ARS Investment Partners, LLC

13F filer · CIK 0000733020

Reported Jul 9, 2026

Net seller this quarter

13F portfolio value$2.29BU.S. long equity reported on 13F

Positions14620 new · 19 closed

Net flow last quarter-$220MBuys minus sells

Top 10 positions weight37.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 9, 2026146 positions
LRCXLam Research Corp	$154M	6.73%	0.03%	-7.7%	Q4 2017
MUMicron Technology Inc	$148M	6.46%	0.01%	-44.4%	Q3 2017
AAPLApple Inc.	$96.6M	4.22%	0.00%	-0.3%	Q3 2017
WDCWestern Digital Corp	$78.4M	3.42%	0.04%	-36.0%	Q3 2016
GEVGE Vernova Inc.	$74.9M	3.27%	0.02%	+0.5%	Q2 2024
NEMNEWMONT Corp	$64.1M	2.80%	0.06%	-13.7%	Q2 2020
NVDANvidia Corp	$60.3M	2.63%	0.00%	+0.5%	Q3 2017
FCXFreeport-Mcmoran Inc	$59.3M	2.59%	0.07%	-12.1%	Q2 2021
MPCMarathon Petroleum Corp	$56.5M	2.47%	0.08%	+33.4%	Q2 2013
ASNDAscendis Pharma A/S	$56.1M	2.45%	0.34%	+0.5%	Q4 2019
BXBlackstone Inc.	$51.3M	2.24%	0.06%	+13.0%	Q3 2019
PWRQuanta Services, Inc.	$50.4M	2.20%	0.05%	+0.5%	Q1 2014
CRHCRH Public Ltd Co	$47.1M	2.06%	0.07%	+0.7%	Q4 2023
AVGOBroadcom Inc.	$45.6M	1.99%	0.00%	-0.9%	Q1 2016
VRTVertiv Holdings Co	$44.3M	1.94%	0.03%	-20.0%	Q3 2024
BABoeing Co	$42.6M	1.86%	0.02%	+0.6%	Q2 2016
VSTVistra Corp.	$39.3M	1.72%	0.07%	+29.9%	Q4 2025
ETNEaton Corp plc	$33M	1.44%	0.02%	+0.7%	Q2 2013
STXSeagate Technology Holdings plc	$31.5M	1.38%	0.01%	-43.0%	Q3 2016
AVAVAeroVironment Inc	$31M	1.35%	0.37%	+187.0%	Q2 2023
CCJCameco Corp	$30.3M	1.32%	0.07%	New	Q2 2026
APHAmphenol Corp	$29M	1.27%	0.01%	New	Q2 2026
IBMInternational Business Machines Corp	$28.9M	1.26%	0.01%	+189.0%	Q2 2013
