Aristotle Capital Boston, LLC

CIK

1633911

Location

BOSTON, MA

Portfolio Value

Mid $1,484,881,928

Diversification

Diversified

Reports for

ARISTOTLE INVESTMENT SERVICES, LLC

Filing Date

Global Rank

#1,963 / 8,794 ▼ 404 · as of Jun 2026

Top Industry

Banks - Regional 13.1%

Period ended 3 months ago

Filed Aug 14, 2026 · 50d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

117 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

2.6%

−0.4 pts

Top 5

11.1%

−1.5 pts

Top 10

19.8%

−2.1 pts

HHI

120

Diversified−4

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	20.0%	$297,375,911	19
Technology	18.7%	$277,551,901	17
Industrials	18.5%	$275,011,673	22
Healthcare	13.9%	$206,603,504	17
Consumer Cyclical	10.0%	$147,906,136	10
Basic Materials	4.7%	$69,934,256	4
Real Estate	3.4%	$50,070,509	8
Consumer Defensive	3.0%	$44,610,900	6
Energy	2.7%	$39,547,759	5
Utilities	2.2%	$32,668,221	6
Unclassified	1.7%	$25,554,321	2
Communication Services	1.2%	$18,046,837	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
WSBC	Wesbanco Inc	+149,583	435,329	$16,990,890
IPGP	Ipg Photonics Corp	+70,537	86,002	$10,089,754
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+17,053	99,072	$18,298,077
—		+5,649	32,804	$7,256,244
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KN	Knowles Corp	−812,468	191,737	$7,953,250
HASI	HA Sustainable Infrastructure Capital, Inc.	−178,426	847,819	$33,107,331
WWW	Wolverine World Wide Inc /De/	−145,681	742,945	$12,280,880
SLRC	SLR Investment Corp.	−141,419	613,753	$7,592,124
JHX	James Hardie Industries plc	−138,407	709,085	$18,563,845
AHRT	AH Realty Trust, Inc.	−131,042	694,442	$4,916,649
AGI	Alamos Gold Inc	−130,475	628,545	$19,070,055
SONO	Sonos Inc	−115,939	625,188	$8,458,793
HLF	Herbalife Ltd.	−114,112	567,829	$7,466,951
BWIN	Baldwin Insurance Group, Inc.	−113,633	568,427	$15,108,789
ACIW	Aci Worldwide, Inc.	−108,893	551,926	$27,756,358
MTSI	MACOM Technology Solutions Holdings, Inc.	−103,286	102,830	$39,113,447
AEIS	Advanced Energy Industries Inc	−100,540	50,851	$18,960,812
NBHC	National Bank Holdings Corp	−95,451	485,740	$21,581,428
STAG	STAG Industrial, Inc.	−95,090	482,616	$18,368,364
VVV	Valvoline Inc	−91,028	457,955	$18,107,540
BOX	Box Inc	−89,493	606,056	$16,084,726
AUB	Atlantic Union Bankshares Corp	−87,316	454,584	$19,233,449
ACHC	Acadia Healthcare Company, Inc.	−86,591	435,076	$12,847,794
ONB	Old National Bancorp /In/	−86,175	430,408	$11,147,567
SLGN	Silgan Holdings Inc	−85,043	451,934	$20,965,218
PR	Permian Resources Corp	−84,725	255,827	$4,709,775
COLB	Columbia Banking System, Inc.	−83,760	420,721	$13,484,108
LKQ	Lkq Corp	−82,523	402,470	$10,597,035
WSC	WillScot Holdings Corp	−81,869	425,948	$12,292,859
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
UMBF	Umb Financial Corp	181,329	$25,886,528
JLL	Jones Lang Lasalle Inc	7,815	$2,422,259
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
BY	Byline Bancorp, Inc.	674,784	$21,302,930
VRRM	VERRA MOBILITY Corp	650,266	$9,292,301
COLD	Americold Realty Trust	633,792	$7,263,256
CIEN	Ciena Corp	1,317	$511,298
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

