ARROW FINANCIAL CORP

data from 30/09/2025

Capitalization

$ 977.986 M 2.98 %

Average holding period

44 ans

Performance

$ 670.333 M 79 850.54 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARROW FINANCIAL CORP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VOO VANGUARD S&P 500 ETF 13.30% 130.036 M $ 212345 2018/06/30 9.566 M $ 7.81 %
2025/09/30 QQQ INVESCO QQQ TRUST SERIES 1 9.36% 91.513 M $ 152428 2020/03/31 7.718 M $ 8.83 %
2025/09/30 IJH ISHARES CORE S&P MID-CAP ETF 5.78% 56.500 M $ 865771 2014/03/31 2.831 M $ 5.22 %
2025/09/30 AROW ARROW FINANCIAL CORPORATION 5.37% 52.562 M $ 1857332 2006/12/31 3.550 M $ 7.12 %
2025/09/30 IJR ISHARES CORE S&P SMALL-CAP ETF 4.59% 44.903 M $ 377876 2013/12/31 3.668 M $ 8.73 %
2025/09/30 SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 4.44% 43.417 M $ 784684 2014/06/30 2.391 M $ 5.71 %
2025/09/30 IDEV ISHARES CORE MSCI DEV MKTS ETF 4.12% 40.300 M $ 502683 2021/12/31 2.100 M $ 5.43 %
2025/09/30 VO VANGUARD MID-CAP ETF 3.00% 29.364 M $ 99968 2021/03/31 1.436 M $ 4.97 %
2025/09/30 IBHF ISHARES IBONDS 2026 TERM HIGH YIELD AND INC 2.16% 21.088 M $ 901561 2024/12/31 115.881 K $ 0.69 %
2025/09/30 NVDA NVIDIA CORP 1.94% 18.952 M $ 101575 2017/09/30 2.958 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 1.89% 18.470 M $ 35660 2006/12/31 732.928 K $ 4.13 %
2025/09/30 AAPL APPLE INC 1.87% 18.329 M $ 71982 2006/12/31 3.552 M $ 24.11 %
2025/09/30 IBHE ISHARES IBONDS 2025 H/Y INC ETF 1.59% 15.547 M $ 669534 2023/12/31 -34.747 K $ -0.17 %
2025/09/30 IBDX ISHARES IBONDS DEC 2032 TC ETF 1.51% 14.782 M $ 576976 2023/03/31 195.359 K $ 1.31 %
2025/09/30 IBDY ISHARES IBONDS DEC 2033 CORP 1.48% 14.462 M $ 551352 2023/09/30 181.232 K $ 1.24 %
2025/09/30 IBDW ISHARES IBONDS DEC 2031 TERM CORP 1.47% 14.338 M $ 675702 2021/12/31 124.777 K $ 0.86 %
2025/09/30 IBDV ISHARES IBONDS DEC 2030 TERM CORP 1.46% 14.265 M $ 644027 2020/12/31 111.879 K $ 0.77 %
2025/09/30 IBDU ISHARES IBONDS DEC 2029 TERM CORP 1.45% 14.135 M $ 602273 2019/12/31 86.358 K $ 0.60 %
2025/09/30 IBDT ISHARES IBONDS DEC 2028 TERM CORP 1.42% 13.895 M $ 544471 2019/12/31 55.775 K $ 0.39 %
2025/09/30 GOOGL ALPHABET INC CL A 1.41% 13.832 M $ 56897 2015/12/31 3.848 M $ 37.94 %
2025/09/30 IBDR ISHARES IBONDS DEC 2026 TERM CORP 1.39% 13.587 M $ 559148 2019/12/31 28.668 K $ 0.21 %
2025/09/30 IBDS ISHARES IBONDS DEC 2027 TERM CORP 1.39% 13.556 M $ 556933 2019/12/31 39.991 K $ 0.29 %
2025/09/30 VB VANGUARD SMALL-CAP ETF 1.23% 12.043 M $ 47362 2021/03/31 849.931 K $ 7.30 %
2025/09/30 XLRE REAL ESTATE SELECT SECTOR SPDR FUND 1.07% 10.471 M $ 248532 2016/09/30 166.698 K $ 1.71 %
2025/09/30 ORCL ORACLE CORPORATION 0.91% 8.868 M $ 31531 2006/12/31 2.050 M $ 28.64 %
2025/09/30 AMZN AMAZON.COM INC 0.88% 8.622 M $ 39269 2010/03/31 7.095 K $ 0.08 %
2025/09/30 JPM JP MORGAN CHASE & CO 0.84% 8.209 M $ 26025 2006/12/31 671.711 K $ 8.80 %
2025/09/30 IBDZ ISHARES IBONDS DEC 2034 TM CORP 0.78% 7.614 M $ 287632 2024/09/30 81.652 K $ 1.30 %
2025/09/30 AGG ISHARES CORE U.S. AGGREGATE 0.67% 6.509 M $ 64926 2014/06/30 68.566 K $ 1.06 %
2025/09/30 HD HOME DEPOT INC 0.59% 5.791 M $ 14293 2006/12/31 544.904 K $ 10.51 %
