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Portfolio (Quarterly) Guide ↗

Aristides Capital LLC

· CIK 0001595521
13F Portfolio $565M AUM Filed Feb 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 11 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 SG SWEETGREEN INC Consumer Cyclical 27,300.0 $185K 0.03% NEW $6.76 +37.0%
202 HDSN HUDSON TECHNOLOGIES INC Basic Materials 26,720.0 $183K 0.03% NEW $6.85 -25.1%
203 ERII ENERGY RECOVERY INC Industrials 13,516.0 $182K 0.03% NEW $13.49 -35.0%
204 NFE NEW FORTRESS ENERGY INC Utilities 159,600.0 $182K 0.03% NEW $1.14 -45.7%
205 FG NEXUS INC. 66,100.0 $182K 0.03% NEW $2.75
206 GOGO GOGO INC Communication Services 39,000.0 $182K 0.03% NEW $4.66 -4.7%
207 XRX XEROX HOLDINGS CORP Technology 76,300.0 $181K 0.03% NEW $2.37 +22.4%
208 JANX JANUX THERAPEUTICS INC Healthcare 13,100.0 $181K 0.03% NEW $13.80 +4.3%
209 FORWARD INDS INC N Y 27,300.0 $180K 0.03% NEW $6.61
210 ARBE ARBE ROBOTICS LTD Technology 152,600.0 $180K 0.03% NEW $1.18 -2.5%
211 KOS KOSMOS ENERGY LTD Energy 197,200.0 $179K 0.03% NEW $0.91 +214.1%
212 HAFN HAFNIA LTD Industrials 33,548.0 $179K 0.03% NEW $5.33 +56.7%
213 JELD JELD-WEN HLDG INC Industrials 72,500.0 $178K 0.03% NEW $2.46 -26.8%
214 OM OUTSET MED INC Healthcare 47,700.0 $177K 0.03% NEW $3.71 +18.6%
215 BKKT BAKKT HOLDINGS INC Technology 17,600.0 $177K 0.03% NEW $10.04 +17.6%
216 ASPN ASPEN AEROGELS INC Industrials 62,400.0 $177K 0.03% NEW $2.83 +111.0%
217 SEMLER SCIENTIFIC INC 11,500.0 $176K 0.03% NEW $15.29
218 TMCI TREACE MED CONCEPTS INC Healthcare 70,500.0 $173K 0.03% NEW $2.45 +15.5%
219 CALL LIMONEIRA CO 13,500.0 $170K 0.03% NEW $12.63
220 SUI GROUP HOLDINGS LIMITED 101,300.0 $169K 0.03% NEW $1.67
Page 11 of 14  ·  272 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
Financial Services 29.1%
Technology 25.0%
Consumer Cyclical 12.2%
Industrials 9.0%
Communication Services 7.6%
Consumer Defensive 5.8%
Energy 5.2%
Healthcare 4.5%
Basic Materials 1.0%
Utilities 0.5%