Arrow Financial Corp

Holdings as of 2026-06-30, filed 2026-07-31

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
281
Value reported by manager
$1.1B
Sum of our stored positions
$1.1B
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
39.6%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
VANGUARD S&P 500 ETFEquities$135.7M197,546922908363
INVESCO QQQ TRUST SERIES 1Equities$105M142,55846090E103
ARROW FINANCIAL CORPORATIONEquities$76.2M1,859,963042744102
ISHARES CORE S&P MID-CAP ETFEquities$69.5M900,920464287507
ISHARES CORE S&P SMALL-CAP ETFEquities$52.7M355,256464287804
ISHARES CORE MSCI DEV MKTS ETFEquities$49.6M556,70346435G326
SPDR PORTFOLIO S&P 500 VALUE ETFEquities$46.7M768,81678464A508
ISHARES TR IBONDS 2027 TERM ETFEquities$32.8M1,485,96746436E478
VANGUARD MID-CAP ETFEquities$22M272,722922908629
TEMA ELECTRIFICATION ETFEquities$20.7M492,97087975E834
NVIDIA CORPEquities$18.1M90,58167066G104
APPLE INCEquities$18M62,347037833100
J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUMEquities$17M301,18446641Q332
ISHARES 10-20 YEAR TREASURY BOND ETFEquities$17M169,299464288653
ALPHABET INC CL AEquities$16.7M46,72102079K305
ISHARES IBONDS DEC 2032 TC ETFEquities$15.5M614,51846436E312
ISHARES TR IBONDS DEC 2035Equities$15.4M599,39446438G372
ISHARES IBONDS DEC 2033 CORPEquities$15.3M594,07046436E130
ISHARES IBONDS DEC 2031 TERM CORPEquities$15M722,16746436E486
ISHARES IBONDS DEC 2030 TERM CORPEquities$15M686,29346436E726
ISHARES IBONDS DEC 2029 TERM CORPEquities$14.8M640,40246436E205
ISHARES IBONDS DEC 2028 TERM CORPEquities$14.7M583,39146435U515
ISHARES IBONDS DEC 2034 TM CORPEquities$12.9M496,55246438G653
MICROSOFT CORPEquities$12M32,045594918104
AMAZON.COM INCEquities$8.7M36,374023135106
VANGUARD SMALL-CAP ETFEquities$8.5M28,172922908751
MARVELL TECHNOLOGY INCEquities$7.4M24,999573874104
AB NEW YORK INTERMEDIATE MUNI ETFEquities$6.7M268,14000039J764
AMPHENOL CORP CL AEquities$6.3M35,946032095101
JP MORGAN CHASE & COEquities$6.2M18,86946625H100
ISHARES CORE U.S. AGGREGATEEquities$6.2M62,177464287226
PALO ALTO NETWORKS INCEquities$5.3M15,678697435105
CISCO SYSTEMS INCEquities$5.2M44,32117275R102
CATERPILLAR INCEquities$5.1M4,779149123101
ISHARES IBONDS DEC 2027 TERM CORPEquities$5.1M209,52546435UAA9
ISHARES IBONDS DEC 2026 TERM CORPEquities$4.9M200,76946435GAA0
HOME DEPOT INCEquities$4.8M13,612437076102
ISHARES NEW YORK MUNI BOND ETFMutual Funds$4.5M82,875464288323
VISA INC CL AEquities$4.4M12,68292826C839
META PLATFORMS INC CL AEquities$4.3M7,60830303M102
BERKSHIRE HATHAWAY INC-CL BEquities$4.2M8,404084670702
VANGUARD SHORT TERM CORP BOND ETFEquities$4.1M52,01492206C409
ORACLE CORPORATIONEquities$4.1M27,64368389X105
