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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 4 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TLT ISHARES TR 31,943.0 $2.8M 0.33% NEW $86.42 -4.7%
62 CAMBRIA ETF TR 74,450.0 $2.7M 0.32% NEW $35.61
63 LRCX LAM RESEARCH CORP Technology 5,746.0 $2.5M 0.30% NEW $433.33 -28.3%
64 PALL ABRDN PALLADIUM ETF TRUST Financial Services 107,816.0 $2.4M 0.29% NEW $22.08 +9.6%
65 AVGO BROADCOM INC Technology 6,297.0 $2.4M 0.29% NEW $377.75 -3.6%
66 CEG CONSTELLATION ENERGY CORP Utilities 9,505.0 $2.4M 0.29% NEW $248.37 +9.9%
67 GBIL GOLDMAN SACHS ETF TR 18,687.0 $1.9M 0.23% NEW $100.16 -0.1%
68 EMB ISHARES TR 18,892.0 $1.8M 0.22% NEW $96.44 -1.8%
69 ES EVERSOURCE ENERGY Utilities 25,102.0 $1.8M 0.22% NEW $72.27 -0.2%
70 JNJ JOHNSON & JOHNSON Healthcare 7,022.0 $1.8M 0.22% NEW $253.99 +5.3%
71 TFC TRUIST FINL CORP Financial Services 35,338.0 $1.8M 0.21% NEW $49.82 +0.8%
72 CFG CITIZENS FINL GROUP INC Financial Services 24,963.0 $1.7M 0.21% NEW $70.07 -0.5%
73 TRV TRAVELERS COMPANIES INC Financial Services 5,270.0 $1.7M 0.21% NEW $330.16 +10.4%
74 LNG CHENIERE ENERGY INC Energy 6,982.0 $1.7M 0.20% NEW $239.04 +16.8%
75 META META PLATFORMS INC Communication Services 2,958.0 $1.7M 0.20% NEW $563.29 -3.1%
76 CARR CARRIER GLOBAL CORPORATION Industrials 22,082.0 $1.6M 0.20% NEW $73.35 -18.0%
77 ABBV ABBVIE INC Healthcare 6,201.0 $1.6M 0.19% NEW $251.65 +4.0%
78 AMAT APPLIED MATLS INC Technology 2,141.0 $1.5M 0.19% NEW $723.00 -31.4%
79 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 18,975.0 $1.5M 0.19% NEW $81.16 -8.1%
80 PRU PRUDENTIAL FINL INC Financial Services 13,689.0 $1.5M 0.18% NEW $107.93 +11.7%
Page 4 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%