ARS Investment Partners, LLC

data from 30/09/2025

Capitalization

$ 1.515 B 10.47 %

Average holding period

17 ans

Performance

$ -9.284 B -3 721 008.91 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ARS Investment Partners, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 EA SERIES TRUST 11.35% 171.890 M $ 5609536 2025/06/30 28.448 M $ 19.69 %
2025/09/30 AAPL APPLE INC 5.57% 84.382 M $ 331391 2016/12/31 17.788 M $ 24.11 %
2025/09/30 GOOGL ALPHABET INC 4.05% 61.324 M $ 252258 2015/09/30 18.859 M $ 37.94 %
2025/09/30 LRCX LAM RESEARCH CORP 3.88% 58.795 M $ 439100 2024/12/31 17.992 M $ 37.56 %
2025/09/30 NEM NEWMONT CORP 3.75% 56.754 M $ 673163 2025/06/30 17.998 M $ 44.71 %
2025/09/30 WDC WESTERN DIGITAL CORP 3.26% 49.449 M $ 411871 2025/06/30 28.331 M $ 87.62 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOLUTIO 3.25% 49.148 M $ 537905 2021/09/30 32.300 M $ 96.71 %
2025/09/30 MU MICRON TECHNOLOGY INC 3.15% 47.634 M $ 284686 2016/12/31 15.108 M $ 35.76 %
2025/09/30 CRH CRH PLC 2.97% 45.005 M $ 375355 2023/12/31 11.873 M $ 30.61 %
2025/09/30 AVGO BROADCOM INC 2.82% 42.701 M $ 129433 2018/06/30 7.077 M $ 19.68 %
2025/09/30 NVDA NVIDIA CORPORATION 2.76% 41.811 M $ 224090 2019/12/31 7.683 M $ 18.10 %
2025/09/30 AMZN AMAZON COM INC 2.57% 38.867 M $ 177016 2015/09/30 36.133 K $ 0.08 %
2025/09/30 FCX FREEPORT-MCMORAN INC 2.35% 35.639 M $ 908689 2021/06/30 -4.010 M $ -9.53 %
2025/09/30 RTX RTX CORPORATION 2.31% 35.024 M $ 209308 2020/06/30 4.915 M $ 14.59 %
2025/09/30 ASND ASCENDIS PHARMA A/S 2.31% 34.924 M $ 175667 2019/12/31 5.502 M $ 15.19 %
2025/09/30 BX BLACKSTONE INC 2.26% 34.279 M $ 200638 2019/09/30 4.190 M $ 14.22 %
2025/09/30 GEV GE VERNOVA INC 2.23% 33.782 M $ 54939 2024/06/30 6.271 M $ 16.21 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.88% 28.507 M $ 42792 2013/12/31 2.066 M $ 7.82 %
2025/09/30 AJG GALLAGHER ARTHUR J & CO 1.67% 25.367 M $ 81897 2013/06/30 -874.120 K $ -3.24 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 1.63% 24.642 M $ 104387 2024/12/31 11.360 M $ 63.56 %
2025/09/30 PWR QUANTA SVCS INC 1.57% 23.796 M $ 57420 2024/03/31 2.531 M $ 9.61 %
2025/09/30 BA BOEING CO 1.51% 22.891 M $ 106061 2024/12/31 771.882 K $ 3.01 %
2025/09/30 LNG CHENIERE ENERGY INC 1.48% 22.360 M $ 95158 2025/06/30 -979.785 K $ -3.51 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.36% 20.565 M $ 136316 2024/09/30 3.680 M $ 17.48 %
2025/09/30 MS MORGAN STANLEY 1.32% 20.041 M $ 126075 2024/12/31 2.362 M $ 12.85 %
2025/09/30 GM GENERAL MTRS CO 1.31% 19.877 M $ 326018 2020/09/30 4.645 M $ 23.90 %
2025/09/30 MPC MARATHON PETE CORP 1.28% 19.447 M $ 100897 2020/12/31 3.180 M $ 16.03 %
2025/09/30 ETN EATON CORP PLC 1.16% 17.570 M $ 46948 2022/06/30 989.118 K $ 4.83 %
2025/09/30 BHVN BIOHAVEN LTD 1.09% 16.549 M $ 1102549 2022/12/31 1.069 M $ 6.38 %
2025/09/30 REGN REGENERON PHARMACEUTICALS 1.07% 16.176 M $ 28769 2024/03/31 777.265 K $ 7.10 %
