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Portfolio (Quarterly) Guide ↗

Arrow Financial Corp

· CIK 0000717538
13F Portfolio $994M AUM 278 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 44 Added 83 Reduced 3 Exited
Page 1 of 5  ·  83 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VO VANGUARD MID-CAP ETF 77,065.0 $22.1M 2.23% -18K -19.3% $287.18 -72.6%
2 AAPL APPLE INC Technology 69,186.0 $17.6M 1.77% -2K -3.0% $253.79 +23.1%
3 NVDA NVIDIA CORP Technology 99,976.0 $17.4M 1.75% -2K -2.3% $174.40 +22.8%
4 GOOGL ALPHABET INC CL A Communication Services 52,943.0 $15.2M 1.53% -2K -3.7% $287.56 +35.7%
5 IBDS ISHARES IBONDS DEC 2027 TERM CORP 434,774.0 $10.5M 1.06% -142K -24.6% $24.24 -0.0%
6 IBDR ISHARES IBONDS DEC 2026 TERM CORP 425,552.0 $10.3M 1.04% -152K -26.4% $24.24 +0.0%
7 VB VANGUARD SMALL-CAP ETF 31,275.0 $8.2M 0.82% -14K -30.9% $261.92 +12.3%
8 JPM JP MORGAN CHASE & CO Financial Services 24,407.0 $7.2M 0.72% -1K -4.0% $294.16 +0.9%
9 AGG ISHARES CORE U.S. AGGREGATE 62,302.0 $6.2M 0.62% -3K -3.9% $99.27 -0.3%
10 APH AMPHENOL CORP CL A Technology 38,913.0 $4.9M 0.49% -1K -3.4% $126.35 +16.9%
11 VCSH VANGUARD SHORT TERM CORP BOND ETF 60,420.0 $4.8M 0.48% -13K -17.4% $79.27 -0.2%
12 JNJ JOHNSON & JOHNSON Healthcare 19,080.0 $4.7M 0.47% -942.0 -4.7% $244.44 -5.6%
13 XOM EXXON MOBIL CORP Energy 27,264.0 $4.6M 0.47% -2K -7.4% $169.66 -12.8%
14 NYF ISHARES NEW YORK MUNI BOND ETF 86,120.0 $4.6M 0.46% -2K -2.7% $53.12 +0.8%
15 BERKSHIRE HATHAWAY INC-CL B 9,113.0 $4.4M 0.44% -340.0 -3.6% $479.20
16 LLY LILLY ELI & CO Healthcare 4,681.0 $4.3M 0.43% -262.0 -5.3% $919.77 +22.6%
17 CAT CATERPILLAR INC Industrials 5,919.0 $4.2M 0.42% -910.0 -13.3% $708.46 +25.3%
18 WMT WALMART INC Consumer Defensive 28,946.0 $3.6M 0.36% -3K -9.9% $124.28 -4.6%
19 COST COSTCO WHOLESALE CORP Consumer Defensive 3,434.0 $3.4M 0.34% -119.0 -3.4% $996.43 -0.1%
20 BLK BLACKROCK INC Financial Services 3,417.0 $3.3M 0.33% -121.0 -3.4% $961.71 +8.8%
Page 1 of 5  ·  83 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 44.9%
Technology 20.1%
Communication Services 8.1%
Healthcare 6.7%
Consumer Cyclical 6.1%
Industrials 5.8%
Consumer Defensive 3.9%
Energy 2.6%
Utilities 1.3%
Basic Materials 0.5%