Ariel Investments
As of Q2 2026, Ariel Investments reported 106 long-equity positions worth $10.03B in aggregate.
Copy-investor backtest
- Latest quarter
- +14.00%
- 1-year
- +29.09%
- 3-year
- +54.54%
- 5-year
- +45.78%
- 3-year vs S&P 500
- -18.69%
- 5-year vs S&P 500
- -28.31%
- 5-year top 5
- +21.08%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
Get email alerts when Ariel Investments files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 86 of 177 rows. Rows without a quote are marked unavailable.
| 1 | FAF | First American Financial Corp. | 3.03% | Reduce -4.6% | 4,520,651 | $265.27M | $58.68 | No quote |
| 2 | BIDU | Baidu, Inc. ADR | 2.87% | Reduce -5.0% | 1,127,180 | $251.58M | $223.19 | No quote |
| 3 | MSFT | Microsoft Corp. | 2.86% | Reduce -2.0% | 2,748,518 | $250.86M | $91.27 | No quote |
| 4 | KEYS | Keysight Technologies, Inc. | 2.75% | Reduce -0.2% | 4,604,580 | $241.23M | $52.39 | No quote |
| 5 | LAZ | Lazard Ltd. | 2.71% | Reduce -6.0% | 4,509,758 | $237.03M | $52.56 | No quote |
| 6 | KMT | Kennametal, Inc. | 2.38% | Reduce -0.1% | 5,186,954 | $208.31M | $40.16 | No quote |
| 7 | SJM | J.M. Smucker Co. | 2.35% | Add +2.9% | 1,658,632 | $205.69M | $124.01 | No quote |
| 8 | MSGN | MSG Networks, Inc. | 2.34% | Add +1.0% | 9,069,330 | $204.97M | No quote | No quote |
| 9 | LH | Laboratory Corp. of America Holdings | 2.19% | Reduce -2.9% | 1,186,682 | $191.95M | $161.75 | No quote |
| 10 | NTRS | Northern Trust Corp. | 2.13% | Reduce -2.6% | 1,810,324 | $186.7M | $103.13 | No quote |
| 11 | IPG | Interpublic Group of Cos., Inc. | 2.02% | Reduce -3.7% | 7,677,764 | $176.82M | No quote | No quote |
| 12 | JLL | JLL | 1.96% | Reduce -12.5% | 984,830 | $171.99M | $174.64 | No quote |
| 13 | ZBRA | Zebra Technologies Corp. | 1.92% | Reduce -19.0% | 1,209,817 | $168.39M | $139.19 | No quote |
| 14 | GILD | Gilead Sciences, Inc. | 1.87% | Reduce -3.0% | 2,169,319 | $163.55M | $75.39 | No quote |
| 15 | KKR | KKR & Co. L.P. | 1.82% | Reduce -2.7% | 7,843,723 | $159.23M | $20.30 | No quote |
| 16 | SLCA | U.S. Silica Holdings, Inc. | 1.74% | Add +21.9% | 5,970,907 | $152.38M | No quote | No quote |
| 17 | CRL | Charles River Laboratories Intl, Inc. | 1.66% | Add +0.6% | 1,361,277 | $145.3M | $106.74 | No quote |
| 18 | NOK | Nokia Corp. ADR | 1.50% | Reduce -0.6% | 24,054,959 | $131.58M | $5.47 | No quote |
| 19 | BRS | Bristow Group, Inc. | 1.50% | Reduce -1.7% | 10,093,161 | $131.21M | No quote | No quote |
| 20 | MAT | Mattel, Inc. | 1.48% | Add +7.8% | 9,869,537 | $129.78M | $13.15 | No quote |
| 21 | JNJ | Johnson & Johnson | 1.44% | Reduce -2.5% | 987,940 | $126.61M | $128.15 | No quote |
| 22 | SNA | Snap-On, Inc. | 1.42% | Add +8.9% | 845,646 | $124.77M | $147.54 | No quote |
| 23 | NLSN | Nielsen Holdings plc | 1.42% | Add +19.6% | 3,924,501 | $124.76M | No quote | No quote |
| 24 | BRK/B | Berkshire Hathaway Inc.CUSIP 084670702 | 1.24% | Reduce -3.2% | 544,219 | $108.56M | No quote | No quote |
