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CIK: 0000733020
Total reported value
$2.3B
$2.3B
197 檔
22.1%
In Q4 2025, ARS Investment Partners, LLC's U.S. equity holdings reached a combined market value of $2.3B, distributed across 197 disclosed stock positions.
ARS Investment Partners, LLC executed strategic sector rebalancing during Q4 2025, establishing 3 new positions while fully exiting 3 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AFOS | Ars Focused Opp Strat ETF | ETF-Other | 11.26% | +0.88% | -0.10% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.06% | -0.20% | -3.97% | |
| 3 | MU | Micron Technology Inc | Stock-Tech | 4.49% | +2.42% | -5.42% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.42% | -4.10% | EXIT | |
| 5 | LRCX | Lam Research CORP | Stock-Tech | 4.36% | +2.45% | -0.83% | |
| 6 | NEM | Newmont CORP | Stock-Materials | 4.07% | -1.67% | +3.55% | |
| 7 | ACEP | Ars Core Equity Portf ETF | ETF-Other | 3.97% | -0.22% | — | |
| 8 | CRH | CRH plc | Stock-Materials | 2.77% | -0.33% | +1.18% | |
| 9 | FCX | Freeport-mcmoran Inc | Stock-Materials | 2.75% | -0.69% | +1.81% | |
| 10 | WDC | Western Digital CORP | Stock-Tech | 2.61% | +0.72% | -37.06% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 2.58% | +0.03% | -1.59% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.46% | -2.23% | EXIT | |
| 13 | NVDA | Nvidia CORP | Stock-Tech | 2.40% | -0.09% | -1.74% | |
| 14 | RTX | Rtx CORP | Stock-Industrials | 2.27% | -1.24% | +1.37% | |
| 15 | BX | Blackstone Inc | Stock-Financials | 2.20% | -0.06% | +21.71% | |
| 16 | ASND | Ascendis Pharma A/S | Stock-Other | 2.18% | -2.49% | EXIT | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 2.07% | +0.39% | -1.23% | |
| 18 | BA | Boeing Co/the | Stock-Industrials | 2.01% | -0.16% | +49.25% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.72% | -1.48% | EXIT | |
| 20 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.63% | +0.22% | -3.08% | |
| 21 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.60% | -0.58% | +23.21% | |
| 22 | GM | General Motors Co | Stock-Consumer Disc | 1.53% | -0.01% | -1.15% | |
| 23 | PWR | Quanta Services Inc | Stock-Industrials | 1.41% | +0.21% | -0.57% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 1.30% | -1.51% | -0.40% | |
| 25 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 1.28% | -0.22% | -0.60% | |
| 26 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.25% | -0.11% | +1.05% | |
| 27 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.95% | +0.37% | -0.84% | |
| 28 | LNG | Cheniere Energy Inc | Stock-Energy | 0.95% | — | -12.38% | |
| 29 | CRM | Salesforce Inc | Stock-Tech | 0.92% | -0.76% | EXIT | |
| 30 | VST | Vistra CORP | Stock-Utilities | 0.89% | +0.23% | — | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.87% | +0.01% | -0.35% | |
| 32 | BHVN | Biohaven Ltd. | Stock-Other | 0.82% | +0.28% | +12.43% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | -0.64% | EXIT | |
| 34 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.77% | -0.31% | +8.11% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.72% | -0.02% | +9.03% | |
| 36 | TRGP | Targa Resources CORP | Stock-Energy | 0.71% | -0.08% | +6.57% | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.70% | -0.10% | +6.19% | |
| 38 | GLNG | Golar LNG Limited | Stock-Energy | 0.69% | -0.18% | +7.08% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.09% | +15.68% | |
| 40 | STLD | Steel Dynamics Inc | Stock-Materials | 0.66% | +0.03% | -0.20% | |
| 41 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.63% | -0.18% | +831.97% | |
| 42 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.55% | -0.33% | EXIT | |
| 43 | CCI | Crown Castle Inc | Stock-Real Estate | 0.54% | -0.10% | +9.12% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.02% | -1.24% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.50% | +0.33% | +9.51% | |
| 46 | ADI | Analog Devices Inc | Stock-Tech | 0.41% | +0.03% | +14.57% | |
