Q2 2026 13F · SEC CIK 733020

ARS Investment Partners, LLC

Wealth managerFiled 2026-07-09 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $2.3B
Reported positions: 181
Top holdings a year, 3 yrs: +45.4%
Assets under management: $2.7B

ARS Investment Partners, LLC is a wealth manager that reported 181 positions worth $2.3B in its Q2 2026 13F, filed 2026-07-09. Its largest holdings were Ea Series Trust (AFOS, 11.5%), Lam Research Corp (LRCX, 6.7%), Micron Technology Inc (MU, 6.5%). A portfolio copying its top holdings returned 45.4% a year over the last 3 years, against 20.4% for the S&P 500.

ARS Investment Partners, LLC holdings largest 50 of 181 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

ARS Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AFOSEa Series Trust	11.5%	10.6%	5,625,529	-0.1%	$262.4M
LRCXLam Research Corp	6.7%	4.3%	355,425	-7.7%	$154.0M
MUMicron Technology Inc	6.5%	4.0%	128,151	-44.4%	$147.9M
AAPLApple Inc	4.2%	4.4%	333,913	-0.3%	$96.6M
ACEPEa Series Trust	3.6%	3.8%	4,138,407	-1.2%	$81.7M
WDCWestern Digital Corp Com	3.4%	2.7%	122,731	-36.0%	$78.4M
GEVGe Vernova Inc	3.3%	2.9%	63,765	+0.5%	$74.9M
NEMNewmont Corp	2.8%	4.5%	686,576	-13.7%	$64.1M
NVDANvidia Corporation	2.6%	2.7%	301,266	+0.5%	$60.3M
FCXFreeport Mcmoran Inc	2.6%	3.3%	942,452	-12.1%	$59.3M
MPCMarathon Petroleum	2.5%	2.1%	220,952	+33.4%	$56.5M
ASNDAscendis Pharma A/s	2.5%	—	210,462	—	$56.1M
BXBlackstone Inc	2.2%	2.3%	435,778	+13.0%	$51.3M
PWRQuanta Svcs Inc	2.2%	2.0%	69,943	+0.5%	$50.4M
CRHCrh PLC	2.1%	2.4%	440,315	+0.7%	$47.1M
AVGOBroadcom Inc	2.0%	2.0%	120,754	-0.9%	$45.6M
VRTVertiv Holdings Co	1.9%	2.2%	132,402	-20.0%	$44.3M
BABoeing Co	1.9%	2.0%	196,583	+0.6%	$42.6M
VSTVistra Corp	1.7%	1.5%	248,037	+29.9%	$39.3M
ETNEaton Corp PLC	1.4%	1.4%	77,499	+0.7%	$33.0M
STXSeagate Technology Hldngs Pl	1.4%	1.2%	32,635	-42.9%	$31.5M
AVAVAerovironment Inc	1.4%	0.6%	187,576	+187.0%	$31.0M
CCJCameco Corp	1.3%	—	297,035	—	$30.3M
APHAmphenol Corp	1.3%	—	164,483	—	$29.0M
IBMInternational Business Machs	1.3%	0.4%	102,737	+189.0%	$28.9M
RALRalliant Corp	1.3%	—	388,693	—	$28.6M
REGNRegeneron Pharmaceuticals	1.2%	1.8%	45,484	+0.5%	$28.4M
RTXRtx Corporation	1.1%	2.4%	135,549	-42.4%	$25.7M
AJGGallagher Arthur J & Co	1.0%	1.1%	95,960	+0.9%	$22.0M
BWXTBwx Technologies Inc	0.9%	0.4%	109,004	+207.1%	$21.2M
BHVNBiohaven Ltd	0.9%	0.6%	1,374,185	-0.3%	$20.4M
CVXChevron Corporation	0.9%	0.9%	117,885	+46.1%	$19.5M
BMYBristol-Myers Squibb Co	0.8%	1.0%	309,142	+1.0%	$17.8M
TRGPTarga Res Corp	0.8%	0.9%	66,348	+0.5%	$17.8M
MPMp Materials Corp	0.7%	—	295,089	—	$16.5M
GLNGGolar Lng Ltd Shs	0.7%	0.9%	306,359	+1.1%	$15.3M
AMATApplied Matls Inc	0.7%	0.4%	20,906	-0.7%	$15.1M
JNJJohnson & Johnson	0.7%	0.7%	58,958	+0.8%	$15.0M
STLDSteel Dynamics Inc	0.6%	0.6%	62,429	-3.3%	$14.3M
NVONovo-Nordisk A S	0.6%	—	288,970	—	$13.9M
BLKBlackrock Inc	0.6%	0.7%	13,821	+1.3%	$13.3M
HPEHewlett Packard Enterprise C	0.6%	0.4%	292,653	+2.5%	$13.2M
ACNAccenture PLC Ireland	0.5%	—	92,158	—	$11.5M
NOCNorthrop Grumman Corp	0.5%	0.8%	22,391	-2.2%	$11.4M
SCCOSouthern Copper Corp	0.5%	—	64,540	—	$11.2M
ADIAnalog Devices Inc	0.5%	0.4%	26,261	+0.0%	$10.4M
BAMBrookfield Asset Managmt Ltd	0.4%	—	211,158	—	$9.5M
SMHVaneck ETF Trust	0.4%	—	14,047	—	$9.2M
GOOGAlphabet Inc	0.4%	0.4%	25,550	+1.8%	$9.0M
BBarrick Mng Corp	0.4%	—	235,303	—	$8.6M

