K 0.00% NEW $46.15 -1.6%
196 MTUM ISHARES TR 31.0 $11K 0.00% NEW $342.81 -11.0%
197 XLY SELECT SECTOR SPDR TR 70.0 $8K 0.00% NEW $117.34 +0.6%
198 VV VANGUARD INDEX FDS 20.0 $7K 0.00% NEW $343.90 +2.5%
199 VB VANGUARD INDEX FDS 22.0 $7K 0.00% NEW $303.09 +0.6%
200 CGGR CAPITAL GROUP GROWTH ETF 115.0 $5K 0.00% NEW $47.20 -0.4%
Page 10 of 13  ·  255 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 28.6%
Financial Services 24.1%
Utilities 8.4%
Consumer Cyclical 7.6%
Communication Services 7.3%
Healthcare 6.8%
Consumer Defensive 6.7%
Energy 5.0%
Industrials 3.9%
Real Estate 1.1%