ARS Investment Partners, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
204
Total value ($000)
$1,514,562
Net value change ($000)
+143,588 (10.5%)
New positions
32
Sold out positions
13
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/5/2026 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)
AFOS 27,390 19.0%
WDC 17,116 52.9%
NEM 16,502 41.0%
KTOS 15,748 47.1%
GOOGL 11,624 23.4%
LRCX 10,891 22.7%
AAPL 10,592 14.4%
STX 6,768 37.9%
AVGO 6,748 18.8%
CRH 6,217 16.0%
Top Reduces (Value $000, Stocks/ETFs)
FCX -6,455 -15.3%
LNG -5,579 -20.0%
AMZN -5,174 -11.7%
GEV -4,917 -12.7%
ETN -2,888 -14.1%
BA -2,781 -10.8%
PWR -2,535 -9.6%
CRM -2,191 -12.4%
POWR -1,817 -100.0%
AMT -1,773 -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