| 47 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.41% | +0.23% | +6.96% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | -0.01% | -0.64% | |
| 49 | AQN | Algonquin Power & Utilities | Stock-Other | 0.31% | — | +29.65% | |
| 50 | QXO | Qxo Inc | Stock-Industrials | 0.30% | -0.07% | +5.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.4% | -5.42% | Trim |
| 2 | BMY | Bristol-myers Squibb Co | +0.6% | +831.97% | Add |
| 3 | REGN | Regeneron Pharmaceuticals | +0.5% | +23.21% | Add |
| 4 | BA | Boeing Co/the | +0.5% | +49.25% | Add |
| 5 | LRCX | Lam Research CORP | +0.5% | -0.83% | Trim |
| 6 | FCX | Freeport-mcmoran Inc | +0.4% | +1.81% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | -4.30% | Trim |
| 8 | NEM | Newmont CORP | +0.3% | +3.55% | Add |
| 9 | GM | General Motors Co | +0.2% | -1.15% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | +15.68% | Add |
| 11 | AQN | Algonquin Power & Utilities | +0.1% | +29.65% | Add |
| 12 | STLD | Steel Dynamics Inc | +0.1% | -0.20% | Trim |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | -1.24% | Trim |
| 14 | ADI | Analog Devices Inc | +0.1% | +14.57% | Add |
| 15 | TRGP | Targa Resources CORP | 0% | +6.57% | Add |
| 16 | AMAT | Applied Materials Inc | 0% | +0.52% | Add |
| 17 | XLV | Ss Health Care Select Sector | 0% | +7.69% | Add |
| 18 | STX | Seagate Technology Holdings plc | — | -3.08% | Trim |
| 19 | MS | Morgan Stanley | 0% | -0.40% | Trim |
| 20 | RTX | Rtx CORP | 0% | +1.37% | Add |
| 21 | CVX | Chevron CORP | 0% | +9.03% | Add |
| 22 | XLK | Ss Technology Select Sector | -0.1% | +107.37% | Add |
| 23 | BX | Blackstone Inc | -0.1% | +21.71% | Add |
| 24 | VRT | Vertiv Holdings Co-a | -0.1% | -0.60% | Trim |
| 25 | AFOS | Ars Focused Opp Strat ETF | -0.1% | -0.10% | Trim |
| 26 | CLF | Cleveland-cliffs Inc | -0.1% | -31.79% | Trim |
| 27 | AMZN | Amazon.com Inc | -0.1% | +2.99% | Add |
| 28 | DVN | Devon Energy CORP | -0.1% | -81.29% | Trim |
| 29 | ASND | Ascendis Pharma A/S | -0.1% | -0.60% | Trim |
| 30 | CMCSA | Comcast Corp-class A | -0.2% | -31.07% | Trim |
| 31 | GEV | GE Vernova Inc | -0.2% | -1.23% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.65% | Add |
| 33 | CRH | CRH plc | -0.2% | +1.18% | Add |
| 34 | AVGO | Broadcom Inc | -0.2% | -1.59% | Trim |
| 35 | BHVN | Biohaven Ltd. | -0.3% | +12.43% | Add |
| 36 | OLN | Olin CORP | -0.3% | -94.44% | Trim |
| 37 | ETN | Eaton Corporation plc | -0.3% | -0.35% | Trim |
| 38 | MPC | Marathon Petroleum CORP | -0.3% | -0.84% | Trim |
| 39 | NVDA | Nvidia CORP | -0.4% | -1.74% | Trim |
| 40 | AJG | Arthur J Gallagher & Co | -0.4% | +1.05% | Add |
| 41 | AAPL | Apple Inc | -0.5% | -3.97% | Trim |
| 42 | LNG | Cheniere Energy Inc | -0.5% | -12.38% | Trim |
| 43 | WDC | Western Digital CORP | -0.7% | -37.06% | Trim |
| 44 | KTOS | Kratos Defense & Security | -2.7% | -76.85% | Trim |
| 45 | ACEP | Ars Core Equity Portf ETF | — | NEW | New buy |
| 46 | VST | Vistra CORP | — | NEW | New buy |
| 47 | AEHR | Aehr Test Systems | — | EXIT | Sold out |
| 48 | OXY | Occidental Petroleum CORP | — | EXIT | Sold out |
| 49 | NJR | New Jersey Resources CORP | — | EXIT | Sold out |
| 50 | IZEA | Izea Worldwide Inc | — | NEW | New buy |
According to official SEC Form 13F filings, ARS Investment Partners, LLC reported a total U.S. public equity portfolio value of $2.3B across 197 disclosed positions in Q4 2025.
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 AFOS, AAPL, MU) accounted for 22.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
ACEP
市值: $68.0M
Top Position Liquidated / Trimmed
AEHR
前期市值: $542.7K
During Q4 2025, ARS Investment Partners, LLC's top holdings by market value included AFOS (11.3%)、AAPL (5.1%)、MU (4.5%). The largest single position, AFOS, represented 11.3% of total portfolio value.
In Q4 2025, ARS Investment Partners, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 24 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.
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