Arrow-Financial

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  null,
  "SNOW",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "AXP",
  "T",
  "BLK",
  "CAT",
  "LOW",
  null,
  null,
  null,
  "CMI",
  null,
  null,
  null,
  "D",
  "AROW",
  "GD",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "LEN",
  "AMAT",
  "EMR",
  "ICE",
  "MUB",
  "META",
  null,
  "IJH",
  null,
  "PWR",
  "MRVL",
  "MA",
  "MSFT",
  "MS",
  "TMUS",
  "GE",
  "EMN",
  "IJR",
  "ORCL",
  "PAYX",
  null,
  "PANW",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  null,
  "NVDA",
  "GS",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "MAS",
  null,
  null,
  "RTX",
  "GLD",
  null,
  null,
  "SPYG",
  "IBM",
  "SYK",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TRV",
  "VNQ",
  "VO",
  null,
  "NGG",
  "XLB",
  null,
  null,
  null,
  null,
  "VRTX",
  null,
  "APH",
  "SDY",
  "FI",
  "DLTR",
  "F",
  "IWR",
  "IR",
  "AMZN",
  null,
  null,
  "BND",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WFC",
  "WMB",
  "YUM",
  "TER",
  "OTIS",
  "CRM",
  "SYY",
  "LYB",
  "GEV",
  "SPYV",
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BMY",
  "CARR",
  "CPK",
  "CVX",
  "CSCO",
  "KO",
  "CL",
  "COP",
  "COST",
  "DHR",
  "NEE",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "AWK",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 155
Total Value: 40526530
Accession Number: 0000717538-25-000052
Form Type: 13F-HR
CIK: arrow-financial
Manager Name: Arrow-Financial

Data Enrichment

77% identified

120 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

155 positions • $40.5M total value

SEC FilingSEC DataHachi Filing

Manager:

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PROCTER & GAMBLE Co

PG|742718109

Shares:3.2K

Value:$537.3K

% of Portfolio:1.3% ($537.3K/$40.5M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:5.5K

Value:$516.8K

% of Portfolio:1.3% ($516.8K/$40.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:945

Value:$503.3K

% of Portfolio:1.2% ($503.3K/$40.5M)

HOME DEPOT, INC.

HD|437076102

Shares:1.3K

Value:$486.7K

% of Portfolio:1.2% ($486.7K/$40.5M)

92206C409

Shares:6.1K

Value:$483.7K

% of Portfolio:1.2% ($483.7K/$40.5M)

81369Y209

Shares:3.2K

Value:$462.7K

% of Portfolio:1.1% ($462.7K/$40.5M)

INTUIT INC.

INTU|461202103

Shares:750

Value:$460.5K

% of Portfolio:1.1% ($460.5K/$40.5M)

VISA INC.

V|92826C839

Shares:1.3K

Value:$441.6K

% of Portfolio:1.1% ($441.6K/$40.5M)

STRYKER CORP

SYK|863667101

Shares:1.2K

Value:$436.6K

% of Portfolio:1.1% ($436.6K/$40.5M)

3M CO

MMM|88579Y101

Shares:3.0K

Value:$433.2K

% of Portfolio:1.1% ($433.2K/$40.5M)

PEPSICO INC

PEP|713448108

Shares:2.9K

Value:$427.5K

% of Portfolio:1.1% ($427.5K/$40.5M)

81369Y407

Shares:2.1K

Value:$413.7K

% of Portfolio:1.0% ($413.7K/$40.5M)

AMAZON COM INC

AMZN|023135106

Shares:2.2K

Value:$411.0K

% of Portfolio:1.0% ($411.0K/$40.5M)

81369Y852

Shares:3.7K

Value:$361.3K

% of Portfolio:0.9% ($361.3K/$40.5M)

CATERPILLAR INC

CAT|149123101

Shares:1.0K

Value:$339.4K

% of Portfolio:0.8% ($339.4K/$40.5M)

46436E486

Shares:16.1K

Value:$334.3K

% of Portfolio:0.8% ($334.3K/$40.5M)

46436E312

Shares:13.3K

Value:$332.3K

% of Portfolio:0.8% ($332.3K/$40.5M)

46436E130

Shares:13.0K

Value:$331.3K

% of Portfolio:0.8% ($331.3K/$40.5M)

CHEVRON CORP

CVX|166764100

Shares:1.9K

Value:$326.0K

% of Portfolio:0.8% ($326.0K/$40.5M)