117 tracked positions · $1,484,881,928 total · filing declares 119 positions · $1,490,794,719 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 117 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MTSI	MACOM Technology Solutions Holdings, Inc. Technology	Reduced	102,830	-103,286	$39,113,447	−14.5%	2.63%
HASI	HA Sustainable Infrastructure Capital, Inc. Financial Services	Reduced	847,819	-178,426	$33,107,331	−12.2%	2.23%
LFUS	Littelfuse Inc /De Technology	Reduced	71,912	-15,081	$32,743,690	+10.9%	2.21%
AER	AerCap Holdings N.V. Industrials	Reduced	206,417	-45,144	$30,091,470	−12.8%	2.03%
HQY	Healthequity, Inc. Healthcare	Reduced	332,884	-64,345	$30,066,082	−9.4%	2.02%
MRCY	Mercury Systems Inc Industrials	Reduced	244,228	-22,189	$29,876,411	+53.8%	2.01%
ACIW	Aci Worldwide, Inc. Technology	Reduced	551,926	-108,893	$27,756,358	+2.4%	1.87%
UMBF	Umb Financial Corp Financial Services	NEW	181,329	NEW	$25,886,528	NEW	1.74%
ITRI	Itron, Inc. Technology	Reduced	268,429	-24,415	$23,227,161	−11.5%	1.56%
NOVT	Novanta Inc Technology	Reduced	139,009	-26,930	$22,552,820	+15.1%	1.52%
BHE	Benchmark Electronics Inc Technology	Reduced	224,142	-41,275	$22,116,091	+48.6%	1.49%
MMSI	Merit Medical Systems Inc Healthcare	Reduced	316,536	-61,044	$21,948,606	−15.7%	1.48%
PRSU	Pursuit Attractions & Hospitality, Inc. Consumer Cyclical	Reduced	389,455	-67,715	$21,797,796	+30.2%	1.47%
HAE	Haemonetics Corp Healthcare	Reduced	289,624	-56,762	$21,721,800	+11.3%	1.46%
NBHC	National Bank Holdings Corp Financial Services	Reduced	485,740	-95,451	$21,581,428	−5.2%	1.45%
SMG	Scotts Miracle-Gro Co Basic Materials	Reduced	312,242	-62,186	$21,266,802	−6.6%	1.43%
SLGN	Silgan Holdings Inc Consumer Cyclical	Reduced	451,934	-85,043	$20,965,218	+0.6%	1.41%
HXL	Hexcel Corp /De/ Industrials	Reduced	209,350	-41,809	$20,947,561	+3.1%	1.41%
CHE	Chemed Corp Healthcare	Reduced	44,114	-8,697	$20,545,654	+3.0%	1.38%
HURN	Huron Consulting Group Inc. Industrials	Reduced	217,531	-32,381	$19,612,594	−38.4%	1.32%
AUB	Atlantic Union Bankshares Corp Financial Services	Reduced	454,584	-87,316	$19,233,449	−0.7%	1.30%
CUBI	Customers Bancorp, Inc. Financial Services	Reduced	242,607	-41,800	$19,190,213	−2.8%	1.29%
AGI	Alamos Gold Inc Basic Materials	Reduced	628,545	-130,475	$19,070,055	−43.5%	1.28%
BDC	Belden Inc. Technology	Reduced	158,757	-32,281	$19,036,551	−13.2%	1.28%
AEIS	Advanced Energy Industries Inc Industrials	Reduced	50,851	-100,540	$18,960,812	−61.2%	1.28%
JHX	James Hardie Industries plc Basic Materials	Reduced	709,085	-138,407	$18,563,845	+15.7%	1.25%
VOYA	Voya Financial, Inc. Financial Services	Reduced	204,227	-39,992	$18,488,670	+10.8%	1.25%
PWP	Perella Weinberg Partners Financial Services	Reduced	1,152,220	-81,238	$18,389,431	−17.9%	1.24%
STAG	STAG Industrial, Inc. Real Estate	Reduced	482,616	-95,090	$18,368,364	−11.8%	1.24%
KNX	Knight-Swift Transportation Holdings Inc. Industrials	Reduced	235,588	-49,937	$18,345,237	+11.6%	1.24%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	99,072	+17,053	$18,298,077	—	1.23%
CRL	Charles River Laboratories International, Inc. Healthcare	Reduced	80,574	-16,860	$18,273,377	+8.7%	1.23%
VVV	Valvoline Inc Consumer Cyclical	Reduced	457,955	-91,028	$18,107,540	−2.1%	1.22%
TKO	TKO Group Holdings, Inc. Communication Services	Reduced	89,647	-17,823	$18,046,837	−16.7%	1.22%
LQDT	Liquidity Services Inc Consumer Cyclical	Reduced	459,994	-79,545	$17,994,965	+9.1%	1.21%
CWST	Casella Waste Systems Inc Industrials	Reduced	183,143	-12,811	$17,759,376	+14.2%	1.20%
GRDN	Guardian Pharmacy Services, Inc. Healthcare	Reduced	422,427	-73,429	$17,687,018	−5.3%	1.19%
WSBC	Wesbanco Inc Financial Services	Added	435,329	+149,583	$16,990,890	+72.4%	1.14%
AIN	Albany International Corp /De/ Consumer Cyclical	Reduced	220,403	-44,055	$16,420,023	+18.9%	1.11%
BKU	BankUnited, Inc. Financial Services	Reduced	334,868	-72,546	$16,224,354	−11.8%	1.09%
BOX	Box Inc Technology	Reduced	606,056	-89,493	$16,084,726	−2.2%	1.08%
BWIN	Baldwin Insurance Group, Inc. Financial Services	Reduced	568,427	-113,633	$15,108,789	+1.0%	1.02%
EEFT	Euronet Worldwide, Inc. Technology	Reduced	204,955	-42,275	$15,000,656	−8.6%	1.01%
ATR	Aptargroup, Inc. Healthcare	Reduced	116,953	-13,555	$14,642,515	−11.0%	0.99%
IPAR	Interparfums Inc Consumer Defensive	Reduced	125,110	-25,182	$13,994,804	+2.5%	0.94%
KBH	Kb Home Consumer Cyclical	Reduced	221,351	-43,719	$13,854,359	+1.0%	0.93%
DY	Dycom Industries Inc Industrials	Reduced	27,361	-5,648	$13,833,447	+23.7%	0.93%
HGV	Hilton Grand Vacations Inc. Consumer Cyclical	Reduced	258,847	-35,481	$13,555,817	+17.7%	0.91%
COLB	Columbia Banking System, Inc. Financial Services	Reduced	420,721	-83,760	$13,484,108	−2.6%	0.91%
FIBK	First Interstate Bancsystem Inc Financial Services	Reduced	348,476	-69,780	$13,437,234	−3.8%	0.90%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.