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CIK: 0001025038
Total reported value
$826.6M
$826.6M
164 檔
19.9%
In Q4 2024, Arvest Investments, Inc.'s U.S. equity holdings reached a combined market value of $826.6M, distributed across 164 disclosed stock positions.
During Q4 2024, Arvest Investments, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.69% | +0.25% | -1.64% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.65% | +0.20% | -0.20% | |
| 3 | GIGB | Goldman Sachs Inv Grd CORP | ETF-Commodities | 4.96% | +0.20% | -1.38% | |
| 4 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 4.45% | -0.22% | -1.32% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 3.51% | -0.29% | -1.06% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.51% | -0.19% | -3.15% | |
| 7 | CMBS | Ishares Cmbs ETF | ETF-Other | 3.30% | -0.18% | -1.10% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 2.75% | +0.19% | -3.06% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 2.68% | -0.04% | -2.07% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.64% | -0.04% | -10.83% | |
| 11 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 2.28% | +0.19% | -2.72% | |
| 12 | TPYP | Tortoise North American Pipeline Fund | Stock-Other | 2.25% | — | -4.04% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.13% | +0.04% | -3.32% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.91% | +0.18% | -4.03% | |
| 15 | AGZ | Ishares Agency Bond ETF | ETF-Other | 1.76% | -0.07% | -1.10% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.48% | +0.02% | -8.92% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.43% | -0.09% | -1.20% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.38% | +0.05% | -3.67% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.35% | +0.10% | -4.13% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.33% | -0.09% | -7.50% | |
| 21 | EMLP | First Trust North American E | ETF-Other | 1.28% | — | -3.95% | |
| 22 | FTGC | First Trust Global Tactical | ETF-Other | 1.25% | -0.55% | -3.56% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 1.17% | -0.02% | -1.17% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 1.16% | — | +1.25% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.06% | +0.09% | +1.54% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.07% | -6.82% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.02% | — | -1.07% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.97% | -0.03% | -0.57% | |
| 29 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 0.95% | +0.01% | -0.13% | |
| 30 | TBLL | Invesco Short Term Treasury | ETF-Gov Bonds | 0.86% | -0.04% | EXIT | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.79% | +0.01% | +5.84% | |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.75% | -1.52% | EXIT | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.75% | +0.15% | +97.70% | |
| 34 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.73% | -0.01% | -1.05% | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.71% | -0.01% | -2.83% | |
| 36 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.70% | — | +6.38% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.70% | -0.05% | +1.51% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | +0.01% | +0.03% | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.59% | — | +6.47% | |
| 40 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.52% | -0.07% | -4.27% | |
| 41 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.51% | +0.01% | +5.66% | |
| 42 | RDVY | First Trust Rising Dividend | ETF-Other | 0.50% | +0.10% | +2.06% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | — | -6.77% | |
| 44 | IMVP | Invesco India Exchange-trade | ETF-Other | 0.50% | -0.55% | EXIT | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.49% | -0.33% | -1.16% | |
| 46 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.47% | — | — | |
| 47 | GD | General Dynamics CORP | Stock-Industrials | 0.45% | -0.02% | -31.56% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.44% | — | +1.78% | |
| 49 | GMOM | Cambria Global Momentum ETF | ETF-Other | 0.44% | -0.03% | -9.87% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | — | +105.91% |
According to official SEC Form 13F filings, Arvest Investments, Inc. reported a total U.S. public equity portfolio value of $826.6M across 164 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including RSP, VEA, GIGB) accounted for 19.9% of total reported equity market value during Q4 2024.
During Q4 2024, Arvest Investments, Inc.'s top holdings by market value included RSP (6.7%)、VEA (6.7%)、GIGB (5.0%). The largest single position, RSP, represented 6.7% of total portfolio value.
In Q4 2024, Arvest Investments, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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