ARVEST INVESTMENTS, INC.
โขCIK: 1025038โขFiling: Q4 2025
**ARVEST INVESTMENTS, INC.** manages $712M across a diversified portfolio of 189 positions. The fund exhibits significant allocation to international equities, notably holding VEA at $53.8M and VWO at $20.2M. Key domestic and sector exposures include substantial positions in RSP ($50.3M), GIGB ($32.3M), and fixed-income/credit products such as JMBS ($27.8M) and CMBS ($21.5M). This structure suggests a mandate focused on global diversification across broad market indices and specialized credit sectors.
Total AUM
$711.7M
QoQ Performance
+2.1%
Positions
145
Top 10 Concentration
40.8%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
RSP
VEA7.6%
RSP7.1%
GIGB4.5%
JMBS3.9%
IVV3.4%
CMBS3.0%
MBB3.0%
VWO2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other83.7%
Technology5.1%
ETF3.5%
Consumer2.2%
Financial2.1%
Healthcare1.3%
Energy0.7%
Industrial0.6%
๐ช Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW17 new positions
โ53 increased
โ99 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023