BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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
Page 4 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KFY KORN FERRY Industrials 463,417.0 $29.2M 0.33% -3K -0.6% $62.95 +16.1%
62 SWK STANLEY BLACK & DECKER INC Industrials 396,952.0 $28.2M 0.32% -24K -5.8% $71.06 +10.8%
63 GILD GILEAD SCIENCES INC Healthcare 202,271.0 $28.2M 0.32% -3K -1.4% $139.37 -7.6%
64 FITB FIFTH THIRD BANCORP Financial Services 567,418.0 $26.4M 0.29% NEW $46.46 +11.8%
65 AFL AFLAC INC Financial Services 239,266.0 $26.2M 0.29% +27K +12.8% $109.71 +5.1%
66 BAC BANK AMERICA CORP Financial Services 512,111.0 $25.0M 0.28% -5K -1.0% $48.75 +10.1%
67 FISV FISERV INC Technology 432,559.0 $24.1M 0.27% +112K +34.7% $55.80 -5.5%
68 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 548,715.0 $23.6M 0.26% +33K +6.3% $43.06 -7.8%
69 KMX CARMAX INC Consumer Cyclical 561,947.0 $23.4M 0.26% $41.58 +14.8%
70 MSFT MICROSOFT CORP Technology 62,192.0 $23.0M 0.26% -110K -63.9% $370.17 +11.5%
71 PSKY PARAMOUNT SKYDANCE CORP Communication Services 2,546,320.0 $23.0M 0.26% -41K -1.6% $9.02 +13.8%
72 CNP CENTERPOINT ENERGY INC Utilities 476,867.0 $20.6M 0.23% -520K -52.2% $43.16 -2.7%
73 SSD SIMPSON MFG INC Industrials 91,750.0 $15.7M 0.18% $171.62 +9.0%
74 MTN VAIL RESORTS INC Consumer Cyclical 112,309.0 $14.4M 0.16% $128.32 +8.1%
75 IWN ISHARES TR 65,455.0 $12.4M 0.14% +32K +96.5% $189.59 +11.6%
76 SNA SNAP ON INC Industrials 32,608.0 $11.8M 0.13% $363.22 +5.3%
77 MGPI MGP INGREDIENTS INC NEW Consumer Defensive 628,860.0 $11.6M 0.13% $18.39 -9.7%
78 JNJ JOHNSON & JOHNSON Healthcare 40,553.0 $9.9M 0.11% -3K -6.3% $244.44 -5.0%
79 APA APA CORPORATION Energy 222,147.0 $9.4M 0.11% -75K -25.3% $42.44 -11.6%
80 PHIN PHINIA INC Consumer Cyclical 132,555.0 $9.1M 0.10% -8K -5.4% $68.44 +18.4%
Page 4 of 6  ·  106 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
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%