Ariston Services Group

CIK 0001743859 • 7 13F filings • May 14, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $165.9M71 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$210K	0.1%Prev: 0.4%	1,295 SH	Decreased
AIR PRODS & CHEMS INC	COM	$430K	0.3%	1,576 SH	New
ALPHABET INC	CAP STK CL A	$1.3M	0.8%Prev: 1.1%	5,446 SH	Decreased
ALPHABET INC	CAP STK CL C	$992K	0.6%Prev: 0.8%	4,075 SH	Decreased
AMAZON COM INC	COM	$292K	0.2%Prev: 0.4%	1,328 SH	Decreased-1,650 SH
AMERICAN EXPRESS CO	COM	$282K	0.2%Prev: 0.1%	849 SH	Increased+57 SH
BANK AMERICA CORP	COM	$370K	0.2%	7,167 SH	New
BECTON DICKINSON & CO	COM	$294K	0.2%	1,573 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$354K	0.2%Prev: 0.2%	705 SH	Increased
BLACKSTONE INC	COM	$1.5M	0.9%Prev: 0.3%	8,606 SH	Increased+4,479 SH
BOEING CO	COM	$602K	0.4%Prev: 0.2%	2,788 SH	Increased+953 SH
BROADCOM INC	COM	$357K	0.2%Prev: 0.2%	1,081 SH	Increased+285 SH
CAPITAL ONE FINL CORP	COM	$226K	0.1%Prev: 0.1%	1,064 SH	Increased
CHEVRON CORP NEW	COM	$282K	0.2%	1,813 SH	New
CONOCOPHILLIPS	COM	$299K	0.2%Prev: 0.2%	3,166 SH	Decreased
CVS HEALTH CORP	COM	$343K	0.2%Prev: 0.3%	4,546 SH	Decreased
DEERE & CO	COM	$318K	0.2%Prev: 0.2%	695 SH	Decreased+130 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.7M	1.0%Prev: 1.1%	100,683 SH	Decreased
EXXON MOBIL CORP	COM	$727K	0.4%Prev: 0.5%	6,450 SH	Decreased
FORD MTR CO	COM	$216K	0.1%	18,050 SH	New
HALEON PLC	SPON ADS	$186K	0.1%Prev: 0.1%	20,721 SH	Decreased
HOME DEPOT INC	COM	$274K	0.2%Prev: 0.1%	676 SH	Increased
INTEL CORP	COM	$250K	0.2%Prev: 0.4%	7,438 SH	Decreased+2,590 SH
ISHARES GOLD TR	ISHARES NEW	$9.3M	5.6%Prev: 5.2%	127,457 SH	Decreased+2,058 SH
ISHARES TR	RUS 2000 GRW ETF	$3.8M	2.3%Prev: 2.5%	11,797 SH	Decreased+84 SH
JOHNSON & JOHNSON	COM	$308K	0.2%Prev: 0.4%	1,660 SH	Decreased-867 SH
JPMORGAN CHASE & CO.	COM	$800K	0.5%	2,536 SH	New
MARSH & MCLENNAN COS INC	COM	$235K	0.1%Prev: 0.1%	1,168 SH	Decreased-400 SH
MARTIN MARIETTA MATLS INC	COM	$325K	0.2%Prev: 0.2%	516 SH	Increased
MCKESSON CORP	COM	$325K	0.2%Prev: 0.1%	421 SH	Increased+76 SH
META PLATFORMS INC	CL A	$218K	0.1%	297 SH	New
MICROCHIP TECHNOLOGY INC.	COM	$318K	0.2%Prev: 0.2%	4,958 SH	Decreased+1,455 SH
MICROSOFT CORP	COM	$266K	0.2%Prev: 0.2%	514 SH	Decreased-507 SH
MOTOROLA SOLUTIONS INC	COM NEW	$288K	0.2%Prev: 0.1%	629 SH	Increased
NETFLIX INC	COM	$946K	0.6%	789 SH	New
NORTHROP GRUMMAN CORP	COM	$302K	0.2%	496 SH	New
NVIDIA CORPORATION	COM	$1.1M	0.7%Prev: 0.7%	6,008 SH	Decreased
OREILLY AUTOMOTIVE INC	COM	$395K	0.2%Prev: 0.2%	3,668 SH	Increased
PARKER-HANNIFIN CORP	COM	$382K	0.2%Prev: 0.2%	504 SH	Decreased+101 SH
PFIZER INC	COM	$256K	0.2%Prev: 0.1%	10,040 SH	Increased
QUALCOMM INC	COM	$662K	0.4%Prev: 0.4%	3,979 SH	Increased+465 SH
RTX CORPORATION	COM	$278K	0.2%Prev: 0.2%	1,663 SH	Decreased
