ARS Investment Partners, LLC

$1.9B reported 13(f) long value · latest quarter 2026-06-30 · CIK 733020 · EDGAR ↗

sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away: $1.9B
ALL retained default holdings for this (filer, period), including NULL-value ones: 182
positions with no comparable holding in the prior quarter (kind new), 2026-03-31: 17
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record: 32

A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §

Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	reported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated `shares_unit_mismatch`	Prev value	Curr value	Prev shares	Curr shares
position key `sid:sec:prov:15fdd1e61691af994568b503fb3dfc5a` · issuer key `cusip6:02072Q` ARS FOCUSED OPPO	ADD	+$10.8M	+28,228	$193M	$204M	5,603,699	5,631,927
position key `pos:13933` · issuer key `iss:1307` COM	ADD	+$16.5M	+98,208	$69.6M	$86.1M	697,063	795,271
position key `pos:13215` · issuer key `iss:144` COM	ADD	−$1.6M	+16,531	$86.5M	$85.0M	318,233	334,764
position key `pos:10455` · issuer key `iss:1091` COM NEW	TRIM	+$7.7M	−50,466	$74.5M	$82.3M	435,459	384,993
position key `pos:15142` · issuer key `iss:89` CAP STK CL A	ADD	+$3.4M	+33,055	$75.6M	$78.9M	241,406	274,461
position key `pos:15221` · issuer key `iss:1228` COM	TRIM	+$960K	−38,944	$76.8M	$77.8M	269,247	230,303
position key `sid:sec:prov:47875c601bff7772682567660d7554e5` · issuer key `cusip6:02072Q` ARS CORE EQTY	ADD	+$5.0M	+14,122	$68.0M	$73.0M	4,173,443	4,187,565
position key `pos:10501` · issuer key `iss:779` CL B	ADD	+$16.0M	+146,959	$47.0M	$63.0M	925,094	1,072,053
position key `pos:17386` · issuer key `iss:806` COM	ADD	+$19.9M	+9,182	$35.5M	$55.4M	54,265	63,447
position key `pos:15642` · issuer key `iss:1334` COM	ADD	+$11.2M	+79,583	$41.1M	$52.3M	220,181	299,764
position key `pos:15598` · issuer key `iss:1962` COM	TRIM	+$7.2M	−67,328	$44.7M	$51.9M	259,216	191,888
position key `pos:15965` · issuer key `iss:175` SPONSORED ADR	ADD	+$10.7M	+34,845	$37.2M	$47.9M	174,611	209,456
position key `pos:11017` · issuer key `iss:2082` ORD	ADD	−$1.5M	+57,294	$47.4M	$45.9M	379,775	437,069
position key `pos:15626` · issuer key `iss:1529` COM	ADD	+$6.5M	+23,222	$38.9M	$45.4M	212,170	235,392
position key `pos:15622` · issuer key `iss:282` COM	ADD	+$6.7M	+141,340	$37.6M	$44.3M	244,206	385,546
position key `pos:14175` · issuer key `iss:95` COM	ADD	+$734K	+23,262	$42.1M	$42.8M	182,303	205,565
position key `pos:16193` · issuer key `iss:1909` COM CL A	ADD	+$19.5M	+30,087	$22.0M	$41.5M	135,504	165,591
position key `pos:14787` · issuer key `iss:1180` COM	ADD	+$24.2M	+65,599	$16.3M	$40.4M	100,049	165,648
position key `pos:17214` · issuer key `iss:298` COM	ADD	+$4.5M	+37,039	$34.4M	$38.9M	158,292	195,331
position key `pos:13325` · issuer key `iss:1511` COM	ADD	+$14.1M	+12,506	$24.1M	$38.2M	57,090	69,596
position key `pos:12827` · issuer key `iss:323` COM	TRIM	−$6.4M	−5,465	$44.1M	$37.7M	127,371	121,906
