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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 11 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 IWP ISHARES TR 33.0 $5K 0.00% NEW $146.39 -2.8%
202 IUSV ISHARES TR 40.0 $4K 0.00% NEW $110.15 +3.8%
203 XLP SELECT SECTOR SPDR TR 51.0 $4K 0.00% NEW $83.06 +2.7%
204 USHY ISHARES TR 112.0 $4K 0.00% NEW $37.02 -0.6%
205 VEU VANGUARD INTL EQUITY INDEX F 48.0 $4K NEW $83.75 +1.5%
206 IWR ISHARES TR 36.0 $4K NEW $110.31 +2.1%
207 VO VANGUARD INDEX FDS 44.0 $4K NEW $80.57 +2.4%
208 IWS ISHARES TR 20.0 $3K NEW $164.60 +3.9%
209 J P MORGAN EXCHANGE TRADED F 63.0 $3K NEW $50.56
210 CARNIVAL CORP LTD 102.0 $3K NEW $28.70
211 OEF ISHARES TR 8.0 $3K NEW $365.75 +3.0%
212 IEFA ISHARES TR 27.0 $3K NEW $96.56 +3.6%
213 IAGG ISHARES TR 44.0 $2K NEW $50.59 -1.6%
214 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 114.0 $2K NEW $17.41 +13.4%
215 EFV ISHARES TR 22.0 $2K NEW $76.55 +6.4%
216 EFG ISHARES TR 13.0 $2K NEW $124.38 +0.3%
217 XLE SELECT SECTOR SPDR TR 21.0 $1K NEW $53.10 +20.1%
218 FNDX SCHWAB STRATEGIC TR 15.0 $466.0 NEW $31.07 +4.1%
219 DVY ISHARES TR 1.0 $156.0 NEW $156.00 +5.4%
220 AWK AMERICAN WTR WKS CO INC NEW Utilities NEW
Page 11 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%