2025/09/30 META META PLATFORMS INC CL A 0.59% 5.724 M $ 7794 2012/06/30 -29.030 K $ -0.50 %
2025/09/30 VCSH VANGUARD SHORT TERM CORP BOND ETF 0.55% 5.350 M $ 66929 2019/06/30 30.125 K $ 0.54 %
2025/09/30 APH AMPHENOL CORP CL A 0.54% 5.234 M $ 42291 2022/12/31 1.107 M $ 25.32 %
2025/09/30 SPY SPDR S&P 500 ETF TRUST 0.50% 4.928 M $ 7398 2012/03/31 353.533 K $ 7.82 %
2025/09/30 TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.50% 4.918 M $ 47748 2023/09/30 76.374 K $ 1.37 %
2025/09/30 V VISA INC CL A 0.48% 4.731 M $ 13859 2008/06/30 -191.790 K $ -3.85 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC-CL B 0.47% 4.621 M $ 9192 2010/03/31 157.905 K $ 3.49 %
2025/09/30 NYF ISHARES NEW YORK MUNI BOND ETF 0.47% 4.592 M $ 86075 2013/12/31 104.392 K $ 2.32 %
2025/09/30 BLK BLACKROCK INC 0.42% 4.142 M $ 3553 2024/12/31 421.348 K $ 11.11 %
2025/09/30 LLY LILLY ELI & CO 0.41% 3.994 M $ 5234 2006/12/31 -86.683 K $ -2.12 %
2025/09/30 NFLX NETFLIX INC 0.40% 3.906 M $ 3258 2015/06/30 -471.386 K $ -10.47 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.38% 3.732 M $ 20129 2006/12/31 660.260 K $ 21.39 %
2025/09/30 CRM SALESFORCE INC 0.38% 3.721 M $ 15701 2012/09/30 -564.829 K $ -13.09 %
2025/09/30 CAT CATERPILLAR INC 0.36% 3.560 M $ 7461 2006/12/31 660.735 K $ 22.91 %
2025/09/30 BAC BANK OF AMERICA CORP 0.35% 3.446 M $ 66797 2006/12/31 289.608 K $ 9.02 %
2025/09/30 XOM EXXON MOBIL CORP 0.35% 3.436 M $ 30474 2006/12/31 155.439 K $ 4.59 %
2025/09/30 COST COSTCO WHOLESALE CORP 0.35% 3.405 M $ 3679 2006/12/31 -232.866 K $ -6.50 %
2025/09/30 WMT WALMART INC 0.35% 3.386 M $ 32853 2006/12/31 176.278 K $ 5.40 %
2025/09/30 CSCO CISCO SYSTEMS INC 0.34% 3.346 M $ 48897 2006/12/31 -48.359 K $ -1.38 %
2025/09/30 ICE INTERCONTINENTAL EXCHANGE GROUP, INC 0.34% 3.279 M $ 19465 2015/12/31 -296.232 K $ -8.17 %
2025/09/30 TJX TJX COS INC 0.33% 3.179 M $ 21997 2006/12/31 480.024 K $ 17.05 %
2025/09/30 SYK STRYKER CORPORATION 0.32% 3.116 M $ 8428 2006/12/31 -227.669 K $ -6.56 %
2025/09/30 PG PROCTER & GAMBLE CO 0.30% 2.972 M $ 19343 2006/12/31 -109.703 K $ -3.56 %
2025/09/30 DIS DISNEY WALT CO NEW 0.29% 2.814 M $ 24577 2006/12/31 -230.779 K $ -7.67 %
2025/09/30 GOOG ALPHABET INC CL C 0.29% 2.805 M $ 11517 2015/12/31 762.295 K $ 37.30 %
2025/09/30 MCD MCDONALDS CORP 0.28% 2.786 M $ 9168 2006/12/31 107.191 K $ 4.01 %
2025/09/30 AMGN AMGEN INC 0.28% 2.760 M $ 9781 2006/12/31 29.926 K $ 1.07 %
2025/09/30 MS MORGAN STANLEY 0.27% 2.676 M $ 16832 2009/03/31 307.012 K $ 12.85 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.27% 2.612 M $ 5386 2014/09/30 408.063 K $ 19.62 %
2025/09/30 TMUS T-MOBILE US INC 0.26% 2.559 M $ 10689 2023/06/30 11.928 K $ 0.47 %
2025/09/30 TRV TRAVELERS COMPANIES INC 0.25% 2.412 M $ 8638 2009/09/30 103.461 K $ 4.37 %
2025/09/30 XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.24% 2.378 M $ 8438 2010/12/31 256.410 K $ 11.31 %
2025/09/30 ADBE ADOBE INC 0.24% 2.363 M $ 6698 2007/03/31 -230.889 K $ -8.82 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.24% 2.351 M $ 11547 2023/09/30 -10.854 K $ -0.50 %
