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Formidable Asset Management’s Alliance Resource Partners ARLP Stock Holding History

Formidable Asset Management’s Portfolio ARLP Stock Details ARLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$570K Sell
23,763
-742
-3% -$18.9K 0.09% 206
2026
Q1 		$678K Hold
24,505
– – 0.1% 185
2025
Q4 		$569K Sell
24,505
-1,484
-6% -$36K 0.08% 227
2025
Q3 		$657K Hold
25,989
– – 0.1% 190
2025
Q2 		$679K Sell
25,989
-6,684
-20% -$176K 0.11% 175
2025
Q1 		$891K Sell
32,673
-2,226
-6% -$59.5K 0.15% 133
2024
Q4 		$917K Sell
34,899
-742
-2% -$19.4K 0.15% 130
2024
Q3 		$891K Sell
35,641
-1,484
-4% -$35.9K 0.14% 138
2024
Q2 		$908K Sell
37,125
-3,710
-9% -$84.1K 0.15% 135
2024
Q1 		$819K Sell
40,835
-2,226
-5% -$45.3K 0.13% 157
2023
Q4 		$912K Buy
43,061
+17,986
+72% +$389K 0.19% 99
2023
Q3 		$565K Hold
25,075
– – 0.13% 154
2023
Q2 		$464K Buy
+25,075
New +$481K 0.1% 180
2015
Q4 		– Sell
-1,100
Closed -$24K – 562
2015
Q3 		$24K Buy
+1,100
New +$26.9K 0.02% 295

Other funds holding ARLP

VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
FCM
Fairbanks Capital Management Rancho Santa Fe, California $169M AUM 12.21% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
HCWM
Hidden Cove Wealth Management Bainbridge Island, Washington $182M AUM 24.56% 1-Year Est. Return

Formidable Asset Management's ARLP Position: Q2 2026 in Review

Formidable Asset Management reduced its Alliance Resource Partners (ARLP) stake by 3% in Q2 2026, selling an estimated $18.9K and leaving 23,763 shares worth $570K. The position accounts for 0.09% of the portfolio, ranked #206.

Formidable Asset Management first reported a position in ARLP in Q3 2015 and has held it in 14 quarters since. The position peaked at $917K in Q4 2024. 45 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

  • Formidable Asset Management held 23,763 shares of Alliance Resource Partners worth $570K as of Q2 2026.
  • Formidable Asset Management sold 742 Alliance Resource Partners shares in Q2 2026, an estimated $18.9K.
  • Alliance Resource Partners made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #206 holding.
  • Formidable Asset Management first reported a position in Alliance Resource Partners in Q3 2015 and has held it in 14 quarters since.
  • Formidable Asset Management's Alliance Resource Partners position peaked at $917K in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.