Loading…
CIK 0001743859 • 7 13F filings • May 14, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("ariston-services-group","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $446K | 0.3% | 1,581 SH | New |
| ALPHABET INC | CAP STK CL A | $873K | 0.6%Prev: 0.9% | 4,954 SH | Decreased+4,954 SH |
| ALPHABET INC | CAP STK CL C | $723K | 0.5%Prev: 0.7% | 4,075 SH | Decreased+4,075 SH |
| AMERICAN EXPRESS CO | COM | $271K | 0.2%Prev: 0.1% | 849 SH | Increased+849 SH |
| BANK AMERICA CORP | COM | $339K | 0.2%Prev: 0.2% | 7,167 SH | Increased+7,167 SH |
| BECTON DICKINSON & CO | COM | $271K | 0.2%Prev: 0.1% | 1,573 SH | Increased+1,573 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $342K | 0.2%Prev: 0.2% | 705 SH | Increased+705 SH |
| BLACKSTONE INC | COM | $1.3M | 0.9%Prev: 0.6% | 8,606 SH | Increased+8,606 SH |
| BOEING CO | COM | $526K | 0.4%Prev: 0.3% | 2,508 SH | Increased+2,508 SH |
| BROADCOM INC | COM | $335K | 0.2%Prev: 0.2% | 1,214 SH | Increased+1,214 SH |
| CAPITAL ONE FINL CORP | COM | $226K | 0.2% | 1,064 SH | New |
| CHEVRON CORP NEW | COM | $260K | 0.2% | 1,813 SH | New |
| COMCAST CORP NEW | CL A | $213K | 0.2% | 5,969 SH | New |
| CONOCOPHILLIPS | COM | $284K | 0.2%Prev: 0.3% | 3,166 SH | Decreased+3,166 SH |
| CVS HEALTH CORP | COM | $314K | 0.2%Prev: 0.2% | 4,546 SH | Decreased+4,546 SH |
| DEERE & CO | COM | $353K | 0.3%Prev: 0.2% | 695 SH | Increased+695 SH |
| ENERGY TRANSFER L P | COM UT LTD PTN | $1.8M | 1.3%Prev: 1.2% | 100,683 SH | Decreased+100,683 SH |
| EXXON MOBIL CORP | COM | $695K | 0.5%Prev: 0.7% | 6,450 SH | Decreased+6,450 SH |
| FORD MTR CO | COM | $196K | 0.1%Prev: 0.1% | 18,050 SH | Decreased+18,050 SH |
| HALEON PLC | SPON ADS | $215K | 0.2%Prev: 0.1% | 20,721 SH | Increased+20,721 SH |
| HOME DEPOT INC | COM | $248K | 0.2%Prev: 0.1% | 676 SH | Increased+676 SH |
| INTEL CORP | COM | $316K | 0.2%Prev: 0.2% | 14,124 SH | Increased+14,124 SH |
| ISHARES GOLD TR | ISHARES NEW | $7.9M | 5.6%Prev: 6.6% | 126,379 SH | Decreased+126,379 SH |
| ISHARES TR | CALIF MUN BD ETF | $717K | 0.5% | 12,868 SH | New |
| ISHARES TR | RUS 2000 GRW ETF | $3.4M | 2.4%Prev: 2.2% | 11,810 SH | Decreased+11,810 SH |
| JOHNSON & JOHNSON | COM | $254K | 0.2%Prev: 0.4% | 1,660 SH | Decreased+1,660 SH |
| JPMORGAN CHASE & CO. | COM | $805K | 0.6% | 2,778 SH | New |
| MARSH & MCLENNAN COS INC | COM | $255K | 0.2%Prev: 0.2% | 1,168 SH | Decreased+1,168 SH |
| MARTIN MARIETTA MATLS INC | COM | $283K | 0.2%Prev: 0.2% | 516 SH | Decreased+516 SH |
| MCKESSON CORP | COM | $419K | 0.3%Prev: 0.2% | 572 SH | Increased+572 SH |
| META PLATFORMS INC | CL A | $219K | 0.2%Prev: 0.1% | 297 SH | Decreased+297 SH |
| MICROCHIP TECHNOLOGY INC. | COM | $434K | 0.3%Prev: 0.2% | 6,172 SH | Increased+6,172 SH |
| MICROSOFT CORP | COM | $256K | 0.2%Prev: 0.1% | 514 SH | Increased+514 SH |
| MOTOROLA SOLUTIONS INC | COM NEW | $264K | 0.2%Prev: 0.2% | 629 SH | Decreased+629 SH |
| NETFLIX INC | COM | $1.1M | 0.8% | 789 SH | New |
| NORTHROP GRUMMAN CORP | COM | $248K | 0.2% | 496 SH | New |
| NVIDIA CORPORATION | COM | $949K | 0.7%Prev: 0.6% | 6,008 SH | Decreased+6,008 SH |
| OREILLY AUTOMOTIVE INC | COM | $384K | 0.3%Prev: 0.2% | 4,260 SH | Increased+4,260 SH |
| PARKER-HANNIFIN CORP | COM | $352K | 0.3%Prev: 0.3% | 504 SH | Decreased+504 SH |