2025/09/30 CRM SALESFORCE INC 1.02% 15.485 M $ 65338 2024/09/30 -2.313 M $ -13.09 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.86% 12.994 M $ 21326 2014/09/30 2.348 M $ 21.87 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.82% 12.441 M $ 44138 2013/12/31 1.209 M $ 11.31 %
2025/09/30 BLK BLACKROCK INC 0.81% 12.209 M $ 10472 2024/12/31 1.205 M $ 11.11 %
2025/09/30 GLNG GOLAR LNG LTD 0.79% 11.964 M $ 296059 2024/06/30 -201.254 K $ -1.89 %
2025/09/30 CVX CHEVRON CORP NEW 0.76% 11.459 M $ 73789 2001/12/31 886.978 K $ 8.45 %
2025/09/30 TRGP TARGA RES CORP 0.68% 10.370 M $ 61897 2023/03/31 -398.861 K $ -3.76 %
2025/09/30 STLD STEEL DYNAMICS INC 0.61% 9.295 M $ 66664 2022/09/30 788.265 K $ 8.92 %
2025/09/30 CCI CROWN CASTLE INC 0.61% 9.233 M $ 95685 2023/12/31 -486.688 K $ -6.07 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.60% 9.133 M $ 49254 2006/09/30 1.615 M $ 21.39 %
2025/09/30 NVO NOVO-NORDISK A S 0.56% 8.541 M $ 153916 2025/06/30 -1.228 M $ -19.60 %
2025/09/30 GOOG ALPHABET INC 0.45% 6.766 M $ 27781 2015/09/30 2.124 M $ 37.30 %
2025/09/30 HPE HEWLETT PACKARD ENTERPRISE C 0.44% 6.631 M $ 270002 2024/06/30 1.112 M $ 20.10 %
2025/09/30 ABBV ABBVIE INC 0.44% 6.593 M $ 28476 2017/03/31 1.350 M $ 24.74 %
2025/09/30 CMCSA COMCAST CORP NEW 0.38% 5.717 M $ 181942 2020/09/30 -797.033 K $ -11.96 %
2025/09/30 ADI ANALOG DEVICES INC 0.36% 5.513 M $ 22437 2023/03/31 165.311 K $ 3.23 %
2025/09/30 QXO QXO INC 0.32% 4.844 M $ 254156 2025/06/30 -558.270 K $ -11.51 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.29% 4.462 M $ 7079 2020/09/30 583.470 K $ 14.81 %
2025/09/30 BWXT BWX TECHNOLOGIES INC 0.29% 4.340 M $ 23537 2025/09/30 0.000 $ 0.00 %
2025/09/30 CLF CLEVELAND-CLIFFS INC NEW 0.29% 4.339 M $ 355695 2017/09/30 1.784 M $ 60.53 %
2025/09/30 OLN OLIN CORP 0.29% 4.329 M $ 173245 2022/03/31 841.369 K $ 24.39 %
2025/09/30 XME SPDR SERIES TRUST 0.27% 4.155 M $ 44583 2021/12/31 1.765 M $ 38.63 %
2025/09/30 XOM EXXON MOBIL CORP 0.27% 4.088 M $ 36260 2022/03/31 187.699 K $ 4.59 %
2025/09/30 SMH VANECK ETF TRUST 0.26% 4.009 M $ 12284 2018/03/31 709.066 K $ 17.02 %
2025/09/30 AMAT APPLIED MATLS INC 0.26% 3.874 M $ 18920 2016/03/31 413.745 K $ 11.84 %
2025/09/30 IVV ISHARES TR 0.24% 3.668 M $ 5480 2020/09/30 186.243 K $ 7.80 %
2025/09/30 AQN ALGONQUIN PWR UTILS CORP 0.24% 3.577 M $ 666170 2024/09/30 -255.099 K $ -6.28 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 0.23% 3.512 M $ 112297 2004/12/31 29.795 K $ 0.84 %
2025/09/30 TSLA TESLA INC 0.23% 3.451 M $ 7760 2024/09/30 937.321 K $ 40.00 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.21% 3.166 M $ 58767 2013/12/31 74.839 K $ 2.86 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES INC 0.20% 2.976 M $ 9745 2019/09/30 531.839 K $ 21.75 %
2025/09/30 IAI ISHARES TR 0.18% 2.799 M $ 15824 2025/06/30 123.197 K $ 4.58 %
2025/09/30 XEL XCEL ENERGY INC 0.18% 2.763 M $ 34256 2002/03/31 442.123 K $ 18.43 %
2025/09/30 XLY SELECT SECTOR SPDR TR 0.17% 2.640 M $ 11015 2013/12/31 210.450 K $ 10.27 %
2025/09/30 XLV SELECT SECTOR SPDR TR 0.17% 2.599 M $ 18677 2013/12/31 69.313 K $ 3.25 %
2025/09/30 ITA ISHARES TR 0.17% 2.574 M $ 12301 2021/12/31 343.652 K $ 10.93 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.17% 2.516 M $ 7378 2022/09/30 364.030 K $ 16.92 %
