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Portfolio (Quarterly) Guide ↗

Aristides Capital LLC

· CIK 0001595521
13F Portfolio $462M AUM 171 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 89 Added 32 Reduced 138 Exited
Page 3 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EXP EAGLE MATLS INC Basic Materials 6,614.0 $1.3M 0.27% +793.0 +13.6% $189.45 +9.0%
42 ALPHA COGNITION INC 218,510.0 $1.2M 0.26% +3K +1.4% $5.49
43 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 78,004.0 $1.1M 0.24% +15K +24.7% $14.28 -2.0%
44 NPK NATIONAL PRESTO INDS INC Industrials 8,029.0 $1.1M 0.24% +5K +165.2% $137.06 -1.9%
45 BROWN FORMAN CORP 40,610.0 $1.1M 0.24% +6K +16.0% $26.79
46 LIND LINDBLAD EXPEDITIONS HLDGS I Consumer Cyclical 59,228.0 $1.0M 0.22% +33K +126.2% $17.30 +23.5%
47 SII SPROTT INC Financial Services 7,014.0 $1.0M 0.22% +741.0 +11.8% $142.90 -10.4%
48 MA MASTERCARD INCORPORATED Financial Services 1,808.0 $903K 0.20% +348.0 +23.8% $499.66 -1.3%
49 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 50,800.0 $867K 0.19% +6K +12.9% $17.07 -1.7%
50 TLYS TILLYS INC Consumer Cyclical 201,873.0 $818K 0.18% +42K +25.9% $4.05 +10.6%
51 HIGHLAND OPPS & INCOME FD 138,096.0 $789K 0.17% +5K +3.5% $5.71
52 ELMD ELECTROMED INC Healthcare 33,332.0 $780K 0.17% +6K +22.1% $23.41 +63.6%
53 LAD LITHIA MTRS INC Consumer Cyclical 3,086.0 $771K 0.17% +379.0 +14.0% $249.72 +13.3%
54 RNW RENEW ENERGY GLOBAL PLC Utilities 157,548.0 $722K 0.16% +20K +14.2% $4.58 +31.0%
55 LIBERTY MEDIA CORP DEL 8,595.0 $671K 0.14% +2K +25.7% $78.08
56 BSM BLACK STONE MINERALS L P Energy 42,330.0 $640K 0.14% +7K +19.2% $15.12 -9.3%
57 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,108.0 $537K 0.12% +206.0 +22.8% $484.29 +9.2%
58 KOPN KOPIN CORP Technology 219,538.0 $494K 0.11% +165K +306.2% $2.25 +149.3%
59 PAYX PAYCHEX INC Industrials 5,340.0 $492K 0.11% +660.0 +14.1% $92.12 +2.9%
60 SPH SUBURBAN PROPANE PARTNERS L Utilities 24,262.0 $478K 0.10% +3K +14.6% $19.69 +1.4%
Page 3 of 5  ·  89 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
Technology 25.5%
Financial Services 22.5%
Consumer Cyclical 18.4%
Industrials 10.7%
Communication Services 5.5%
Consumer Defensive 5.2%
Energy 4.9%
Basic Materials 3.9%
Healthcare 2.0%
Utilities 1.1%