1y return+71.8%S&P 500 +20.9%
3y return+138.9%S&P 500 +68.5%
5y return+136.7%S&P 500 +74.5%
10y return+454.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $555 against $357 in the S&P 500.2
ARS Investment Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AFOSEa Series Trust | $262.4M | 11.5% | |
| LRCXLam Research Corp | $154.0M | 6.7% | −7.7% |
| MUMicron Technology Inc | $147.9M | 6.5% | −44.4% |
| AAPLApple Inc | $96.6M | 4.2% | |
| ACEPEa Series Trust | $81.7M | 3.6% | −1.2% |
| WDCWestern Digital Corp | $78.4M | 3.4% | −36.0% |
| GEVGe Vernova Inc | $74.9M | 3.3% | |
| NEMNewmont Corp | $64.1M | 2.8% | −13.7% |
| NVDANvidia Corporation | $60.3M | 2.6% | |
| FCXFreeport Mcmoran Inc | $59.3M | 2.6% | −12.1% |
| MPCMarathon Pete Corp | $56.5M | 2.5% | +33.4% |
| Ascendis Pharma A/sCUSIP K08588103 | $56.1M | 2.5% | New |
| BXBlackstone Inc | $51.3M | 2.2% | +13.0% |
| PWRQuanta Svcs Inc | $50.4M | 2.2% | |
| Crh PLCCUSIP G25508105 | $47.1M | 2.1% | |
| AVGOBroadcom Inc | $45.6M | 2.0% | |
| VRTVertiv Holdings Co | $44.3M | 1.9% | −20.0% |
| BABoeing Co | $42.6M | 1.9% | |
| VSTVistra Corp | $39.3M | 1.7% | +29.9% |
| Eaton Corp PLCCUSIP G29183103 | $33.0M | 1.4% | |
| Seagate Technology Hldngs PlCUSIP G7997R103 | $31.5M | 1.4% | −42.9% |
| AVAVAerovironment Inc | $31.0M | 1.4% | +187.0% |
| CCJCameco Corp | $30.3M | 1.3% | New |
| APHAmphenol Corp | $29.0M | 1.3% | New |
| IBMInternational Business Machs | $28.9M | 1.3% | +189.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $60.3M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $45.6M |
| AMATApplied Matls Inc | June 30, 2020 | +1096.1% | $15.1M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2024 | +1018.1% | $31.5M |
| WDCWestern Digital Corp | June 30, 2025 | +898.2% | $78.4M |
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $74.9M |
| MPCMarathon Pete Corp | December 31, 2020 | +518.2% | $56.5M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $154.0M |
| TRGPTarga Res Corp | March 31, 2023 | +267.6% | $17.8M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2022 | +238.2% | $33.0M |
Sold off last quarter
- GOOGLAlphabet Inc was $78.9M
- Ascendis Pharma A/sCUSIP 04351P101 was $47.9M
- AMZNAmazon Com Inc was $42.8M
- SPYState Str Spdr S&p 500 Etf T was $28.4M
- CRMSalesforce Inc was $14.6M
- XLKSelect Sector Spdr Tr was $12.4M
- KTOSKratos Defense & Sec Solutio was $6.3M
- XLISelect Sector Spdr Tr was $2.2M
- FHBFirst Hawaiian Inc was $517K
- ABTAbbott Laboratories was $464K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +22.4% | +14.8% |
| March 31, 2026 | +6.5% | −4.6% |
| December 31, 2025 | +9.9% | +2.4% |
| September 30, 2025 | +20.0% | +7.8% |
| June 30, 2025 | +15.5% | +10.5% |
| March 31, 2025 | −5.4% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +4.5% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +11.1% | +10.0% |
| December 31, 2023 | +13.7% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +6.5% | +8.3% |
| March 31, 2023 | +8.4% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −19.9% | −16.5% |
| March 31, 2022 | −2.6% | −4.9% |
| December 31, 2021 | +10.1% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: ARS Investment Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=733020&type=13F-HR&dateb=&owner=include&count=40CIK 733020
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/733020/000117266126002531/Filed July 9, 2026 · accession 0001172661-26-002531