2025/09/30 XOP SPDR SERIES TRUST 0.16% 2.350 M $ 17775 2022/03/31 166.118 K $ 5.09 %
2025/09/30 PEP PEPSICO INC 0.15% 2.221 M $ 15816 1999/03/31 134.677 K $ 6.36 %
2025/09/30 XLI SELECT SECTOR SPDR TR 0.14% 2.181 M $ 14144 2013/12/31 80.399 K $ 4.55 %
2025/09/30 DVN DEVON ENERGY CORP NEW 0.14% 2.172 M $ 61945 2022/09/30 247.731 K $ 10.22 %
2025/09/30 MRK MERCK & CO INC 0.14% 2.142 M $ 25519 2018/06/30 136.259 K $ 6.03 %
2025/09/30 IBIT ISHARES BITCOIN TRUST ETF 0.13% 1.996 M $ 30705 2024/12/31 78.699 K $ 6.19 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.13% 1.961 M $ 3290 2013/12/31 82.237 K $ 5.22 %
2025/09/30 CMC COMMERCIAL METALS CO 0.13% 1.935 M $ 33786 2022/09/30 295.168 K $ 17.11 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.13% 1.931 M $ 6845 1999/03/31 -83.998 K $ -4.28 %
2025/09/30 XLC SELECT SECTOR SPDR TR 0.12% 1.825 M $ 15418 2018/09/30 125.774 K $ 9.07 %
2025/09/30 DELL DELL TECHNOLOGIES INC 0.12% 1.812 M $ 12780 2024/09/30 244.992 K $ 15.64 %
2025/09/30 GLD SPDR GOLD TR 0.12% 1.770 M $ 4979 2016/12/31 252.136 K $ 16.61 %
2025/09/30 META META PLATFORMS INC 0.11% 1.736 M $ 2364 2014/09/30 -9.408 K $ -0.50 %
2025/09/30 TPCS TECHPRECISION CORP 0.11% 1.666 M $ 312608 2023/06/30 497.046 K $ 42.51 %
2025/09/30 CDNA CAREDX INC 0.10% 1.542 M $ 106055 2023/03/31 -479.425 K $ -25.59 %
2025/09/30 GRID FIRST TR EXCHANGE TRADED FD 0.10% 1.467 M $ 9713 2025/06/30 117.995 K $ 8.68 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.10% 1.461 M $ 18281 2003/12/31 -200.359 K $ -12.06 %
2025/09/30 TPYP TORTOISE CAPITAL SERIES TRUS 0.09% 1.410 M $ 38690 2025/06/30 24.697 K $ 2.02 %
2025/09/30 TMUS T-MOBILE US INC 0.09% 1.408 M $ 5880 2013/06/30 6.585 K $ 0.47 %
2025/09/30 MP MP MATERIALS CORP 0.09% 1.327 M $ 19780 2020/12/31 2.198 M $ 101.59 %
2025/09/30 SPSM SPDR SERIES TRUST 0.09% 1.325 M $ 28611 2023/06/30 92.326 K $ 8.73 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.09% 1.312 M $ 2705 2015/03/31 215.209 K $ 19.62 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.08% 1.271 M $ 11300 2011/12/31 102.703 K $ 8.42 %
2025/09/30 DVY ISHARES TR 0.08% 1.209 M $ 8511 2015/03/31 79.067 K $ 7.00 %
2025/09/30 URA GLOBAL X FDS 0.07% 1.099 M $ 23064 2025/09/30 0.000 $ 0.00 %
2025/09/30 MIND MIND TECHNOLOGY INC 0.07% 1.048 M $ 129491 2024/03/31 -76.968 K $ -4.15 %
2025/09/30 AVAV AEROVIRONMENT INC 0.07% 1.046 M $ 3321 2023/06/30 78.472 K $ 10.51 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.07% 1.040 M $ 16653 2012/12/31 -82.765 K $ -7.37 %
2025/09/30 CNI CANADIAN NATL RY CO 0.07% 1.031 M $ 10938 1999/03/31 -159.882 K $ -9.36 %
2025/09/30 ACWX ISHARES TR 0.06% 975.832 K $ 15010 2023/03/31 53.243 K $ 6.68 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.06% 964.464 K $ 21385 2008/12/31 -25.686 K $ -2.57 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.06% 958.545 K $ 10729 2013/12/31 41.716 K $ 5.34 %
2025/09/30 XLP SELECT SECTOR SPDR TR 0.06% 951.814 K $ 12145 2013/12/31 -25.901 K $ -3.21 %