Arkolith/Funds/ARS Investment Partners, LLC

ARS Investment Partners, LLC

CIK 733020
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

ARS Investment Partners, LLC holds a focused book of 181 stocks worth $2.3B as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Ascendis Pharma A/s and trimmed Ars Focused Opp Strat ETF. Their largest long position is Ars Focused Opp Strat ETF at 11% of the equity book.

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Use Arkolith to show ARS Investment Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
21
new positions
Added to
67
existing
Trimmed
52
reduced
Sold out
21
exited

Concentration

Top-heavy: focused book

Top 5 holdings
32%
Top 10 holdings
47%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

82% mapped to company sectors

Information Technology
33%
ETF / fund or unclassified
18%
Industrials
18%
Materials
12%
Health Care
7%
Financials
4%
Energy
4%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

181 positions
#SecurityValueShares% PortLast moveHistory
1Ea Series Trust
ARS FO OP ST ETF
$262.4M5.63M
11.5%
−0.1%
Reduced · −6K sh
2Lam Research Corp
COM NEW
$154.0M355.4K
6.7%
−7.7%
Reduced · −30K sh
3Micron Technology Inc
COM
$147.9M128.2K
6.5%
−44%
Reduced · −102K sh
4Apple Inc
COM
$96.6M333.9K
4.2%
−0.3%
Reduced · −851 sh
5Ea Series Trust
ARS CORE EQTY
$81.7M4.14M
3.6%
−1.2%
Reduced · −49K sh
6Western Digital Corp
COM
$78.4M122.7K
3.4%
−36%
Reduced · −69K sh
7Ge Vernova Inc
COM
$74.9M63.8K
3.3%
+0.5%
Added · +318 sh
8Newmont Corp
COM
$64.1M686.6K
2.8%
−14%
Reduced · −109K sh
9Nvidia Corporation
COM
$60.3M301.3K
2.6%
+0.5%
Added · +2K sh
10Freeport McMoran Inc
CL B
$59.3M942.5K
2.6%
−12%
Reduced · −130K sh
11Marathon Pete Corp
COM
$56.5M221.0K
2.5%
+33%
Added · +55K sh
12Ascendis Pharma A/s
ORD SHS
$56.1M210.5K
2.5%
New
New position
13Blackstone Inc
COM
$51.3M435.8K
2.2%
+13%
Added · +50K sh
14Quanta Svcs Inc
COM
$50.4M69.9K
2.2%
+0.5%
Added · +347 sh
15CRH PLC
ORD
$47.1M440.3K
2.1%
+0.7%
Added · +3K sh
16Broadcom Inc
COM
$45.6M120.8K
2.0%
−0.9%
Reduced · −1K sh
17Vertiv Holdings Co
COM CL A
$44.3M132.4K
1.9%
−20%
Reduced · −33K sh
18Boeing Co
COM
$42.6M196.6K
1.9%
+0.6%
Added · +1K sh
19Vistra Corp
COM
$39.3M248.0K
1.7%
+30%
Added · +57K sh
20Eaton Corp PLC
SHS
$33.0M77.5K
1.4%
+0.7%
Added · +521 sh
21Seagate Technology HLDNGS PL
ORD SHS
$31.5M32.6K
1.4%
−43%
Reduced · −25K sh
22Aerovironment Inc
COM
$31.0M187.6K
1.4%
+187%
Added · +122K sh
23Cameco Corp
COM
$30.3M297.0K
1.3%
New
New position
24Amphenol Corp
CL A
$29.0M164.5K
1.3%
New
New position
25International Business Machs
COM
$28.9M102.7K
1.3%
+189%
Added · +67K sh
26Ralliant Corp
COM
$28.6M388.7K
1.3%
New
New position
27Regeneron Pharmaceuticals
COM
$28.4M45.5K
1.2%
+0.5%
Added · +214 sh
