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Portfolio (Quarterly) Guide ↗

Ariston Services Group

· CIK 0001743859
13F Portfolio $181M AUM 70 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 5 New 11 Added 20 Reduced 5 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MSI MOTOROLA SOLUTIONS INC Technology 629.0 $261K 0.14% $415.29 +17.0%
62 MCK MCKESSON CORP Healthcare 345.0 $261K 0.14% -76.0 -18.1% $755.60 +18.2%
63 V VISA INC Financial Services 736.0 $253K 0.14% $343.09 +11.2%
64 VCRB VANGUARD MALVERN FDS 3,214.0 $248K 0.14% NEW $77.24 -1.5%
65 PNC PNC FINL SVCS GROUP INC Financial Services 983.0 $242K 0.13% $246.22 -1.6%
66 PFE PFIZER INC Healthcare 10,040.0 $242K 0.13% $24.08 +16.1%
67 PG PROCTER & GAMBLE CO Consumer Defensive 1,628.0 $239K 0.13% NEW $146.64 -2.0%
68 HD HOME DEPOT INC Consumer Cyclical 676.0 $238K 0.13% $352.68 -6.4%
69 COF CAPITAL ONE FINL CORP Financial Services 1,064.0 $213K 0.12% $200.62 +7.5%
70 HLN HALEON PLC Healthcare 20,721.0 $193K 0.11% $9.33 +8.4%
Page 4 of 4  ·  70 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
Consumer Cyclical 42.6%
Financial Services 27.4%
Technology 8.9%
Energy 5.8%
Communication Services 4.8%
Healthcare 4.0%
Industrials 3.0%
Basic Materials 2.0%
Utilities 1.1%
Consumer Defensive 0.4%