LILLY ELI & COEquities$3.8M3,151532457108
JOHNSON & JOHNSONEquities$3.7M14,427478160104
ALPHABET INC CL CEquities$3.5M9,81202079K107
ISHARES TR IBONDS DEC 2036 TERM CORP. ETFEquities$3.3M131,61046438G166
BANK OF AMERICA CORPEquities$3.2M56,452060505104
COSTCO WHOLESALE CORPEquities$3.1M3,31122160K105
WALMART INCEquities$3.1M27,257931142103
BLACKROCK INCEquities$3.1M3,18209290D101
AMGEN INCEquities$2.9M8,140031162100
QUANTA SERVICES INCEquities$2.9M3,98674762E102
EXXON MOBIL CORPEquities$2.9M20,98430231G102
BROADCOM INCEquities$2.8M7,53311135F101
MORGAN STANLEYEquities$2.8M13,457617446448
TJX COS INCEquities$2.8M18,504872540109
SALESFORCE INCEquities$2.7M17,46579466L302
DISNEY WALT CO NEWEquities$2.6M27,515254687106
MCDONALDS CORPEquities$2.6M9,515580135101
COCA COLA COEquities$2.5M30,871191216100
TRAVELERS COMPANIES INCEquities$2.4M7,35789417E109
THERMO FISHER SCIENTIFIC INCEquities$2.4M4,780883556102
INTERCONTINENTAL EXCHANGE GROUP, INCEquities$2.4M19,41645866F104
CUMMINS INCEquities$2.4M3,348231021106
PROCTER & GAMBLE COEquities$2.4M16,254742718109
GENERAL DYNAMICS CORPEquities$2.2M6,260369550108
UNION PAC CORPEquities$2.2M7,914907818108
WILLIAMS COS INCEquities$2.1M28,852969457100
TERADYNE INCEquities$2.1M4,422880770102
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCEquities$2.1M93,37346436E528
STRYKER CORPORATIONEquities$2.1M6,622863667101
VANGUARD MID-CAP ETFEquities$2M24,557922908629
T-MOBILE US INCEquities$1.9M11,622872590104
MASCO CORPEquities$1.9M23,471574599106
TESLA INCEquities$1.8M4,32688160R101
NETFLIX INCEquities$1.8M24,69564110L106
MASTERCARD INC CL AEquities$1.7M3,33657636Q104
ABBOTT LABSEquities$1.7M18,644002824100
DANAHER CORPEquities$1.6M8,536235851102
JP MORGAN CHASE & COEquities$1.6M4,95746625H100
ALPHABET INC CL AEquities$1.6M4,40802079K305
APPLE INCEquities$1.6M5,393037833100
TECHNOLOGY SELECT SECTOR SPDR FUNDEquities$1.6M8,15681369Y803
LILLY ELI & COEquities$1.5M1,255532457108
YUM BRANDS INCEquities$1.5M9,119988498101
MICROSOFT CORPEquities$1.4M3,880594918104
SPDR S&P 500 ETF TRUSTEquities$1.4M1,86478462F103
CONOCOPHILLIPSEquities$1.4M13,19120825C104
TECHNOLOGY SELECT SECTOR SPDR FUNDEquities$1.3M6,96181369Y803
VANGUARD S&P 500 ETFEquities$1.3M1,895922908363
MATERIALS SELECT SECTOR SPDR FUNDEquities$1.3M25,51081369Y100
VERTEX PHARMACEUTICALS INCEquities$1.2M2,50892532F100
EATON CORP PLCEquities$1.2M2,859G29183103
APPLIED MATERIALS INCEquities$1.2M1,685038222105
NVIDIA CORPEquities$1.2M5,95467066G104
AMERICAN ELEC PWR INCEquities$1.2M8,653025537101
GE AEROSPACEEquities$1.2M3,139369604301
ABBVIE INCEquities$1.2M4,65500287Y109
HONEYWELL TECHNOLOGIESEquities$1.1M5,113438516205
HONEYWELL AEROSPACE INC COMEquities$1.1M5,11343849R105
