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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 5 of 5  ·  89 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TNC TENNANT CO Industrials 3,079.0 $204K 0.04% +352.0 +12.9% $66.40 +29.6%
82 ADT ADT INC DEL Industrials 31,006.0 $204K 0.04% +7K +28.2% $6.57 +5.5%
83 FELE FRANKLIN ELEC INC Industrials 2,189.0 $202K 0.04% +44.0 +2.0% $92.17 +9.2%
84 VNT VONTIER CORPORATION Technology 5,666.0 $201K 0.04% +158.0 +2.9% $35.47 -16.8%
85 HLIT HARMONIC INC Technology 21,943.0 $197K 0.04% +1K +7.2% $8.98 +88.1%
86 VRRM VERRA MOBILITY CORP Technology 13,105.0 $187K 0.04% +4K +37.7% $14.29 -8.5%
87 ERII ENERGY RECOVERY INC Industrials 14,576.0 $147K 0.03% +1K +7.8% $10.07 -12.9%
88 CATO CATO CORP NEW Consumer Cyclical 45,129.0 $128K 0.03% +6K +15.3% $2.83 +8.5%
89 AWRE AWARE INC MASS Technology 71,964.0 $90K 0.02% +2K +2.4% $1.25 +4.0%
Page 5 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%