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Arrow Financial Corp

Q3 2025 · Filed 2025-10-21
Market Value
$978M
+3.0%
Holdings
166
+3
New Purchases
6
Added To
37
Closed
6
Reduced
102
Top 10 Concentration
54.1%
Turnover
7.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 13.30% 12.90% +0.40% $130M
IBHF 2.16% 1.77% +0.38% $21M
GOOGL 1.41% 1.07% +0.35% $14M
AAPL 1.87% 1.55% +0.32% $18M
NVDA 1.94% 1.72% +0.22% $19M
IJR 4.59% 4.42% +0.17% $45M
QQQ 9.36% 9.20% +0.16% $92M
ORCL 0.91% 0.75% +0.15% $9M
AROW 5.37% 5.25% +0.12% $53M
IBDZ 0.78% 0.66% +0.12% $8M
APH 0.54% 0.46% +0.07% $5M
IJH 5.78% 5.71% +0.07% $57M
GOOG 0.29% 0.22% +0.07% $3M
CAT 0.36% 0.30% +0.06% $4M
JNJ 0.38% 0.33% +0.06% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IBDQ 0.00% 1.25% -1.25% $0
IBHE 1.59% 2.13% -0.54% $16M
TLH 0.50% 0.59% -0.09% $5M
IBDR 1.39% 1.46% -0.07% $14M
NFLX 0.40% 0.47% -0.07% $4M
IBDS 1.39% 1.46% -0.07% $14M
CRM 0.38% 0.45% -0.07% $4M
IBDT 1.42% 1.49% -0.07% $14M
IBDU 1.45% 1.52% -0.07% $14M
IBDW 1.47% 1.54% -0.07% $14M
IBDY 1.48% 1.54% -0.07% $14M
IBDX 1.51% 1.58% -0.06% $15M
IBDV 1.46% 1.52% -0.06% $14M
SYK 0.32% 0.37% -0.05% $3M
ICE 0.34% 0.38% -0.05% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 52 $442M 45.2%
Large Cap 89 $308M 31.4%
Mid Cap 11 $96M 9.8%
Small Cap 14 $133M 13.5%

Portfolio Analytics

Avg Market Cap
$349.4B
Median Market Cap
$107.6B
Avg P/E
32.4
Median P/E
24.7
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
112
# ETFs / Funds
54

