ARVEST INVESTMENTS, INC.

Q1 2026 13F-HR Holdings

Location
Lowell, AR
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
199
Total value ($000)
$733,366
Net value change ($000)
+21,619 (3.0%)
New positions
17
Sold out positions
37
Turnover %
4.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
XTWO 6,016 NEW
FTGC 4,849 81.3%
IGV 4,377 NEW
VEA 3,873 7.2%
EIPI 2,750 24.8%
PANW 2,551 NEW
IEF 2,548 16.7%
TLH 2,419 25.2%
GIGB 1,859 5.8%
EMB 1,679 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHY -5,747 -100.0%
IVW -5,117 -53.9%
IWD -2,563 -86.4%
EMTL -2,428 -100.0%
SDVY -2,299 -22.8%
SLV -1,412 -100.0%
OMC -1,281 -59.9%
PPLT -1,231 -100.0%
PALL -1,198 -100.0%
LGOV -1,163 -33.0%
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