Latest Ariston Services Group Stock Portfolio
Ariston Services Group Performance:
2025 Q3: 5.54%YTD: 7.04%2024: 2.14%
Performance for 2025 Q3 is 5.54%, and YTD is 7.04%, and 2024 is 2.14%.
About Ariston Services Group and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Ariston Services Group reported an equity portfolio of $165.9 Millions as of 30 Sep, 2025.
The top stock holdings of Ariston Services Group are TSLA, VIG, VIGI. The fund has invested 15.6% of it's portfolio in TESLA INC and 15.2% of portfolio in VANGUARD SPECIALIZED FUNDS.
The fund managers got completely rid off ISHARES TR (AAXJ), PROGRESSIVE CORP (PGR) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), VISA INC (V) and MCKESSON CORP (MCK). Ariston Services Group opened new stock positions in AMAZON COM INC (AMZN), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), THERMO FISHER SCIENTIFIC INC (TMO) and VANGUARD CALIF TAX FREE FDS.
The top stock holdings of Ariston Services Group are TSLA, VIG, VIGI. The fund has invested 15.6% of it's portfolio in TESLA INC and 15.2% of portfolio in VANGUARD SPECIALIZED FUNDS.
The fund managers got completely rid off ISHARES TR (AAXJ), PROGRESSIVE CORP (PGR) and COMCAST CORP NEW (CMCSA) stocks. They significantly reduced their stock positions in INTEL CORP (INTC), VISA INC (V) and MCKESSON CORP (MCK). Ariston Services Group opened new stock positions in AMAZON COM INC (AMZN), TAIWAN SEMICONDUCTOR MFG LTD (TSM) and VANECK ETF TRUST (AFK). The fund showed a lot of confidence in some stocks as they added substantially to TESLA INC (TSLA), THERMO FISHER SCIENTIFIC INC (TMO) and VANGUARD CALIF TAX FREE FDS.
Ariston Services Group Annual Return Estimates Vs S&P 500
Our best estimate is that Ariston Services Group made a return of 5.54% in the last quarter. In trailing 12 months, it's portfolio return was 7.53%.
New Buys
| Ticker | $ Bought |
|---|---|
| amazon com inc | 291,589 |
| taiwan semiconductor mfg ltd | 284,876 |
| vaneck etf trust | 257,468 |
| advanced micro devices inc | 209,518 |
New stocks bought by Ariston Services Group
Additions
| Ticker | % Inc. |
|---|---|
| tesla inc | 39.09 |
| thermo fisher scientific inc | 36.31 |
| vanguard calif tax free fds | 23.75 |
| vanguard index fds | 23.14 |
| vanguard index fds | 18.03 |
| qualcomm inc | 11.77 |
| boeing co | 11.16 |
| alphabet inc | 9.93 |
Additions to existing portfolio by Ariston Services Group
Reductions
| Ticker | % Reduced |
|---|---|
| intel corp | -47.34 |
| visa inc | -29.37 |
| mckesson corp | -26.4 |
| microchip technology inc. | -19.67 |
| oreilly automotive inc | -13.9 |
| broadcom inc | -10.96 |
| jpmorgan chase & co. | -8.71 |
| spdr gold tr | -7.97 |
Ariston Services Group reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -717,262 |
| comcast corp new | -213,034 |
| us bancorp del | -207,336 |
| progressive corp | -240,975 |
Ariston Services Group got rid off the above stocks
Sector Distribution
Ariston Services Group has about 70.8% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.8 |
| Consumer Cyclical | 16.3 |
| Financial Services | 2.6 |
| Communication Services | 2.4 |
| Technology | 2.1 |
| Energy | 2.1 |
| Industrials | 1.3 |
| Healthcare | 1.3 |
Market Cap. Distribution
Ariston Services Group has about 28.9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.8 |
| MEGA-CAP | 21.2 |
| LARGE-CAP | 7.7 |
Stocks belong to which Index?
About 27.7% of the stocks held by Ariston Services Group either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 72 |
| S&P 500 | 27.7 |
Ariston Services Group Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Ariston Services Group
Ariston Services Group has 71 stocks in it's portfolio. About 76.6% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. TSLA was the most profitable stock for Ariston Services Group last quarter.
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.16 | 3,370 | 257,468 | new | |||
| AMD | advanced micro devices inc | 0.13 | 1,295 | 209,518 | new | |||
| AMZN | amazon com inc | 0.18 | 1,328 | 291,589 | new | |||
| APD | air prods & chems inc | 0.26 | 1,576 | 429,807 | reduced | -0.32 | ||
| AVGO | broadcom inc | 0.22 | 1,081 | 356,633 | reduced | -10.96 | ||
| AXP | american express co | 0.17 | 849 | 282,004 | unchanged | 0.00 | ||
| BA | boeing co | 0.36 | 2,788 | 601,734 | added | 11.16 | ||
| BAC | bank america corp | 0.22 | 7,167 | 369,746 | unchanged | 0.00 | ||
| BDX | becton dickinson & co | 0.18 | 1,573 | 294,418 | unchanged | 0.00 | ||
| BIL | spdr series trust | 0.15 | 10,052 | 250,593 | reduced | -4.58 | ||
| BX | blackstone inc | 0.89 | 8,606 | 1,470,340 | unchanged | 0.00 | ||
| CMCSA | comcast corp new | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| COF | capital one finl corp | 0.14 | 1,064 | 226,185 | unchanged | 0.00 | ||
| COP | conocophillips | 0.18 | 3,166 | 299,472 | unchanged | 0.00 | ||
| CVS | cvs health corp | 0.21 | 4,546 | 342,723 | unchanged | 0.00 | ||
| CVX | chevron corp new | 0.17 | 1,813 | 281,541 | unchanged | 0.00 | ||
| DE | deere & co | 0.19 | 695 | 317,796 | unchanged | 0.00 | ||
| ET | energy transfer l p | 1.04 | 100,683 | 1,727,720 | unchanged | 0.00 | ||
| F | ford mtr co | 0.13 | 18,050 | 215,878 | unchanged | 0.00 | ||