| 25 | SSD | Simpson Manufacturing Co., Inc. | 1.24% | Add +9.3% | 1,881,040 | $108.33M | $57.59 | No quote |
| 26 | VIAB | Viacom, Inc. | 1.21% | Add +0.9% | 3,426,268 | $106.42M | No quote | No quote |
| 27 | PM | Philip Morris Intl, Inc. | 1.20% | Reduce -0.4% | 1,058,194 | $105.18M | $99.40 | No quote |
| 28 | ZBH | Zimmer Biomet Holdings, Inc. | 1.19% | Reduce -5.0% | 955,511 | $104.19M | $109.04 | No quote |
| 29 | CBRE | CBRE Group, Inc. | 1.17% | Reduce -17.1% | 2,170,848 | $102.51M | $47.22 | No quote |
| 30 | TGNA | TEGNA, Inc. | 1.16% | Add +18.9% | 8,917,651 | $101.57M | No quote | No quote |
| 31 | AFL | AFLAC, Inc. | 1.13% | Add +70.5% | 2,265,896 | $99.16M | $43.76 | No quote |
| 32 | AXE | Anixter Intl, Inc. | 1.11% | Add +7.3% | 1,278,678 | $96.86M | No quote | No quote |
| 33 | MSGS | The Madison Square Garden Co. | 1.05% | Add +19.4% | 374,533 | $92.06M | $245.80 | No quote |
| 34 | DNB | Dun & Bradstreet Corp. | 1.03% | Reduce -0.8% | 772,790 | $90.42M | No quote | No quote |
| 35 | MTSC | MTS Systems Corp. | 1.03% | Add +3.5% | 1,739,504 | $89.85M | No quote | No quote |
| 36 | SWK | Stanley Black & Decker, Inc. | 1.00% | Reduce -1.9% | 571,415 | $87.54M | $153.20 | No quote |
| 37 | ATGE | Adtalem Global Education, Inc. | 0.99% | Reduce -3.1% | 1,833,270 | $87.17M | No quote | No quote |
| 38 | BWA | BorgWarner, Inc. | 0.98% | Add +7.8% | 1,714,656 | $86.13M | $50.23 | No quote |
| 39 | BRC | Brady Corp. | 0.96% | Reduce -1.1% | 2,273,413 | $84.46M | $37.15 | No quote |
| 40 | AXP | American Express Co. | 0.94% | Reduce -3.4% | 884,170 | $82.48M | $93.28 | No quote |
| 41 | RCL | Royal Caribbean Cruises Ltd. | 0.93% | Reduce -0.2% | 694,214 | $81.74M | $117.74 | No quote |
| 42 | JHG | Janus Henderson Group plc | 0.92% | Reduce -3.4% | 2,443,502 | $80.86M | $33.09 | No quote |
| 43 | WU | Western Union Co. | 0.91% | Reduce -12.9% | 4,150,673 | $79.82M | $19.23 | No quote |
| 44 | ISCA | International Speedway Corp. | 0.90% | Reduce -10.2% | 1,789,512 | $78.92M | No quote | No quote |
| 45 | SLB | Schlumberger Ltd. | 0.86% | Reduce -3.3% | 1,166,990 | $75.6M | $64.78 | No quote |
| 46 | OMC | Omnicom Group, Inc. | 0.85% | Reduce -1.3% | 1,026,751 | $74.61M | $72.67 | No quote |
| 47 | NOV | National Oilwell Varco | 0.83% | Reduce -6.0% | 1,979,168 | $72.85M | $36.81 | No quote |
| 48 | TMO | Thermo Fisher Scientific, Inc. | 0.80% | Reduce -8.2% | 340,370 | $70.27M | $206.46 | No quote |
| 49 | GSK | GlaxoSmithKline plc ADR | 0.79% | Reduce -0.5% | 1,771,550 | $69.21M | $39.07 | No quote |
| 50 | ITW | Illinois Tool Works, Inc. | 0.77% | Reduce -1.1% | 433,442 | $67.9M | $156.66 | No quote |
| 51 | HLI | Houlihan Lokey, Inc. | 0.77% | Reduce -1.5% | 1,510,115 | $67.35M | $44.60 | No quote |
| 52 | OAK | Oaktree Capital Group LLC | 0.73% | New | 1,626,373 | $64.4M | No quote | No quote |
| 53 | FLR | Fluor Corp. | 0.73% | Reduce -4.6% | 1,114,682 | $63.78M | $57.22 | No quote |
| 54 | BIO | Bio-Rad Laboratories, Inc. | 0.72% | Reduce -6.1% | 251,129 | $62.8M | $250.08 | No quote |
