ARVEST INVESTMENTS, INC.

Q4 2025 13F-HR Holdings

Location
Lowell, AR
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
219
Total value ($000)
$711,747
Net value change ($000)
+14,725 (2.1%)
New positions
45
Sold out positions
13
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/14/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
EIPI 11,086 NEW
IVW 9,485 NEW
SPYM 8,905 617.5%
IEF 3,876 34.0%
VEA 3,516 7.0%
IJR 2,627 NEW
RSP 2,476 5.2%
IVV 1,726 7.6%
UL 1,651 NEW
MSFT 1,407 26.6%
Top Reduces (Value $000, Stocks/ETFs)
XLV -8,960 -99.6%
EMLP -6,450 -100.0%
AAXJ -3,630 -100.0%
LGOV -2,669 -43.1%
URNM -2,643 -100.0%
TPYP -2,502 -16.2%
KRE -2,472 -100.0%
TBLL -1,839 -59.6%
LLY -1,761 -62.9%
Unilever PLC -1,714 -100.0%
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