RALRalliant Corp	$28.6M	1.25%	0.35%	New	Q2 2026
REGNRegeneron Pharmaceuticals, Inc.	$28.4M	1.24%	0.05%	+0.5%	Q3 2022
RTXRTX Corp	$25.7M	1.12%	0.01%	-42.4%	Q2 2020
AJGArthur J. Gallagher & Co.	$22M	0.96%	0.04%	+0.9%	Q2 2013
BWXTBWX Technologies, Inc.	$21.2M	0.93%	0.12%	+207.2%	Q3 2025
BHVNBiohaven Ltd.	$20.4M	0.89%	0.91%	-0.3%	Q4 2017
CVXChevron Corp	$19.5M	0.85%	0.01%	+46.1%	Q2 2013
BMYBristol Myers Squibb Co	$17.8M	0.78%	0.02%	+1.0%	Q2 2013
TRGPTarga Resources Corp.	$17.8M	0.78%	0.03%	+0.5%	Q1 2023
MPMP Materials Corp. / DE	$16.5M	0.72%	0.17%	+1376.9%	Q4 2020
GLNGGolar LNG Ltd	$15.3M	0.67%	0.30%	+1.1%	Q2 2024
AMATApplied Materials Inc	$15.1M	0.66%	0.00%	-0.7%	Q3 2014
JNJJohnson & Johnson	$15M	0.65%	0.00%	+0.8%	Q2 2013
STLDSteel Dynamics Inc	$14.3M	0.63%	0.04%	-3.3%	Q3 2022
NVONovo Nordisk A S	$13.9M	0.61%	Not reported	+93.9%	Q2 2025
BLKBlackRock, Inc.	$13.3M	0.58%	0.01%	+1.3%	Q1 2020
HPEHewlett Packard Enterprise Co	$13.2M	0.58%	0.02%	+2.5%	Q2 2024
ACNAccenture plc	$11.5M	0.50%	0.01%	Not reported	Q4 2020
NOCNorthrop Grumman Corp	$11.4M	0.50%	0.02%	-2.2%	Q2 2013
SCCOSouthern Copper Corp/	$11.2M	0.49%	0.01%	New	Q2 2026
ADIAnalog Devices Inc	$10.4M	0.46%	0.01%	0.0%	Q1 2023
BAMBrookfield Asset Management Ltd.	$9.47M	0.41%	Not reported	New	Q2 2026
SMHMarket Vectors ETF Trust	$9.21M	0.40%	Not reported	-1.3%	Q1 2018
GOOGAlphabet Inc.	$9.03M	0.39%	Not reported	+1.9%	Q3 2015
BBarrick Mining Corp	$8.64M	0.38%	0.01%	New	Q2 2026
CCICrown Castle Inc.	$7.86M	0.34%	0.02%	+0.7%	Q4 2023
PAASPan American Silver Corp	$7.7M	0.34%	0.04%	+0.2%	Q1 2026

