ARS Investment Partners, LLC — 13F Holdings & Portfolio

CIK 733020 · latest 13F-HR filed 2026-11-05

ARS Investment Partners, LLC manages $2.23B in 13F-reported U.S. long-equity assets across 187 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are AFOS (11.28%), MU (5.84%), AAPL (4.80%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 15 new positions and exited 9; 47 existing positions rose in reported value and 79 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$2.23B

Long-equity book

Holdings
187

Distinct positions

Period
2026-09-30

Filed 2026-11-05

Q/Q Activity
+15 / −9 / ↑47 / ↓79

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 46.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 27, 2026.

Assets Under Management
$2.71B
Discretionary
$2.47B
Employees
18
Accounts
937
Address
529 FIFTH AVENUE
SUITE 500
NEW YORK, NY 10017
Phone
(212) 931-5722
Name Title / Status Ownership Type
ARTEMIS US CORPORATION ControlOWNER
since Dec 2016
75% or moreDomestic Entity
BURKE, STEPHEN, ROBERT ControlMANAGING PARTNER AND DIRECTOR
since Dec 2016
Less than 5%Individual
LAWLESS, SEAN, DAVID ControlPARTNER
since Dec 2016
Less than 5%Individual
MAUNDER, TREVOR, WILLIAM ControlDIRECTOR
since Dec 2016
Less than 5%Individual
NIEBUHR, KRISTEN, ELIZABETH ControlCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND DIRECTOR
since Aug 2017
Less than 5%Individual
PORTER, AUSTIN, THOMAS ControlDIRECTOR
since Nov 2023
Less than 5%Individual
Prozza, Luis ControlDIRECTOR
since Aug 2025
Less than 5%Individual
SCHMEIDLER, ANDREW, JOHN ControlPARTNER
since Dec 2016
Less than 5%Individual
SCHMEIDLER, ARNOLD, ROGER ControlSENIOR PARTNER
since Dec 2016
Less than 5%Individual
TAYLOR III, PORTER ROSS ControlPARTNER
since Dec 2016
Less than 5%Individual
ARTEMIS INVESTMENT MANAGEMENT (2021) CORPORATION Control
Indirect owner via ARTEMIS US CORPORATION
OWNER
since Feb 2010
75% or moreForeign Entity
NADAL, MILES, SPENCER Control
Indirect owner via ARTEMIS US CORPORATION
OWNER
since Jun 2010
75% or moreIndividual
Ownership & leadership changes · 15 filings with changes since Mar 9, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2026 filing
  • No longer listedSWARTZMAN, GAVIN · DIRECTOR · Less than 5% · control person · listed since Jan 2015
  • AddedProzza, Luis · DIRECTOR · Less than 5% · control person
Mar 29, 2024 filing
  • No longer listedARTEMIS CORPORATION · OWNER · 75% or more · indirect via ARTEMIS US CORPORATION · control person · listed since Feb 2010
  • AddedARTEMIS INVESTMENT MANAGEMENT (2021) CORPORATION · OWNER · 75% or more · indirect via ARTEMIS US CORPORATION · control person
Jan 19, 2024 filing
  • No longer listedKILLEEN, MICHAEL, JOSEPH · DIRECTOR · Less than 5% · control person · listed since Dec 2016
  • AddedPORTER, AUSTIN, THOMAS · DIRECTOR · Less than 5% · control person
Mar 29, 2023 filing
  • No longer listedSCHAENEN, MICHAEL · SENIOR PARTNER AND DIRECTOR · Less than 5% · control person · listed since Dec 2016
  • ChangedNIEBUHR, KRISTEN, ELIZABETH · title CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND DIRECTOR
Mar 30, 2020 filing
  • ChangedNIEBUHR, KRISTEN, ELIZABETH · title CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER
Mar 29, 2019 filing
  • No longer listedPIERRE, DAPHNEE, B · DIRECTOR OF FINANCE · Less than 5% · listed since Sep 2017
