ARVEST INVESTMENTS, INC.

CIK 0001025038 · Q2 2026

13F Equity AUM

$826.6M

+12.7% QoQ

Positions

255

-198 QoQ

AUM Rank

#3,746

Top 30%

Skill Alpha (FF)

-6.3%/yr^ns

No Clear Edge

Rank #7,667 · Top 93%

vs S&P -4.3%/yr (unadj.)

Quarters Tracked

~2 years

Portfolio Concentration

Top 5: 26.7%Top 10: 40.5%Top 20: 58.1%

VEA8.1%

RSP7.1%

GIGB4.9%

JMBS3.5%

IVV3.1%

CMBS2.9%

VWO2.8%

VOE2.8%

GSLC2.7%

GEM2.6%

Others (208)59.5%

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

Sector Allocation

No sector data available.

Position Sizing

Positions: 218Median: 0.10%Avg: 0.46%

0–0.5%

171(18.1%)

0.5–1%

20(15.8%)

1–3%

22(39.4%)

3–5%

3(11.5%)

5%+

2(15.2%)

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

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Portfolio Overlap

Shared: 0Unique: 218vs 20 funds

0%Low

218

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

New0Increased0Decreased0Exited0

No position changes this quarter.

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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