SCHWAB CHARLES CORP	COM	$378K	0.2%Prev: 0.2%	3,958 SH	Increased
SCRIPPS E W CO OHIO	CL A NEW	$462K	0.3%Prev: 0.3%	187,786 SH	Decreased
SEMPRA	COM	$627K	0.4%Prev: 0.2%	6,973 SH	Increased+3,824 SH
SHERWIN WILLIAMS CO	COM	$277K	0.2%Prev: 0.2%	800 SH	Increased
SPDR GOLD TR	GOLD SHS	$5.0M	3.0%Prev: 2.2%	14,064 SH	Increased+3,371 SH
SPDR SERIES TRUST	NUVEEN ICE HIGH	$251K	0.2%	10,052 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$285K	0.2%	1,020 SH	New
TESLA INC	COM	$25.8M	15.6%Prev: 13.9%	58,036 SH	Increased-1,753 SH
THERMO FISHER SCIENTIFIC INC	COM	$348K	0.2%Prev: 0.2%	717 SH	Decreased
TRAVELERS COMPANIES INC	COM	$338K	0.2%Prev: 0.2%	1,212 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$329K	0.2%Prev: 0.2%	953 SH	Increased+164 SH
VANECK ETF TRUST	GOLD MINERS ETF	$257K	0.2%	3,370 SH	New
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$672K	0.4%Prev: 0.7%	6,737 SH	Decreased-6,288 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$7.3M	4.4%Prev: 4.2%	79,492 SH	Decreased-271 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.9M	3.6%Prev: 3.6%	9,685 SH	Decreased+209 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.4M	3.3%Prev: 3.9%	21,406 SH	Decreased-1,731 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$589K	0.4%Prev: 0.4%	1,794 SH	Decreased-378 SH
VANGUARD INDEX FDS	VALUE ETF	$825K	0.5%Prev: 0.7%	4,422 SH	Decreased-1,038 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$10.6M	6.4%Prev: 6.5%	196,446 SH	Decreased
VANGUARD MUN BD FDS	TAX EXEMPT BD	$566K	0.3%Prev: 0.4%	11,297 SH	Decreased-3,982 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$25.3M	15.2%Prev: 15.3%	117,216 SH	Decreased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$22.2M	13.4%Prev: 13.8%	157,226 SH	Decreased-1,538 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$7.7M	4.6%Prev: 4.4%	85,423 SH	Decreased
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$7.6M	4.6%Prev: 4.9%	89,798 SH	Decreased-623 SH
VANGUARD WORLD FD	UTILITIES ETF	$3.4M	2.1%Prev: 2.0%	18,119 SH	Decreased-18 SH
VISA INC	COM CL A	$251K	0.2%Prev: 0.1%	736 SH	Decreased
WEC ENERGY GROUP INC	COM	$275K	0.2%Prev: 0.2%	2,401 SH	Decreased-950 SH
WILLIAMS COS INC	COM	$385K	0.2%Prev: 0.2%	6,078 SH	Decreased
XPO INC	COM	$284K	0.2%Prev: 0.2%	2,199 SH	Decreased+239 SH

Sold (vs prior filing)

AIR PRODUCTS AND CHEMICALS I — $411K
APPLE INC — $478K
BANK OF AMER CORP — $360K
JPMORGAN CHASE & CO — $760K
LINDE PLC — $282K
NETFLIX INC. — $531K
PNC FINL SVCS GROUP INC — $242K
PROCTER & GAMBLE CO — $239K
SPACE EXPLORATION TECHN CORP — $2.2M
TAIWAN SEMICONDUCTOR MANUFAC — $487K
VANGUARD MALVERN FDS — $248K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001743859-26-000004	—	View
Jan 23, 2026	Q4 2025	13F-HR	0001743859-26-000001	$170.5M	View
Oct 28, 2025	Q3 2025