| PFIZER INC | COM | $243K | 0.2%Prev: 0.2% | 10,040 SH | Decreased+10,040 SH |
| PROGRESSIVE CORP | COM | $241K | 0.2% | 903 SH | New |
| QUALCOMM INC | COM | $567K | 0.4%Prev: 0.3% | 3,560 SH | Increased+3,560 SH |
| RTX CORPORATION | COM | $243K | 0.2%Prev: 0.2% | 1,663 SH | Decreased+1,663 SH |
| SCHWAB CHARLES CORP | COM | $361K | 0.3%Prev: 0.2% | 3,958 SH | Decreased+3,958 SH |
| SCRIPPS E W CO OHIO | CL A NEW | $552K | 0.4%Prev: 0.4% | 187,786 SH | Decreased+187,786 SH |
| SEMPRA | COM | $544K | 0.4%Prev: 0.2% | 7,182 SH | Increased+7,182 SH |
| SHERWIN WILLIAMS CO | COM | $275K | 0.2%Prev: 0.2% | 800 SH | Increased+800 SH |
| SPDR GOLD TR | GOLD SHS | $4.7M | 3.3%Prev: 2.9% | 15,282 SH | Decreased+15,282 SH |
| SPDR SERIES TRUST | NUVEEN ICE HIGH | $261K | 0.2% | 10,535 SH | New |
| TESLA INC | COM | $13.3M | 9.4%Prev: 13.1% | 41,725 SH | Decreased+41,725 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $213K | 0.2%Prev: 0.2% | 526 SH | Decreased+526 SH |
| TRAVELERS COMPANIES INC | COM | $324K | 0.2%Prev: 0.2% | 1,212 SH | Decreased+1,212 SH |
| UNITEDHEALTH GROUP INC | COM | $297K | 0.2%Prev: 0.2% | 953 SH | Increased+953 SH |
| US BANCORP DEL | COM NEW | $207K | 0.1% | 4,582 SH | New |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $531K | 0.4%Prev: 0.8% | 5,444 SH | Decreased+5,444 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $6.8M | 4.8%Prev: 4.2% | 76,531 SH | Decreased+76,531 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.5M | 3.9%Prev: 3.4% | 9,606 SH | Decreased+9,606 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $4.7M | 3.3%Prev: 3.6% | 19,644 SH | Decreased+19,644 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $462K | 0.3%Prev: 0.4% | 1,520 SH | Decreased+1,520 SH |
| VANGUARD INDEX FDS | VALUE ETF | $635K | 0.5%Prev: 0.6% | 3,591 SH | Decreased+3,591 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $9.3M | 6.6%Prev: 6.4% | 187,052 SH | Decreased+187,052 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $530K | 0.4%Prev: 0.5% | 10,807 SH | Decreased+10,807 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $23.0M | 16.4%Prev: 15.1% | 112,352 SH | Decreased+112,352 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $19.9M | 14.1%Prev: 14.0% | 148,902 SH | Decreased+148,902 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $7.3M | 5.2%Prev: 4.5% | 81,423 SH | Decreased+81,423 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $7.0M | 4.9%Prev: 5.1% | 86,787 SH | Decreased+86,787 SH |
| VANGUARD WORLD FD | UTILITIES ETF | $2.9M | 2.1%Prev: 2.1% | 16,605 SH | Decreased+16,605 SH |
| VISA INC | COM CL A | $370K | 0.3%Prev: 0.1% | 1,042 SH | Increased+1,042 SH |
| WEC ENERGY GROUP INC | COM | $250K | 0.2%Prev: 0.2% | 2,401 SH | Decreased+2,401 SH |
| WILLIAMS COS INC | COM | $382K | 0.3%Prev: 0.3% | 6,078 SH | Decreased+6,078 SH |
| XPO INC | COM | $278K | 0.2%Prev: 0.3% | 2,199 SH | Decreased+2,199 SH |
| 13F-HR |
| 0001743859-25-000008 |
| $165.9M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001743859-26-000003 | $181.2M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001743859-25-000007 | $140.6M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001743859-26-000002 | $167.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001743859-25-000005 | $119.7M | View |