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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
Page 5 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CVX CHEVRON CORPORATION Energy 41,499.0 $8.6M 0.10% $206.90 -8.5%
82 B BARRICK MNG CORP Basic Materials 207,277.0 $8.5M 0.10% -9K -4.1% $40.79 -3.3%
83 LMT LOCKHEED MARTIN CORP Industrials 13,114.0 $7.9M 0.09% -332.0 -2.5% $604.39 -14.0%
84 HCKT HACKETT GROUP INC Technology 425,568.0 $5.5M 0.06% -3K -0.6% $13.01 -16.1%
85 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 16,092.0 $5.4M 0.06% +6K +58.4% $337.95 +26.3%
86 KB KB FINL GROUP INC Financial Services 49,961.0 $5.0M 0.06% -1K -2.6% $99.73 +0.7%
87 AJG GALLAGHER ARTHUR J & CO Financial Services 19,764.0 $4.3M 0.05% +4K +28.7% $216.58 -1.9%
88 MOS MOSAIC CO Basic Materials 148,341.0 $3.8M 0.04% +1K +0.9% $25.50 -16.2%
89 BWA BORGWARNER INC Consumer Cyclical 64,987.0 $3.5M 0.04% $54.26 +39.8%
90 LESL LESLIES INC Consumer Cyclical 2,882,994.0 $3.2M 0.04% +47K +1.6% $1.12 +358.0%
91 BAP CREDICORP LTD Financial Services 7,585.0 $2.6M 0.03% +2K +32.2% $339.18 -5.7%
92 ORCL ORACLE CORP Technology 16,367.0 $2.4M 0.03% $147.11 +44.0%
93 IFS INTERCORP FINL SVCS INC Financial Services 46,465.0 $2.3M 0.03% +12K +34.0% $50.20 -6.1%
94 KASPI KZ JSC 22,724.0 $1.7M 0.02% +10K +72.5% $74.07
95 VT VANGUARD INTL EQUITY INDEX F 9,964.0 $1.4M 0.01% NEW $138.32 +11.7%
96 VWO VANGUARD INTL EQUITY INDEX F 20,245.0 $1.1M 0.01% NEW $54.05 +7.9%
97 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,740.0 $479K 0.01% NEW $275.18 -1.2%
98 VXUS VANGUARD STAR FDS 4,685.0 $361K 0.00% NEW $77.11 +8.6%
99 HDB HDFC BANK LTD Financial Services 14,072.0 $350K 0.00% +921.0 +7.0% $24.88 -7.5%
100 XCEM COLUMBIA ETF TR II 8,466.0 $345K 0.00% NEW $40.81 +22.5%
Page 5 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%