ARVEST INVESTMENTS, INC.

Q3 2026 13F-HR Holdings

Location
Lowell, AR
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
243
Total value ($000)
$834,844
Net value change ($000)
+8,206 (1.0%)
New positions
16
Sold out positions
28
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
EXXONMOBIL HOLDINGS CORP 4,187 NEW
MSFT 2,455 30.8%
SPYM 2,397 21.9%
XTWO 2,172 34.1%
FRDM 1,650 40.7%
IWD 1,423 289.2%
TMUS 1,397 NEW
FTGC 1,325 17.5%
ONEOK INC NEW 1,219 NEW
IJR 1,213 39.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -3,510 -100.0%
JPM -2,604 -31.6%
TLH -2,130 -16.6%
LGOV -1,747 -63.1%
TRV -1,740 -100.0%
VCIT -1,621 -23.5%
OKE -1,253 -100.0%
HD -1,091 -100.0%
LITP -714 -22.2%
LRCX -603 -24.2%
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