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CIK: 0000733020
Total reported value
$2.3B
$2.3B
175 檔
12.0%
The Q4 2024 SEC filing reveals that ARS Investment Partners, LLC held a total portfolio value of $2.3B, covering 175 public equity positions.
ARS Investment Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 3 holdings and trimming 23 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 8.54% | -0.20% | +3.19% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.92% | -4.10% | EXIT | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.99% | -2.23% | EXIT | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.83% | -0.09% | +2.88% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 3.52% | +0.03% | -10.63% | |
| 6 | BHVN | Biohaven Ltd. | Stock-Other | 3.50% | +0.28% | +1.02% | |
| 7 | ASND | Ascendis Pharma A/S | Stock-Other | 3.29% | -2.49% | EXIT | |
| 8 | LRCX | Lam Research CORP | Stock-Tech | 3.19% | +2.45% | — | |
| 9 | GEV | GE Vernova Inc | Stock-Industrials | 3.07% | +0.39% | -11.50% | |
| 10 | CRH | CRH plc | Stock-Materials | 3.05% | -0.33% | +2.21% | |
| 11 | MU | Micron Technology Inc | Stock-Tech | 2.96% | +2.42% | +1.86% | |
| 12 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.91% | -0.69% | +0.56% | |
| 13 | KTOS | Kratos Defense & Security | Stock-Industrials | 2.54% | -0.33% | EXIT | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.42% | -1.24% | -0.07% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.28% | -1.48% | EXIT | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 2.22% | -0.10% | -0.76% | |
| 17 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.15% | -0.11% | +1.17% | |
| 18 | GM | General Motors Co | Stock-Consumer Disc | 2.12% | -0.01% | +29.96% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.98% | -0.76% | EXIT | |
| 20 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.66% | -0.22% | -0.15% | |
| 21 | BX | Blackstone Inc | Stock-Financials | 1.56% | -0.06% | +4.85% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 1.52% | +0.37% | -1.19% | |
| 23 | BA | Boeing Co/the | Stock-Industrials | 1.47% | -0.16% | — | |
| 24 | USX1 | United States Steel CORP | Stock-Other | 1.40% | — | — | |
| 25 | MLM | Martin Marietta Materials | Stock-Materials | 1.39% | -0.04% | -0.30% | |
| 26 | MP | Mp Materials CORP | Stock-Materials | 1.35% | +0.67% | -20.45% | |
| 27 | LHX | L3harris Technologies Inc | Stock-Industrials | 1.34% | -0.05% | +0.19% | |
| 28 | CMC | Commercial Metals Co | Stock-Industrials | 1.30% | -0.02% | +0.32% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 1.19% | +0.01% | +0.58% | |
| 30 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.10% | -0.02% | +0.94% | |
| 31 | DY | Dycom Industries Inc | Stock-Industrials | 1.08% | — | — | |
| 32 | TRGP | Targa Resources CORP | Stock-Energy | 0.98% | -0.08% | -5.90% | |
| 33 | CVX | Chevron CORP | Stock-Energy | 0.97% | -0.02% | +3.40% | |
| 34 | BLK | Blackrock Inc | Stock-Financials | 0.93% | -0.10% | — | |
| 35 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.92% | -0.31% | +3.34% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.83% | -0.64% | EXIT | |
| 37 | GLNG | Golar LNG Limited | Stock-Energy | 0.82% | -0.18% | +1158.09% | |
| 38 | STLD | Steel Dynamics Inc | Stock-Materials | 0.72% | +0.03% | -0.44% | |
| 39 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.65% | -0.05% | +41.03% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.64% | -0.09% | -6.01% | |
| 41 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.58% | +0.22% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.02% | -36.80% | |
| 43 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.53% | +0.23% | +3.21% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.46% | -0.01% | -2.85% | |
| 45 | XME | Ss Spdr S&p Metals Mining | ETF-Other | 0.44% | -0.04% | -1.13% | |
| 46 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.42% | -0.58% | -46.09% | |
