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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 4 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GGG GRACO INC Industrials 5,351.0 $453K 0.10% +631.0 +13.4% $84.65 -9.8%
62 ENVIRI CORP 22,887.0 $449K 0.10% +3K +14.4% $19.62
63 CRNT CERAGON NETWORKS LTD Technology 162,963.0 $352K 0.08% +22K +15.5% $2.16 +29.2%
64 DDI DOUBLEDOWN INTERACTIVE CO LT Technology 39,491.0 $334K 0.07% +5K +15.5% $8.45 +40.6%
65 BWEN BROADWIND INC Industrials 144,930.0 $301K 0.07% +17K +13.1% $2.08 +90.4%
66 CVSA COVISTA INC Consumer Cyclical 2,528.0 $291K 0.06% +466.0 +22.6% $115.25 +7.8%
67 HAFN HAFNIA LTD Industrials 37,882.0 $288K 0.06% +4K +12.9% $7.60 +9.9%
68 KMDA KAMADA LTD Healthcare 34,491.0 $288K 0.06% +1K +4.5% $8.34 -4.7%
69 CARG CARGURUS INC Consumer Cyclical 7,920.0 $270K 0.06% +825.0 +11.6% $34.05 -18.4%
70 RELL RICHARDSON ELECTRS LTD Technology 23,885.0 $262K 0.06% +3K +14.1% $10.95 +63.0%
71 DORM DORMAN PRODS INC Consumer Cyclical 2,490.0 $260K 0.06% +296.0 +13.5% $104.36 +15.3%
72 LOPE GRAND CANYON ED INC Consumer Defensive 1,520.0 $258K 0.06% +266.0 +21.2% $170.03 -9.0%
73 IDT IDT CORP Communication Services 5,047.0 $248K 0.05% +1K +26.6% $49.10 +6.2%
74 BYD BOYD GAMING CORP Consumer Cyclical 2,925.0 $240K 0.05% +526.0 +21.9% $82.18 -1.8%
75 FTDR FRONTDOOR INC Consumer Cyclical 4,256.0 $225K 0.05% +584.0 +15.9% $52.86 +18.0%
76 GNSS GENASYS INC Technology 122,655.0 $223K 0.05% +10K +8.8% $1.82 +10.4%
77 OTEX OPEN TEXT CORP Technology 9,867.0 $219K 0.05% +3K +40.3% $22.24 +5.3%
78 EPAC ENERPAC TOOL GROUP CORP Industrials 6,012.0 $219K 0.05% +688.0 +12.9% $36.47 -4.7%
79 DOX AMDOCS LTD Technology 3,348.0 $218K 0.05% +708.0 +26.8% $65.26 -4.8%
80 CRAI CRA INTL INC Industrials 1,306.0 $211K 0.05% +240.0 +22.5% $161.88 -10.1%
Page 4 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%