Ariston Services Group
CIK
1743859
Location
SAN DIEGO, CA
Portfolio Value
Micro
$64,679,470
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,629
/ 8,517
▼ 642
Top Industry
Auto Manufacturers
49.0%
3Y Alpha vs SPY
+7.7%
Period ended 46 days ago
Filed Jul 27, 2026 · 19d
11 quarters · since Dec 2023
Clone Performance
Feb 2024–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+75.5%
SPY
+55.7%
Annualised alpha
+5.9%
Max drawdown
−11.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
38.9%
+14.2 pts
Top 5
66.1%
−4.1 pts
Top 10
74.6%
−7.2 pts
HHI
1,817
Moderately concentrated+498
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 40.9% | $26,433,226 |
| Unclassified | 20.7% | $13,407,965 |
| Technology | 8.5% | $5,508,071 |
| Industrials | 6.3% | $4,101,682 |
| Financial Services | 6.1% | $3,960,392 |
| Energy | 5.5% | $3,587,877 |
| Communication Services | 4.6% | $2,997,191 |
| Healthcare | 3.9% | $2,495,243 |
| Basic Materials | 2.0% | $1,265,855 |
| Utilities | 1.1% | $683,239 |
| Consumer Defensive | 0.4% | $238,729 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 59,789 | $25,147,253 | |
| IAU | Ishares Gold Trust | 125,399 | $9,468,878 | |
| GLD | Spdr Gold Trust | 10,693 | $3,939,087 | |
| SPCX | Space Exploration Technologies Corp | 13,075 | $2,233,994 | |
| GOOGL | Alphabet Inc. | 5,446 | $1,946,237 | |
| ET | Energy Transfer LP | 100,683 | $1,925,058 | |
| NVDA | Nvidia Corp | 6,008 | $1,202,140 | |
| XOM | ExxonMobil Holdings Corp | 6,450 | $881,844 | |
| JPM | Jpmorgan Chase & Co | 2,321 | $759,732 | |
| AMD | Advanced Micro Devices Inc | 1,295 | $752,278 | |
| AMZN | Amazon Com Inc | 2,978 | $709,776 | |
| INTC | Intel Corp | 4,848 | $676,926 | |
| QCOM | Qualcomm Inc/De | 3,514 | $649,352 | |
| JNJ | Johnson & Johnson | 2,527 | $641,782 | |
| NFLX | Netflix Inc | 7,434 | $530,787 | |
| SSP | E.W. SCRIPPS Co | 187,786 | $520,167 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 1,020 | $487,121 | |
| BX | Blackstone Inc. | 4,127 | $485,624 | |
| AAPL | Apple Inc. | 1,652 | $478,022 | |
| CVS | CVS HEALTH Corp | 4,546 | $470,283 | |
| WMB | Williams Companies, Inc. | 6,078 | $451,838 | |
| APD | Air Products & Chemicals, Inc. | 1,402 | $411,038 | |
| XPO | XPO, Inc. | 1,960 | $402,368 | |
| TRV | Travelers Companies, Inc. | 1,212 | $400,105 | |
| BA | Boeing Co | 1,835 | $397,222 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
54 tracked positions ·
$64,679,470 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 54 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 59,789 | $25,147,253 | 38.88% | |
| IAU |
Ishares Gold Trust
|
NEW | 125,399 | $9,468,878 | 14.64% | |
| GLD |
Spdr Gold Trust
|
NEW | 10,693 | $3,939,087 | 6.09% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 13,075 | $2,233,994 | 3.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 5,446 | $1,946,237 | 3.01% | |
| ET |
Energy Transfer LP
Energy
|
NEW | 100,683 | $1,925,058 | 2.98% | |
| NVDA |
Nvidia Corp
Technology
|
NEW | 6,008 | $1,202,140 | 1.86% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
NEW | 6,450 | $881,844 | 1.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
NEW | 2,321 | $759,732 | 1.17% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,295 | $752,278 | 1.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 2,978 | $709,776 | 1.10% | |
| INTC |
Intel Corp
Technology
|
NEW | 4,848 | $676,926 | 1.05% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 3,514 | $649,352 | 1.00% | |
| JNJ |
Johnson & Johnson
Healthcare
|
NEW | 2,527 | $641,782 | 0.99% | |
| NFLX |
Netflix Inc
Communication Services
|
NEW | 7,434 | $530,787 | 0.82% | |
| SSP |
E.W. SCRIPPS Co
Communication Services
|
NEW | 187,786 | $520,167 | 0.80% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 1,020 | $487,121 | 0.75% | |
| BX |
Blackstone Inc.
Financial Services
|
NEW | 4,127 | $485,624 | 0.75% | |
| AAPL |
Apple Inc.
Technology
|
NEW | 1,652 | $478,022 | 0.74% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
NEW | 4,546 | $470,283 | 0.73% | |
| WMB |
Williams Companies, Inc.
Energy
|
NEW | 6,078 | $451,838 | 0.70% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
NEW | 1,402 | $411,038 | 0.64% | |
| XPO |
XPO, Inc.
Industrials
|
NEW | 1,960 | $402,368 | 0.62% | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
NEW | 1,212 | $400,105 | 0.62% | |
| BA |
Boeing Co
Industrials
|
NEW | 1,835 | $397,222 | 0.61% | |
| PH |
Parker-Hannifin Corp
Industrials
|
NEW | 403 | $394,182 | 0.61% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
NEW | 3,351 | $391,296 | 0.60% | |
| MSFT |
Microsoft Corp
Technology
|
NEW | 1,021 | $380,853 | 0.59% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
NEW | 3,958 | $365,204 | 0.56% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 6,313 | $359,714 | 0.56% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
NEW | 717 | $359,475 | 0.56% | |
| DE |
Deere & Co
Industrials
|
NEW | 565 | $358,396 | 0.55% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
NEW | 705 | $352,774 | 0.55% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
NEW | 3,668 | $337,786 | 0.52% | |
| COP |
Conocophillips
Energy
|
NEW | 3,166 | $329,137 | 0.51% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
NEW | 789 | $327,932 | 0.51% | |
| MCHP |
Microchip Technology Inc
Technology
|
NEW | 3,503 | $319,473 | 0.49% | |
| RTX |
RTX Corp
Industrials
|
NEW | 1,663 | $315,520 | 0.49% | |
| AVGO |
Broadcom Inc.
Technology
|
NEW | 796 | $300,689 | 0.46% | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
NEW | 516 | $297,577 | 0.46% | |
| SRE |
Sempra
Utilities
|
NEW | 3,149 | $291,943 | 0.45% | |
| LIN |
Linde PLC
Basic Materials
|
NEW | 543 | $281,784 | 0.44% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
NEW | 800 | $275,456 | 0.43% | |
| AXP |
American Express Co
Financial Services
|
NEW | 792 | $267,894 | 0.41% | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
NEW | 1,568 | $261,338 | 0.40% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
NEW | 629 | $261,217 | 0.40% | |
| MCK |
Mckesson Corp
Healthcare
|
NEW | 345 | $260,682 | 0.40% | |
| V |
Visa Inc.
Financial Services
|
NEW | 736 | $252,514 | 0.39% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
NEW | 983 | $242,034 | 0.37% | |
| PFE |
Pfizer Inc
Healthcare
|
NEW | 10,040 | $241,763 | 0.37% |
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.