Q1 2026Reported Apr 16, 2026145 positions
NEMNEWMONT Corp	$86.1M	4.47%	0.07%	+14.1%	Q2 2020
AAPLApple Inc.	$85M	4.42%	0.00%	+5.2%	Q3 2017
LRCXLam Research Corp	$82.3M	4.28%	0.03%	-11.6%	Q4 2017
GOOGLAlphabet Inc.	$78.9M	4.10%	0.00%	+13.7%	Q3 2015
MUMicron Technology Inc	$77.8M	4.04%	0.02%	-14.5%	Q3 2017
FCXFreeport-Mcmoran Inc	$63M	3.28%	0.07%	+15.9%	Q2 2021
GEVGE Vernova Inc.	$55.4M	2.88%	0.02%	+16.9%	Q2 2024
NVDANvidia Corp	$52.3M	2.72%	0.00%	+36.1%	Q3 2017
WDCWestern Digital Corp	$51.9M	2.70%	0.06%	-26.0%	Q3 2016
ASNDAscendis Pharma A/S	$47.9M	2.49%	0.34%	+20.0%	Q4 2019
CRHCRH Public Ltd Co	$45.9M	2.39%	0.06%	+15.1%	Q4 2023
RTXRTX Corp	$45.4M	2.36%	0.02%	+10.9%	Q2 2020
BXBlackstone Inc.	$44.3M	2.30%	0.05%	+57.9%	Q3 2019
AMZNAmazon Com Inc	$42.8M	2.23%	0.00%	+12.8%	Q3 2015
VRTVertiv Holdings Co	$41.5M	2.16%	0.04%	+22.2%	Q3 2024
MPCMarathon Petroleum Corp	$40.4M	2.10%	0.06%	+65.6%	Q2 2013
BABoeing Co	$38.9M	2.02%	0.02%	+23.4%	Q2 2016
PWRQuanta Services, Inc.	$38.2M	1.99%	0.05%	+21.9%	Q1 2014
AVGOBroadcom Inc.	$37.7M	1.96%	0.00%	-4.3%	Q1 2016
REGNRegeneron Pharmaceuticals, Inc.	$35M	1.82%	0.05%	+27.7%	Q3 2022
MSMorgan Stanley	$30.2M	1.57%	0.01%	+46.3%	Q4 2024
VSTVistra Corp.	$28.7M	1.49%	0.06%	+101.3%	Q4 2025
SPYSPDR S&P 500 ETF Trust	$28.4M	1.48%	Not reported	+1.5%	Q4 2013
ETNEaton Corp plc	$27.5M	1.43%	0.02%	+64.5%	Q2 2013
STXSeagate Technology Holdings plc	$22.4M	1.16%	0.03%	-43.5%	Q3 2016
AJGArthur J. Gallagher & Co.	$20.6M	1.07%	0.04%	+15.0%	Q2 2013
BMYBristol Myers Squibb Co	$18.6M	0.96%	0.02%	+53.6%	Q2 2013
CVXChevron Corp	$16.7M	0.87%	0.00%	+0.3%	Q2 2013
TRGPTarga Resources Corp.	$16.6M	0.86%	0.03%	+0.1%	Q1 2023
GLNGGolar LNG Ltd	$16.4M	0.85%	0.30%	-4.4%	Q2 2024
NOCNorthrop Grumman Corp	$15.6M	0.81%	0.02%	-0.7%	Q2 2013
CRMSalesforce, Inc.	$14.6M	0.76%	0.01%	+31.5%	Q4 2015
JNJJohnson & Johnson	$14.3M	0.74%	0.00%	+2.7%	Q2 2013
BLKBlackRock, Inc.	$13.1M	0.68%	0.01%	+22.7%	Q1 2020
AVAVAeroVironment Inc	$12M	0.62%	0.13%	+1867.8%	Q2 2023
BHVNBiohaven Ltd.	$11.7M	0.61%	0.92%	+11.2%	Q4 2017
STLDSteel Dynamics Inc	$11.6M	0.60%	0.04%	-3.0%	Q3 2022
PAASPan American Silver Corp	$9.38M	0.49%	0.04%	New	Q1 2026
IBMInternational Business Machines Corp	$8.62M	0.45%	0.00%	+559.2%	Q2 2013
CCICrown Castle Inc.	$8.38M	0.44%	0.02%	-1.3%	Q4 2023
ADIAnalog Devices Inc	$8.35M	0.43%	0.01%	+2.1%	Q1 2023
BWXTBWX Technologies, Inc.	$7.26M	0.38%	0.04%	+48.4%	Q3 2025
GOOGAlphabet Inc.	$7.2M	0.37%	Not reported	-8.6%	Q3 2015
AMATApplied Materials Inc	$7.19M	0.37%	0.00%	+10.7%	Q3 2014
HPEHewlett Packard Enterprise Co	$6.8M	0.35%	0.02%	-1.2%	Q2 2024
KTOSKratos Defense & Security Solutions, Inc.	$6.34M	0.33%	0.05%	-27.8%	Q3 2017
XOMExxonMobil Holdings Corp	$6.25M	0.32%	0.00%	-0.2%	Q2 2013
ABBVAbbVie Inc.	$6.12M	0.32%	0.00%	-0.5%	Q2 2013
QXOQXO, Inc.	$5.59M	0.29%	0.04%	+6.9%	Q2 2025
NVONovo Nordisk A S	$5.48M	0.28%	Not reported	-11.6%	Q2 2025