position key `pos:15140` · issuer key `iss:1537` COM	ADD	+$7.6M	+9,825	$27.4M	$35.0M	35,445	45,270
position key `pos:11621` · issuer key `iss:1253` COM NEW	ADD	+$7.9M	+58,088	$22.3M	$30.2M	125,569	183,657
position key `pos:11219` · issuer key `iss:1925` COM	ADD	+$13.4M	+96,111	$15.3M	$28.7M	94,853	190,964
position key `pos:11570` · issuer key `iss:1599` TR UNIT	ADD	−$941K	+646	$29.4M	$28.4M	43,069	43,715
position key `pos:17839` · issuer key `iss:2093` SHS	ADD	+$12.6M	+30,194	$14.9M	$27.5M	46,784	76,978
position key `pos:15578` · issuer key `iss:2205` ORD SHS	TRIM	−$5.5M	−43,971	$27.9M	$22.4M	101,172	57,201
position key `pos:17983` · issuer key `iss:799` COM	ADD	−$812K	+12,381	$21.4M	$20.6M	82,754	95,135
position key `pos:15008` · issuer key `iss:318` COM	ADD	+$7.8M	+106,826	$10.8M	$18.6M	199,301	306,127
position key `pos:11717` · issuer key `iss:440` COM	ADD	+$4.4M	+227	$12.3M	$16.7M	80,450	80,677
position key `pos:13890` · issuer key `iss:1760` COM	ADD	+$4.4M	+52	$12.2M	$16.6M	65,961	66,013
position key `pos:13415` · issuer key `iss:2242` SHS	TRIM	+$4.6M	−14,052	$11.8M	$16.4M	317,021	302,969
position key `pos:17928` · issuer key `iss:1322` COM	TRIM	+$2.5M	−156	$13.1M	$15.6M	23,056	22,900
position key `pos:12725` · issuer key `iss:1615` COM	ADD	−$1.2M	+18,710	$15.7M	$14.6M	59,345	78,055
position key `pos:13599` · issuer key `iss:1035` COM	ADD	+$2.5M	+1,536	$11.8M	$14.3M	56,979	58,515
position key `pos:11610` · issuer key `iss:287` COM	ADD	+$1.2M	+2,524	$11.9M	$13.1M	11,120	13,644
position key `pos:10892` · issuer key `cusip6:81369Y` STATE STREET TEC	ADD	−$826K	+1,409	$13.2M	$12.4M	91,527	92,936
position key `pos:14209` · issuer key `iss:50` COM	ADD	+$11.2M	+62,030	$803K	$12.0M	3,321	65,351
position key `pos:13686` · issuer key `iss:2049` COM	ADD	−$2.3M	+139,228	$14.0M	$11.7M	1,239,600	1,378,828
position key `pos:15663` · issuer key `iss:1715` COM	TRIM	+$342K	−1,999	$11.3M	$11.6M	66,534	64,535
position key `pos:16659` · issuer key `iss:1408` COM	NEW	+$9.4M	+171,716	$0	$9.4M	—	171,716
position key `pos:10136` · issuer key `iss:990` COM	ADD	+$7.0M	+30,157	$1.6M	$8.6M	5,393	35,550
position key `pos:16848` · issuer key `iss:538` COM	TRIM	−$900K	−1,355	$9.3M	$8.4M	104,409	103,054
position key `pos:14307` · issuer key `iss:127` COM	ADD	+$1.4M	+549	$7.0M	$8.4M	25,705	26,254
position key `pos:12280` · issuer key `iss:218` COM	ADD	+$3.1M	+11,575	$4.1M	$7.3M	23,914	35,489
position key `pos:17821` · issuer key `iss:89` CAP STK CL C	TRIM	−$1.4M	−2,350	$8.6M	$7.2M	27,437	25,087
position key `pos:14157` · issuer key `iss:149` COM	ADD	+$2.3M	+2,027	$4.9M	$7.2M	19,019	21,046
position key `pos:10246` · issuer key `iss:906` COM	TRIM	−$142K	−3,404	$6.9M	$6.8M	288,794	285,390
position key `pos:12719` · issuer key `iss:1076` COM NEW	TRIM	−$3.1M	−34,567	$9.5M	$6.3M	124,540	89,973
position key `pos:14552` · issuer key `iss:711` COM	TRIM	+$1.8M	−62	$4.4M	$6.2M	36,880	36,818
