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CIK: 0001743859
Total reported value
$181.2M
$181.2M
54 檔
32.8%
In Q2 2024, Ariston Services Group's U.S. equity holdings reached a combined market value of $181.2M, distributed across 54 disclosed stock positions.
During Q2 2024, Ariston Services Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 19.75% | +0.22% | NEW | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 16.46% | -0.19% | NEW | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.88% | +0.12% | NEW | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 6.83% | -1.39% | NEW | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 6.37% | -0.12% | NEW | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-Other | 6.17% | +0.03% | NEW | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 5.47% | -0.20% | NEW | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.42% | +0.18% | NEW | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 3.81% | -0.71% | NEW | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.99% | +0.34% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 2.42% | +0.30% | NEW | |
| 12 | VPU | Vanguard Utilities ETF | ETF-Other | 2.40% | -0.19% | NEW | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.13% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.09% | NEW | |
| 15 | CMF | Ishares California Muni Bond | ETF-Other | 0.70% | — | — | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 0.68% | +0.09% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.01% | NEW | |
| 18 | SSP | Ew Scripps Co/the-a | Stock-Other | 0.57% | -0.13% | NEW | |
| 19 | NFLX | Netflix Inc | Stock-Comm Services | 0.55% | -0.16% | NEW | |
| 20 | SRE | Sempra | Stock-Utilities | 0.53% | -0.02% | NEW | |
| 21 | COP | Conocophillips | Stock-Energy | 0.52% | -0.07% | NEW | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | +0.02% | NEW | |
| 23 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.42% | -0.02% | NEW | |
| 24 | INTC | Intel CORP | Stock-Tech | 0.42% | +0.21% | NEW | |
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.39% | -0.01% | NEW | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.16% | NEW | |
| 27 | WMB | Williams Cos Inc | Stock-Energy | 0.38% | -0.01% | NEW | |
| 28 | MCK | Mckesson CORP | Stock-Healthcare | 0.36% | -0.08% | NEW | |
| 29 | AXP | American Express Co | Stock-Financials | 0.34% | +0.01% | NEW | |
| 30 | MCHP | Microchip Technology Inc | Stock-Tech | 0.33% | -0.01% | NEW | |
| 31 | MSI | Motorola Solutions Inc | Stock-Tech | 0.31% | -0.02% | NEW | |
| 32 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.28% | — | — | |
| 33 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.28% | — | -0.59% | |
| 34 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.28% | -0.01% | NEW | |
| 35 | EIX | Edison International | Stock-Utilities | 0.28% | — | -0.42% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.27% | -0.22% | -0.55% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | +0.06% | NEW | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | +0.01% | NEW | |
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.24% | -0.15% | — | |
| 40 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.24% | +0.01% | NEW | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.24% | +0.03% | NEW | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | NEW | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.23% | -0.02% | NEW | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.23% | — | -0.24% | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.23% | — | -20.98% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.22% | — | -0.30% | |
| 47 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.22% | -0.02% | NEW | |
| 48 | ELV | Elevance Health Inc | Stock-Healthcare | 0.21% | — | — | |
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.21% | -0.02% | NEW | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.21% | — | NEW |
According to official SEC Form 13F filings, Ariston Services Group reported a total U.S. public equity portfolio value of $181.2M across 54 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VYM, VWO) accounted for 32.8% of total reported equity market value during Q2 2024.
During Q2 2024, Ariston Services Group's top holdings by market value included VIG (19.8%)、VYM (16.5%)、VWO (7.9%). The largest single position, VIG, represented 19.8% of total portfolio value.
In Q2 2024, Ariston Services Group made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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