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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 2 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM 256,058.0 $14.5M 1.46% +61K +31.1% $56.68 -0.8%
22 MSFT MICROSOFT CORP Technology 35,720.0 $13.2M 1.33% +1K +4.1% $370.17 +15.3%
23 IBDZ ISHARES IBONDS DEC 2034 TM CORP 441,310.0 $11.5M 1.16% +40K +10.1% $26.06 +0.1%
24 IBDS ISHARES IBONDS DEC 2027 TERM CORP 434,774.0 $10.5M 1.06% -142K -24.6% $24.24 -0.0%
25 IBDR ISHARES IBONDS DEC 2026 TERM CORP 425,552.0 $10.3M 1.04% -152K -26.4% $24.24 +0.0%
26 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 90,264.0 $9.1M 0.92% +47K +109.0% $100.72 -0.9%
27 VB VANGUARD SMALL-CAP ETF 31,275.0 $8.2M 0.82% -14K -30.9% $261.92 +12.3%
28 AMZN AMAZON.COM INC Consumer Cyclical 39,040.0 $8.1M 0.82% +226.0 +0.6% $208.27 +31.6%
29 JPM JP MORGAN CHASE & CO Financial Services 24,407.0 $7.2M 0.72% -1K -4.0% $294.16 +0.9%
30 AB NEW YORK INTERMEDIATE MUNI ETF 256,734.0 $6.4M 0.64% +5K +2.1% $24.95
31 AGG ISHARES CORE U.S. AGGREGATE 62,302.0 $6.2M 0.62% -3K -3.9% $99.27 -0.3%
32 APH AMPHENOL CORP CL A Technology 38,913.0 $4.9M 0.49% -1K -3.4% $126.35 +16.9%
33 HD HOME DEPOT INC Consumer Cyclical 14,809.0 $4.9M 0.49% +122.0 +0.8% $328.89 -2.3%
34 VCSH VANGUARD SHORT TERM CORP BOND ETF 60,420.0 $4.8M 0.48% -13K -17.4% $79.27 -0.2%
35 JNJ JOHNSON & JOHNSON Healthcare 19,080.0 $4.7M 0.47% -942.0 -4.7% $244.44 -5.6%
36 XOM EXXON MOBIL CORP Energy 27,264.0 $4.6M 0.47% -2K -7.4% $169.66 -12.8%
37 ORCL ORACLE CORPORATION Technology 31,309.0 $4.6M 0.46% +2K +5.2% $147.11 +38.5%
38 META META PLATFORMS INC CL A Communication Services 8,006.0 $4.6M 0.46% +288.0 +3.7% $572.13 +11.0%
39 NYF ISHARES NEW YORK MUNI BOND ETF 86,120.0 $4.6M 0.46% -2K -2.7% $53.12 +0.8%
40 BERKSHIRE HATHAWAY INC-CL B 9,113.0 $4.4M 0.44% -340.0 -3.6% $479.20
Page 2 of 8  ·  157 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%