position key `pos:15499` · issuer key `iss:23` COM	TRIM	−$343K	−145	$6.5M	$6.1M	28,293	28,148
position key `pos:13318` · issuer key `iss:1660` COM NEW	ADD	+$394K	+18,500	$5.2M	$5.6M	269,156	287,656
position key `pos:16839` · issuer key `iss:1330` ADR	TRIM	−$3.1M	−19,504	$8.6M	$5.5M	168,560	149,056
position key `pos:15938` · issuer key `cusip6:92189F` SEMICONDUCTR ETF	ADD	+$1.1M	+2,170	$4.3M	$5.5M	12,064	14,234
position key `pos:17529` · issuer key `iss:1602` STATE STREET SPD	TRIM	−$314K	−4,667	$4.5M	$4.2M	43,127	38,460
position key `pos:13590` · issuer key `iss:1189` COM	TRIM	−$330K	−153	$4.4M	$4.1M	7,061	6,908
position key `pos:13340` · issuer key `iss:666` COM	TRIM	+$384K	−7,000	$3.6M	$4.0M	112,187	105,187
position key `pos:10307` · issuer key `iss:1012` CORE S&P500 ETF	ADD	−$169K	+7	$3.8M	$3.6M	5,480	5,487
position key `pos:15119` · issuer key `iss:489` CL A	TRIM	−$202K	−1,884	$3.7M	$3.5M	125,418	123,534
position key `pos:10743` · issuer key `iss:1088` COM	TRIM	+$496K	−23	$2.9M	$3.4M	9,762	9,739
position key `pos:10450` · issuer key `iss:1013` US BR DEL SE ETF	ADD	+$462K	+4,282	$2.8M	$3.3M	15,882	20,164
position key `sid:sec:prov:9886204f7314eeb6ea4d19d9d7721d16` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$1.1M	+598	$2.1M	$3.2M	16,992	17,590
position key `sid:sec:prov:b3a0a6a2c27537b284e1347fab5f8f28` · issuer key `cusip6:81369Y` STATE STREET FIN	TRIM	−$380K	−777	$3.5M	$3.1M	63,308	62,531
position key `pos:13598` · issuer key `iss:1994` COM	TRIM	+$187K	−30	$2.5M	$2.7M	33,972	33,942
position key `pos:17751` · issuer key `iss:1214` COM	TRIM	+$277K	−520	$2.4M	$2.7M	22,586	22,066
position key `sid:sec:prov:2b5902c05a996d81adf5ce01e71326f4` · issuer key `cusip6:81369Y` STATE STREET HEA	TRIM	−$641K	−3,249	$3.1M	$2.5M	20,113	16,864
position key `pos:14924` · issuer key `iss:1013` MSCI ACWI EX US	ADD	+$1.2M	+17,662	$1.1M	$2.3M	16,396	34,058
position key `pos:17758` · issuer key `iss:1605` UTSER1 S&PDCRP	ADD	+$174K	+205	$2.1M	$2.3M	3,529	3,734
position key `sid:sec:prov:e4cd8f69169bdfd85fd9e009c05807b1` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	−$520K	−2,521	$2.8M	$2.3M	23,533	21,012
position key `sid:sec:prov:edca92b17408f6ec66bf562ad9cadafa` · issuer key `cusip6:81369Y` STATE STREET IND	TRIM	−$181K	−1,751	$2.4M	$2.2M	15,471	13,720
position key `pos:12080` · issuer key `iss:491` COM	TRIM	−$313K	−817	$2.3M	$2.0M	33,786	32,969
position key `pos:16053` · issuer key `cusip6:78468R` STATE STREET SPD	ADD	+$586K	+11,199	$1.4M	$2.0M	30,651	41,850
position key `sid:sec:prov:fa0ef19e4273db99947aa6e798c4bd32` · issuer key `cusip6:81369Y` STATE STREET COM	ADD	+$35.0K	+1,346	$2.0M	$2.0M	16,647	17,993
position key `pos:10241` · issuer key `iss:467` COM	TRIM	−$1.3M	−19,405	$3.2M	$1.9M	242,627	223,222
position key `sid:sec:prov:28c0c784da318bc12616a139394056ae` · issuer key `cusip6:464286` US POWER INFRAST	NEW	+$1.8M	+70,166	$0	$1.8M	—	70,166
