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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 6 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EIX EDISON INTL Utilities 14,547.0 $1.1M 0.13% NEW $74.45 -3.8%
102 IP INTERNATIONAL PAPER CO Consumer Cyclical 27,639.0 $1.1M 0.13% NEW $38.10 +8.9%
103 F FORD MTR CO Consumer Cyclical 75,007.0 $1.0M 0.13% NEW $13.90 +3.7%
104 LMT LOCKHEED MARTIN CORP Industrials 1,945.0 $991K 0.12% NEW $509.59 +10.6%
105 FE FIRSTENERGY CORP Utilities 20,122.0 $957K 0.12% NEW $47.54 -3.3%
106 NRG NRG ENERGY INC Utilities 6,535.0 $955K 0.12% NEW $146.06 -22.6%
107 TROW PRICE T ROWE GROUP INC Financial Services 8,224.0 $935K 0.11% NEW $113.69 -1.9%
108 ECL ECOLAB INC Basic Materials 3,170.0 $883K 0.11% NEW $278.62 +1.1%
109 HRL HORMEL FOODS CORP Consumer Defensive 35,415.0 $879K 0.11% NEW $24.82 -3.7%
110 AXP AMERICAN EXPRESS CO Financial Services 2,480.0 $839K 0.10% NEW $338.25 -0.6%
111 COP CONOCOPHILLIPS Energy 7,922.0 $824K 0.10% NEW $103.97 +29.7%
112 OMC OMNICOM GROUP INC Communication Services 11,084.0 $807K 0.10% NEW $72.83 +20.2%
113 BERKSHIRE HATHAWAY INC DEL 1,603.0 $802K 0.10% NEW $500.39
114 PNW PINNACLE WEST CAP CORP Utilities 7,250.0 $776K 0.09% NEW $107.00 -9.0%
115 PFE PFIZER INC Healthcare 31,383.0 $756K 0.09% NEW $24.08 +16.5%
116 NEE NEXTERA ENERGY INC Utilities 8,391.0 $736K 0.09% NEW $87.77 -4.7%
117 CVS CVS HEALTH CORP Healthcare 7,091.0 $734K 0.09% NEW $103.45 -10.1%
118 KMB KIMBERLY-CLARK CORP Consumer Defensive 6,670.0 $732K 0.09% NEW $109.77 -0.4%
119 NKE NIKE INC Consumer Cyclical 17,524.0 $719K 0.09% NEW $41.05 -0.7%
120 IWF ISHARES TR 5,748.0 $714K 0.09% NEW $124.17 -1.4%
Page 6 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%