2025/09/30 ABT ABBOTT LABS 0.24% 2.344 M $ 17499 2006/12/31 -37.361 K $ -1.52 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.24% 2.322 M $ 6808 2006/12/31 340.347 K $ 16.92 %
2025/09/30 WMB WILLIAMS COS INC 0.24% 2.310 M $ 36466 2018/06/30 20.487 K $ 0.86 %
2025/09/30 KO COCA COLA CO 0.24% 2.302 M $ 34704 2006/12/31 -149.547 K $ -6.26 %
2025/09/30 HON HONEYWELL INTERNATIONAL INC 0.23% 2.201 M $ 10457 2010/12/31 -232.886 K $ -9.61 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 0.21% 2.079 M $ 24730 2023/09/30 146.419 K $ 8.62 %
2025/09/30 MA MASTERCARD INC CL A 0.20% 1.988 M $ 3495 2012/12/31 25.295 K $ 1.22 %
2025/09/30 TSLA TESLA INC 0.20% 1.967 M $ 4423 2016/03/31 561.732 K $ 40.00 %
2025/09/30 CMI CUMMINS INC 0.20% 1.965 M $ 4653 2015/03/31 453.099 K $ 28.97 %
2025/09/30 UNP UNION PAC CORP 0.20% 1.921 M $ 8125 2006/12/31 53.125 K $ 2.73 %
2025/09/30 PWR QUANTA SERVICES INC 0.19% 1.843 M $ 4448 2024/06/30 158.515 K $ 9.61 %
2025/09/30 DHR DANAHER CORP 0.17% 1.667 M $ 8406 2006/12/31 6.064 K $ 0.36 %
2025/09/30 MAS MASCO CORP 0.17% 1.665 M $ 23656 2013/06/30 143.134 K $ 9.37 %
2025/09/30 PEP PEPSICO INC 0.15% 1.472 M $ 10480 2006/12/31 84.529 K $ 6.36 %
2025/09/30 YUM YUM BRANDS INC 0.15% 1.464 M $ 9633 2007/12/31 36.095 K $ 2.58 %
2025/09/30 COP CONOCOPHILLIPS 0.15% 1.447 M $ 15293 2006/12/31 75.344 K $ 5.40 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.14% 1.394 M $ 4036 2010/12/31 168.249 K $ 10.68 %
2025/09/30 XLB MATERIALS SELECT SECTOR SPDR FUND 0.14% 1.376 M $ 15351 2010/12/31 27.602 K $ 2.06 %
2025/09/30 IBM INTL. BUSINESS MACHINES CORP 0.14% 1.373 M $ 4867 2006/12/31 -58.897 K $ -4.28 %
2025/09/30 BND VANGUARD TOTAL BOND MARKET ETF 0.14% 1.345 M $ 18082 2021/03/31 15.994 K $ 1.01 %
2025/09/30 IR INGERSOLL-RAND INC 0.14% 1.332 M $ 16119 2020/03/31 -8.912 K $ -0.67 %
2025/09/30 ABBV ABBVIE INC 0.14% 1.325 M $ 5724 2013/06/30 264.085 K $ 24.74 %
2025/09/30 AVGO BROADCOM INC 0.13% 1.309 M $ 3967 2025/06/30 161.694 K $ 19.68 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.13% 1.268 M $ 3237 2015/09/30 -176.855 K $ -12.03 %
2025/09/30 CVX CHEVRON CORPORATION 0.13% 1.253 M $ 8068 2006/12/31 96.775 K $ 8.45 %
2025/09/30 LOW LOWES COS INC 0.13% 1.244 M $ 4952 2006/12/31 149.260 K $ 13.27 %
2025/09/30 XLF FINANCIAL SELECT SECTOR SPDR FUND 0.13% 1.230 M $ 22832 2010/12/31 36.094 K $ 2.86 %
2025/09/30 RTX RTX CORPORATION 0.13% 1.227 M $ 7334 2020/06/30 154.987 K $ 14.59 %
2025/09/30 AWK AMERICAN WATER WORKS CO INC 0.12% 1.131 M $ 8124 2016/09/30 597.000 $ 0.06 %
2025/09/30 MUB ISHARES NATIONAL MUNI BOND ETF 0.11% 1.082 M $ 10163 2015/03/31 24.879 K $ 1.92 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING INC 0.11% 1.050 M $ 3578 2006/12/31 -42.882 K $ -4.83 %
2025/09/30 MINT PIMCO ENHANCED SHORT MATURITY ETF 0.10% 1.014 M $ 10073 2024/06/30 2.111 K $ 0.15 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.10% 999.469 K $ 3009 2006/12/31 34.716 K $ 4.13 %
2025/09/30 TER TERADYNE INC 0.10% 998.991 K $ 7258 2023/09/30 428.955 K $ 53.07 %
2025/09/30 SYY SYSCO CORP 0.10% 978.693 K $ 11886 2014/09/30 81.615 K $ 8.71 %
2025/09/30 GE GE AEROSPACE 0.10% 956.307 K $ 3179 2021/09/30 135.458 K $ 16.87 %