464288653

Shares:3.1K

Value:$322.0K

% of Portfolio:0.8% ($322.0K/$40.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	3.2K	QoQ -80.31% (-12.9K) YoY -80.42% (-13.0K)	All Managers (Combined)	$537.3K	1.3% ($537.3K/$40.5M)	QoQ -79.98% (-$2.1M) YoY -79.43% (-$2.1M)
COLGATE PALMOLIVE CO(CLcusip194162103)	5.5K	QoQ -4.18% (-241) YoY -5.28% (-308)	All Managers (Combined)	$516.8K	1.3% ($516.8K/$40.5M)	QoQ -1.24% (-$6.5K) YoY -1.45% (-$7.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	945	QoQ -85.25% (-5.5K) YoY -85.48% (-5.6K)	All Managers (Combined)	$503.3K	1.2% ($503.3K/$40.5M)	QoQ -82.67% (-$2.4M) YoY -81.61% (-$2.2M)
HOME DEPOT, INC.(HDcusip437076102)	1.3K	QoQ -86.34% (-8.4K) YoY -88.15% (-9.9K)	All Managers (Combined)	$486.7K	1.2% ($486.7K/$40.5M)	QoQ -87.13% (-$3.3M) YoY -88.68% (-$3.8M)
(cusip92206C409)✕	6.1K	QoQ -44.52% (-4.9K) YoY -45.96% (-5.2K)	All Managers (Combined)	$483.7K	1.2% ($483.7K/$40.5M)	QoQ -43.86% (-$378.0K) YoY -44.82% (-$392.9K)
(cusip81369Y209)✕	3.2K	QoQ -50.03% (-3.2K) YoY -47.24% (-2.8K)	All Managers (Combined)	$462.7K	1.1% ($462.7K/$40.5M)	QoQ -46.96% (-$409.8K) YoY -47.85% (-$424.7K)
INTUIT INC.(INTUcusip461202103)	750	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$460.5K	1.1% ($460.5K/$40.5M)	QoQ -2.30% (-$10.9K) YoY -5.53% (-$27.0K)
VISA INC.(Vcusip92826C839)	1.3K	QoQ -83.61% (-6.4K) YoY -86.69% (-8.2K)	All Managers (Combined)	$441.6K	1.1% ($441.6K/$40.5M)	QoQ -81.82% (-$2.0M) YoY -83.29% (-$2.2M)
STRYKER CORP(SYKcusip863667101)	1.2K	QoQ -79.95% (-4.7K) YoY -80.24% (-4.8K)	All Managers (Combined)	$436.6K	1.1% ($436.6K/$40.5M)	QoQ -79.27% (-$1.7M) YoY -79.44% (-$1.7M)
3M CO(MMMcusip88579Y101)	3.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$433.2K	1.1% ($433.2K/$40.5M)	QoQ +13.76% (+$52.4K) YoY +38.45% (+$120.3K)
PEPSICO INC(PEPcusip713448108)	2.9K	QoQ -71.73% (-7.2K) YoY -78.07% (-10.2K)	All Managers (Combined)	$427.5K	1.1% ($427.5K/$40.5M)	QoQ -72.12% (-$1.1M) YoY -81.21% (-$1.8M)
(cusip81369Y407)✕	2.1K	QoQ -47.66% (-1.9K) YoY -45.05% (-1.7K)	All Managers (Combined)	$413.7K	1.0% ($413.7K/$40.5M)	QoQ -53.93% (-$484.4K) YoY -41.00% (-$287.5K)
AMAZON COM INC(AMZNcusip023135106)	2.2K	QoQ -92.61% (-27.1K) YoY -93.35% (-30.3K)	All Managers (Combined)	$411.0K	1.0% ($411.0K/$40.5M)	QoQ -93.59% (-$6.0M) YoY -92.98% (-$5.4M)
(cusip81369Y852)✕	3.7K	QoQ -48.31% (-3.5K) YoY -48.29% (-3.5K)	All Managers (Combined)	$361.3K	0.9% ($361.3K/$40.5M)	QoQ -48.50% (-$340.4K) YoY -38.93% (-$230.3K)
CATERPILLAR INC(CATcusip149123101)	1.0K	QoQ -86.42% (-6.5K) YoY -86.54% (-6.6K)	All Managers (Combined)	$339.4K	0.8% ($339.4K/$40.5M)	QoQ -87.65% (-$2.4M) YoY -87.89% (-$2.5M)
(cusip46436E486)✕	16.1K	QoQ -79.98% (-64.4K) YoY -78.83% (-60.0K)	All Managers (Combined)	$334.3K	0.8% ($334.3K/$40.5M)	QoQ -79.59% (-$1.3M) YoY -78.57% (-$1.2M)
(cusip46436E312)✕	13.3K	QoQ -82.47% (-62.6K) YoY -79.63% (-52.0K)	All Managers (Combined)	$332.3K	0.8% ($332.3K/$40.5M)	QoQ -82.18% (-$1.5M) YoY -79.48% (-$1.3M)
(cusip46436E130)✕	13.0K	QoQ -82.05% (-59.3K) YoY -72.17% (-33.6K)	All Managers (Combined)	$331.3K	0.8% ($331.3K/$40.5M)	QoQ -81.72% (-$1.5M) YoY -72.08% (-$855.7K)
CHEVRON CORP(CVXcusip166764100)	1.9K	QoQ -78.04% (-6.9K) YoY -78.05% (-6.9K)	All Managers (Combined)	$326.0K	0.8% ($326.0K/$40.5M)	QoQ -74.64% (-$959.8K) YoY -76.73% (-$1.1M)
(cusip464288653)✕	3.1K	QoQ -69.90% (-7.2K) YoY -87.08% (-20.9K)	All Managers (Combined)	$322.0K	0.8% ($322.0K/$40.5M)	QoQ -68.63% (-$704.7K) YoY -87.24% (-$2.2M)