28RTX Corporation
COM
$25.7M135.5K
1.1%
−42%
Reduced · −100K sh
29Gallagher Arthur J & Co
COM
$22.0M96.0K
1.0%
+0.9%
Added · +825 sh
30BWX Technologies Inc
COM
$21.2M109.0K
0.9%
+207%
Added · +74K sh
31Biohaven Ltd
COM
$20.4M1.37M
0.9%
−0.3%
Reduced · −5K sh
32Chevron Corporation
COM
$19.5M117.9K
0.9%
+46%
Added · +37K sh
33Bristol-Myers Squibb Co
COM
$17.8M309.1K
0.8%
+1.0%
Added · +3K sh
34Targa Res Corp
COM
$17.8M66.3K
0.8%
+0.5%
Added · +335 sh
35MP Materials Corp
COM CL A
$16.5M295.1K
0.7%
15×
Added · +275K sh
36Golar LNG Ltd
SHS
$15.3M306.4K
0.7%
+1.1%
Added · +3K sh
37Applied Matls Inc
COM
$15.1M20.9K
0.7%
−0.7%
Reduced · −140 sh
38Johnson & Johnson
COM
$15.0M59.0K
0.7%
+0.8%
Added · +443 sh
39Steel Dynamics Inc
COM
$14.3M62.4K
0.6%
−3.3%
Reduced · −2K sh
40Novo-Nordisk A S
ADR
$13.9M289.0K
0.6%
+94%
Added · +140K sh
41BlackRock Inc
COM
$13.3M13.8K
0.6%
+1.3%
Added · +177 sh
42Hewlett Packard Enterprise C
COM
$13.2M292.7K
0.6%
+2.5%
Added · +7K sh
43Accenture PLC Ireland
SHS CLASS A
$11.5M92.2K
0.5%
New
New position
44Northrop Grumman Corp
COM
$11.4M22.4K
0.5%
−2.2%
Reduced · −509 sh
45Southern Copper Corp
COM
$11.2M64.5K
0.5%
New
New position
46Analog Devices Inc
COM
$10.4M26.3K
0.5%
~0%
Added · +7 sh
47Brookfield Asset Managmt Ltd
CL A LMT VTG SHS
$9.5M211.2K
0.4%
New
New position
48Vaneck ETF Trust
SEMICONDUCTR ETF
$9.2M14.0K
0.4%
−1.3%
Reduced · −187 sh
49Alphabet Inc
CAP STK CL C
$9.0M25.6K
0.4%
+1.8%
Added · +463 sh
50Barrick MNG Corp
COM SHS
$8.6M235.3K
0.4%
New
New position
Showing 50 of 181 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026181$2.3B13F-HR
Q1 2026Mar 31, 2026Apr 16, 2026182$1.9B13F-HR
Q4 2025Dec 31, 2025Feb 5, 2026197$1.7B13F-HR
Q3 2025Sep 30, 2025Oct 15, 2025204$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025185$1.4B13F-HR
Q1 2025Mar 31, 2025May 14, 2025174$1.1B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025175$1.1B13F-HR
Q3 2024Sep 30, 2024Oct 16, 2024170$1.1B13F-HR
Q2 2024Jun 30, 2024Jul 17, 2024163$1.0B13F-HR
Q1 2024Mar 31, 2024May 2, 2024161$1.0B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024158$902.5M13F-HR
Q3 2023Sep 30, 2023Nov 13, 2023153$806.8M13F-HR
Q2 2023Jun 30, 2023Jul 11, 2023158$855.8M13F-HR
Q1 2023Mar 31, 2023Apr 5, 2023160$832.9M13F-HR
Q4 2022Dec 31, 2022Jan 25, 2023148$751.7M13F-HR
Q3 2022Sep 30, 2022Oct 7, 2022179$727.2M13F-HR
Q2 2022Jun 30, 2022Jul 15, 2022151$732.0M13F-HR
Q1 2022Mar 31, 2022May 16, 2022173$1.0B13F-HR
Q4 2021Dec 31, 2021Feb 11, 2022177$1.1B13F-HR
Q3 2021Sep 30, 2021Nov 5, 2021168$999.3M13F-HR
Q2 2021Jun 30, 2021Aug 6, 2021139$981.2M13F-HR
Q1 2021Mar 31, 2021May 13, 2021136$860.9M13F-HR
Q4 2020Dec 31, 2020Feb 9, 2021123$812.4M13F-HR
Q3 2020Sep 30, 2020Nov 12, 2020109$636.2M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.