Latest ARS Investment Partners, LLC Stock Portfolio

ARS Investment Partners, LLC Performance:

2025 Q4: 8.19%YTD: 34.76%2024: 16.21%

Performance for 2025 Q4 is 8.19%, and YTD is 34.76%, and 2024 is 16.21%.

About ARS Investment Partners, LLC and 13F Hedge Fund Stock Holdings

ARS Investment Partners, LLC is a hedge fund based in New York, NY. On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, ARS Investment Partners, LLC reported an equity portfolio of $1.7 Billions as of 31 Dec, 2025.

The top stock holdings of ARS Investment Partners, LLC are , AAPL, MU. The fund has invested 11.3% of it's portfolio in EA SERIES TRUST and 5.1% of portfolio in APPLE INC.

The fund managers got completely rid off AEHR TEST SYS (AEHR), OCCIDENTAL PETE CORP (OXY) and NEW JERSEY RES CORP (NJR) stocks. They significantly reduced their stock positions in OLIN CORP (OLN), DEVON ENERGY CORP NEW (DVN) and KRATOS DEFENSE & SEC SOLUTIO (KTOS). ARS Investment Partners, LLC opened new stock positions in EA SERIES TRUST, VISTRA CORP (VST) and IZEA WORLDWIDE INC (IZEA). The fund showed a lot of confidence in some stocks as they added substantially to BRISTOL-MYERS SQUIBB CO (BMY), INFUSYSTEM HLDGS INC (INFU) and BP PLC.

ARS Investment Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ARS Investment Partners, LLC made a return of 8.19% in the last quarter. In trailing 12 months, it's portfolio return was 34.76%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ea series trust	68,013,400
vistra corp	15,302,600
izea worldwide inc	467,964
curiositystream inc	455,324
lionsgate studios corp	325,302
liberty broadband corp	267,300
duke energy corp new	246,167
mettler toledo international	223,070

New stocks bought by ARS Investment Partners, LLC

Additions

Ticker	% Inc.
bristol-myers squibb co	831
infusystem hldgs inc	325
bp plc	151
innovate corp	121
select sector spdr tr	115
select sector spdr tr	115
select sector spdr tr	113
select sector spdr tr	113

Additions to existing portfolio by ARS Investment Partners, LLC

Reductions

Ticker	% Reduced
olin corp	-94.44
devon energy corp new	-81.29
kratos defense & sec solutio	-76.85
liberty latin america ltd	-61.37
full hse resorts inc	-54.17
establishment labs hldgs inc	-46.15
mind technology inc	-38.61
spire global inc	-38.46

ARS Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
tecogen inc new	-380,354
tiziana life sciences ltd	-66,312
liberty global ltd	-286,500
aehr test sys	-542,703
nextdecade corp	-115,430
geo group inc new	-286,860
occidental pete corp	-541,958
new jersey res corp	-497,967

ARS Investment Partners, LLC got rid off the above stocks

Sector Distribution

ARS Investment Partners, LLC has about 28.9% of it's holdings in Others sector.

Sector	%
Others	28.9
Technology	25.8
Basic Materials	11
Industrials	10.2
Communication Services	5.2
Financial Services	4.9
Consumer Cyclical	4.2
Energy	3.9
Healthcare	3.8
Utilities	1.2

Market Cap. Distribution

ARS Investment Partners, LLC has about 65.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	44.7
UNALLOCATED	31.7
MEGA-CAP	21.2
MID-CAP	1.3

Stocks belong to which Index?

About 64% of the stocks held by ARS Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	62.6
Others	36.1
RUSSELL 2000	1.4

Top 5 Winners (%)		%
	sandisk corp	111.6 %
MU	micron technology inc	68.7 %
ESTA	establishment labs hldgs inc	59.9 %
HRMY	harmony biosciences hldgs in	35.6 %
WDC	western digital corp	35.4 %

Top 5 Winners ($)		$
MU	micron technology inc	32.7 M
	ea series trust	21.0 M
WDC	western digital corp	17.5 M
GOOG	alphabet inc	17.3 M
LRCX	lam research corp	16.3 M

Top 5 Losers (%)		%
ASPN	aspen aerogels inc	-49.8 %
XLB	select sector spdr tr	-43.4 %
XLB	select sector spdr tr	-42.5 %
XLB	select sector spdr tr	-42.2 %
XLB	select sector spdr tr	-41.7 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-9.4 M
KTOS	kratos defense & sec solutio	-5.1 M
	biohaven ltd	-4.4 M
AJG	gallagher arthur j & co	-4.2 M
BX	blackstone inc	-3.7 M

ARS Investment Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ARS Investment Partners, LLC

ARS Investment Partners, LLC has 197 stocks in it's portfolio. About 45.7% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. MU was the most profitable stock for ARS Investment Partners, LLC last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.06	318,233	86,514,800	reduced	-3.97

AAXJ	ishares tr	0.17	15,882	2,848,810	added	0.37

AAXJ	ishares tr	0.15	11,943	2,564,010	reduced	-2.91

AAXJ	ishares tr	0.06	16,396	1,100,690	added	9.23

ABBV	abbvie inc	0.38	28,293	6,464,670	reduced	-0.64

ABT	abbott labs	0.04	4,872	610,413	added	7.91

ACWF	ishares tr	0.06	13,474	935,359	added	3.84

ADI	analog devices inc	0.41	25,705	6,971,220	added	14.57

AEHR	aehr test sys	0.00	0.00	0.00	sold off	-100

AEP	american elec pwr co inc	0.07	11,157	1,286,510	reduced	-1.27

AFK	vaneck etf trust	0.25	12,064	4,344,470	reduced	-1.79

AFK	vaneck etf trust	0.01	2,000	227,560	reduced	-20.00

AGNG	global x fds	0.06	23,044	984,670	reduced	-0.09

AJG	gallagher arthur j & co	1.25	82,754	21,415,900	added	1.05

AMAT	applied matls inc	0.29	19,019	4,887,690	added	0.52

AMD	advanced micro devices inc	0.02	1,374	294,256	reduced	-21.89

AMPL	amplitude inc	0.03	48,824	565,382	added	32.61

AMZN	amazon com inc	2.46	182,303	42,079,200	added	2.99

AON	aon plc	0.01	645	227,608	unchanged	0.00

ASPN	aspen aerogels inc	0.01	40,765	115,365	reduced	-32.07