| 47 | ADI | Analog Devices Inc | Stock-Tech | 0.37% | +0.03% | +1.27% | |
| 48 | CLF | Cleveland-cliffs Inc | Stock-Materials | 0.37% | -0.01% | -71.41% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.36% | +0.12% | -2.33% | |
| 50 | EPD | Enterprise Products Partners | Stock-Energy | 0.32% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +3.2% | NEW | New buy |
| 2 | BA | Boeing Co/the | +1.5% | NEW | New buy |
| 3 | USX1 | United States Steel CORP | +1.4% | NEW | New buy |
| 4 | DY | Dycom Industries Inc | +1.1% | NEW | New buy |
| 5 | BLK | Blackrock Inc | +0.9% | NEW | New buy |
| 6 | AAPL | Apple Inc | +0.9% | +3.19% | Add |
| 7 | GLNG | Golar LNG Limited | +0.8% | +1158.09% | Add |
| 8 | GM | General Motors Co | +0.8% | +29.96% | Add |
| 9 | AMZN | Amazon.com Inc | +0.7% | +1.60% | Add |
| 10 | AVGO | Broadcom Inc | +0.6% | -10.63% | Trim |
| 11 | STX | Seagate Technology Holdings plc | +0.6% | NEW | New buy |
| 12 | NVDA | Nvidia CORP | +0.5% | +2.88% | Add |
| 13 | CRM | Salesforce Inc | +0.4% | +1.59% | Add |
| 14 | GEV | GE Vernova Inc | +0.4% | -11.50% | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.77% | Trim |
| 16 | BX | Blackstone Inc | +0.3% | +4.85% | Add |
| 17 | VRT | Vertiv Holdings Co-a | +0.2% | -0.15% | Trim |
| 18 | CMCSA | Comcast Corp-class A | +0.1% | +41.03% | Add |
| 19 | TRGP | Targa Resources CORP | +0.1% | -5.90% | Trim |
| 20 | TSLA | Tesla Inc | +0.1% | +118.17% | Add |
| 21 | MIND | Mind Technology Inc | +0.1% | -16.85% | Trim |
| 22 | HRMY | Harmony Biosciences Holdings | +0.1% | NEW | New buy |
| 23 | NOC | Northrop Grumman CORP | -0.1% | +3.34% | Add |
| 24 | STLD | Steel Dynamics Inc | -0.1% | -0.44% | Trim |
| 25 | KTOS | Kratos Defense & Security | -0.1% | -15.31% | Trim |
| 26 | DVN | Devon Energy CORP | -0.1% | -37.49% | Trim |
| 27 | OXY | Occidental Petroleum CORP | -0.1% | -56.40% | Trim |
| 28 | RTX | Rtx CORP | -0.1% | -0.07% | Trim |
| 29 | JNJ | Johnson & Johnson | -0.1% | -6.01% | Trim |
| 30 | CCI | Crown Castle Inc | -0.1% | -5.38% | Trim |
| 31 | CMC | Commercial Metals Co | -0.1% | +0.32% | Add |
| 32 | MRK | Merck & Co. Inc. | -0.1% | +0.94% | Add |
| 33 | ASML | ASML Holding N.V. | -0.1% | -76.89% | Trim |
| 34 | AMBP | Ardagh Metal Packaging S.A. | -0.2% | -50.66% | Trim |
| 35 | LHX | L3harris Technologies Inc | -0.2% | +0.19% | Add |
| 36 | XOM | Exxon Mobil CORP | -0.2% | -0.76% | Trim |
| 37 | GOOG | Alphabet Inc-cl C | -0.2% | -36.80% | Trim |
| 38 | ASND | Ascendis Pharma A/S | -0.2% | +0.90% | Add |
| 39 | MPC | Marathon Petroleum CORP | -0.3% | -1.19% | Trim |
| 40 | OLN | Olin CORP | -0.5% | -54.34% | Trim |
| 41 | GIL | Gildan Activewear Inc | -0.5% | -95.33% | Trim |
| 42 | MP | Mp Materials CORP | -0.6% | -20.45% | Trim |
| 43 | MU | Micron Technology Inc | -0.6% | +1.86% | Add |
| 44 | REGN | Regeneron Pharmaceuticals | -0.7% | -46.09% | Trim |
| 45 | BLKCHF | Blackrock Inc | -0.8% | EXIT | Sold out |
| 46 | FCX | Freeport-mcmoran Inc | -0.9% | +0.56% | Add |
| 47 | BHVN | Biohaven Ltd. | -1.1% | +1.02% | Add |
| 48 | CLF | Cleveland-cliffs Inc | -1.4% | -71.41% | Trim |
| 49 | GEHC | GE Healthcare Technology | -1.6% | EXIT | Sold out |
| 50 | LRCXEUR | Lam Research CORP | -3.6% | EXIT | Sold out |
According to official SEC Form 13F filings, ARS Investment Partners, LLC reported a total U.S. public equity portfolio value of $2.3B across 175 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, GOOGL, AMZN) accounted for 12.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
LRCX
市值: $35.5M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $39.7M
During Q4 2024, ARS Investment Partners, LLC's top holdings by market value included AAPL (8.5%)、GOOGL (4.9%)、AMZN (4.0%). The largest single position, AAPL, represented 8.5% of total portfolio value.
In Q4 2024, ARS Investment Partners, LLC made 50 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 23 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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