1y return+16.8%S&P 500 +20.9%
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 December 31, 2023: $132 against $157 in the S&P 500.2
Arvest Investments, Inc.S&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 |
|---|---|---|---|
| VEAVanguard Tax-managed Fds | $66.7M | 8.1% | +4.1% |
| RSPInvesco Exchange Traded Fd T | $58.5M | 7.1% | +5.4% |
| GIGBGoldman Sachs Etf Tr | $40.1M | 4.9% | +17.3% |
| JMBSJanus Detroit Str Tr | $29.0M | 3.5% | +6.5% |
| IVVIshares Tr | $26.0M | 3.1% | −7.4% |
| CMBSIshares Tr | $24.1M | 2.9% | +6.4% |
| VWOVanguard Intl Equity Index F | $22.9M | 2.8% | |
| VOEVanguard Index Fds | $22.7M | 2.7% | +3.6% |
| GSLCGoldman Sachs Etf Tr | $22.6M | 2.7% | +6.6% |
| GEMGoldman Sachs Etf Tr | $21.8M | 2.6% | |
| MBBIshares Tr | $21.2M | 2.6% | +1.9% |
| VBRVanguard Index Fds | $17.8M | 2.2% | +2.9% |
| IEFIshares Tr | $17.4M | 2.1% | −1.6% |
| VOTVanguard Index Fds | $15.3M | 1.9% | +4.6% |
| TPYPTortoise Capital Series Trus | $14.5M | 1.8% | |
| EIPIFirst Tr Exchng Traded Fd Vi | $13.3M | 1.6% | |
| TLHIshares Tr | $12.8M | 1.6% | +7.0% |
| XFIVBondbloxx Etf Trust | $11.8M | 1.4% | New |
| SPYMSpdr Series Trust | $10.9M | 1.3% | +3.2% |
| MDYState Str Spdr S&p Midcap 40 | $10.9M | 1.3% | |
| VBKVanguard Index Fds | $10.9M | 1.3% | |
| EFAIshares Tr | $10.1M | 1.2% | −1.4% |
| SDVYFirst Tr Exchange Traded Fd | $9.5M | 1.1% | +11.2% |
| AGZIshares Tr | $9.1M | 1.1% | +6.3% |
| SCHPSchwab Strategic Tr | $9.0M | 1.1% | +30.8% |
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 |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $8.8M |
| WMTWalmart Inc | December 31, 2023 | +115.5% | $6.4M |
| AIQGlobal X Fds | March 31, 2024 | +93.2% | $5.9M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $8.2M |
| GEMGoldman Sachs Etf Tr | December 31, 2023 | +69.4% | $21.8M |
| IVVIshares Tr | December 31, 2023 | +56.8% | $26.0M |
| VBKVanguard Index Fds | December 31, 2023 | +51.3% | $10.9M |
| GSLCGoldman Sachs Etf Tr | December 31, 2023 | +51.3% | $22.6M |
| AAPLApple Inc | December 31, 2023 | +50.3% | $7.8M |
| VEAVanguard Tax-managed Fds | December 31, 2023 | +48.7% | $66.7M |
Sold off last quarter
- IEIIshares Tr was $11.2M
- IMVPInvesco India Exchange-trade was $4.1M
- Honeywell Intl IncCUSIP 438516106 was $1.2M
- CRMSalesforce Inc was $979K
- KDPKeurig Dr Pepper Inc was $718K
- CAGConagra Brands Inc was $354K
- TBLLInvesco Exch Traded Fd Tr II was $264K
- KMIDVirtus Etf Tr II was $20K
- Carnival CorpCUSIP 143658300 was $2,652
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.1% | +14.8% |
| March 31, 2026 | +0.6% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +4.6% | +10.5% |
| March 31, 2025 | +0.8% | −4.6% |
| December 31, 2024 | −3.5% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −0.8% | +4.0% |
| March 31, 2024 | +4.8% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Arvest Investments, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1025038&type=13F-HR&dateb=&owner=include&count=40CIK 1025038
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1025038/000102503826000007/Filed July 17, 2026 · accession 0001025038-26-000007