Top Holdings (166 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 13.30% 212,345 $130M $612.38 $8M -3,341 -1.6%
2 QQQ 9.36% 152,428 $92M $600.37 $4M -5,948 -3.8%
3 IJH 5.78% 865,771 $57M $65.26 $2M -7,881 -0.9%
4 AROW 5.37% 1,857,332 $53M $28.30 $3M -30,988 -1.6%
5 IJR 4.59% 377,876 $45M $118.83 $3M -6,601 -1.7%
6 SPYV 4.44% 784,684 $43M $55.33 $2M -14,880 -1.9%
7 IDEV 4.12% 502,683 $40M $80.17 $2M -5,699 -1.1%
8 VO 3.00% 99,968 $29M $293.74 $473K -3,280 -3.2%
9 IBHF 2.16% 901,561 $21M $23.39 $4M +177,300 +24.5%
10 NVDA 1.94% 101,575 $19M $186.58 $3M -1,876 -1.8%
11 MSFT 1.89% 35,660 $18M $517.95 $721K -23 -0.1%
12 AAPL 1.87% 71,982 $18M $254.63 $4M +172 +0.2%
13 IBHE 1.59% 669,534 $16M $23.22 -$5M -199,142 -22.9%
14 IBDX 1.51% 576,976 $15M $25.62 -$187K -15,023 -2.5%
15 IBDY 1.48% 551,352 $14M $26.23 -$209K -15,000 -2.6%
16 IBDW 1.47% 675,702 $14M $21.22 -$247K -17,509 -2.5%
17 IBDV 1.46% 644,027 $14M $22.15 -$200K -14,088 -2.1%
18 IBDU 1.45% 602,273 $14M $23.47 -$256K -14,574 -2.4%
19 IBDT 1.42% 544,471 $14M $25.52 -$283K -13,280 -2.4%
20 GOOGL 1.41% 56,897 $14M $243.10 $4M -649 -1.1%
21 IBDR 1.39% 559,148 $14M $24.30 -$317K -14,226 -2.5%
22 IBDS 1.39% 556,933 $14M $24.34 -$310K -14,374 -2.5%
23 VB 1.23% 47,362 $12M $254.28 $401K -1,767 -3.6%
24 XLRE 1.07% 248,532 $10M $42.13 $746K +13,745 +5.8%
25 ORCL 0.91% 31,531 $9M $281.24 $2M -1,211 -3.7%
26 AMZN 0.88% 39,269 $9M $219.57 -$26K -149 -0.4%
27 JPM 0.84% 26,025 $8M $315.43 $578K -296 -1.1%
28 IBDZ 0.78% 287,632 $8M $26.47 $1M +47,477 +19.8%
29 AGG 0.67% 64,926 $7M $100.25 $31K -375 -0.6%
30 HD 0.59% 14,293 $6M $405.19 $609K +158 +1.1%
31 META 0.59% 7,794 $6M $734.38 -$52K -31 -0.4%
32 VCSH 0.55% 66,929 $5M $79.93 -$220K -3,131 -4.5%
33 APH 0.54% 42,291 $5M $123.75 $863K -1,970 -4.5%
34 SPY 0.50% 7,398 $5M $666.18 $409K +83 +1.1%
35 TLH 0.50% 47,748 $5M $102.99 -$665K -7,198 -13.1%
36 V 0.48% 13,859 $5M $341.38 -$250K -171 -1.2%
37 BRK-B 0.47% 9,192 $5M $502.74 $101K -113 -1.2%
38 NYF 0.47% 86,075 $5M $53.35 $94K -200 -0.2%
39 BLK 0.42% 3,553 $4M $1,165.87 $351K -60 -1.7%
40 LLY 0.41% 5,234 $4M $763.00 -$94K -10 -0.2%
41 NFLX 0.40% 3,258 $4M $1,198.92 -$596K -104 -3.1%
42 JNJ 0.38% 20,129 $4M $185.42 $645K -81 -0.4%
43 CRM 0.38% 15,701 $4M $237.00 -$594K -125 -0.8%
44 CAT 0.36% 7,461 $4M $477.15 $676K +32 +0.4%
45 BAC 0.35% 66,797 $3M $51.59 $237K -1,027 -1.5%
46 XOM 0.35% 30,474 $3M $112.75 $51K -928 -3.0%
47 COST 0.35% 3,679 $3M $925.63 -$179K +58 +1.6%
48 WMT 0.35% 32,853 $3M $103.06 $121K -533 -1.6%
49 CSCO 0.34% 48,897 $3M $68.42 -$149K -1,478 -2.9%
50 ICE 0.34% 19,465 $3M $168.48 -$346K -297 -1.5%
51 TJX 0.33% 21,997 $3M $144.54 $363K -807 -3.5%
