ARVEST INVESTMENTS, INC.

Q3 2025 13F-HR Holdings

Location
Lowell, AR
Holdings as of
9/30/2025
Date filed
10/14/2025
Form type
13F-HR
Num holdings
187
Total value ($000)
$697,022
Net value change ($000)
+32,567 (4.9%)
New positions
16
Sold out positions
4
Turnover %
2.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/3/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEF 8,180 253.1%
IEI 5,728 116.9%
IDV 3,133 NEW
GOOGL 2,886 65.2%
AAPL 2,200 53.2%
GRID 2,106 NEW
LLY 1,798 179.4%
SCHP 1,643 33.6%
VOE 1,640 9.5%
NVDA 1,562 47.7%
Top Reduces (Value $000, Stocks/ETFs)
TLT -5,076 -67.5%
TBLL -3,500 -53.1%
HYG -1,849 -100.0%
IMVP -1,773 -37.0%
SCHWAB STRATEGIC TRUST -1,672 -100.0%
MBB -1,380 -6.0%
GLW -1,072 -100.0%
JMBS -926 -3.2%
EOG -825 -45.8%
JPM -820 -9.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type