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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

ARVEST INVESTMENTS, INC.

Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001025038-25-000012

Total Value
$697.0M
Positions
187
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (187)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS921943858839,455$50.3M7.22%
2INVESCO EXCHANGE TRADED FD TIVZ252,054$47.8M6.86%
3GOLDMAN SACHS ETF TRNVGLF699,798$32.7M4.69%
4JANUS DETROIT STR TR47103U852608,998$27.8M3.99%
5ISHARES TR46428720034,000$22.8M3.26%
6ISHARES TR46429B366438,579$21.5M3.09%
7ISHARES TR464288588225,804$21.5M3.08%
8VANGUARD INTL EQUITY INDEX F922042858353,073$19.1M2.74%
9VANGUARD INDEX FDS922908512108,534$18.9M2.72%
10GOLDMAN SACHS ETF TRNVGLF143,648$18.7M2.68%
11GOLDMAN SACHS ETF TRNVGLF422,781$17.2M2.47%
12TORTOISE CAPITAL SERIES TRUS890930308423,742$15.4M2.22%
13VANGUARD INDEX FDS92290861170,561$14.7M2.11%
14VANGUARD INDEX FDS92290853841,890$12.3M1.77%
15ISHARES TR464287440118,307$11.4M1.64%
16ISHARES TR46428866188,947$10.6M1.53%
17ISHARES TR46428816689,266$9.9M1.41%
18ISHARES TR46428865394,948$9.8M1.40%
19ISHARES TR464287465104,006$9.7M1.39%
20SPDR S&P MIDCAP 400 ETF TRMDY15,857$9.5M1.36%
21FIRST TR EXCHANGE-TRADED FD33741X102238,068$9.1M1.30%
22SELECT SECTOR SPDR TR81369Y20964,633$9.0M1.29%
23VANGUARD INDEX FDS92290859529,782$8.9M1.27%
24JPMORGAN CHASE & CO.VYLD24,688$7.8M1.12%
25ISHARES TR46428827396,307$7.4M1.06%
26ALPHABET INCGOOG30,077$7.3M1.05%
27FRANKLIN TEMPLETON ETF TRFGDL201,233$7.0M1.00%
28SCHWAB STRATEGIC TR808524870242,620$6.5M0.94%
29VANGUARD SCOTTSDALE FDS92206C87077,484$6.5M0.94%
30FIRST TR EXCHANGE-TRADED FD33738D101168,447$6.4M0.93%
31FIRST TR EXCHANGE TRAD FD VI33739H101248,492$6.4M0.92%
32APPLE INCAAPL24,894$6.3M0.91%
33FIRST TR EXCHANGE-TRADED FD33738D606284,877$6.2M0.89%
34ISHARES TR46428745769,238$5.7M0.82%
35FIRST TR EXCHANGE TRADED FD33738R50683,487$5.6M0.81%
36WALMART INCWMT53,444$5.5M0.79%
37MICROSOFT CORPMSFT10,231$5.3M0.76%
38NVIDIA CORPORATIONNVDA25,917$4.8M0.69%
39AMAZON COM INCAMZN21,353$4.7M0.67%
40VANGUARD INTL EQUITY INDEX F92204267691,979$4.4M0.63%
41SPDR SERIES TRUST78468R606167,937$4.0M0.58%
42FIRST TR EXCHANGE TRADED FD33738R70441,565$4.0M0.58%
43VANGUARD SCOTTSDALE FDS92206C10265,528$3.9M0.55%
44ISHARES TR46428818239,797$3.6M0.52%
45GLOBAL X FDS37954Y63272,142$3.6M0.51%
46ISHARES TR46428844885,707$3.1M0.45%
47INVESCO EXCH TRADED FD TR IIIVZ29,224$3.1M0.44%
48INVESCO INDIA EXCHANGE-TRADEIVZ120,659$3.0M0.43%
49GLOBAL X FDS37954Y67359,733$2.8M0.41%
50ELI LILLY & COLLY3,669$2.8M0.40%
51MERCK & CO INCMRK32,970$2.8M0.40%
52EXXON MOBIL CORPXOM23,683$2.7M0.38%
53SPROTT FDS TRSII43,729$2.6M0.38%
54SPROTT FDS TRSII292,089$2.6M0.38%
55ISHARES TR46428759812,932$2.6M0.38%
56ISHARES SILVER TRSLV60,738$2.6M0.37%
57CAMBRIA ETF TR13206150877,513$2.5M0.36%
