Ariston Services Group
Filing Date
3Y Alpha vs SPY
+5.3%
Period ended 3 months ago
Filed Apr 22, 2026 · 3mo
10 quarters · since Dec 2023
Clone Performance
Feb 2024–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.8%
SPY
+53.6%
Annualised alpha
+5.1%
Max drawdown
−13.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Trend
10 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 0.0% | $0 |
| Communication Services | 0.0% | $0 |
| Consumer Cyclical | 0.0% | $0 |
| Consumer Defensive | 0.0% | $0 |
| Energy | 0.0% | $0 |
| Financial Services | 0.0% | $0 |
| Healthcare | 0.0% | $0 |
| Industrials | 0.0% | $0 |
| Technology | 0.0% | $0 |
| Utilities | 0.0% | $0 |
| Unclassified | 0.0% | $0 |
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 quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSLA | Tesla, Inc. | 58,129 | $26,141,773 | |
| IAU | Ishares Gold Trust | 126,940 | $10,303,719 | |
| GLD | Spdr Gold Trust | 14,021 | $5,556,662 | |
| GOOGL | Alphabet Inc. | 5,446 | $1,704,598 | |
| ET | Energy Transfer LP | 100,683 | $1,660,262 | |
| BX | Blackstone Inc. | 8,606 | $1,326,528 | |
| NVDA | Nvidia Corp | 6,008 | $1,120,492 | |
| JPM | Jpmorgan Chase & Co | 2,536 | $817,149 | |
| SSP | E.W. SCRIPPS Co | 187,786 | $749,266 | |
| NFLX | Netflix Inc | 7,890 | $739,766 | |
| QCOM | Qualcomm Inc/De | 3,979 | $680,607 | |
| BA | Boeing Co | 2,788 | $605,330 | |
| JNJ | Johnson & Johnson | 2,258 | $467,293 | |
| PH | Parker-Hannifin Corp | 504 | $442,995 | |
| TMO | Thermo Fisher Scientific Inc. | 717 | $415,465 | |
| SCHW | Schwab Charles Corp | 3,958 | $395,443 | |
| BAC | Bank Of America Corp /De/ | 7,167 | $394,185 | |
| APD | Air Products & Chemicals, Inc. | 1,576 | $389,303 | |
| AVGO | Broadcom Inc. | 1,081 | $374,134 | |
| WMB | Williams Companies, Inc. | 6,078 | $365,348 | |
| CVS | CVS HEALTH Corp | 4,546 | $360,770 | |
| BRK-B | Berkshire Hathaway Inc | 705 | $354,368 | |
| WEC | Wec Energy Group, Inc. | 3,351 | $353,396 | |
| TRV | Travelers Companies, Inc. | 1,212 | $351,552 | |
| MCK | Mckesson Corp | 421 | $345,342 | |
| No positions match the current search. | ||||
55 positions ·
$0 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 55 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
Closed | 0 | $0 | — | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Closed | 0 | $0 | — | |
| ET |
Energy Transfer LP
Energy
|
Closed | 0 | $0 | — | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Closed | 0 | $0 | — | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Closed | 0 | $0 | — | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Closed | 0 | $0 | — | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Closed | 0 | $0 | — | |
| V |
Visa Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| NVDA |
Nvidia Corp
Technology
|
Closed | 0 | $0 | — | |
| SHW |
Sherwin Williams Co
Basic Materials
|
Closed | 0 | $0 | — | |
| INTC |
Intel Corp
Technology
|
Closed | 0 | $0 | — | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| BA |
Boeing Co
Industrials
|
Closed | 0 | $0 | — | |
| MLM |
Martin Marietta Materials Inc
Basic Materials
|
Closed | 0 | $0 | — | |
| CVX |
Chevron Corp
Energy
|
Closed | 0 | $0 | — | |
| HLN |
Haleon plc
Healthcare
|
Closed | 0 | $0 | — | |
| MSFT |
Microsoft Corp
Technology
|
Closed | 0 | $0 | — | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 0 | $0 | — | |
| IAU |
Ishares Gold Trust
|
Closed | 0 | $0 | — | |
| MRSH |
Marsh & Mclennan Companies, Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Closed | 0 | $0 | — | |
| F |
Ford Motor Co
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| WMB |
Williams Companies, Inc.
Energy
|
Closed | 0 | $0 | — | |
| RTX |
RTX Corp
Industrials
|
Closed | 0 | $0 | — | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Closed | 0 | $0 | — | |
| AXP |
American Express Co
Financial Services
|
Closed | 0 | $0 | — | |
| DE |
Deere & Co
Industrials
|
Closed | 0 | $0 | — | |
| COP |
Conocophillips
Energy
|
Closed | 0 | $0 | — | |
| XPO |
XPO, Inc.
Industrials
|
Closed | 0 | $0 | — | |
| PH |
Parker-Hannifin Corp
Industrials
|
Closed | 0 | $0 | — | |
| TRV |
Travelers Companies, Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Held | 0 | $0 | — | |
| NFLX |
Netflix Inc
Communication Services
|
Closed | 0 | $0 | — | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Closed | 0 | $0 | — | |
| MCK |
Mckesson Corp
Healthcare
|
Closed | 0 | $0 | — | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Closed | 0 | $0 | — | |
| QCOM |
Qualcomm Inc/De
Technology
|
Closed | 0 | $0 | — | |
| PFE |
Pfizer Inc
Healthcare
|
Closed | 0 | $0 | — | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Closed | 0 | $0 | — | |
| SSP |
E.W. SCRIPPS Co
Communication Services
|
Closed | 0 | $0 | — | |
| GLD |
Spdr Gold Trust
|
Closed | 0 | $0 | — | |
| MCHP |
Microchip Technology Inc
Technology
|
Closed | 0 | $0 | — | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Closed | 0 | $0 | — | |
| HON |
Honeywell International Inc
Industrials
|
Held | 0 | $0 | — | |
| BX |
Blackstone Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Closed | 0 | $0 | — | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Closed | 0 | $0 | — | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Closed | 0 | $0 | — | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Closed | 0 | $0 | — |