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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 2 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VBK VANGUARD INDEX FDS 29,746.0 $10.9M 1.32% NEW $365.71 -2.6%
22 EFA ISHARES TR 97,426.0 $10.1M 1.22% NEW $103.88 +3.3%
23 SDVY FIRST TR EXCHANGE TRADED FD 220,001.0 $9.5M 1.15% NEW $43.14 +1.2%
24 AGZ ISHARES TR 83,419.0 $9.1M 1.10% NEW $109.28 -0.4%
25 SCHP SCHWAB STRATEGIC TR 339,269.0 $9.0M 1.09% NEW $26.50 -1.6%
26 GOOGL ALPHABET INC Communication Services 24,606.0 $8.8M 1.06% NEW $357.38 -4.7%
27 IGV ISHARES TR 93,230.0 $8.4M 1.02% NEW $90.60 +12.5%
28 JPM JPMORGAN CHASE & CO Financial Services 25,203.0 $8.2M 1.00% NEW $327.33 +7.4%
29 FLJP FRANKLIN TEMPLETON ETF TR 206,357.0 $8.2M 0.99% NEW $39.75 +1.2%
30 SCZ ISHARES TR 98,417.0 $8.1M 0.98% NEW $82.27 +4.5%
31 MSFT MICROSOFT CORP Technology 21,351.0 $8.0M 0.96% NEW $373.03 +29.0%
32 RDVY FIRST TR EXCHANGE TRADED FD 97,757.0 $7.9M 0.96% NEW $81.06 +0.5%
33 AAPL APPLE INC Technology 26,917.0 $7.8M 0.94% NEW $289.37 +7.6%
34 FTGC FIRST TR EXCHANGE TRAD FD VI 280,704.0 $7.6M 0.92% NEW $27.05 +12.4%
35 VCIT VANGUARD SCOTTSDALE FDS 83,311.0 $6.9M 0.83% NEW $82.65 -1.9%
36 AMZN AMAZON COM INC Consumer Cyclical 28,082.0 $6.7M 0.81% NEW $238.34 +9.1%
37 WMT WALMART INC Consumer Defensive 56,486.0 $6.4M 0.77% NEW $113.26 -8.3%
38 XTWO BONDBLOXX ETF TRUST 130,119.0 $6.4M 0.77% NEW $48.95 -0.1%
39 IDV ISHARES TR 148,637.0 $6.2M 0.74% NEW $41.43 +8.5%
40 AIQ GLOBAL X FDS 89,165.0 $5.9M 0.71% NEW $65.61 -3.9%
Page 2 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%