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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 B BARRICK MNG CORP Basic Materials 216,126.0 $9.4M 0.10% NEW $43.55 -9.4%
82 JNJ JOHNSON & JOHNSON Healthcare 43,260.0 $9.0M 0.10% NEW $206.95 +12.2%
83 PHIN PHINIA INC Consumer Cyclical 140,144.0 $8.8M 0.10% NEW $62.69 +28.4%
84 HCKT HACKETT GROUP INC Technology 428,199.0 $8.4M 0.09% NEW $19.63 -44.4%
85 APA APA CORPORATION Energy 297,339.0 $7.3M 0.08% NEW $24.46 +54.0%
86 LMT LOCKHEED MARTIN CORP Industrials 13,446.0 $6.5M 0.07% NEW $483.67 +7.5%
87 CVX CHEVRON CORP NEW Energy 41,499.0 $6.3M 0.07% NEW $152.41 +24.2%
88 IWN ISHARES TR 33,319.0 $6.0M 0.07% NEW $181.21 +16.6%
89 LESL LESLIES INC Consumer Cyclical 2,836,373.0 $4.7M 0.05% NEW $1.65 +210.9%
90 KB KB FINL GROUP INC Financial Services 51,315.0 $4.4M 0.05% NEW $86.04 +16.7%
91 AJG GALLAGHER ARTHUR J & CO Financial Services 15,357.0 $4.0M 0.04% NEW $258.79 -17.9%
92 MOS MOSAIC CO NEW Basic Materials 147,037.0 $3.5M 0.04% NEW $24.09 -11.2%
93 ORCL ORACLE CORP Technology 16,384.0 $3.2M 0.03% NEW $194.91 +8.7%
94 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 10,162.0 $3.1M 0.03% NEW $303.89 +40.4%
95 BWA BORGWARNER INC Consumer Cyclical 64,987.0 $2.9M 0.03% NEW $45.06 +68.4%
96 GS GOLDMAN SACHS GROUP INC Financial Services 3,158.0 $2.8M 0.03% NEW $879.00 +18.9%
97 BAP CREDICORP LTD Financial Services 5,737.0 $1.6M 0.02% NEW $287.00 +11.5%
98 VEA VANGUARD TAX-MANAGED FDS 24,473.0 $1.5M 0.02% NEW $62.47 +11.8%
99 IFS INTERCORP FINL SVCS INC Financial Services 34,668.0 $1.5M 0.02% NEW $42.36 +11.3%
100 CPA COPA HOLDINGS SA Industrials 8,752.0 $1.1M 0.01% NEW $120.61 +9.2%
Page 5 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%