ISHARES NATIONAL MUNI BOND ETFMutual Funds$1.1M10,370464288414
AMERICAN WATER WORKS CO INCEquities$1.1M8,095030420103
TEXAS INSTRUMENTS INCEquities$1.1M3,559882508104
J P MORGAN EXCHANGE TRADED FD NASDAQ EQT PREMEquities$1M16,74846654Q203
JOHNSON & JOHNSONEquities$1M4,004478160104
VANGUARD TOTAL BOND MARKET ETFEquities$1M13,739921937835
LOWES COS INCEquities$1M4,574548661107
CHEVRON CORPORATIONEquities$994.9K6,002166764100
PEPSICO INCEquities$975.7K7,206713448108
GE VERNOVA LLCEquities$971.6K82736828A101
MCKESSON CORP COMEquities$964.1K1,27658155Q103
ISHARES CORE MSCI DEV MKTS ETFEquities$960.2K10,78746435G326
ISHARES CORE S&P 500 ETFEquities$952.6K1,272464287200
CATERPILLAR INCEquities$909.4K854149123101
RTX CORPORATIONEquities$900.3K4,74575513E101
DOMINION ENERGY INCEquities$880.4K12,89225746U109
ISHARES CORE S&P SMALL-CAP ETFEquities$879.6K5,931464287804
INTEL CORPEquities$879K6,295458140100
ISHARES ESG AWARE 1-5 YEAR USD ETFEquities$863.3K34,54546435G243
INTL. BUSINESS MACHINES CORPEquities$850.1K3,023459200101
SYSCO CORPEquities$840.4K10,055871829107
EXXON MOBIL CORPEquities$823.7K6,02530231G102
SOUTHERN COMPANYEquities$818K8,547842587107
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCEquities$700.3K30,92046436E528
ISHARES 10-20 YEAR TREASURY BOND ETFEquities$698K6,956464288653
AMERICAN EXPRESS COEquities$679.5K2,009025816109
FINANCIAL SELECT SECTOR SPDR FUNDEquities$675.8K12,60681369Y605
VANGUARD SMALL-CAP ETFEquities$616.2K2,033922908751
INDUSTRIAL SELECT SECTOR SPDR FUNDEquities$592.7K3,20081369Y704
VANGUARD REAL ESTATE ETFEquities$584.8K6,064922908553
UNITEDHEALTH GROUP INCEquities$574.4K1,38291324P102
SPDR PORTFOLIO S&P 500 GROWTH ETFEquities$570.2K4,79278464A409
SNOWFLAKE INC CL AEquities$551.2K2,166833445109
FINANCIAL SELECT SECTOR SPDR FUNDEquities$530.5K9,89681369Y605
HEALTH CARE SELECT SECTOR SPDR FUNDEquities$526.9K3,32181369Y209
AUTOMATIC DATA PROCESSING INCEquities$523.1K2,336053015103
ADOBE INCEquities$519.1K2,53200724F101
ORACLE CORPORATIONEquities$512.2K3,49568389X105
SPDR GOLD TRUSTEquities$486.6K1,32178463V107
EASTMAN CHEMICAL COEquities$486.2K7,259277432100
MERCK & CO INCEquities$485.3K3,77758933Y105
INGERSOLL-RAND INCEquities$472K5,75745687V106
AMAZON.COM INCEquities$471.9K1,980023135106
COLGATE PALMOLIVE COEquities$459.8K5,015194162103
MARVELL TECHNOLOGY INCEquities$456.7K1,533573874104
ISHARES RUSSELL MIDCAP ETFEquities$449.7K4,076464287499
HOME DEPOT INCEquities$440.9K1,250437076102
NEXTERA ENERGY INCEquities$428.2K4,87965339F101
CONS DISC SELECT SECTOR SPDR FUNDEquities$424.8K3,62281369Y407
ECOLAB INCEquities$424.3K1,523278865100
3M COEquities$421K2,60088579Y101
ISHARES TR IBONDS DEC 2035Equities$413.2K16,13546438G372
