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CIK: 0001743859
Total reported value
$181.2M
$181.2M
71 檔
40.4%
The Q2 2025 SEC filing reveals that Ariston Services Group held a total portfolio value of $181.2M, covering 71 public equity positions.
During Q2 2025, Ariston Services Group's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VIG, VYM, TSLA) accounted for 40.4% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 16.35% | +0.22% | NEW | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 14.11% | -0.19% | NEW | |
| 3 | TSLA | Tesla Inc | Stock-Consumer Disc | 9.42% | +0.80% | NEW | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.58% | +0.12% | NEW | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 5.60% | -1.39% | NEW | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 5.22% | -0.12% | NEW | |
| 7 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.94% | -0.20% | NEW | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.85% | +0.03% | NEW | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.88% | +0.18% | NEW | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.31% | -0.71% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 3.31% | +0.30% | NEW | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.40% | +0.34% | NEW | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 2.08% | -0.19% | NEW | |
| 14 | ET | Energy Transfer LP | Stock-Energy | 1.30% | -0.10% | NEW | |
| 15 | BX | Blackstone Inc | Stock-Financials | 0.92% | -0.32% | NEW | |
| 16 | NFLX | Netflix Inc | Stock-Comm Services | 0.75% | -0.16% | NEW | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.67% | +0.03% | NEW | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.62% | +0.13% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.57% | +0.01% | NEW | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.09% | NEW | |
| 21 | CMF | Ishares California Muni Bond | ETF-Other | 0.51% | — | — | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.16% | NEW | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.45% | +0.05% | NEW | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.09% | NEW | |
| 25 | SSP | Ew Scripps Co/the-a | Stock-Other | 0.39% | -0.13% | NEW | |
| 26 | SRE | Sempra | Stock-Utilities | 0.39% | -0.02% | NEW | |
| 27 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.38% | -0.05% | NEW | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.38% | -0.03% | NEW | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.37% | -0.08% | NEW | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.33% | +0.03% | NEW | |
| 31 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.32% | -0.01% | NEW | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 0.31% | -0.01% | NEW | |
| 33 | MCK | Mckesson CORP | Stock-Healthcare | 0.30% | -0.08% | NEW | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.27% | -0.01% | NEW | |
| 35 | WMB | Williams Cos Inc | Stock-Energy | 0.27% | -0.01% | NEW | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.26% | +0.01% | NEW | |
| 37 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.26% | -0.02% | NEW | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.25% | +0.01% | NEW | |
| 39 | PH | Parker Hannifin CORP | Stock-Industrials | 0.25% | -0.05% | NEW | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.24% | -0.01% | NEW | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | +0.02% | NEW | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | -0.01% | NEW | |
| 43 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.23% | +0.01% | NEW | |
| 44 | INTC | Intel CORP | Stock-Tech | 0.22% | +0.21% | NEW | |
| 45 | CVS | Cvs Health CORP | Stock-Healthcare | 0.22% | +0.06% | NEW | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.21% | +0.03% | NEW | |
| 47 | COP | Conocophillips | Stock-Energy | 0.20% | -0.07% | NEW | |
| 48 | MLM | Martin Marietta Materials | Stock-Materials | 0.20% | -0.02% | NEW | |
| 49 | XPO | Xpo Inc | Stock-Industrials | 0.20% | -0.04% | NEW | |
| 50 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.20% | — | NEW |
According to official SEC Form 13F filings, Ariston Services Group reported a total U.S. public equity portfolio value of $181.2M across 71 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q2 2025, Ariston Services Group's top holdings by market value included VIG (16.4%)、VYM (14.1%)、TSLA (9.4%). The largest single position, VIG, represented 16.4% of total portfolio value.
In Q2 2025, 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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