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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 3 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LLY LILLY ELI & CO Healthcare 4,681.0 $4.3M 0.43% -262.0 -5.3% $919.77 +22.6%
42 CAT CATERPILLAR INC Industrials 5,919.0 $4.2M 0.42% -910.0 -13.3% $708.46 +25.3%
43 V VISA INC CL A Financial Services 13,714.0 $4.1M 0.42% +149.0 +1.1% $302.24 +8.4%
44 CSCO CISCO SYSTEMS INC Technology 47,435.0 $3.7M 0.37% +473.0 +1.0% $77.59 +52.9%
45 WMT WALMART INC Consumer Defensive 28,946.0 $3.6M 0.36% -3K -9.9% $124.28 -4.6%
46 COST COSTCO WHOLESALE CORP Consumer Defensive 3,434.0 $3.4M 0.34% -119.0 -3.4% $996.43 -0.1%
47 BLK BLACKROCK INC Financial Services 3,417.0 $3.3M 0.33% -121.0 -3.4% $961.71 +8.8%
48 TJX TJX COS INC Consumer Cyclical 20,562.0 $3.3M 0.33% -656.0 -3.1% $159.70 -3.0%
49 CRM SALESFORCE INC Technology 17,398.0 $3.2M 0.33% +2K +11.9% $186.67 -5.6%
50 ICE INTERCONTINENTAL EXCHANGE GROUP, INC Financial Services 20,186.0 $3.2M 0.32% +696.0 +3.6% $157.28 -5.7%
51 GOOG ALPHABET INC CL C Communication Services 10,778.0 $3.1M 0.31% -853.0 -7.3% $286.86 +34.6%
52 AMGN AMGEN INC Healthcare 8,737.0 $3.1M 0.31% -329.0 -3.6% $351.85 -4.4%
53 BAC BANK OF AMERICA CORP Financial Services 62,841.0 $3.1M 0.31% -2K -3.5% $48.75 +4.1%
54 MCD MCDONALDS CORP Consumer Cyclical 9,480.0 $2.9M 0.30% $310.79 -10.6%
55 MRVL MARVELL TECHNOLOGY INC Technology 28,485.0 $2.8M 0.28% +2K +7.7% $99.05 +106.8%
56 NFLX NETFLIX INC Communication Services 27,620.0 $2.7M 0.27% -3K -9.0% $96.15 -10.2%
57 DIS DISNEY WALT CO NEW Communication Services 27,533.0 $2.7M 0.27% +2K +9.3% $96.38 +7.7%
58 PG PROCTER & GAMBLE CO Consumer Defensive 18,193.0 $2.6M 0.26% -1K -6.3% $144.44 +1.0%
59 KO COCA COLA CO Consumer Defensive 32,884.0 $2.5M 0.25% -2K -5.3% $76.05 +5.7%
60 MS MORGAN STANLEY Financial Services 15,188.0 $2.5M 0.25% -1K -6.7% $164.57 +23.8%
Page 3 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%