| 55 | WTW | Willis Towers Watson plc | 0.70% | Reduce -1.5% | 405,638 | $61.73M | $152.19 | No quote |
| 56 | PXD | Pioneer Natural Resources Co | 0.70% | Add +14.9% | 355,472 | $61.06M | No quote | No quote |
| 57 | MDP | Meredith Corp. | 0.68% | Add +32.8% | 1,102,033 | $59.29M | No quote | No quote |
| 58 | PGR | Progressive Corp. | 0.65% | Reduce -1.0% | 937,052 | $57.1M | $60.93 | No quote |
| 59 | CAH | Cardinal Health, Inc. | 0.61% | Reduce -1.3% | 850,845 | $53.33M | $62.68 | No quote |
| 60 | CLB | Core Laboratories N.V. | 0.61% | Reduce -0.5% | 491,822 | $53.23M | $108.22 | No quote |
| 61 | CHL | China Mobile Ltd. ADR | 0.60% | Reduce -0.9% | 1,144,959 | $52.38M | No quote | No quote |
| 62 | BOKF | BOK Financial Corp. | 0.58% | Add +10.0% | 514,177 | $50.9M | $98.99 | No quote |
| 63 | JWN | Nordstrom, Inc. | 0.57% | Reduce -20.7% | 1,033,310 | $50.02M | No quote | No quote |
| 64 | MHK | Mohawk Industries, Inc. | 0.57% | Reduce -0.3% | 213,672 | $49.62M | $232.22 | No quote |
| 65 | VZ | Verizon Communications Inc. | 0.53% | Add +21.3% | 973,197 | $46.54M | $47.82 | No quote |
| 66 | LFUS | Littelfuse, Inc. | 0.52% | Reduce -14.4% | 220,851 | $45.98M | $208.18 | No quote |
| 67 | VEA | Vanguard FTSE Developed ETF | 0.52% | Reduce -3.6% | 1,038,279 | $45.94M | $44.25 | No quote |
| 68 | FICO | Fair Isaac Corp. | 0.52% | Reduce -2.0% | 267,277 | $45.27M | $169.37 | No quote |
| 69 | EOG | EOG Resources Inc. | 0.51% | Reduce -0.1% | 423,713 | $44.6M | $105.27 | No quote |
| 70 | CBS | CBS Corp. | 0.51% | Reduce -1.4% | 867,556 | $44.58M | No quote | No quote |
| 71 | COST | Costco Wholesale Corp. | 0.49% | Reduce -3.3% | 226,825 | $42.74M | $188.43 | No quote |
| 72 | SRCL | Stericycle Inc. | 0.46% | New | 689,586 | $40.36M | No quote | No quote |
| 73 | SO | Southern Co. | 0.44% | Reduce -3.0% | 858,043 | $38.32M | $44.66 | No quote |
| 74 | OXY | Occidental Petroleum Corp. | 0.43% | Reduce -1.3% | 576,828 | $37.47M | $64.96 | No quote |
| 75 | SRE | Sempra Energy | 0.39% | Add +13.5% | 309,383 | $34.41M | No quote | No quote |
| 76 | BX | Blackstone Group L.P. | 0.37% | Add +4.9% | 1,025,133 | $32.75M | $31.95 | No quote |
| 77 | TISI | Team, Inc. | 0.36% | Add +0.1% | 2,324,853 | $31.97M | No quote | No quote |
| 78 | COWN | Cowen Inc. | 0.33% | Add +1.7% | 2,165,788 | $28.59M | No quote | No quote |
| 79 | TS | Tenaris ADR | 0.33% | Add +3.4% | 821,832 | $28.49M | No quote | No quote |
| 80 | MEI | Methode Electronics Inc. | 0.32% | Add +99.3% | 724,811 | $28.34M | No quote | No quote |
| 81 | RST | Rosetta Stone Inc. | 0.30% | Reduce -35.4% | 1,988,755 | $26.15M | No quote | No quote |
| 82 | BSAC | Banco Santander-Chile ADR | 0.29% | Reduce -11.4% | 748,613 | $25.09M | No quote | No quote |
| 83 | DGX | Quest Diagnostics Inc. | 0.28% | Reduce -3.1% | 240,442 | $24.12M | $100.30 | No quote |
| 84 | TILE | Interface, Inc. | 0.26% | Reduce -3.3% | 898,074 | $22.63M | $25.20 | No quote |
