Institutions / Arvest Investments, Inc.
Arvest Investments, Inc.
CIK 1025038 · Institution · as of Mar 31, 2026
Portfolio value
$733.37M
Positions
199
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$733.37M+3.0%Positions
199-9.1%Top holdings
Mar 31, 2026View all 199 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Tax-Managed Fds | $57.69M | 7.9% |
| Invesco Exchange Traded Fd T | $50.09M | 6.8% |
| Goldman Sachs ETF Tr | $34.15M | 4.7% |
| Janus Detroit Str Tr | $27.30M | 3.7% |
| iShares Tr | $24.50M | 3.3% |
| iShares Tr | $22.67M | 3.1% |
| iShares Tr | $20.88M | 2.8% |
| Vanguard Intl Equity Index F | $20.59M | 2.8% |
| Vanguard Index Fds | $20.43M | 2.8% |
| Goldman Sachs ETF Tr | $18.71M | 2.6% |
| Goldman Sachs ETF Tr | $17.98M | 2.5% |
| iShares Tr | $17.84M | 2.4% |
| Vanguard Index Fds | $15.45M | 2.1% |
| Tortoise Capital Series Trus | $14.57M | 2.0% |
| First Tr Exchng Traded Fd VI | $13.84M | 1.9% |
| Vanguard Index Fds | $12.32M | 1.7% |
| iShares Tr | $12.04M | 1.6% |
| iShares Tr | $11.17M | 1.5% |
| First Tr Exchange Trad Fd VI | $10.81M | 1.5% |
| iShares Tr | $9.60M | 1.3% |
| State Str SPDR S&P Midcap 40 | $9.56M | 1.3% |
| SPDR Series Trust | $9.23M | 1.3% |
| Vanguard Index Fds | $8.93M | 1.2% |
| iShares Tr | $8.61M | 1.2% |
| First Tr Exchange Traded Fd | $7.80M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 09789C853 | $6.02M | +122K | 122,040 0.82% of portfolio | medium |
| Q1 2026 as of | Exit | 464287457 | $-5.75M | -69K -100.00% | — | medium |
| Q1 2026 as of | New | 464287515 | $4.38M | +55K | 54,684 0.60% of portfolio | low |
| Q1 2026 as of | Trim | 464287309 | $-4.34M | -38K -49.82% | 38,615 0.60% of portfolio | low |
| Q1 2026 as of | Add | 33739H101 | $3.44M | +120K +46.68% | 376,660 1.47% of portfolio | low |
| Q1 2026 as of | Add | 464287440 | $2.66M | +28K +17.55% | 186,886 2.43% of portfolio | low |
| Q1 2026 as of | Trim | 464287598 | $-2.61M | -12K -86.61% | 1,889 0.06% of portfolio | low |
| Q1 2026 as of | Trim | 33741X102 | $-2.59M | -66K -24.93% | 197,847 1.06% of portfolio | low |
| Q1 2026 as of | New | Palo Alto Networks Inc | $2.55M | +16K | 15,915 0.35% of portfolio | low |
| Q1 2026 as of | Add | 464288653 | $2.51M | +25K +26.34% | 119,499 1.64% of portfolio | low |