Sep 25, 2017 filing
  • AddedPIERRE, DAPHNEE, B · DIRECTOR OF FINANCE · Less than 5%
Sep 21, 2017 filing
  • No longer listedWALKER, LORI, Marie Sheetz · CHIEF COMPLIANCE OFFICER AND DIRECTOR OF FINANCE · Less than 5% · control person · listed since Dec 2016
  • AddedNIEBUHR, KRISTEN, ELIZABETH · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 18, 2017 filing
  • No longer listedARTEMIS INVESTMENT MANAGEMENT CORPORATION · OWNER · 75% or more · indirect via ARTEMIS CORPORATION · control person · listed since Aug 2007
  • No longer listedARTEMIS US CORPORATION · OWNER · 75% or more · indirect via ARTEMIS US IV LLC · control person · listed since Oct 2014
  • No longer listedARTEMIS US IV LLC · OWNER · 75% or more · control person · listed since Jan 2015
  • No longer listedKANDEL, PETER, GEORGE · CHIEF FINANCIAL OFFICER · Less than 5% · control person · listed since Sep 1981
  • No longer listedMARCUS, ILANA RUTH · CHIEF COMPLIANCE OFFICER, REGISTERED INVESTMENT ADVISER · Less than 5% · control person · listed since Mar 2015
  • No longer listedMARKEL, GREGORY SCOTT · DIRECTOR, CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR · Less than 5% · control person · listed since Jan 2015
  • No longer listedNADAL, MILES SPENCER · OWNER · 75% or more · indirect via ARTEMIS INVESTMENT MANAGEMENT CORPORATION · control person · listed since Jun 2010
  • AddedARTEMIS US CORPORATION · OWNER · 75% or more · control person
  • AddedKILLEEN, MICHAEL, JOSEPH · DIRECTOR · Less than 5% · control person
  • AddedNADAL, MILES, SPENCER · OWNER · 75% or more · indirect via ARTEMIS US CORPORATION · control person
  • AddedTAYLOR III, PORTER ROSS · PARTNER · Less than 5% · control person
  • AddedWALKER, LORI, Marie Sheetz · CHIEF COMPLIANCE OFFICER AND DIRECTOR OF FINANCE · Less than 5% · control person
  • ChangedBURKE, STEPHEN, ROBERT · title DIRECTOR\PRESIDENT AND MANAGING DIRECTOR → MANAGING PARTNER AND DIRECTOR
  • ChangedLAWLESS, SEAN, DAVID · title DIRECTOR → PARTNER
  • ChangedSCHAENEN, MICHAEL · title DIRECTOR → SENIOR PARTNER AND DIRECTOR
  • ChangedSCHMEIDLER, ANDREW, JOHN · title DIRECTOR, VICE CHAIRMAN OF THE COMPANY AND MANAGING DIRECTOR → PARTNER
  • ChangedSCHMEIDLER, ARNOLD, ROGER · title CHAIRMAN OF THE COMPANY, FOUNDER AND MANAGING DIRECTOR → SENIOR PARTNER
Sep 30, 2016 filing
  • ChangedKANDEL, PETER, GEORGE · title CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER - BROKER-DEALER → CHIEF FINANCIAL OFFICER
Older changes (6 more filings)
Apr 27, 2015 filing
  • ChangedKANDEL, PETER, GEORGE · title SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER - BROKER-DEALER & SECRETARY → CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER - BROKER-DEALER
  • ChangedSCHMEIDLER, ANDREW, JOHN · title DIRECTOR VICE CHAIRMAN → DIRECTOR, VICE CHAIRMAN OF THE COMPANY AND MANAGING DIRECTOR
  • ChangedSCHMEIDLER, ARNOLD, ROGER · title DIRECTOR CHAIRMAN → CHAIRMAN OF THE COMPANY, FOUNDER AND MANAGING DIRECTOR
Mar 31, 2015 filing
  • AddedLAWLESS, SEAN, DAVID · DIRECTOR · Less than 5% · control person
  • AddedMARCUS, ILANA RUTH · CHIEF COMPLIANCE OFFICER, REGISTERED INVESTMENT ADVISER · Less than 5% · control person
  • AddedMARKEL, GREGORY SCOTT · DIRECTOR, CHIEF INVESTMENT OFFICER AND MANAGING DIRECTOR · Less than 5% · control person
  • AddedMAUNDER, TREVOR, WILLIAM · DIRECTOR · Less than 5% · control person
