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Livermore
Livermore
ZHEN

Ariston Services Group

SEC CIK
0001743859
Latest filing
Jul 27, 2026

The latest 13F from Ariston Services Group covers Q2 2026 (filed Jul 27, 2026): 70 long positions worth $181.2M. The top 10 holdings make up 75.7% of the portfolio, and the largest is Vanguard Dividend Appreciation ETF at 15.3%. Livermore has 11 filings on Form 13F from this institution, going back to Q4 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$3.17M
Added
66
Est. +$178.1M
Reduced
0
Sold out
5
Est. −$1.29M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard Dividend Appreciation ETF921908844
    15.3%$27.7M
  2. TSLATesla, Inc.
    13.9%$25.1MHistory
  3. Vanguard High Dividend Yield Index ETF921946406
    13.8%$25.1M
  4. Vanguard Ftse Emerging Markets ETF922042858
    6.5%$11.7M
  5. IAUiShares Gold Trust
    5.2%$9.47MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Dividend Appreciation ETF921908844
    +$27.7MAdded
  2. TSLATesla, Inc.
    +$25.1MAddedHistory
  3. Vanguard High Dividend Yield Index ETF921946406
    +$25.1MAdded
  4. Vanguard Ftse Emerging Markets ETF922042858
    +$11.7MAdded
  5. IAUiShares Gold Trust
    +$9.47MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. SPCXSpace Exploration Technologies Corp
    +1.23 pp0.0% → 1.2%History
  2. TSLATesla, Inc.
    +0.79 pp13.1% → 13.9%History
  3. iShares Russell 2000 Growth ETF464287648
    +0.34 pp2.2% → 2.5%
  4. Vanguard Morningstar Small-Cap ETF922908751
    +0.30 pp3.6% → 3.9%
  5. AAPLApple Inc.
    +0.26 pp0.0% → 0.3%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CVXChevron Corp
    −$375.1KSold outHistory
  2. BDXBecton Dickinson & Co
    −$247.3KSold outHistory
  3. HONHoneywell International Inc
    −$240.5KSold outHistory
  4. METAMeta Platforms, Inc.
    −$222.6KSold outHistory
  5. FFord Motor Co
    −$208.3KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CVXChevron Corp
    −0.22 pp0.2% → 0.0%History
  2. BDXBecton Dickinson & Co
    −0.15 pp0.1% → 0.0%History
  3. HONHoneywell International Inc
    −0.14 pp0.1% → 0.0%History
  4. METAMeta Platforms, Inc.
    −0.13 pp0.1% → 0.0%History
  5. FFord Motor Co
    −0.12 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$181.2M
+$14.1M (+8.4%) vs. prior quarter
Positions
70
−1 vs. prior quarter
Top 10 concentration
75.7%
Top 10 as share of value
Turnover
0.7%
Q2 2026, one quarter
Average holding period
9.8 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2023), so positions held before then are understated.

13F filings by quarter

11 quarters, going back to Q4 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $181.2M (Q2 2026)

Q4 2023: $103.3MQ1 2024: $104.4MQ2 2024: $103.8MQ3 2024: $114.9MQ4 2024: $115.4MQ1 2025: $119.7MQ2 2025: $140.6MQ3 2025: $165.9MQ4 2025: $170.5MQ1 2026: $167.2MQ2 2026: $181.2M
Q4 2023Q2 2026
13F filings of Ariston Services Group by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 27, 202670$181.2MVanguard Dividend Appreciation ETFTSLAVanguard High Dividend Yield Index ETFvs. Q1 2026SEC
Q1 2026Apr 22, 202671$167.2MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFTSLAvs. Q4 2025SEC
Q4 2025Jan 23, 202670$170.5MTSLAVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFvs. Q3 2025SEC
Q3 2025Oct 28, 202571$165.9MTSLAVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFvs. Q2 2025SEC
Q2 2025Jul 29, 202571$140.6MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFTSLAvs. Q1 2025SEC
Q1 2025May 14, 202569$119.7MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFIAUvs. Q4 2024SEC
Q4 2024Feb 6, 202569$115.4MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Ftse Emerging Markets ETFvs. Q3 2024SEC
Q3 2024Oct 25, 202465$114.9MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Ftse Emerging Markets ETFvs. Q2 2024SEC
Q2 2024Jul 17, 202454$103.8MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Ftse Emerging Markets ETFvs. Q1 2024SEC
Q1 2024Apr 18, 202457$104.4MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Ftse Emerging Markets ETFvs. Q4 2023SEC
Q4 2023Mar 21, 202453$103.3MVanguard Dividend Appreciation ETFVanguard High Dividend Yield Index ETFVanguard Ftse Emerging Markets ETF–SEC