ARS Investment Partners, LLC

CIK 0000733020 · Q2 2026

13F Equity AUM

$2.3B

+19.0% QoQ

Positions

181

-1 QoQ

AUM Rank

#1,420

Top 16%

Skill Alpha (FF)

+0.5%/yr^ns

No Clear Edge

Rank #2,266 · Top 27%

vs S&P +3.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 32.4%Top 10: 47.2%Top 20: 67.5%

AFOS11.5%

LRCX6.7%

MU6.5%

AAPL4.2%

ACEP3.6%

WDC3.4%

GEV3.3%

NEM2.8%

NVDA2.6%

FCX2.6%

Others (171)52.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology32.3%

Financial Services22.2%

Industrials12.1%

Basic Materials10.5%

Energy6.6%

Utilities5.2%

Healthcare4.8%

Unclassified3.1%

Other3.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 181Median: 0.06%Avg: 0.55%

0–0.5%

138(11.5%)

0.5–1%

15(10.8%)

1–3%

21(38.6%)

3–5%

4(14.5%)

5%+

3(24.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 181vs 20 funds

0%Low

181

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New21Increased67Decreased52Exited22

New Positions

ASCENDIS PHARMA A/S2.5%

+210K

CCO1.3%

+297K

APH1.3%

+164K

RAL1.3%

+389K

ACN0.5%

+92K

SCCO0.5%

+65K

BAM0.4%

+211K

B0.4%

+235K

HONEYWELL INTL INC0.3%

+34K

HONEYWELL AEROSPACE …0.3%

+30K

Increased

MP0.7%

+275K(+1377%)

NVO0.6%

+140K(+94%)

JPX1.4%

+122K(+187%)

BWXT0.9%

+74K(+207%)

IBM1.3%

+67K(+189%)

VST1.7%

+57K(+30%)

MPC2.5%

+55K(+33%)

EVLV0.0%

+51K(+107%)

BX2.2%

+50K(+13%)

CHV0.8%

+37K(+46%)

Decreased

DWD0.1%

-176,978(-96%)

FCX2.6%

-129,601(-12%)

NEM2.8%

-108,695(-14%)

MU6.5%

-102,152(-44%)

RTX1.1%

-99,843(-42%)

WDC3.4%

-69,157(-36%)

ACEP3.6%

-49,158(-1%)

IDN0.0%

-45,138(-48%)

VRT1.9%

-33,189(-20%)

LRCX6.7%

-29,568(-8%)

Exited

-274,461

-209,456

-205,565

-43,715

-78,055

-92,936

-89,973

-13,720

-21,000

-31,497

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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