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Portfolio (Quarterly) Guide ↗

ARIEL INVESTMENTS, LLC

· CIK 0000936753
13F Portfolio $9.3B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 108 New
Page 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CBRE CBRE GROUP INC Real Estate 211,081.0 $33.9M 0.37% NEW $160.79 -18.1%
62 KKR KKR & CO INC Financial Services 264,916.0 $33.8M 0.36% NEW $127.48 -26.9%
63 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,321,535.0 $31.7M 0.34% NEW $24.02 +107.6%
64 SWK STANLEY BLACK & DECKER INC Industrials 421,387.0 $31.3M 0.34% NEW $74.28 +5.7%
65 KFY KORN FERRY Industrials 466,090.0 $30.8M 0.33% NEW $66.02 +10.1%
66 T AT&T INC Communication Services 1,202,446.0 $29.9M 0.32% NEW $24.84 -9.4%
67 BAC BANK AMERICA CORP Financial Services 517,442.0 $28.5M 0.31% NEW $55.00 -2.5%
68 MAS MASCO CORP Industrials 405,488.0 $25.7M 0.28% NEW $63.46 +8.7%
69 GILD GILEAD SCIENCES INC Healthcare 205,052.0 $25.2M 0.27% NEW $122.74 +4.4%
70 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 515,945.0 $24.1M 0.26% NEW $46.68 -15.1%
71 RLI RLI CORP Financial Services 373,173.0 $23.9M 0.26% NEW $63.98 -18.6%
72 AFL AFLAC INC Financial Services 212,072.0 $23.4M 0.25% NEW $110.27 +4.5%
73 KMX CARMAX INC Consumer Cyclical 563,483.0 $21.8M 0.23% NEW $38.64 +22.9%
74 FISV FISERV INC Technology 321,025.0 $21.6M 0.23% NEW $67.17 -21.5%
75 HUM HUMANA INC Healthcare 82,807.0 $21.2M 0.23% NEW $256.13 +39.0%
76 FDX FEDEX CORP Industrials 71,405.0 $20.6M 0.22% NEW $288.86 +14.3%
77 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 629,467.0 $15.3M 0.17% NEW $24.30 -32.1%
78 MTN VAIL RESORTS INC Consumer Cyclical 112,211.0 $14.9M 0.16% NEW $132.80 +3.3%
79 SSD SIMPSON MFG INC Industrials 91,389.0 $14.8M 0.16% NEW $161.47 +15.1%
80 SNA SNAP ON INC Industrials 32,694.0 $11.3M 0.12% NEW $344.60 +10.5%
Page 4 of 6  ·  108 positions

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
Financial Services 21.4%
Consumer Cyclical 20.2%
Healthcare 15.5%
Industrials 13.9%
Communication Services 9.8%
Technology 8.0%
Real Estate 3.9%
Consumer Defensive 2.3%
Basic Materials 2.0%
Utilities 1.6%