  • AddedSCHAENEN, MICHAEL · DIRECTOR · Less than 5% · control person
  • AddedSWARTZMAN, GAVIN · DIRECTOR · Less than 5% · control person
  • ChangedBURKE, STEPHEN, ROBERT · title DIRECTOR\PRESIDENT AND CHIEF EXECUTIVE OFFICER → DIRECTOR\PRESIDENT AND MANAGING DIRECTOR
  • ChangedKANDEL, PETER, GEORGE · title SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & SECRETARY → SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER - BROKER-DEALER & SECRETARY
  • ChangedSCHMEIDLER, ANDREW, JOHN · title SENIOR VICE PRESIDENT → DIRECTOR VICE CHAIRMAN
Feb 20, 2015 filing
  • No longer listedHUDSON VALLEY BANK · OWNER · 75% or more · control person · listed since Oct 2004
  • No longer listedHUDSON VALLEY HOLDING CORP. · OWNER · 75% or more · indirect via HUDSON VALLEY BANK · control person · listed since Nov 1982
  • No longer listedLAPRETA, JOYCE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Mar 2013
  • AddedARTEMIS CORPORATION · OWNER · 75% or more · indirect via ARTEMIS US CORPORATION · control person
  • AddedARTEMIS INVESTMENT MANAGEMENT CORPORATION · OWNER · 75% or more · indirect via ARTEMIS CORPORATION · control person
  • AddedARTEMIS US CORPORATION · OWNER · 75% or more · indirect via ARTEMIS US IV LLC · control person
  • AddedARTEMIS US IV LLC · OWNER · 75% or more · control person
  • AddedNADAL, MILES SPENCER · OWNER · 75% or more · indirect via ARTEMIS INVESTMENT MANAGEMENT CORPORATION · control person
  • ChangedKANDEL, PETER, GEORGE · title SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER & SECRETARY → SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & SECRETARY
Mar 28, 2013 filing
  • No longer listedKAHN, MICHAEL EVAN · SENIOR VICE PRESIDENT · Less than 5% · control person · listed since Dec 2002
  • No longer listedWYMAN, JOHN HOWARD · EXECUTIVE VICE PRESIDENT · Less than 5% · control person · listed since Mar 1984
  • AddedLAPRETA, JOYCE · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedBURKE, STEPHEN, ROBERT · title DIRECTOR\PRESIDENT → DIRECTOR\PRESIDENT AND CHIEF EXECUTIVE OFFICER
  • ChangedKANDEL, PETER, GEORGE · title SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER & SECRETARY/CHIEF COMPLIANCE OFFICER → SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER & SECRETARY
May 25, 2012 filing
  • ChangedKAHN, MICHAEL EVAN · title SENIOR VICE PRESIDENT\DIRECTOR → SENIOR VICE PRESIDENT
  • ChangedSCHMEIDLER, ANDREW, JOHN · title SENIOR VICE PRESIDENT\DIRECTOR → SENIOR VICE PRESIDENT
Mar 9, 2012 filing (earliest on record)
  • ListedBURKE, STEPHEN, ROBERT · DIRECTOR\PRESIDENT · Less than 5% · control person
  • ListedHUDSON VALLEY BANK · OWNER · 75% or more · control person
  • ListedHUDSON VALLEY HOLDING CORP. · OWNER · 75% or more · indirect via HUDSON VALLEY BANK · control person
  • ListedKAHN, MICHAEL EVAN · SENIOR VICE PRESIDENT\DIRECTOR · Less than 5% · control person
  • ListedKANDEL, PETER, GEORGE · SENIOR VICE PRESIDENT,CHIEF FINANCIAL OFFICER & SECRETARY/CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSCHMEIDLER, ANDREW, JOHN · SENIOR VICE PRESIDENT\DIRECTOR · Less than 5% · control person
  • ListedSCHMEIDLER, ARNOLD, ROGER · DIRECTOR CHAIRMAN · Less than 5% · control person
  • ListedWYMAN, JOHN HOWARD · EXECUTIVE VICE PRESIDENT · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 47 →