ISHARES IBONDS DEC 2034 TM CORPEquities$413.2K15,86246438G653
ISHARES IBONDS DEC 2031 TERM CORPEquities$412.3K19,78546436E486
ISHARES IBONDS DEC 2032 TC ETFEquities$412.2K16,36446436E312
ISHARES IBONDS DEC 2033 CORPEquities$411.6K15,98846436E130
COMM. SERV. SELECT SECTOR SPDR FUNDEquities$410.8K3,83581369Y852
LYONDELLBASELL INDUSTRIES NVEquities$407.1K7,733N53745100
MERCK & CO INCEquities$405.4K3,15558933Y105
RTX CORPORATIONEquities$389.7K2,05475513E101
UTILITIES SELECT SECTOR SPDR FUNDEquities$386.2K8,51881369Y886
VERIZON COMMUNICATIONSEquities$382.1K9,02492343V104
HEALTH CARE SELECT SECTOR SPDR FUNDEquities$379.4K2,39181369Y209
INDUSTRIAL SELECT SECTOR SPDR FUNDEquities$375.8K2,02981369Y704
ALPHABET INC CL CEquities$369.2K1,04502079K107
WELLS FARGO & COEquities$363.5K4,399949746101
VANGUARD TOTAL STOCK MARKET ETFEquities$361.9K978922908769
ISHARES CORE S&P MID-CAP ETFEquities$360.4K4,674464287507
ISHARES IBONDS DEC 2030 TERM CORPEquities$360.4K16,53246436E726
ISHARES IBONDS DEC 2029 TERM CORPEquities$360.4K15,56046436E205
INTEL CORPEquities$354.7K2,540458140100
J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUMEquities$350.7K6,21046641Q332
TEMA ELECTRIFICATION ETFEquities$347.8K8,30387975E834
CARRIER GLOBAL CORPEquities$344.7K4,70014448C104
INVESCO QQQ TRUST SERIES 1Equities$342.4K46546090E103
INTL. BUSINESS MACHINES CORPEquities$320.9K1,141459200101
BERKSHIRE HATHAWAY INC-CL BEquities$302.7K605084670702
DOLLAR TREE INCEquities$290.9K2,405256746108
VANGUARD SHORT TERM CORP BOND ETFEquities$286.6K3,62792206C409
PROCTER & GAMBLE COEquities$282.7K1,928742718109
EMERSON ELEC COEquities$274.8K1,920291011104
STARBUCKS CORPEquities$274.8K2,689855244109
VISA INC CL AEquities$273.1K79692826C839
AMPHENOL CORP CL AEquities$272.9K1,548032095101
STRYKER CORPORATIONEquities$270.8K860863667101
NUVEEN ESG SMALL-CAP ETFEquities$268.4K5,15067092P607
PIMCO ENHANCED SHORT MATURITY ETFEquities$258.5K2,56472201R833
SPDR S&P BIOTECH ETFEquities$257.3K1,62678464A870
NORFOLK SOUTHERN CORPEquities$254.5K809655844108
TORONTO DOMINION BANKEquities$253.1K2,084891160509
ABBVIE INCEquities$251.6K1,00000287Y109
META PLATFORMS INC CL AEquities$250.7K44530303M102
TJX COS INCEquities$248.8K1,642872540109
MORGAN STANLEYEquities$243.5K1,165617446448
ISHARES IBONDS DEC 2026 MUNI ETFMutual Funds$242.3K9,45146435U259
ISHARES IBONDS DEC 2027 MUNI ETFMutual Funds$241.9K9,51746435U283
ISHARES IBONDS DEC 2028 TERM MUNIMutual Funds$241.7K9,44846435U325
AUTOMATIC DATA PROCESSING INCEquities$237.6K1,061053015103
3M COEquities$234K1,44588579Y101
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31

Arrow Financial Corp — 281 positions reported for 2026Q2 — Tapewire