position key `sid:sec:prov:1ac749146a4515a86d3bb2a0785ca728` · issuer key `cusip6:890930` NORTH AMRCN PIPE	ADD	+$407K	+3,131	$1.4M	$1.8M	38,851	41,982
position key `sid:sec:prov:d58ffec9597871c428b68dd3f9c3d934` · issuer key `cusip6:33737A` NASDQ CLN EDGE	ADD	+$132K	+178	$1.5M	$1.6M	9,733	9,911
position key `sid:sec:prov:03a8d614b00ecef565651990155645eb` · issuer key `cusip6:37954Y` GLOBAL X URANIUM	ADD	+$610K	+9,876	$985K	$1.6M	23,044	32,920
position key `pos:10434` · issuer key `iss:482` COM	TRIM	+$95.8K	−200	$1.4M	$1.5M	18,178	17,978
position key `pos:15567` · issuer key `iss:1018` SHS BEN INT	ADD	−$362K	+1,180	$1.8M	$1.4M	36,265	37,445
position key `pos:15125` · issuer key `iss:1798` COM	TRIM	−$249K	−12	$1.6M	$1.4M	2,762	2,750
position key `pos:12451` · issuer key `iss:393` COM	TRIM	−$437K	−17,104	$1.8M	$1.3M	94,339	77,235
position key `pos:11390` · issuer key `iss:720` CL A	TRIM	−$346K	−234	$1.6M	$1.2M	2,414	2,180
position key `pos:11461` · issuer key `iss:102` COM	TRIM	−$47.9K	−1,708	$1.3M	$1.2M	11,157	9,449
position key `sid:sec:prov:4ee13837c201cea05a3fc8a370f61521` · issuer key `cusip6:81369Y` STATE STREET ENE	TRIM	+$3.4K	−6,183	$1.0M	$1.0M	23,090	16,907
position key `pos:18043` · issuer key `cusip6:46434V` CORE DIV GRWTH	TRIM	−$4.7K	−213	$935K	$931K	13,474	13,261
position key `pos:12477` · issuer key `cusip6:81369Y` STATE STREET CON	TRIM	−$153K	−2,566	$1.0M	$874K	13,226	10,660
position key `pos:16532` · issuer key `iss:812` COM	TRIM	−$25.3M	−310,625	$26.2M	$868K	322,270	11,645
position key `pos:12848` · issuer key `iss:1921` COM CL A	TRIM	−$144K	−34	$966K	$822K	2,753	2,719
position key `pos:14097` · issuer key `iss:1158` COM UNIT REP LTD	ADD	+$105K	+1,000	$688K	$793K	12,900	13,900
position key `sid:sec:prov:cc383feb76dd0391f32bb1034520e80d` · issuer key `cusip6:45817G` COM NEW	TRIM	−$67.7K	−14,500	$726K	$658K	108,651	94,151
position key `sid:sec:prov:9752640e8b9be75c99fb21b8bacfbf64` · issuer key `cusip6:602566` COM NEW	TRIM	−$45.1K	−1,214	$699K	$654K	79,496	78,282
position key `sid:sec:prov:78c98bd859c07c0f90325ed0a0a15c10` · issuer key `cusip6:651718` COM SHS	TRIM	+$75.2K	−2,572	$522K	$597K	43,781	41,209
position key `sid:sec:prov:4f6675275ffbb7d8ae52b539305a5648` · issuer key `cusip6:302301` CL A NON VTG	ADD	+$175K	+2,351	$376K	$552K	19,383	21,734
position key `pos:17300` · issuer key `cusip6:81369Y` STATE STREET UTI	TRIM	−$54.1K	−2,159	$600K	$546K	14,049	11,890
position key `pos:17265` · issuer key `iss:741` COM	NEW	+$517K	+21,000	$0	$517K	—	21,000
position key `pos:13461` · issuer key `iss:881` COM	TRIM	−$284K	−3,000	$793K	$510K	21,205	18,205
position key `sid:sec:prov:b9cdaca605d94e5289fb9aae211282e7` · issuer key `cusip6:763165` COM	TRIM	−$44.7K	−4,396	$539K	$495K	49,559	45,163
position key `sid:sec:prov:62eb42e14503968141857c62d67e1607` · issuer key `cusip6:81369Y` STATE STREET MAT	TRIM	−$26.2K	−1,571	$513K	$487K	11,319	9,748
position key `pos:11793` · issuer key `iss:1013` US AER DEF ETF	TRIM	−$2.1M	−9,819	$2.6M	$465K	11,943	2,124