Q4 2025Reported Feb 5, 2026159 positions
AAPLApple Inc.	$86.5M	5.06%	0.00%	-4.0%	Q3 2017
MUMicron Technology Inc	$76.8M	4.49%	0.02%	-5.4%	Q3 2017
GOOGLAlphabet Inc.	$75.6M	4.42%	0.00%	-4.3%	Q3 2015
LRCXLam Research Corp	$74.5M	4.36%	0.03%	-0.8%	Q4 2017
NEMNEWMONT Corp	$69.6M	4.07%	0.06%	+3.6%	Q2 2020
CRHCRH Public Ltd Co	$47.4M	2.77%	0.06%	+1.2%	Q4 2023
FCXFreeport-Mcmoran Inc	$47M	2.75%	0.06%	+1.8%	Q2 2021
WDCWestern Digital Corp	$44.7M	2.61%	0.08%	-37.1%	Q3 2016
AVGOBroadcom Inc.	$44.1M	2.58%	0.00%	-1.6%	Q1 2016
AMZNAmazon Com Inc	$42.1M	2.46%	0.00%	+3.0%	Q3 2015
NVDANvidia Corp	$41.1M	2.40%	0.00%	-1.7%	Q3 2017
RTXRTX Corp	$38.9M	2.27%	0.02%	+1.4%	Q2 2020
BXBlackstone Inc.	$37.6M	2.20%	0.03%	+21.7%	Q3 2019
ASNDAscendis Pharma A/S	$37.2M	2.18%	0.28%	-0.6%	Q4 2019
GEVGE Vernova Inc.	$35.5M	2.07%	0.02%	-1.2%	Q2 2024
BABoeing Co	$34.4M	2.01%	0.02%	+49.3%	Q2 2016
SPYSPDR S&P 500 ETF Trust	$29.4M	1.72%	Not reported	+0.7%	Q4 2013
STXSeagate Technology Holdings plc	$27.9M	1.63%	0.05%	-3.1%	Q3 2016
REGNRegeneron Pharmaceuticals, Inc.	$27.4M	1.60%	0.04%	+23.2%	Q3 2022
GMGeneral Motors Co	$26.2M	1.53%	0.04%	-1.2%	Q2 2013
PWRQuanta Services, Inc.	$24.1M	1.41%	0.04%	-0.6%	Q1 2014
MSMorgan Stanley	$22.3M	1.30%	0.01%	-0.4%	Q4 2024
VRTVertiv Holdings Co	$22M	1.28%	0.04%	-0.6%	Q3 2024
AJGArthur J. Gallagher & Co.	$21.4M	1.25%	0.03%	+1.1%	Q2 2013
MPCMarathon Petroleum Corp	$16.3M	0.95%	0.03%	-0.8%	Q2 2013
LNGCheniere Energy, Inc.	$16.2M	0.95%	0.04%	-12.4%	Q2 2025
CRMSalesforce, Inc.	$15.7M	0.92%	0.01%	-9.2%	Q4 2015
VSTVistra Corp.	$15.3M	0.89%	0.03%	New	Q4 2025
ETNEaton Corp plc	$14.9M	0.87%	0.01%	-0.4%	Q2 2013
BHVNBiohaven Ltd.	$14M	0.82%	0.93%	+12.4%	Q4 2017
NOCNorthrop Grumman Corp	$13.1M	0.77%	0.02%	+8.1%	Q2 2013
CVXChevron Corp	$12.3M	0.72%	0.00%	+9.0%	Q2 2013
TRGPTarga Resources Corp.	$12.2M	0.71%	0.03%	+6.6%	Q1 2023
BLKBlackRock, Inc.	$11.9M	0.70%	0.01%	+6.2%	Q1 2020
GLNGGolar LNG Ltd	$11.8M	0.69%	0.31%	+7.1%	Q2 2024
JNJJohnson & Johnson	$11.8M	0.69%	0.00%	+15.7%	Q2 2013
STLDSteel Dynamics Inc	$11.3M	0.66%	0.05%	-0.2%	Q3 2022
BMYBristol Myers Squibb Co	$10.8M	0.63%	0.01%	+832.0%	Q2 2013
KTOSKratos Defense & Security Solutions, Inc.	$9.45M	0.55%	0.07%	-76.9%	Q3 2017
CCICrown Castle Inc.	$9.28M	0.54%	0.02%	+9.1%	Q4 2023
GOOGAlphabet Inc.	$8.61M	0.50%	Not reported	-1.2%	Q3 2015
NVONovo Nordisk A S	$8.58M	0.50%	Not reported	+9.5%	Q2 2025
ADIAnalog Devices Inc	$6.97M	0.41%	0.01%	+14.6%	Q1 2023
HPEHewlett Packard Enterprise Co	$6.94M	0.41%	0.02%	+7.0%	Q2 2024
ABBVAbbVie Inc.	$6.46M	0.38%	0.00%	-0.6%	Q2 2013
AQNAlgonquin Power & Utilities Corp.	$5.31M	0.31%	0.11%	+29.7%	Q3 2024
QXOQXO, Inc.	$5.19M	0.30%	0.04%	+5.9%	Q2 2025
AMATApplied Materials Inc	$4.89M	0.29%	0.00%	+0.5%	Q3 2014
XOMExxonMobil Holdings Corp	$4.44M	0.26%	0.00%	+1.7%	Q2 2013
MLMMartin Marietta Materials Inc	$4.4M	0.26%	0.01%	-0.3%	Q2 2016