58SPDR SERIES TRUST78464A69839,049$2.5M0.35%
59SSGA ACTIVE TR78470P30956,075$2.5M0.35%
60ISHARES TR46428743227,345$2.4M0.35%
61ABRDN PLATINUM ETF TRUSTPPLT16,778$2.4M0.34%
62SPDR DOW JONES INDL AVERAGE78467X1095,055$2.3M0.34%
63JOHNSON & JOHNSONJNJ11,766$2.2M0.31%
64ABRDN PALLADIUM ETF TRUSTPALL18,753$2.1M0.31%
65FIRST TR EXCHANGE TRADED FD33737A10813,936$2.1M0.30%
66EVERSOURCE ENERGYES28,383$2.0M0.29%
67CITIZENS FINL GROUP INCCIA37,673$2.0M0.29%
68TRUIST FINL CORP89832Q10940,158$1.8M0.26%
69PUBLIC SVC ENTERPRISE GRP IN74457310621,442$1.8M0.26%
70SALESFORCE INCCRM7,364$1.7M0.25%
71BROADCOM INCAVGO5,242$1.7M0.25%
72MICRON TECHNOLOGY INCMU10,334$1.7M0.25%
73IQVIA HLDGS INCIQV9,084$1.7M0.25%
74UNILEVER PLCUNLYF28,909$1.7M0.25%
75OMNICOM GROUP INCOMC20,377$1.7M0.24%
76ABBVIE INCABBV7,123$1.6M0.24%
77GOLDMAN SACHS ETF TRNVGLF16,411$1.6M0.24%
78PRUDENTIAL FINL INCPUKPF15,566$1.6M0.23%
79LOCKHEED MARTIN CORPLMT3,153$1.6M0.23%
80ISHARES TR46429B65530,563$1.6M0.22%
81PROCTER AND GAMBLE CO74271810910,118$1.6M0.22%
82UNION PAC CORPUNP6,438$1.5M0.22%
83TRAVELERS COMPANIES INCTRV5,414$1.5M0.22%
84MCDONALDS CORPMCD4,915$1.5M0.21%
85DTE ENERGY CODTK10,451$1.5M0.21%
86META PLATFORMS INCMETA2,010$1.5M0.21%
87INTERNATIONAL PAPER CO46014610331,423$1.5M0.21%
88SPDR SERIES TRUST78464A85418,406$1.4M0.21%
89FISERV INCFISV11,157$1.4M0.21%
90INTERNATIONAL BUSINESS MACHSINTR5,008$1.4M0.20%
91ALLIANT ENERGY CORPLNT20,861$1.4M0.20%
92LOWES COS INC5486611075,515$1.4M0.20%
93HUNTINGTON BANCSHARES INCHBANP79,929$1.4M0.20%
94HOME DEPOT INCHD3,361$1.4M0.20%
95ECOLAB INCECL4,707$1.3M0.18%
96CHEVRON CORP NEWCVX8,294$1.3M0.18%
97ONEOK INC NEWOKE17,473$1.3M0.18%
98BOSTON SCIENTIFIC CORPBSX12,991$1.3M0.18%
99CAPITAL ONE FINL CORP14040H1055,881$1.3M0.18%
100MOTOROLA SOLUTIONS INCMSI2,668$1.2M0.18%
101NRG ENERGY INCNRG7,426$1.2M0.17%
102HONEYWELL INTL INC4385161065,650$1.2M0.17%
103THE CAMPBELLS COMPANYCPB36,374$1.1M0.16%
104BANK AMERICA CORP06050510421,969$1.1M0.16%
105LAM RESEARCH CORPLRCX8,355$1.1M0.16%
106AES CORPAES84,827$1.1M0.16%
107GENERAL DYNAMICS CORPGD3,201$1.1M0.16%
108INTERPUBLIC GROUP COS INCINTR38,058$1.1M0.15%
109ACCENTURE PLC IRELANDACN4,240$1.0M0.15%
110FIRSTENERGY CORPFE22,807$1.0M0.15%
111FORD MTR CO34537086084,792$1.0M0.15%
112KEYCORP49326710853,733$1.0M0.14%
113ATMOS ENERGY CORPATO5,873$1.0M0.14%
114CHENIERE ENERGY INCLNG4,212$989,7950.14%
115EOG RES INCEOG8,718$977,5500.14%
116PRICE T ROWE GROUP INCTROW9,289$953,4220.14%
117TEXAS INSTRS INC8825081045,112$939,2270.13%
118EDISON INTL28102010716,439$908,7470.13%
119PFIZER INCPFE35,625$907,7250.13%
120AMERICAN EXPRESS COAXP2,515$835,3820.12%
121ORACLE CORPORCL-PD2,924$822,3450.12%
122APPLIED MATLS INC0382221053,835$785,1770.11%
123KEURIG DR PEPPER INCKDP30,329$773,6920.11%
124CONOCOPHILLIPSCOP8,105$766,6980.11%
125CITIGROUP INCC-PR7,519$763,1780.11%
