BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

Ariadne Wealth Management, LP

· CIK 0002034793
13F Portfolio $226M AUM 254 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 48 Added 97 Reduced 38 Exited
Page 11 of 13  ·  254 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RIO RIO TINTO PLC Basic Materials 2,610.0 $248K 0.11% $94.93 +8.8%
202 AXP AMERICAN EXPRESS CO Financial Services 729.0 $247K 0.11% NEW $338.25 -3.6%
203 GD GENERAL DYNAMICS CORP Industrials 695.0 $246K 0.11% -130.0 -15.8% $354.24 +1.5%
204 OMF ONEMAIN HLDGS INC Financial Services 4,021.0 $245K 0.11% +258.0 +6.9% $60.97 +6.0%
205 ABNB AIRBNB INC Consumer Cyclical 1,703.0 $244K 0.11% -2K -53.2% $143.10 +27.1%
206 DFSB DIMENSIONAL ETF TRUST 4,666.0 $243K 0.11% $52.11 -2.8%
207 ARKF ARK ETF TR 6,132.0 $242K 0.11% $39.46 +19.4%
208 CMCSA COMCAST CORP NEW Communication Services 9,846.0 $242K 0.11% +2K +18.9% $24.55 +7.9%
209 MLI MUELLER INDS INC Industrials 1,964.0 $241K 0.11% +131.0 +7.2% $122.93 -48.1%
210 SPEM SPDR INDEX SHS FDS 4,653.0 $241K 0.11% $51.78 +3.1%
211 AMGN AMGEN INC Healthcare 652.0 $236K 0.10% NEW $362.12 +20.7%
212 KT KT CORP Communication Services 13,481.0 $233K 0.10% +108.0 +0.8% $17.28 +14.5%
213 CARR CARRIER GLOBAL CORPORATION Industrials 3,175.0 $233K 0.10% NEW $73.35 -18.6%
214 VTHR VANGUARD SCOTTSDALE FDS 698.0 $231K 0.10% $331.29 +2.7%
215 CVX CHEVRON CORPORATION Energy 1,395.0 $231K 0.10% +11.0 +0.8% $165.76 +25.8%
216 AM ANTERO MIDSTREAM CORP Energy 9,962.0 $227K 0.10% -108.0 -1.1% $22.75 -0.7%
217 WIT WIPRO LTD Technology 100,269.0 $226K 0.10% +77K +323.3% $2.25 -19.6%
218 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 11,337.0 $225K 0.10% -148.0 -1.3% $19.89 +21.1%
219 FIVE FIVE BELOW INC Consumer Cyclical 1,251.0 $225K 0.10% -48.0 -3.7% $179.79 +40.3%
220 HAUZ DBX ETF TR 10,000.0 $224K 0.10% $22.42 +1.4%
Page 11 of 13  ·  254 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 40.8%
Financial Services 18.2%
Healthcare 9.7%
Industrials 8.5%
Consumer Cyclical 8.0%
Communication Services 7.8%
Consumer Defensive 2.3%
Utilities 2.0%
Energy 1.4%
Basic Materials 1.1%