Latest ARS Investment Partners, LLC Stock Portfolio

ARS Investment Partners, LLC Performance:

2026 Q1: 4.98%YTD: 4.98%2025: 36.49%

Performance for 2026 Q1 is 4.98%, and YTD is 4.98%, and 2025 is 36.49%.

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 2026-04-16, the fund reported it's updated stock portfolio. In the 13F Holdings report, ARS Investment Partners, LLC reported an equity portfolio of $1.9 Billions as of 31 Mar, 2026.

The top stock holdings of ARS Investment Partners, LLC are , NEM, AAPL. The fund has invested 10.6% of it's portfolio in EA SERIES TRUST and 4.5% of portfolio in NEWMONT CORP.

The fund managers got completely rid off CHENIERE ENERGY INC (LNG), ALGONQUIN PWR UTILS CORP (AQN) and AMPLITUDE INC (AMPL) stocks. They significantly reduced their stock positions in GENERAL MTRS CO (GM), ISHARES TR (AAXJ) and DEVON ENERGY CORP NEW (DVN). ARS Investment Partners, LLC opened new stock positions in PAN AMERN SILVER CORP (PAAS), ISHARES INC (ACWV) and FIRST HAWAIIAN INC (FHB). The fund showed a lot of confidence in some stocks as they added substantially to AEROVIRONMENT INC (AVAV), INTERNATIONAL BUSINESS MACHS (IBM) and COMPASS DIVERSIFIED (CODI).

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

Our best estimate is that ARS Investment Partners, LLC made a return of 4.98% in the last quarter. In trailing 12 months, it's portfolio return was 43.28%.

Performance
S&P 500

New Buys

Ticker	$ Bought
pan amern silver corp	9,380,840
ishares inc	1,840,450
first hawaiian inc	517,440
syntec optics hldgs inc	396,000
solstice advanced matls inc	395,880
bel fuse inc	286,081
evolv technologies hldngs in	284,683
materion corp	283,514

New stocks bought by ARS Investment Partners, LLC

Additions

Ticker	% Inc.
aerovironment inc	1,867
international business machs	559
compass diversified	257
ishares tr	107
vistra corp	101
marathon pete corp	65.57
eaton corp plc	64.54
blackstone inc	57.88

Additions to existing portfolio by ARS Investment Partners, LLC

Reductions

Ticker	% Reduced
general mtrs co	-96.39
ishares tr	-82.22
devon energy corp new	-60.4
seagate technology hldngs pl	-43.46
innovate corp	-40.21
park aerospace corp	-36.55
ducommun inc del	-32.68
kratos defense & sec solutio	-27.76

ARS Investment Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
algonquin pwr utils corp	-5,311,510
ranpak holdings corp	-549,196
cheniere energy inc	-16,208,400
amplitude inc	-565,382
aspen aerogels inc	-115,365
perma-fix environmental svcs	-455,066
genesis energy l p	-499,200
cogent communications hldgs	-495,880

ARS Investment Partners, LLC got rid off the above stocks

Sector Distribution

ARS Investment Partners, LLC has about 30.8% of it's holdings in Others sector.

Sector	%
Others	30.8
Technology	24.2
Industrials	12.8
Basic Materials	8.9
Financial Services	5.1
Communication Services	4.7
Energy	4.5
Healthcare	4.2
Consumer Cyclical	2.4
Utilities	1.7

Market Cap. Distribution

ARS Investment Partners, LLC has about 68.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	36.6
MEGA-CAP	31.7
UNALLOCATED	30.8

Stocks belong to which Index?

About 65.1% of the stocks held by ARS Investment Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	62.8
Others	34.9
RUSSELL 2000	2.3

Top 5 Winners (%)		%
	sandisk corp	167.7 %
SPIR	spire global inc	66.3 %
GLW	corning inc	55.3 %
WDC	western digital corp	49.6 %
VRT	vertiv holdings co	47.4 %

Top 5 Winners ($)		$
WDC	western digital corp	22.2 M
LRCX	lam research corp	17.4 M
VRT	vertiv holdings co	13.3 M
MU	micron technology inc	13.1 M
	ge vernova inc	12.9 M

Top 5 Losers (%)		%
TPCS	techprecision corp	-37.7 %
CLF	cleveland-cliffs inc new	-34.9 %
CRM	salesforce inc	-26.9 %
NVO	novo-nordisk a s	-26.2 %
	biohaven ltd	-24.1 %

Top 5 Losers ($)		$
BX	blackstone inc	-12.3 M
CRH	crh plc	-8.0 M
GOOG	alphabet inc	-6.6 M
AAPL	apple inc	-5.9 M
CRM	salesforce inc	-5.4 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 182 stocks in it's portfolio. About 44.6% of the portfolio is in top 10 stocks. BX proved to be the most loss making stock for the portfolio. WDC was the most profitable stock for ARS Investment Partners, LLC last quarter.

Last Reported on: 16 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.42	334,764	84,959,800	added	5.19

AAXJ	ishares tr	0.17	20,164	3,310,460	added	26.96

AAXJ	ishares tr	0.12	34,058	2,331,940	added	107

AAXJ	ishares tr	0.02	2,124	464,625	reduced	-82.22

ABBV	abbvie inc	0.32	28,148	6,121,910	reduced	-0.51

ABT	abbott laboratories	0.02	4,515	463,555	reduced	-7.33

ACWF	ishares tr	0.05	13,261	930,651	reduced	-1.58

ACWV	ishares inc	0.10	70,166	1,840,450	new

ADI	analog devices inc	0.43	26,254	8,352,470	added	2.14

AEP	american elec pwr co inc	0.06	9,449	1,238,580	reduced	-15.31

AFK	vaneck etf trust	0.28	14,234	5,457,170	added	17.99

AFK	vaneck etf trust	0.00	0.00	0.00	sold off	-100

AGNG	global x fds	0.08	32,920	1,594,320	added	42.86

AJG	gallagher arthur j & co	1.07	95,135	20,604,300	added	14.96

AMAT	applied matls inc	0.37	21,046	7,193,310	added	10.66

AMBP	ardagh metal packaging s a	0.00	13,350	54,068	unchanged	0.00

AMD	advanced micro devices inc	0.02	1,774	360,885	added	29.11

AMPL	amplitude inc	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	2.22	205,565	42,813,000	added	12.76

AON	aon plc	0.01	645	208,193	unchanged	0.00