What ARS Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +91.2% /yr; S&P 500 +20.1%
3 years: +45.4% /yr; S&P 500 +20.4%
5 years: +22.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$2.3B	181
Q1 2026	$1.9B	182
Q4 2025	$1.7B	197
Q3 2025	$1.5B	204
Q2 2025	$1.4B	185
Q1 2025	$1.1B	174
Q4 2024	$1.1B	175
Q3 2024	$1.1B	170
Q2 2024	$1.0B	163
Q1 2024	$1.0B	161
Q4 2023	$902.4M	157
Q3 2023	$806.6M	152

Questions about ARS Investment Partners, LLC's portfolio

What stocks does ARS Investment Partners, LLC own?

ARS Investment Partners, LLC's latest 13F, for Q2 2026 and filed Jul 9, 2026, lists 181 positions worth $2.3B. The largest are Ea Series Trust (AFOS) at 11.5%, Lam Research Corp (LRCX) at 6.7%, Micron Technology Inc (MU) at 6.5%, Apple Inc (AAPL) at 4.2% and Ea Series Trust (ACEP) at 3.6%.

What did ARS Investment Partners, LLC buy last quarter?

In Q2 2026, ARS Investment Partners, LLC added Bwx Technologies Inc (BWXT) (+207.1% shares), International Business Machs (IBM) (+189.0% shares) and Aerovironment Inc (AVAV) (+187.0% shares), compared with its Q1 2026 filing.

What did ARS Investment Partners, LLC sell last quarter?

In Q2 2026, ARS Investment Partners, LLC cut from its top 50 Alphabet Inc (GOOGL), cut from its top 50 Ascendis Pharma A/s, cut from its top 50 Amazon Com Inc (AMZN), cut from its top 50 Morgan Stanley (MS), cut from its top 50 State Str Spdr S&p 500 ETF T (SPY), Micron Technology Inc (MU) (-44.4% shares), Seagate Technology Hldngs Pl (STX) (-42.9% shares) and Rtx Corporation (RTX) (-42.4% shares), compared with its Q1 2026 filing.

How has ARS Investment Partners, LLC's portfolio performed?

A portfolio copying ARS Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +45.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +91.2% against +20.1%. Over 5 years: +22.3% a year against +11.6%.

When is ARS Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. ARS Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does ARS Investment Partners, LLC manage?

ARS Investment Partners, LLC reported $2.7B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $2.3B.