Flags: no row carries a flag.

1–20 of the 100 changes on this page

Mark-to-market only (no share change) · 43

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match `identity_reconciled_by_cusip`	the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE `classified_by_value` · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake	derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero	Prev value	Curr value	Prev shares	Curr shares
position key `pos:10357` · issuer key `iss:1786` COM	NO CHANGE	−$609K	$3.5M	$2.9M	7,812	7,812
position key `pos:13833` · issuer key `iss:1435` COM	NO CHANGE	+$188K	$2.3M	$2.5M	15,936	15,936
position key `pos:17281` · issuer key `iss:809` COM	NO CHANGE	+$45.9K	$2.4M	$2.4M	6,990	6,990
position key `pos:15723` · issuer key `iss:565` CL C	NO CHANGE	+$511K	$1.7M	$2.2M	13,370	13,370
position key `pos:11237` · issuer key `iss:1601` GOLD SHS	NO CHANGE	+$169K	$2.0M	$2.1M	4,979	4,979
position key `pos:12331` · issuer key `iss:1618` COM	NO CHANGE	+$881K	$525K	$1.4M	2,213	2,213
position key `pos:11901` · issuer key `iss:1012` SELECT DIVID ETF	NO CHANGE	+$87.4K	$1.2M	$1.3M	8,511	8,511
position key `pos:10554` · issuer key `iss:1747` COM	NO CHANGE	+$41.1K	$1.2M	$1.2M	5,880	5,880
position key `pos:17128` · issuer key `iss:385` COM	NO CHANGE	+$42.9K	$1.1M	$1.1M	10,938	10,938
position key `pos:10172` · issuer key `iss:1332` COM	NO CHANGE	+$38.3K	$1.0M	$1.1M	6,395	6,395
position key `pos:17461` · issuer key `iss:1157` COM CL A	NO CHANGE	−$45.2K	$1.0M	$964K	19,980	19,980
position key `pos:14585` · issuer key `iss:1246` CL A	NO CHANGE	+$63.4K	$896K	$960K	16,653	16,653
position key `sid:sec:prov:d26c55f14dee9872c42529126df55dd8` · issuer key `cusip6:878739` COM NEW	NO CHANGE	−$573K	$1.5M	$948K	314,908	314,908
position key `pos:16000` · issuer key `iss:215` SPONSORED ADR	NO CHANGE	+$204K	$577K	$780K	16,600	16,600
position key `pos:16439` · issuer key `iss:520` COM	NO CHANGE	+$273K	$494K	$767K	5,640	5,640
position key `pos:13780` · issuer key `cusip6:922908` EXTEND MKT ETF	NO CHANGE	−$9.9K	$622K	$612K	2,975	2,975
position key `sid:sec:prov:1c379cf03e0c7b59d1519a5f20f12e87` · issuer key `cusip6:46438G` LARGE CAP MAX BU	NO CHANGE	−$2.7K	$536K	$534K	19,900	19,900
position key `pos:11625` · issuer key `iss:2284` N Y REGISTRY SHS	NO CHANGE	+$95.4K	$407K	$502K	380	380
position key `pos:10718` · issuer key `iss:1311` COM	NO CHANGE	+$66.3K	$422K	$488K	5,258	5,258
position key `pos:16868` · issuer key `iss:1012` CORE S&P MCP ETF	NO CHANGE	+$10.7K	$462K	$473K	7,000	7,000
position key `pos:17889` · issuer key `iss:1200` CL A	NO CHANGE	−$5.2K	$449K	$444K	17,209	17,209
position key `pos:14033` · issuer key `iss:1012` CORE S&P SCP ETF	NO CHANGE	+$14.5K	$421K	$435K	3,500	3,500
position key `sid:sec:prov:dfc53698e1eaaf9980eb2a947889eb27` · issuer key `cusip6:46432F` CORE MSCI TOTAL	NO CHANGE	+$10.0K	$423K	$433K	5,000	5,000
position key `pos:12359` · issuer key `iss:566` COM NEW	NO CHANGE	−$18.6K	$443K	$424K	6,380	6,380
position key `pos:13386` · issuer key `iss:1257` COM NEW	NO CHANGE	+$47.5K	$360K	$407K	938	938
position key `pos:15708` · issuer key `iss:1187` COM	NO CHANGE	−$26.9K	$413K	$386K	2,228	2,228
position key `pos:11463` · issuer key `iss:1012` CORE S&P TTL STK	NO CHANGE	−$15.1K	$358K	$343K	2,409	2,409
position key `sid:sec:prov:8a3b57c1d13025d1fc6662f161007e27` · issuer key `cusip6:78463X` STATE STREET SPD	NO CHANGE	+$5.7K	$308K	$314K	8,579	8,579
position key `pos:11633` · issuer key `iss:673` COM	NO CHANGE	+$64.2K	$230K	$294K	300	300
position key `pos:11354` · issuer key `iss:506` COM	NO CHANGE	+$36.0K	$258K	$294K	2,595	2,595
position key `pos:10615` · issuer key `iss:1234` COM	NO CHANGE	+$40.6K	$248K	$289K	4,068	4,068
position key `sid:sec:prov:bccd7ae300e635a7d5e49dcc5410e1c7` · issuer key `cusip6:46438G` LARGE CAP MAX BU	NO CHANGE	−$345	$281K	$280K	9,960	9,960
position key `pos:11173` · issuer key `iss:995` UNIT SER 1	NO CHANGE	−$17.7K	$293K	$275K	477	477
position key `sid:sec:prov:6f46076f0f5ba232a3c327496855c4ee` · issuer key `cusip6:46438G` LARGE CAP MAX BU	NO CHANGE	−$991	$266K	$265K	9,990	9,990
position key `pos:16063` · issuer key `iss:1012` RUS MID CAP ETF	NO CHANGE	+$2.5K	$254K	$257K	2,639	2,639
position key `pos:16667` · issuer key `iss:362` COM	NO CHANGE	+$28.8K	$218K	$246K	6,000	6,000
position key `pos:13049` · issuer key `iss:926` COM	NO CHANGE	+$23.3K	$222K	$245K	500	500
position key `pos:15343` · issuer key `iss:532` COM	NO CHANGE	−$33.4K	$243K	$209K	5,159	5,159
position key `pos:14354` · issuer key `iss:2031` SHS CL A	NO CHANGE	−$19.4K	$228K	$208K	645	645
position key `pos:17837` · issuer key `iss:1223` COM	NO CHANGE	−$21.3K	$223K	$202K	160	160
position key `sid:sec:prov:3b6c450c94b0758fbbc866002762462a` · issuer key `cusip6:G9001E` COM CL C	NO CHANGE	+$15.0K	$82.1K	$97.0K	11,000	11,000
position key `sid:sec:prov:ccf3eb42d1d627002804f4dd0c518b0e` · issuer key `cusip6:85256A` COM CL A	NO CHANGE	+$20.4K	$71.4K	$91.8K	14,597	14,597
position key `pos:12569` · issuer key `iss:2266` SHS	NO CHANGE	−$667	$54.7K	$54.1K	13,350	13,350