Top Trims

Show all 79 →

ARS Investment Partners, LLC Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 EA SERIES TRUST AFOS 02072Q531 $251.0M 11.28% 5,595,899 SH
2 MICRON TECHNOLOGY INC MU 595112103 $129.9M 5.84% 121,948 SH
3 APPLE INC AAPL 037833100 $106.7M 4.80% 320,547 SH
4 LAM RESEARCH CORP LRCX 512807306 $106.3M 4.78% 323,542 SH
5 MARATHON PETE CORP MPC 56585A102 $96.0M 4.31% 242,675 SH
6 EA SERIES TRUST ACEP 02072Q523 $82.1M 3.69% 4,140,005 SH
7 NEWMONT CORP NEM 651639106 $78.2M 3.51% 677,809 SH
8 NVIDIA CORPORATION NVDA 67066G104 $68.0M 3.05% 297,587 SH
9 FREEPORT MCMORAN INC FCX 35671D857 $65.0M 2.92% 928,688 SH
10 GE VERNOVA INC GEV 36828A101 $59.9M 2.69% 62,995 SH
11 BLACKSTONE INC BX 09260D107 $57.1M 2.56% 509,060 SH
12 WESTERN DIGITAL CORP WDC 958102105 $54.9M 2.47% 120,787 SH
13 ASCENDIS PHARMA A/S ASND K08588103 $47.0M 2.11% 206,179 SH
14 QUANTA SVCS INC PWR 74762E102 $44.1M 1.98% 68,642 SH
15 BROADCOM INC AVGO 11135F101 $42.1M 1.89% 119,759 SH
16 BOEING CO BA 097023105 $41.3M 1.86% 222,158 SH
17 RALLIANT CORP RAL 750940108 $34.4M 1.55% 498,035 SH
18 VISTRA CORP VST 92840M102 $34.0M 1.53% 245,880 SH
19 REGENERON PHARMACEUTICALS REGN 75886F107 $33.8M 1.52% 44,514 SH
20 EATON CORP PLC ETN G29183103 $32.6M 1.47% 75,976 SH
21 AEROVIRONMENT INC AVAV 008073108 $31.7M 1.42% 222,729 SH
22 VERTIV HOLDINGS CO VRT 92537N108 $31.3M 1.41% 129,821 SH
23 SEAGATE TECHNOLOGY HLDNGS PL STX G7997R103 $29.9M 1.34% 32,435 SH
24 AMPHENOL CORP APH 032095101 $27.2M 1.22% 323,146 SH
25 MP MATERIALS CORP MP 553368101 $26.8M 1.21% 567,716 SH
26 CAMECO CORP CCJ 13321L108 $25.1M 1.13% 289,669 SH
27 RTX CORPORATION RTX 75513E101 $24.9M 1.12% 134,161 SH
28 CHEVRON CORPORATION CVX 166764100 $24.1M 1.08% 117,994 SH
29 INTERNATIONAL BUSINESS MACHS IBM 459200101 $23.2M 1.04% 105,322 SH
30 REGAL REXNORD CORPORATION RRX 758750103 $22.0M 0.99% 142,069 SH
31 GALLAGHER ARTHUR J & CO AJG 363576109 $20.7M 0.93% 90,685 SH
32 BRISTOL-MYERS SQUIBB CO BMY 110122108 $19.2M 0.86% 307,078 SH
33 HEWLETT PACKARD ENTERPRISE C HPE 42824C109 $18.6M 0.84% 291,036 SH
34 BIOHAVEN LTD BHVN G1110E107 $18.3M 0.82% 1,372,668 SH
35 TARGA RES CORP TRGP 87612G101 $17.8M 0.80% 65,970 SH
36 ACCENTURE PLC IRELAND ACN G1151C101 $16.8M 0.76% 91,869 SH
37 JOHNSON & JOHNSON JNJ 478160104 $15.5M 0.70% 58,564 SH
38 BWX TECHNOLOGIES INC BWXT 05605H100 $14.9M 0.67% 108,934 SH
39 BLACKROCK INC BLK 09290D101 $14.6M 0.65% 13,752 SH
40 GOLAR LNG LTD GLNG G9456A100 $14.5M 0.65% 305,254 SH
41 CRH PLC CRH G25508105 $14.3M 0.64% 172,896 SH
42 STEEL DYNAMICS INC STLD 858119100 $13.4M 0.60% 60,573 SH
43 SOUTHERN COPPER CORP SCCO 84265V105 $13.2M 0.59% 64,949 SH
44 PAN AMERN SILVER CORP PAAS 697900108 $11.4M 0.51% 249,808 SH
45 PHILLIPS 66 PSX 718546104 $11.3M 0.51% 44,278 SH
46 NOVO-NORDISK A S NVO 670100205 $10.9M 0.49% 288,582 SH
47 NORTHROP GRUMMAN CORP NOC 666807102 $10.8M 0.48% 22,287 SH
48 ANALOG DEVICES INC ADI 032654105 $10.6M 0.47% 26,606 SH
49 APPLIED MATLS INC AMAT 038222105 $10.0M 0.45% 19,490 SH
50 BARRICK MNG CORP B 06849F108 $9.6M 0.43% 236,420 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-05 $2.23B 187 0001172661-26-004872
2026-06-30 2026-07-09 $2.29B 181 0001172661-26-002531
2026-03-31 2026-04-16 $1.92B 182 0001172661-26-001501
2025-12-31 2026-02-05 $1.71B 197 0001172661-26-000498
Filer Information
Address
529 FIFTH AVENUE
SUITE 500
NEW YORK, NY 10017
Phone
(212) 687-9800
Filing Manager
ARS Investment Partners, LLC
New York, NY
Signatory
Kristen Niebuhr
Chief Compliance Officer