| 85 | CNTY | Century Casinos, Inc. | 0.26% | Reduce -5.6% | 3,027,113 | $22.58M | No quote | No quote |
| 86 | TROW | T. Rowe Price Group, Inc. | 0.25% | Reduce -38.5% | 206,474 | $22.29M | $107.97 | No quote |
| 87 | ORBC | ORBCOMM, Inc. | 0.25% | Add +2.4% | 2,333,742 | $21.87M | No quote | No quote |
| 88 | RNWK | RealNetworks, Inc. | 0.24% | Reduce -3.3% | 7,001,160 | $21.42M | No quote | No quote |
| 89 | TNAV | Telenav Inc. | 0.24% | Add +9.0% | 3,934,922 | $21.25M | No quote | No quote |
| 90 | BID | Sotheby's | 0.24% | Reduce -1.4% | 413,419 | $21.21M | No quote | No quote |
| 91 | ICE | IntercontinentalExchange, Inc. | 0.24% | Reduce -3.1% | 287,232 | $20.83M | $72.52 | No quote |
| 92 | SFE | Safeguard Scientifics Inc. | 0.23% | Add +10.2% | 1,654,499 | $20.27M | No quote | No quote |
| 93 | BCO | Brink's Co. | 0.22% | Reduce -2.7% | 272,911 | $19.47M | $71.35 | No quote |
| 94 | USB | U.S. Bancorp | 0.22% | Reduce -2.7% | 377,304 | $19.05M | $50.50 | No quote |
| 95 | CSWC | Capital Southwest Corp. | 0.19% | Reduce -1.7% | 991,723 | $16.88M | No quote | No quote |
| 96 | PCTI | PCTEL, Inc. | 0.18% | Reduce -7.4% | 2,251,250 | $16.16M | No quote | No quote |
| 97 | KIN | Kindred Biosciences, Inc. | 0.17% | Reduce -9.9% | 1,761,829 | $15.24M | No quote | No quote |
| 98 | MCF | Contango Oil & Gas Co. | 0.17% | Add +32.5% | 4,190,221 | $14.88M | No quote | No quote |
| 99 | TRC | Tejon Ranch Co. | 0.16% | Add +5.3% | 595,590 | $13.76M | No quote | No quote |
| 100 | AFH | Atlas Financial Holdings, Inc. | 0.16% | Add +13.0% | 1,329,307 | $13.76M | No quote | No quote |
| 101 | DFS | Discover Financial Services | 0.16% | Reduce -34.3% | 190,072 | $13.67M | No quote | No quote |
| 102 | BTN | Ballantyne Strong, Inc. | 0.15% | Add +4.2% | 3,008,530 | $13.39M | No quote | No quote |
| 103 | EDGW | Edgewater Technology Inc. | 0.14% | Add +17.1% | 2,286,380 | $12.69M | No quote | No quote |
| 104 | GSIT | GSI Technology Inc. | 0.14% | Reduce -11.6% | 1,659,059 | $12.29M | No quote | No quote |
| 105 | ACWX | ISHARES MSCI ACWI EX US ETF | 0.14% | Reduce -19.5% | 242,954 | $12.07M | $49.69 | No quote |
| 106 | STRT | Strattec Security Corp. | 0.13% | Add +14.0% | 315,096 | $11.64M | No quote | No quote |
| 107 | GRBK | Green Brick Partners Inc. | 0.13% | Add +10.3% | 1,063,993 | $11.6M | $10.90 | No quote |
| 108 | EMKR | Emcore Corporation | 0.13% | Add +28.8% | 1,986,560 | $11.32M | No quote | No quote |
| 109 | HMN | Horace Mann Educators Corp. | 0.12% | Reduce -3.1% | 245,083 | $10.48M | No quote | No quote |
| 110 | XOXO | XO Group Inc. | 0.12% | Reduce -47.8% | 497,487 | $10.32M | No quote | No quote |
| 111 | GLUU | Glu Mobile Inc. | 0.11% | Add +47.6% | 2,646,603 | $9.98M | No quote | No quote |
| 112 | TPR | Tapestry, Inc. | 0.11% | Reduce -13.4% | 188,091 | $9.9M | $52.61 | No quote |
| 113 | LMT | Lockheed Martin Corp. | 0.11% | Reduce -0.0% | 28,790 | $9.73M | $337.93 | No quote |