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–100 of 158 issuers · $1.9B disclosed value over 182 rows · 0 undisclosed-value rows

View

This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.

This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.

a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing

Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.

value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0

—

EA SERIES TRUST

2 positions · 2 reported rows

Rows ARS Investment Partners, LLC reported for EA SERIES TRUST, as it reported them
EA SERIES TRUST · ARS FOCUSED OPPO CUSIP 02072Q531 src ↗	$204M	5,631,927
EA SERIES TRUST · ARS CORE EQTY CUSIP 02072Q523 src ↗	$73.0M	4,187,565

ticker not yet mapped

$276M

9,819,492

14.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ALPHABET INC

2 positions · 2 reported rows

Rows ARS Investment Partners, LLC reported for ALPHABET INC, as it reported them
ALPHABET INC · CAP STK CL A CUSIP — src ↗	$78.9M	274,461
ALPHABET INC · CAP STK CL C CUSIP — src ↗	$7.2M	25,087

$86.1M

299,548

4.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NEWMONT CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$86.1M

795,271

4.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLE INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$85.0M

334,764

4.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

LAM RESEARCH CORP · COM NEW CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$82.3M

384,993

4.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MICRON TECHNOLOGY INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$77.8M

230,303

4.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FREEPORT MCMORAN INC · CL B CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$63.0M

1,072,053

3.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GE VERNOVA INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$55.4M

63,447

2.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NVIDIA CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$52.3M

299,764

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

WESTERN DIGITAL CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$51.9M

191,888

2.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ASCENDIS PHARMA A/S · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$47.9M

209,456

2.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CRH PLC · ORD CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$45.9M

437,069

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

RTX CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$45.4M

235,392

2.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKSTONE INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$44.3M

385,546

2.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMAZON COM INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$42.8M

205,565

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VERTIV HOLDINGS CO · COM CL A CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$41.5M

165,591

2.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARATHON PETE CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$40.4M

165,648

2.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BOEING CO · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$38.9M

195,331

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QUANTA SVCS INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$38.2M

69,596

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BROADCOM INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$37.7M

121,906

2.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

REGENERON PHARMACEUTICALS · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$35.0M

45,270

1.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MORGAN STANLEY · COM NEW CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$30.2M

183,657

1.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISTRA CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$28.7M

190,964

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$28.4M

43,715

1.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EATON CORP PLC · SHS CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$27.5M

76,978

1.4%

—

SELECT SECTOR SPDR TR

10 positions · 10 reported rows

Rows ARS Investment Partners, LLC reported for SELECT SECTOR SPDR TR, as it reported them
SELECT SECTOR SPDR TR · STATE STREET TEC CUSIP — src ↗	$12.4M	92,936
SELECT SECTOR SPDR TR · STATE STREET FIN CUSIP 81369Y605 src ↗	$3.1M	62,531
SELECT SECTOR SPDR TR · STATE STREET HEA CUSIP 81369Y209 src ↗	$2.5M	16,864
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP 81369Y407 src ↗	$2.3M	21,012
SELECT SECTOR SPDR TR · STATE STREET IND CUSIP 81369Y704 src ↗	$2.2M	13,720
SELECT SECTOR SPDR TR · STATE STREET COM CUSIP 81369Y852 src ↗	$2.0M	17,993
SELECT SECTOR SPDR TR · STATE STREET ENE CUSIP 81369Y506 src ↗	$1.0M	16,907
SELECT SECTOR SPDR TR · STATE STREET CON CUSIP — src ↗	$874K	10,660
SELECT SECTOR SPDR TR · STATE STREET UTI CUSIP — src ↗	$546K	11,890
SELECT SECTOR SPDR TR · STATE STREET MAT CUSIP 81369Y100 src ↗	$487K	9,748

ticker not yet mapped

$27.4M

274,261

1.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$22.4M

57,201

1.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GALLAGHER ARTHUR J & CO · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$20.6M