Q3 2025Reported Oct 15, 2025166 positions
AAPLApple Inc.	$84.4M	5.57%	0.00%	-7.9%	Q3 2017
GOOGLAlphabet Inc.	$61.3M	4.05%	0.00%	-10.6%	Q3 2015
LRCXLam Research Corp	$58.8M	3.88%	0.03%	-10.8%	Q4 2017
NEMNEWMONT Corp	$56.8M	3.75%	0.06%	-2.6%	Q2 2020
WDCWestern Digital Corp	$49.4M	3.26%	0.12%	-18.5%	Q3 2016
KTOSKratos Defense & Security Solutions, Inc.	$49.1M	3.25%	0.32%	-25.2%	Q3 2017
MUMicron Technology Inc	$47.6M	3.15%	0.03%	-17.0%	Q3 2017
CRHCRH Public Ltd Co	$45M	2.97%	0.05%	-11.2%	Q4 2023
AVGOBroadcom Inc.	$42.7M	2.82%	0.00%	-0.8%	Q1 2016
NVDANvidia Corp	$41.8M	2.76%	0.00%	-16.6%	Q3 2017
AMZNAmazon Com Inc	$38.9M	2.57%	0.00%	-11.8%	Q3 2015
FCXFreeport-Mcmoran Inc	$35.6M	2.35%	0.06%	-6.4%	Q2 2021
RTXRTX Corp	$35M	2.31%	0.02%	-9.2%	Q2 2020
ASNDAscendis Pharma A/S	$34.9M	2.31%	0.29%	-16.3%	Q4 2019
BXBlackstone Inc.	$34.3M	2.26%	0.03%	+1.9%	Q3 2019
GEVGE Vernova Inc.	$33.8M	2.23%	0.02%	-24.9%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$28.5M	1.88%	Not reported	+0.1%	Q4 2013
AJGArthur J. Gallagher & Co.	$25.4M	1.67%	0.03%	-2.8%	Q2 2013
STXSeagate Technology Holdings plc	$24.6M	1.63%	0.05%	-15.7%	Q3 2016
PWRQuanta Services, Inc.	$23.8M	1.57%	0.04%	-17.6%	Q1 2014
BABoeing Co	$22.9M	1.51%	0.01%	-13.4%	Q2 2016
LNGCheniere Energy, Inc.	$22.4M	1.48%	0.04%	-17.1%	Q2 2025
VRTVertiv Holdings Co	$20.6M	1.36%	0.04%	-16.8%	Q3 2024
MSMorgan Stanley	$20M	1.32%	0.01%	-3.4%	Q4 2024
GMGeneral Motors Co	$19.9M	1.31%	0.03%	-17.5%	Q2 2013
MPCMarathon Petroleum Corp	$19.4M	1.28%	0.03%	-15.5%	Q2 2013
ETNEaton Corp plc	$17.6M	1.16%	0.01%	-18.1%	Q2 2013
BHVNBiohaven Ltd.	$16.5M	1.09%	1.04%	-7.2%	Q4 2017
REGNRegeneron Pharmaceuticals, Inc.	$16.2M	1.07%	0.03%	+38.0%	Q3 2022
CRMSalesforce, Inc.	$15.5M	1.02%	0.01%	+0.8%	Q4 2015
NOCNorthrop Grumman Corp	$13M	0.86%	0.01%	-0.7%	Q2 2013
BLKBlackRock, Inc.	$12.2M	0.81%	0.01%	+1.4%	Q1 2020
GLNGGolar LNG Ltd	$12M	0.79%	0.28%	+14.7%	Q2 2024
CVXChevron Corp	$11.5M	0.76%	0.00%	+0.7%	Q2 2013
TRGPTarga Resources Corp.	$10.4M	0.68%	0.03%	+1.5%	Q1 2023
STLDSteel Dynamics Inc	$9.29M	0.61%	0.05%	-3.4%	Q3 2022
CCICrown Castle Inc.	$9.23M	0.61%	0.02%	+22.7%	Q4 2023
JNJJohnson & Johnson	$9.13M	0.60%	0.00%	-0.3%	Q2 2013
NVONovo Nordisk A S	$8.54M	0.56%	Not reported	+69.6%	Q2 2025
GOOGAlphabet Inc.	$6.77M	0.45%	Not reported	-13.5%	Q3 2015
HPEHewlett Packard Enterprise Co	$6.63M	0.44%	0.02%	-0.2%	Q2 2024
ABBVAbbVie Inc.	$6.59M	0.44%	0.00%	-3.1%	Q2 2013
CMCSAComcast Corp	$5.72M	0.38%	0.00%	-2.5%	Q3 2020
ADIAnalog Devices Inc	$5.51M	0.36%	0.00%	+4.2%	Q1 2023
QXOQXO, Inc.	$4.84M	0.32%	0.04%	+12.9%	Q2 2025
MLMMartin Marietta Materials Inc	$4.46M	0.29%	0.01%	-1.3%	Q2 2016
BWXTBWX Technologies, Inc.	$4.34M	0.29%	0.03%	New	Q3 2025
CLFCleveland-Cliffs Inc.	$4.34M	0.29%	0.07%	-8.3%	Q3 2017
OLNOLIN Corp	$4.33M	0.29%	0.15%	+0.9%	Q1 2022
XOMExxonMobil Holdings Corp	$4.09M	0.27%	0.00%	-4.4%	Q2 2013

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