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CIK: 0001743859
Total reported value
$181.2M
$181.2M
70 檔
52.7%
At the close of Q4 2025, Ariston Services Group disclosed equity holdings valued at approximately $181.2M, spread across 70 reported holdings.
Ariston Services Group executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 2 holdings and trimming 8 positions.
In terms of portfolio concentration, the top 5 core holdings (including TSLA, VIG, VYM) accounted for 52.7% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 15.33% | +0.80% | NEW | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 15.11% | +0.22% | NEW | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 13.29% | -0.19% | NEW | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 6.19% | +0.12% | NEW | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 6.04% | -1.39% | NEW | |
| 6 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 4.76% | -0.20% | NEW | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 4.58% | -0.12% | NEW | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 4.11% | +0.03% | NEW | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.54% | +0.18% | NEW | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 3.26% | -0.71% | NEW | |
| 11 | VB | Vanguard Small-cap ETF | ETF-Other | 3.26% | +0.30% | NEW | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.23% | +0.34% | NEW | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 1.96% | -0.19% | NEW | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.13% | NEW | |
| 15 | ET | Energy Transfer LP | Stock-Energy | 0.97% | -0.10% | NEW | |
| 16 | BX | Blackstone Inc | Stock-Financials | 0.78% | -0.32% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.09% | NEW | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.66% | +0.03% | NEW | |
| 19 | VTEC | Vanguard Ca Tax-ex Bond | ETF-Other | 0.57% | -0.05% | NEW | |
| 20 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.05% | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.48% | +0.01% | NEW | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.46% | -0.16% | NEW | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.45% | -0.03% | NEW | |
| 24 | SSP | Ew Scripps Co/the-a | Stock-Other | 0.44% | -0.13% | NEW | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.16% | NEW | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.40% | +0.09% | NEW | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.39% | +0.03% | NEW | |
| 28 | BA | Boeing Co/the | Stock-Industrials | 0.36% | -0.08% | NEW | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.27% | -0.02% | NEW | |
| 30 | PH | Parker Hannifin CORP | Stock-Industrials | 0.26% | -0.05% | NEW | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.24% | -0.01% | NEW | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.23% | -0.02% | NEW | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.23% | +0.02% | NEW | |
| 34 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.23% | -0.01% | NEW | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.22% | -0.01% | NEW | |
| 36 | WMB | Williams Cos Inc | Stock-Energy | 0.21% | -0.01% | NEW | |
| 37 | CVS | Cvs Health CORP | Stock-Healthcare | 0.21% | +0.06% | NEW | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.21% | -0.01% | NEW | |
| 39 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.21% | -0.01% | NEW | |
| 40 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.21% | +0.01% | NEW | |
| 41 | MCK | Mckesson CORP | Stock-Healthcare | 0.20% | -0.08% | NEW | |
| 42 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.20% | -0.01% | NEW | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.19% | +0.01% | NEW | |
| 44 | MLM | Martin Marietta Materials | Stock-Materials | 0.19% | -0.02% | NEW | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.19% | -0.01% | NEW | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | +0.03% | NEW | |
| 47 | AXP | American Express Co | Stock-Financials | 0.18% | +0.01% | NEW | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.18% | +0.06% | NEW | |
| 49 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.18% | +0.22% | NEW | |
| 50 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.18% | -0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | +0.5% | -0.41% | Trim |
| 2 | GLD | Spdr Gold Shares | +0.3% | -0.31% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 4 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | +0.42% | Add |
| 5 | VTEC | Vanguard Ca Tax-ex Bond | +0.2% | +44.50% | Add |
| 6 | SSP | Ew Scripps Co/the-a | +0.2% | — | Unchanged |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | — | Unchanged |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +35.25% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | +36.02% | Add |
| 10 | VTV | Vanguard Value ETF | +0.1% | +13.27% | Add |
| 11 | VTI | Vanguard Total Stock Mkt ETF | 0% | +11.54% | Add |
| 12 | WEC | Wec Energy Group Inc | 0% | +39.57% | Add |
| 13 | AMD | Advanced Micro Devices | 0% | — | Unchanged |
| 14 | TMO | Thermo Fisher Scientific Inc | 0% | — | Unchanged |
| 15 | PH | Parker Hannifin CORP | 0% | — | Unchanged |
| 16 | XOM | Exxon Mobil CORP | 0% | — | Unchanged |
| 17 | AXP | American Express Co | 0% | — | Unchanged |
| 18 | COF | Capital One Financial CORP | 0% | — | Unchanged |
| 19 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 20 | RTX | Rtx CORP | 0% | — | Unchanged |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 22 | INTC | Intel CORP | 0% | — | Unchanged |
| 23 | BAC | Bank Of America CORP | 0% | — | Unchanged |
| 24 | HLN | Haleon Plc-adr | 0% | — | Unchanged |
| 25 | F | Ford Motor Co | 0% | — | Unchanged |
| 26 | AVGO | Broadcom Inc | 0% | — | Unchanged |
| 27 | XPO | Xpo Inc | 0% | — | Unchanged |
| 28 | TRV | Travelers Cos Inc/the | 0% | — | Unchanged |
| 29 | MCK | Mckesson CORP | — | — | Unchanged |
| 30 | QCOM | Qualcomm Inc | — | — | Unchanged |
| 31 | CVS | Cvs Health CORP | — | — | Unchanged |
| 32 | SCHW | Schwab (charles) CORP | — | — | Unchanged |
| 33 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 34 | AMZN | Amazon.com Inc | — | — | Unchanged |
| 35 | BDX | Becton Dickinson And Co | — | — | Unchanged |
| 36 | V | Visa Inc-class A Shares | — | — | Unchanged |
| 37 | PFE | Pfizer Inc | — | — | Unchanged |
| 38 | DE | Deere & Co | — | — | Unchanged |
| 39 | BA | Boeing Co/the | — | — | Unchanged |
| 40 | MCHP | Microchip Technology Inc | — | — | Unchanged |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 42 | MRSH | Marsh & Mclennan Cos | 0% | — | Unchanged |
| 43 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 44 | HYMB | Ss Spdr N Ice Hy Muni ETF | 0% | -2.78% | Trim |
| 45 | CVX | Chevron CORP | 0% | — | Unchanged |
| 46 | MLM | Martin Marietta Materials | 0% | — | Unchanged |
| 47 | COP | Conocophillips | 0% | — | Unchanged |
| 48 | VB | Vanguard Small-cap ETF | 0% | +0.55% | Add |
| 49 | WMB | Williams Cos Inc | 0% | — | Unchanged |
| 50 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
According to official SEC Form 13F filings, Ariston Services Group reported a total U.S. public equity portfolio value of $181.2M across 70 disclosed positions in Q4 2025.
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Top New Position Initiated
PNC
市值: $205.2K
Top Position Liquidated / Trimmed
NOC
前期市值: $302.2K
During Q4 2025, Ariston Services Group's top holdings by market value included TSLA (15.3%)、VIG (15.1%)、VYM (13.3%). The largest single position, TSLA, represented 15.3% of total portfolio value.
In Q4 2025, Ariston Services Group made 22 total portfolio adjustments, initiating 1 new buys, adding to 11 positions, trimming 8 holdings, and fully liquidating 2 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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