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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 7 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PDS PRECISION DRILLING CORP Energy 2,809.0 $276K 0.06% -324.0 -10.3% $98.40 -5.8%
122 CARG CARGURUS INC Consumer Cyclical 7,920.0 $270K 0.06% +825.0 +11.6% $34.05 -18.4%
123 NMM NAVIOS MARITIME PARTNERS LP Industrials 3,877.0 $262K 0.06% -2K -28.3% $67.48 +9.1%
124 RELL RICHARDSON ELECTRS LTD Technology 23,885.0 $262K 0.06% +3K +14.1% $10.95 +63.0%
125 DORM DORMAN PRODS INC Consumer Cyclical 2,490.0 $260K 0.06% +296.0 +13.5% $104.36 +15.3%
126 LOPE GRAND CANYON ED INC Consumer Defensive 1,520.0 $258K 0.06% +266.0 +21.2% $170.03 -9.0%
127 DAC DANAOS CORPORATION Industrials 2,278.0 $257K 0.06% -292.0 -11.4% $112.64 +14.9%
128 NWPX NWPX INFRASTRUCTURE INC Industrials 3,242.0 $252K 0.06% -127.0 -3.8% $77.86 +50.9%
129 SCSC SCANSOURCE INC Technology 6,903.0 $251K 0.05% NEW $36.30 +23.8%
130 IDT IDT CORP Communication Services 5,047.0 $248K 0.05% +1K +26.6% $49.10 +6.2%
131 MTCH MATCH GROUP INC NEW Communication Services 7,961.0 $244K 0.05% NEW $30.71 +17.1%
132 BCPC BALCHEM CORP Basic Materials 1,441.0 $244K 0.05% NEW $169.48 -4.7%
133 MCRI MONARCH CASINO & RESORT INC Consumer Cyclical 2,554.0 $244K 0.05% -620.0 -19.5% $95.60 +23.3%
134 BYD BOYD GAMING CORP Consumer Cyclical 2,925.0 $240K 0.05% +526.0 +21.9% $82.18 -1.8%
135 ENS ENERSYS Industrials 1,344.0 $233K 0.05% NEW $173.72 +40.1%
136 CENTA CENTRAL GARDEN & PET CO Consumer Defensive 7,189.0 $233K 0.05% NEW $32.42 +6.8%
137 NXG NXG NEXTGEN INFRASTR INCM FD Financial Services 4,204.0 $231K 0.05% NEW $54.93 +6.5%
138 AN AUTONATION INC Consumer Cyclical 1,173.0 $229K 0.05% NEW $195.26 -1.8%
139 FTDR FRONTDOOR INC Consumer Cyclical 4,256.0 $225K 0.05% +584.0 +15.9% $52.86 +18.0%
140 GNSS GENASYS INC Technology 122,655.0 $223K 0.05% +10K +8.8% $1.82 +10.4%
Page 7 of 9  ·  170 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%