| 114 | ORCL | Oracle Corp. | 0.11% | Reduce -0.0% | 211,589 | $9.68M | $45.75 | No quote |
| 115 | MIND | Mitcham Industries, Inc. | 0.11% | Reduce -1.9% | 2,942,932 | $9.54M | No quote | No quote |
| 116 | ALOT | AstroNova, Inc. | 0.11% | Reduce -19.8% | 598,361 | $9.28M | No quote | No quote |
| 117 | BSMX | Banco Santander Mexico SA ADR | 0.10% | New | 1,275,618 | $9.15M | No quote | No quote |
| 118 | TURN | 180 Degree Capital Corp | 0.10% | Reduce -8.3% | 4,786,704 | $8.9M | No quote | No quote |
| 119 | ACTG | Acacia Research Corp. | 0.10% | Reduce -10.3% | 2,514,436 | $8.8M | No quote | No quote |
| 120 | GOLD | Barrick Gold Corp. | 0.10% | - | 690,291 | $8.59M | No quote | No quote |
| 121 | HNGR | Hanger, Inc. | 0.10% | Add +7.0% | 525,377 | $8.41M | No quote | No quote |
| 122 | IEX | IDEX Corp. | 0.10% | Reduce -22.6% | 58,816 | $8.38M | $142.51 | No quote |
| 123 | MATW | Matthews Intl Corp. | 0.09% | Reduce -2.1% | 154,058 | $7.8M | $50.60 | No quote |
| 124 | MOV | Movado Group Inc. | 0.09% | Add +7.2% | 194,800 | $7.48M | No quote | No quote |
| 125 | PRCP | Perceptron, Inc. | 0.08% | Add +6.0% | 837,818 | $7.33M | No quote | No quote |
| 126 | CARS | Cars.com Inc. | 0.08% | Reduce -1.9% | 251,684 | $7.13M | No quote | No quote |
| 127 | SEAC | SeaChange Intl, Inc. | 0.08% | Reduce -11.8% | 2,583,823 | $7M | No quote | No quote |
| 128 | MOS | Mosaic Co. | 0.08% | Reduce -0.0% | 282,588 | $6.86M | $24.28 | No quote |
| 129 | CVU | CPI Aerostructures, Inc. | 0.08% | Add +9.1% | 696,703 | $6.79M | No quote | No quote |
| 130 | CPIX | Cumberland Pharmaceuticals, Inc. | 0.08% | Add +11.4% | 1,013,926 | $6.77M | No quote | No quote |
| 131 | XOM | Exxon Mobil Corp. | 0.08% | Reduce -0.1% | 90,344 | $6.74M | $74.61 | No quote |
| 132 | SYNC | Synacor, Inc. | 0.07% | Add +7.2% | 4,050,912 | $6.48M | No quote | No quote |
| 133 | FL | Foot Locker, Inc. | 0.07% | Reduce -3.0% | 135,970 | $6.19M | No quote | No quote |
| 134 | CRAI | CRA International, Inc. | 0.07% | Reduce -32.5% | 109,748 | $5.74M | $52.29 | No quote |
| 135 | GS | Goldman Sachs Group, Inc. | 0.07% | Reduce -0.0% | 22,665 | $5.71M | $251.84 | No quote |
| 136 | NVS | Novartis AG ADR | 0.06% | Add +2.0% | 69,405 | $5.61M | $80.84 | No quote |
| 137 | TSCO | Tractor Supply | 0.06% | Reduce -6.0% | 88,211 | $5.56M | $63.02 | No quote |
| 138 | BK | Bank of New York Mellon Corp. | 0.06% | Reduce -0.1% | 103,166 | $5.32M | $51.53 | No quote |
| 139 | SPAR | Spartan Motors Inc. | 0.06% | Reduce -12.0% | 308,148 | $5.3M | No quote | No quote |
| 140 | MBFI | MB Financial, Inc. | 0.06% | Add +6.0% | 130,696 | $5.29M | No quote | No quote |
| 141 | APA | Apache Corp. | 0.06% | Add +28.3% | 136,492 | $5.25M | $38.48 | No quote |
| 142 | ASPN | Aspen Aerogels Inc. | 0.06% | Add +10.3% | 1,202,956 | $5.14M | $4.27 | No quote |
| 143 | P | Pandora Media, Inc. | 0.06% | Reduce -2.8% | 992,617 | $4.99M | No quote | No quote |
| 144 | EXPD | Expeditors Intl of Washington | 0.05% | Reduce -3.0% | 73,629 | $4.66M | $63.30 | No quote |