52 SYK 0.32% 8,428 $3M $369.67 -$354K -342 -3.9%
53 PG 0.30% 19,343 $3M $153.65 -$110K -5 -0.0%
54 DIS 0.29% 24,577 $3M $114.50 -$195K +310 +1.3%
55 GOOG 0.29% 11,517 $3M $243.55 $761K -5 -0.0%
56 MCD 0.28% 9,168 $3M $303.89 $114K +22 +0.2%
57 AMGN 0.28% 9,781 $3M $282.20 -$34K -228 -2.3%
58 MS 0.27% 16,832 $3M $158.96 $286K -130 -0.8%
59 TMO 0.27% 5,386 $3M $485.02 $533K +257 +5.0%
60 TMUS 0.26% 10,689 $3M $239.38 $21K +39 +0.4%
61 TRV 0.25% 8,638 $2M $279.22 $42K -220 -2.5%
62 XLK 0.24% 8,438 $2M $281.86 $110K -518 -5.8%
63 ADBE 0.24% 6,698 $2M $352.75 -$255K -67 -1.0%
64 PANW 0.24% 11,547 $2M $203.62 $173K +905 +8.5%
65 ABT 0.24% 17,499 $2M $133.94 -$111K -550 -3.0%
66 GD 0.24% 6,808 $2M $341.00 $310K -90 -1.3%
67 WMB 0.24% 36,466 $2M $63.35 -$73K -1,473 -3.9%
68 KO 0.24% 34,704 $2M $66.32 -$87K +946 +2.8%
69 HON 0.23% 10,457 $2M $210.50 -$222K +51 +0.5%
70 MRVL 0.21% 24,730 $2M $84.07 $380K +2,778 +12.7%
71 MA 0.20% 3,495 $2M $568.81 -$81K -187 -5.1%
72 TSLA 0.20% 4,423 $2M $444.72 $563K +2 +0.1%
73 CMI 0.20% 4,653 $2M $422.37 $401K -123 -2.6%
74 UNP 0.20% 8,125 $2M $236.37 -$23K -321 -3.8%
75 PWR 0.19% 4,448 $2M $414.42 $194K +86 +2.0%
76 DHR 0.17% 8,406 $2M $198.26 $3K -17 -0.2%
77 MAS 0.17% 23,656 $2M $70.39 $137K -81 -0.3%
78 PEP 0.15% 10,480 $1M $140.44 $143K +417 +4.1%
79 YUM 0.15% 9,633 $1M $152.00 $64K +184 +1.9%
80 COP 0.15% 15,293 $1M $94.59 $52K -242 -1.6%
81 UNH 0.14% 4,036 $1M $345.30 -$181K -1,012 -20.1%
82 XLB 0.14% 15,351 $1M $89.61 $37K +101 +0.7%
83 IBM 0.14% 4,867 $1M $282.16 -$2K +200 +4.3%
84 BND 0.14% 18,082 $1M $74.37 -$247K -3,532 -16.3%
85 IR 0.14% 16,119 $1M $82.62 $8K +204 +1.3%
86 ABBV 0.14% 5,724 $1M $231.54 $258K -27 -0.5%
87 AVGO 0.13% 3,967 $1M $329.91 $487K +987 +33.1%
88 VRTX 0.13% 3,237 $1M $391.64 -$202K -65 -2.0%
89 CVX 0.13% 8,068 $1M $155.29 $108K +70 +0.9%
90 LOW 0.13% 4,952 $1M $251.31 $120K -118 -2.3%
91 XLF 0.13% 22,832 $1M $53.87 -$30K -1,231 -5.1%
92 RTX 0.13% 7,334 $1M $167.33 $165K +61 +0.8%
93 AWK 0.12% 8,124 $1M $139.19 $91K +652 +8.7%
94 MUB 0.11% 10,163 $1M $106.49 -$211K -2,215 -17.9%
95 ADP 0.11% 3,578 $1M $293.50 $163K +700 +24.3%
96 MINT 0.10% 10,073 $1M $100.69 -$401K -4,003 -28.4%
97 AXP 0.10% 3,009 $999K $332.16 $159K +375 +14.2%
98 TER 0.10% 7,258 $999K $137.64 $191K -1,731 -19.3%
99 SYY 0.10% 11,886 $979K $82.34 $42K -480 -3.9%
100 GE 0.10% 3,179 $956K $300.82 $154K +60 +1.9%

New Positions

SymbolValue% Port
NSC $355K 0.04%
INTC $289K 0.03%
TD $213K 0.02%
SHW $207K 0.02%
GIS $204K 0.02%
OPK $39K —%

Sold Out Positions

SymbolValue% Port
OTIS —%
CPK —%
NGG —%
IGSB —%
PYPL —%
IBDQ —%
View SEC EDGAR Filings for Arrow Financial Corp →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms