AI Portfolio Summary
In 2026 Q1, Ariston Services Group maintained a portfolio of 74 distinct positions. Conversely, Ariston Services Group completely exited their position in VANGUARD SPECIALIZED.
Total Positions
74
Quarter
2026 Q1
Top Holding
VIG (15.1%)
Top 10 Concentration
76.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 74
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VIG
VANGUARD SPECIA...
|
ETF | 15.08% | 15.11% |
#1
1
Prev: #2
|
6.0 | -117,216 | -100.0% |
P
S
|
— | $25,208,573 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 14.03% | 13.29% |
#2
1
Prev: #3
|
5.5 | -157,818 | -100.0% |
P
S
|
— | $23,454,801 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 13.08% | 15.33% |
#3
2
Prev: #1
|
5.0 | -58,129 | -100.0% |
P
S
|
— | $21,870,424 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 6.61% | 6.04% |
#4
1
Prev: #5
|
3.1 | -126,940 | -100.0% |
P
S
|
— | $11,055,176 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 6.35% | 6.19% |
#5
1
Prev: #4
|
3.0 | -196,446 | -100.0% |
P
S
|
— | $10,617,906 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VYMI
VANGUARD WHITEH...
|
Bond/Debt | 5.10% | 4.76% |
#6
Prev: #6
|
2.0 | -90,173 | -100.0% |
P
S
|
— | $8,521,288 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 4.52% | 4.58% |
#7
Prev: #7
|
1.8 | -85,423 | -100.0% |
P
S
|
— | $7,556,519 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 4.21% | 4.11% |
#8
Prev: #8
|
1.7 | -79,270 | -100.0% |
P
S
|
— | $7,038,146 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 3.57% | 3.26% |
#9
2
Prev: #11
|
1.4 | -21,523 | -100.0% |
P
S
|
— | $5,961,293 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 3.41% | 3.54% |
#10
1
Prev: #9
|
1.4 | -9,618 | -100.0% |
P
S
|
— | $5,692,968 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GLD
SPDR GOLD TR
|
ETF | 2.88% | 3.26% |
#11
1
Prev: #10
|
1.2 | -14,021 | -100.0% |
P
S
|
— | $4,811,503 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
IWO
ISHARES TR
|
ETF | 2.21% | 2.23% |
#12
Prev: #12
|
0.9 | -11,776 | -100.0% |
P
S
|
— | $3,695,427 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 2.15% | 1.96% |
#13
Prev: #13
|
0.9 | -18,085 | -100.0% |
P
S
|
— | $3,588,739 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ET
ENERGY TRANSFER...
|
Energy | 1.16% | 0.97% |
#14
1
Prev: #15
|
0.5 | -100,683 | -100.0% |
P
S
|
— | $1,943,182 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.94% | 1.00% |
#15
1
Prev: #14
|
0.4 | -5,446 | -100.0% |
P
S
|
— | $1,566,052 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTEC
VANGUARD CALIF ...
|
ETF | 0.77% | 0.57% |
#16
3
Prev: #19
|
0.3 | -9,735 | -100.0% |
P
S
|
— | $1,290,566 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.70% | 0.75% |
#17
Prev: #17
|
0.3 | -4,075 | -100.0% |
P
S
|
— | $1,168,955 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.65% | 0.46% |
#18
4
Prev: #22
|
0.3 | -6,450 | -100.0% |
P
S
|
— | $1,094,307 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.63% | 0.66% |
#19
1
Prev: #18
|
0.3 | -6,008 | -100.0% |
P
S
|
— | $1,047,795 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 0.61% | 0.56% |
#20
Prev: #20
|
0.2 | -5,009 | -100.0% |
P
S
|
— | $1,021,359 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BX
BLACKSTONE INC
|
Financial Services | 0.59% | 0.78% |
#21
5
Prev: #16
|
0.2 | -8,606 | -100.0% |
P
S
|
— | $989,604 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 0.46% | 0.45% |
#22
1
Prev: #23
|
0.2 | -15,279 | -100.0% |
P
S
|
— | $762,256 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
NFLX
NETFLIX INC.
|
ETF | 0.45% | 0.43% |
#23
2
Prev: #25
|
0.2 | -7,890 | -100.0% |
P
S
|
— | $758,624 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SSP
SCRIPPS E W CO ...
|
Communication Services | 0.42% | 0.44% |
#24
Prev: #24
|
0.2 | -187,786 | -100.0% |
P
S
|
— | $698,565 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.41% | 0.48% |
#25
4
Prev: #21
|
0.2 | -2,536 | -100.0% |
P
S
|
— | $682,745 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.41% | 0.39% |
#26
1
Prev: #27
|
0.2 | -2,001 | -100.0% |
P
S
|
— | $679,837 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.37% | 0.27% |
#27
2
Prev: #29
|
0.1 | -2,258 | -100.0% |
P
S
|
— | $617,700 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BA
BOEING CO
|
Industrials | 0.30% | 0.36% |
#28
Prev: #28
|
0.1 | -2,788 | -100.0% |
P
S
|
— | $509,119 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
QCOM
QUALCOMM INC
|
Technology | 0.27% | 0.40% |
#29
3
Prev: #26
|
0.1 | -3,979 | -100.0% |
P
S
|
— | $452,533 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 0.27% | 0.26% |
#30
Prev: #30
|
0.1 | -504 | -100.0% |
P
S
|
— | $451,201 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WMB
WILLIAMS COS IN...
|
Energy | 0.26% | 0.21% |
#31
5
Prev: #36
|
0.1 | -6,078 | -100.0% |
P
S
|
— | $442,357 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
XPO
XPO INC
|
Industrials | 0.26% | 0.18% |
#32
20
Prev: #52
|
0.1 | -2,199 | -100.0% |
P
S
|
— | $427,815 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
COP
CONOCOPHILLIPS
|
Energy | 0.25% | 0.17% |
#33
20
Prev: #53
|
0.1 | -3,166 | -100.0% |
P
S
|
— | $417,912 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
APD
AIR PRODUCTS AN...
|
Basic Materials | 0.24% | 0.23% |
#34
Prev: #34
|
0.1 | -1,576 | -100.0% |
P
S
|
— | $407,267 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
WEC
WEC ENERGY GROU...
|
Utilities | 0.23% | 0.21% |
#35
4
Prev: #39
|
0.1 | -3,351 | -100.0% |
P
S
|
— | $387,945 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.22% | 0.16% |
#36
21
Prev: #57
|
0.1 | -1,813 | -100.0% |
P
S
|
— | $375,110 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SCHW
SCHWAB CHARLES ...
|
Financial Services | 0.22% | 0.23% |
#37
5
Prev: #32
|
0.1 | -3,958 | -100.0% |
P
S
|
— | $371,973 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MCK
MCKESSON CORP
|
Healthcare | 0.22% | 0.20% |
#38
3
Prev: #41
|
0.1 | -421 | -100.0% |
P
S
|
— | $364,317 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TRV
TRAVELERS COMPA...
|
Financial Services | 0.21% | 0.21% |
#39
1
Prev: #40
|
0.1 | -1,212 | -100.0% |
P
S
|
— | $353,516 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 0.21% | 0.24% |
#40
9
Prev: #31
|
0.1 | -717 | -100.0% |
P
S
|
— | $352,427 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 0.21% | 0.18% |
#41
7
Prev: #48
|
0.1 | -1,020 | -100.0% |
P
S
|
— | $344,709 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
ORLY
OREILLY AUTOMOT...
|
Consumer Cyclical | 0.20% | 0.20% |
#42
Prev: #42
|
0.1 | -3,668 | -100.0% |
P
S
|
— | $338,593 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.20% | 0.21% |
#43
5
Prev: #38
|
0.1 | -705 | -100.0% |
P
S
|
— | $337,836 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
CVS
CVS HEALTH CORP
|
Healthcare | 0.20% | 0.21% |
#44
7
Prev: #37
|
0.1 | -4,546 | -100.0% |
P
S
|
— | $326,494 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
RTX
RTX CORPORATION
|
Industrials | 0.19% | 0.18% |
#45
6
Prev: #51
|
0.1 | -1,663 | -100.0% |
P
S
|
— | $320,793 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
MCHP
MICROCHIP TECHN...
|
Technology | 0.19% | 0.19% |
#46
1
Prev: #45
|
0.1 | -4,958 | -100.0% |
P
S
|
— | $320,336 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
DE
DEERE & CO
|
Industrials | 0.19% | 0.19% |
#47
4
Prev: #43
|
0.1 | -695 | -100.0% |
P
S
|
— | $318,265 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.18% | 0.22% |
#48
13
Prev: #35
|
0.1 | -1,081 | -100.0% |
P
S
|
— | $308,272 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 0.18% | 0.23% |
#49
16
Prev: #33
|
0.1 | -7,167 | -100.0% |
P
S
|
— | $307,759 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 | |||
|
SRE
SEMPRA
|
Utilities | 0.18% | 0.16% |
#50
5
Prev: #55
|
0.1 | -3,149 | -100.0% |
P
S
|
— | $305,988 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-22 |
Showing 1-50 of 74 holdings