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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 9 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNH UNITEDHEALTH GROUP INC Healthcare 797.0 $331K 0.04% NEW $415.63 -7.4%
162 PLTR PALANTIR TECHNOLOGIES INC Technology 2,774.0 $324K 0.04% NEW $116.67 +49.1%
163 WFC WELLS FARGO & CO Financial Services 3,818.0 $316K 0.04% NEW $82.64 +1.3%
164 MSI MOTOROLA SOLUTIONS INC Technology 725.0 $301K 0.04% NEW $415.29 +14.0%
165 DIS DISNEY WALT CO Communication Services 2,962.0 $285K 0.03% NEW $96.25 +11.5%
166 SPY STATE STR SPDR S&P 500 ETF T Financial Services 370.0 $276K 0.03% NEW $746.77 +2.1%
167 KR KROGER CO Consumer Defensive 4,869.0 $270K 0.03% NEW $55.53 +1.4%
168 ALB ALBEMARLE CORP Basic Materials 1,916.0 $259K 0.03% NEW $135.03 -0.6%
169 PYPL PAYPAL HLDGS INC Financial Services 5,653.0 $244K 0.03% NEW $43.18 +44.3%
170 ACN ACCENTURE PLC IRELAND Technology 1,887.0 $235K 0.03% NEW $124.45 +45.7%
171 ISRG INTUITIVE SURGICAL INC Healthcare 532.0 $212K 0.03% NEW $397.68 -5.8%
172 FNF FIDELITY NATL FINL INC Financial Services 3,917.0 $185K 0.02% NEW $47.16 +0.6%
173 DWX SPDR INDEX SHS FDS 3,590.0 $165K 0.02% NEW $45.96 +4.2%
174 BSX BOSTON SCIENTIFIC CORP Healthcare 3,159.0 $135K 0.02% NEW $42.68 +15.7%
175 CGBL CAPITAL GROUP CORE BALANCED 1,765.0 $67K 0.01% NEW $37.96 +0.3%
176 AOR ISHARES TR 883.0 $61K 0.01% NEW $69.50 +0.2%
177 MMSC FIRST TR EXCHNG TRADED FD VI 2,035.0 $60K 0.01% NEW $29.56 -4.4%
178 VUG VANGUARD INDEX FDS 636.0 $55K 0.01% NEW $86.14 +1.2%
179 CFR CULLEN FROST BANKERS INC Financial Services 352.0 $54K 0.01% NEW $154.72 +6.5%
180 CGDG CAPITAL GROUP DIVIDEND GROWE 1,330.0 $50K 0.01% NEW $37.51 +3.1%
Page 9 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%