126PACKAGING CORP AMER6951561093,383$737,2570.11%
127SPDR S&P 500 ETF TRSPY1,076$716,8090.10%
128NEXTERA ENERGY INCNEE-PW9,317$703,3400.10%
129MONDELEZ INTL INC60920710511,163$697,3530.10%
130BERKSHIRE HATHAWAY INC DELBRK-A1,301$654,0640.09%
131MASTERCARD INCORPORATEDMA1,117$635,3600.09%
132AT&T INCT-PC22,413$632,9430.09%
133CBOE GLOBAL MKTS INC12503M1082,451$601,1070.09%
134ISHARES TR4642876141,192$558,3450.08%
135EXELON CORPEXC12,082$543,8100.08%
136AMERICAN ELEC PWR CO INC0255371014,721$531,1120.08%
137PINNACLE WEST CAP CORPPNW5,681$509,3580.07%
138RTX CORPORATIONRTX3,033$507,5110.07%
139VERIZON COMMUNICATIONS INCVZ11,544$507,3820.07%
140INVESCO LTDIVZ21,973$504,0600.07%
141COLGATE PALMOLIVE COCL6,197$495,3880.07%
142ISHARES TR4642876552,046$495,0500.07%
143BEST BUY INCBBY6,422$485,6310.07%
144NOVARTIS AGNVSEF3,751$481,0280.07%
145CONAGRA BRANDS INCCAG24,236$443,7610.06%
146WISDOMTREE TRWT4,741$398,3130.06%
147BRISTOL-MYERS SQUIBB COCELG-RI7,635$344,3710.05%
148GE AEROSPACE3696043011,111$334,2110.05%
149ADOBE INCADBE944$332,9960.05%
150EATON CORP PLCETN846$316,6150.05%
151ADVANCED MICRO DEVICES INCAMD1,771$286,5300.04%
152FIDELITY NATIONAL FINANCIALFNF4,416$267,1230.04%
153COSTCO WHSL CORP NEW22160K105265$245,2910.04%
154INTUITIVE SURGICAL INCISRG538$240,6090.03%
155SPDR INDEX SHS FDS78463X7723,723$158,9880.02%
156CAPITAL GROUP DIVIDEND VALUE14020W1061,550$65,1460.01%
157CAPITAL GROUP CORE BALANCED14021D1071,765$61,2800.01%
158ISHARES TR464289867883$56,8470.01%
159VANGUARD INDEX FDS92290873698$47,0010.01%
160CAPITAL GROUP DIVIDEND GROWE14021L1091,330$46,0840.01%
161CULLEN FROST BANKERS INCCFR-PB344$43,7000.01%
162KINDER MORGAN INC DELEP-PC1,000$28,3100.00%
163FIRST TR EXCHANGE-TRADED FD33737K205265$27,4500.00%
164CAPITAL GRP FIXED INCM ETF T14020Y1021,145$26,0140.00%
165CAPITAL GRP FIXED INCM ETF T14020Y508976$25,9420.00%
166VANGUARD INDEX FDS922908744132$24,6160.00%
167CAPITAL GROUP CORE EQUITY ET14020V108409$16,1710.00%
168SELECT SECTOR SPDR TR81369Y80356$15,7840.00%
169CAPITAL GROUP GBL GROWTH EQT14020X104442$15,1030.00%
170NORFOLK SOUTHN CORP65584410850$15,0200.00%
171VANGUARD INDEX FDS92290836318$11,0220.00%
172ISHARES TR464287226104$10,4260.00%
173VANGUARD BD INDEX FDS921937835139$10,3370.00%
174SELECT SECTOR SPDR TR81369Y70463$9,8170.00%
175SELECT SECTOR SPDR TR81369Y40735$8,3960.00%
176VANGUARD INDEX FDS92290875122$5,5940.00%
177WHEATON PRECIOUS METALS CORPWPM50$5,5920.00%
178SELECT SECTOR SPDR TR81369Y30851$3,9960.00%
179VANGUARD INDEX FDS92290862911$3,2310.00%
180J P MORGAN EXCHANGE TRADED F46641Q83763$3,1950.00%
181CARNIVAL CORPCUKPF102$2,9480.00%
182SCHWAB STRATEGIC TR80852477115$3940.00%
183ISHARES TR4642877960$00.00%
184SCHWAB STRATEGIC TR8085247970$00.00%
185INVESCO QQQ TRIVZ0$00.00%
186SCHWAB STRATEGIC TR8085243000$00.00%
187TYSON FOODS INCTSN0$00.00%