95,135

1.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BRISTOL-MYERS SQUIBB CO · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$18.6M

306,127

1.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CHEVRON CORPORATION · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$16.7M

80,677

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TARGA RES CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$16.6M

66,013

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GOLAR LNG LTD · SHS CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$16.4M

302,969

0.9%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NORTHROP GRUMMAN CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$15.6M

22,900

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SALESFORCE INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$14.6M

78,055

0.8%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

JOHNSON & JOHNSON · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$14.3M

58,515

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BLACKROCK INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$13.1M

13,644

0.7%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AEROVIRONMENT INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$12.0M

65,351

0.6%

—

BIOHAVEN LTD · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$11.7M

1,378,828

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STEEL DYNAMICS INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$11.6M

64,535

0.6%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PAN AMERN SILVER CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$9.4M

171,716

0.5%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

INTERNATIONAL BUSINESS MACHS · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$8.6M

35,550

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CROWN CASTLE INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$8.4M

103,054

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ANALOG DEVICES INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$8.4M

26,254

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BWX TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$7.3M

35,489

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

APPLIED MATLS INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$7.2M

21,046

0.4%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

HEWLETT PACKARD ENTERPRISE C · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$6.8M

285,390

0.4%

—

ISHARES TR

6 positions · 6 reported rows

Rows ARS Investment Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · CORE S&P500 ETF CUSIP — src ↗	$3.6M	5,487
ISHARES TR · SELECT DIVID ETF CUSIP — src ↗	$1.3M	8,511
ISHARES TR · CORE S&P MCP ETF CUSIP — src ↗	$473K	7,000
ISHARES TR · CORE S&P SCP ETF CUSIP — src ↗	$435K	3,500
ISHARES TR · CORE S&P TTL STK CUSIP — src ↗	$343K	2,409
ISHARES TR · RUS MID CAP ETF CUSIP — src ↗	$257K	2,639

ticker not yet mapped

$6.4M

29,546

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

KRATOS DEFENSE & SEC SOLUTIO · COM NEW CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$6.3M

89,973

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

EXXON MOBIL CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$6.2M

36,818

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ABBVIE INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$6.1M

28,148

0.3%

—

ISHARES TR

3 positions · 3 reported rows

Rows ARS Investment Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · US BR DEL SE ETF CUSIP — src ↗	$3.3M	20,164
ISHARES TR · MSCI ACWI EX US CUSIP — src ↗	$2.3M	34,058
ISHARES TR · US AER DEF ETF CUSIP — src ↗	$465K	2,124

ticker not yet mapped

$6.1M

56,346

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

QXO INC · COM NEW CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$5.6M

287,656

0.3%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NOVO-NORDISK A S · ADR CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$5.5M

149,056

0.3%

—

VANECK ETF TRUST · SEMICONDUCTR ETF CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$5.5M

14,234

0.3%

—

SPDR SERIES TRUST

2 positions · 2 reported rows

Rows ARS Investment Partners, LLC reported for SPDR SERIES TRUST, as it reported them
SPDR SERIES TRUST · STATE STREET SPD CUSIP 78468R556 src ↗	$3.2M	17,590
SPDR SERIES TRUST · STATE STREET SPD CUSIP — src ↗	$2.0M	41,850

ticker not yet mapped

$5.2M

59,440

0.3%

—

SPDR SERIES TRUST · STATE STREET SPD CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$4.2M

38,460

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MARTIN MARIETTA MATLS INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$4.1M

6,908

0.2%

verified against the SEC company list on 2026-09-11 — a reviewed mapping row for this filed issuer name and class (never inferred)

ENTERPRISE PRODS PARTNERS L · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$4.0M

105,187

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMCAST CORP NEW · CL A CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$3.5M

123,534

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

L3HARRIS TECHNOLOGIES INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$3.4M

9,739

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

TESLA INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.9M

7,812

0.2%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

XCEL ENERGY INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.7M

33,942

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MERCK & CO INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.7M

22,066

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

PEPSICO INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.5M

15,936

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL DYNAMICS CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.4M

6,990

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

STATE STR SPDR S&P MIDCAP 40 · UTSER1 S&PDCRP CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.3M

