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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 6 of 6  ·  106 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MSI MOTOROLA SOLUTIONS INC Technology 696.0 $302K 0.00% -59.0 -7.8% $433.97 -7.4%
102 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 3,014.0 $273K 0.00% -215.0 -6.7% $90.42 -3.4%
103 BRC BRADY CORP Industrials 2,764.0 $225K 0.00% -232.0 -7.7% $81.24 -2.3%
104 FICO FAIR ISAAC CORP Technology 204.0 $218K 0.00% -17.0 -7.7% $1067.54 +11.6%
105 PGR PROGRESSIVE CORP Financial Services 1,010.0 $200K 0.00% -84.0 -7.7% $198.24 +1.5%
106 IWS ISHARES TR 1,145.0 $167K 0.00% NEW $145.74 +9.8%
Page 6 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%