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Portfolio (Quarterly) Guide ↗

ARIEL INVESTMENTS, LLC

· CIK 0000936753
13F Portfolio $8.9B AUM 200 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 42 Added 47 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SMG SCOTTS MIRACLE-GRO CO Basic Materials 962,642.0 $58.5M 0.66% NEW $60.81 -5.4%
2 FITB FIFTH THIRD BANCORP Financial Services 567,418.0 $26.4M 0.29% NEW $46.46 +11.8%
3 VT VANGUARD INTL EQUITY INDEX F 9,964.0 $1.4M 0.01% NEW $138.32 +11.7%
4 VWO VANGUARD INTL EQUITY INDEX F 20,245.0 $1.1M 0.01% NEW $54.05 +7.9%
5 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,740.0 $479K 0.01% NEW $275.18 -1.2%
6 VXUS VANGUARD STAR FDS 4,685.0 $361K 0.00% NEW $77.11 +8.6%
7 XCEM COLUMBIA ETF TR II 8,466.0 $345K 0.00% NEW $40.81 +22.5%
8 IWS ISHARES TR 1,145.0 $167K 0.00% NEW $145.74 +9.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 20.4%
Financial Services 20.2%
Healthcare 15.6%
Industrials 13.8%
Communication Services 10.6%
Technology 7.3%
Real Estate 4.2%
Consumer Defensive 2.6%
Basic Materials 2.0%
Utilities 1.7%