3,734

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

DELL TECHNOLOGIES INC · CL C CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.2M

13,370

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SPDR GOLD TR · GOLD SHS CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.1M

4,979

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COMMERCIAL METALS CO · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$2.0M

32,969

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CLEVELAND-CLIFFS INC NEW · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.9M

223,222

0.1%

—

ISHARES INC · US POWER INFRAST CUSIP 464286343
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$1.8M

70,166

0.1%

—

TORTOISE CAPITAL SERIES TRUS · NORTH AMRCN PIPE CUSIP 890930308
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$1.8M

41,982

0.1%

—

FIRST TR EXCHANGE-TRADED FD · NASDQ CLN EDGE CUSIP 33737A108
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$1.6M

9,911

0.1%

—

GLOBAL X FDS · GLOBAL X URANIUM CUSIP 37954Y871
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$1.6M

32,920

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

COLGATE PALMOLIVE CO · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.5M

17,978

0.1%

—

VANGUARD INDEX FDS

4 positions · 4 reported rows

Rows ARS Investment Partners, LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · EXTEND MKT ETF CUSIP — src ↗	$612K	2,975
VANGUARD INDEX FDS · VALUE ETF CUSIP — src ↗	$386K	1,967
VANGUARD INDEX FDS · S&P 500 ETF SHS CUSIP 922908363 src ↗	$269K	451
VANGUARD INDEX FDS · GROWTH ETF CUSIP — src ↗	$236K	539

ticker not yet mapped

$1.5M

5,932

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

ISHARES BITCOIN TRUST ETF · SHS BEN INT CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.4M

37,445

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

SANDISK CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.4M

2,213

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

THERMO FISHER SCIENTIFIC INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.4M

2,750

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CAREDX INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.3M

77,235

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

META PLATFORMS INC · CL A CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.2M

2,180

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

AMERICAN ELEC PWR CO INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.2M

9,449

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

T-MOBILE US INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.2M

5,880

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CANADIAN NATL RY CO · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.1M

10,938

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

NUCOR CORP · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$1.1M

6,395

0.1%

—

ISHARES TR

3 positions · 3 reported rows

Rows ARS Investment Partners, LLC reported for ISHARES TR, as it reported them
ISHARES TR · LARGE CAP MAX BU CUSIP 46438G588 src ↗	$534K	19,900
ISHARES TR · LARGE CAP MAX BU CUSIP 46438G612 src ↗	$280K	9,960
ISHARES TR · LARGE CAP MAX BU CUSIP 46438G471 src ↗	$265K	9,990

ticker not yet mapped

$1.1M

39,850

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MP MATERIALS CORP · COM CL A CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$964K

19,980

0.1%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MONDELEZ INTL INC · CL A CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$960K

16,653

0.0%

—

TECHPRECISION CORP · COM NEW CUSIP 878739200
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$948K

314,908

0.0%

—

ISHARES TR · CORE DIV GRWTH CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$931K

13,261

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

GENERAL MTRS CO · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$868K

11,645

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

VISA INC · COM CL A CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$822K

2,719

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

MPLX LP · COM UNIT REP LTD CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$793K

13,900

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

BP PLC · SPONSORED ADR CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$780K

16,600

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

CORNING INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$767K

5,640

0.0%

—

INTELLICHECK MOBILISA INC · COM NEW CUSIP 45817G201
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$658K

94,151

0.0%

—

MIND TECHNOLOGY INC · COM NEW CUSIP 602566309
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$654K

78,282

0.0%

—

NPK INTERNATIONAL INC · COM SHS CUSIP 651718504
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$597K

41,209

0.0%

—

EZCORP INC · CL A NON VTG CUSIP 302301106
2026-03-31 filed 2026-04-16 +16d

src ↗

ticker not yet mapped

$552K

21,734

0.0%

verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)

FIRST HAWAIIAN INC · COM CUSIP —
2026-03-31 filed 2026-04-16 +16d

src ↗

$517K

21,000

0.0%

1–20 of the 100 issuers on this page

Change kind and share change are in Position changes above; Congress overlap is planned.

One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median

Top-25 concentration: 75.6%below median 80.0%
Concentration index: 323 bpsbelow median 446 bps
Positions with value: 182 / 182median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 75.6% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 323 · QoQ moves: 214

Filing history

AVAILABLE QUARTERS

Available filing periods
Period	Source
2026-03-31	EDGAR ↗
2026-06-30	EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open ARS Investment Partners, LLC's 13F filings on SEC EDGAR ↗

Notes on this data

Reported positions

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Share changes

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

Coverage

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).