| 145 | LFCR | Landec Corp. | 0.05% | Reduce -7.7% | 340,857 | $4.45M | No quote | No quote |
| 146 | AYI | Acuity Brands | 0.05% | Add +241.3% | 30,663 | $4.27M | $139.19 | No quote |
| 147 | GIFI | Gulf Island Fabrication, Inc. | 0.05% | Add +8.5% | 586,419 | $4.16M | No quote | No quote |
| 148 | OESX | Orion Energy Systems, Inc. | 0.05% | Reduce -8.0% | 4,846,248 | $4.12M | No quote | No quote |
| 149 | MN | Manning & Napier, Inc. | 0.04% | Add +5.6% | 1,017,878 | $3.56M | No quote | No quote |
| 150 | VT | Vanguard Total World Stock Index Fd (ETF) | 0.03% | - | 41,144 | $3.03M | $73.62 | No quote |
| 151 | TRIP | TripAdvisor Inc | 0.03% | Reduce -24.3% | 60,316 | $2.47M | $40.88 | No quote |
| 152 | DCM | NTT Docomo Inc. ADR | 0.02% | - | 76,950 | $1.97M | No quote | No quote |
| 153 | AXTI | AXT Inc. | 0.02% | Add +6.8% | 263,723 | $1.91M | $7.25 | No quote |
| 154 | FN | Fabrinet | 0.02% | New | 58,269 | $1.83M | $31.37 | No quote |
| 155 | DRAD | Digirad Corp. | 0.02% | Reduce -13.9% | 1,053,374 | $1.63M | No quote | No quote |
| 156 | AUTO | AutoWeb Inc. | 0.02% | Add +27.9% | 520,494 | $1.55M | No quote | No quote |
| 157 | AETI | American Electric Technologies, Inc. | 0.02% | Reduce -12.3% | 1,375,475 | $1.51M | No quote | No quote |
| 158 | RBCN | Rubicon Technology, Inc. | 0.01% | Reduce -14.6% | 156,147 | $1.09M | No quote | No quote |
| 159 | GLAE | GlassBridge Enterprises Inc. | 0.01% | Reduce -8.1% | 908,465 | $945K | No quote | No quote |
| 160 | SNY | Sanofi-Aventis | 0.01% | - | 17,790 | $713K | $40.08 | No quote |
| 161 | DVD | Dover Motorsports, Inc. | 0.01% | Reduce -49.8% | 244,113 | $513K | No quote | No quote |
| 162 | VICL | Vical Inc. | 0.01% | Reduce -52.6% | 302,328 | $438K | No quote | No quote |
| 163 | PCYO | Pure Cycle Corp. | 0.00% | Reduce -43.0% | 34,727 | $328K | No quote | No quote |
| 164 | MA | MasterCard Inc. | 0.00% | Reduce -77.9% | 1,649 | $289K | $175.26 | No quote |
| 165 | DOX | Amdocs Ltd. | 0.00% | New | 3,858 | $257K | $66.61 | No quote |
| 177 | TTGT | TechTarget, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 176 | BSMX | Santander Mexico Financial Group ADR | - | Sold | 0 | $0 | No quote | No quote |
| 175 | JPM | JPMorgan Chase & Co. | - | Sold | 0 | $0 | No quote | No quote |
| 174 | IWN | iShares Russell 2000V ETF | - | Sold | 0 | $0 | No quote | No quote |
| 173 | IWM | iShares Russell 2000 ETF | - | Sold | 0 | $0 | No quote | No quote |
| 172 | IBM | International Business Machines Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 171 | GHC | Graham Holdings Co. | - | Sold | 0 | $0 | No quote | No quote |
| 170 | GAIA | Gaia, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 169 | FAST | Fastenal Co. | - | Sold | 0 | $0 | No quote | No quote |
| 168 | FFIV | F5 Networks, Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 167 | CME | CME Group Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 166 | ACN | Accenture plc | - | Sold | 0 | $0 | No quote | No quote |