Arrien Investments, Inc.
Net buyer this quarter
$198M
18
+$2.48M
21.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPAB | $36.5M | 18.42% | Not reported | +5.0% | Q1 2023 |
 AAPL | $884K | 0.45% | 0.00% | +6.5% | Q1 2023 |
 MU | $878K | 0.44% | 0.00% | -5.6% | Q4 2025 |
 MCD | $725K | 0.37% | 0.00% | +0.6% | Q1 2023 |
 LRCX | $700K | 0.35% | 0.00% | Not reported | Q3 2025 |
 PPTA | $575K | 0.29% | 0.02% | +17.8% | Q1 2023 |
 IAU | $566K | 0.29% | 0.00% | Not reported | Q1 2023 |
 QQQ | $507K | 0.26% | Not reported | Not reported | Q1 2023 |
 GOOG | $485K | 0.24% | Not reported | Not reported | Q1 2023 |
 INTC | $403K | 0.20% | 0.00% | Not reported | Q1 2023 |
 AVGO | $368K | 0.19% | 0.00% | Not reported | Q4 2023 |
 LLY | $295K | 0.15% | 0.00% | Not reported | Q1 2023 |
 USB | $273K | 0.14% | 0.00% | Not reported | Q1 2023 |
 MSFT | $263K | 0.13% | 0.00% | +8.6% | Q1 2023 |
 IDA | $248K | 0.13% | 0.00% | -4.1% | Q1 2023 |
 BA | $237K | 0.12% | 0.00% | Not reported | Q1 2023 |
 INCM | $225K | 0.11% | 0.00% | New | Q2 2026 |
 DAICW | $247 | 0.00% | Not reported | Not reported | Q4 2025 |
| Q1 2026 | |||||
| SPAB | $34.9M | 18.93% | Not reported | +2.1% | Q1 2023 |
| MCD | $829K | 0.45% | 0.00% | -1.7% | Q1 2023 |
| AAPL | $728K | 0.39% | 0.00% | -4.4% | Q1 2023 |
| PPTA | $661K | 0.36% | 0.02% | +0.7% | Q1 2023 |
| IAU | $661K | 0.36% | 0.00% | Not reported | Q1 2023 |
| QQQ | $397K | 0.22% | Not reported | -3.9% | Q1 2023 |
| GOOG | $394K | 0.21% | Not reported | -5.4% | Q1 2023 |
| LRCX | $345K | 0.19% | 0.00% | Not reported | Q3 2025 |
| AVGO | $301K | 0.16% | 0.00% | Not reported | Q4 2023 |
| MU | $272K | 0.15% | 0.00% | -21.1% | Q4 2025 |
| IDA | $244K | 0.13% | 0.00% | -4.8% | Q1 2023 |
| MSFT | $240K | 0.13% | 0.00% | +13.1% | Q1 2023 |
| USB | $235K | 0.13% | 0.00% | Not reported | Q1 2023 |
| LLY | $226K | 0.12% | 0.00% | Not reported | Q1 2023 |
| BA | $218K | 0.12% | 0.00% | -1.5% | Q1 2023 |
| DAIC | $8.54K | 0.00% | 0.17% | +25.2% | Q4 2025 |
| DAICW | $533 | 0.00% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| SPAB | $34.4M | 19.39% | Not reported | +10.8% | Q1 2023 |
| MCD | $829K | 0.47% | 0.00% | +0.4% | Q1 2023 |
| AAPL | $816K | 0.46% | 0.00% | -3.7% | Q1 2023 |
| IAU | $609K | 0.34% | 0.00% | Not reported | Q1 2023 |
| PPTA | $565K | 0.32% | 0.02% | -51.4% | Q1 2023 |
| GOOG | $456K | 0.26% | Not reported | -4.0% | Q1 2023 |
| QQQ | $440K | 0.25% | Not reported | -5.4% | Q1 2023 |
| AVGO | $337K | 0.19% | 0.00% | -4.2% | Q4 2023 |
| MU | $292K | 0.16% | 0.00% | New | Q4 2025 |
| MSFT | $278K | 0.16% | 0.00% | Not reported | Q1 2023 |
| LRCX | $276K | 0.16% | 0.00% | -2.3% | Q3 2025 |
| LLY | $264K | 0.15% | 0.00% | Not reported | Q1 2023 |
| BA | $242K | 0.14% | 0.00% | +1.5% | Q1 2023 |
| USB | $241K | 0.14% | 0.00% | Not reported | Q1 2023 |
| IDA | $227K | 0.13% | 0.00% | -17.5% | Q1 2023 |
| DAIC | $17.8K | 0.01% | 0.14% | New | Q4 2025 |
| DAICW | $1.61K | 0.00% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| SPAB | $31.1M | 18.21% | Not reported | +5.9% | Q1 2023 |
| PPTA | $973K | 0.57% | 0.04% | +0.9% | Q1 2023 |
| MCD | $821K | 0.48% | 0.00% | +0.5% | Q1 2023 |
| AAPL | $794K | 0.46% | 0.00% | Not reported | Q1 2023 |
| IAU | $546K | 0.32% | 0.00% | Not reported | Q1 2023 |
| QQQ | $454K | 0.27% | Not reported | -2.5% | Q1 2023 |
| GOOG | $368K | 0.22% | Not reported | Not reported | Q1 2023 |
| AVGO | $336K | 0.20% | 0.00% | -5.1% | Q4 2023 |
| MSFT | $297K | 0.17% | 0.00% | Not reported | Q1 2023 |
| IDA | $288K | 0.17% | 0.00% | -9.0% | Q1 2023 |
| BA | $237K | 0.14% | 0.00% | Not reported | Q1 2023 |
| LRCX | $221K | 0.13% | 0.00% | New | Q3 2025 |
| USB | $218K | 0.13% | 0.00% | -1.4% | Q1 2023 |