John Rogers - Ariel Investments Holdings – 2026 Q1
Explore the latest portfolio disclosure for John Rogers - Ariel Investments, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that John Rogers - Ariel Investments maintains its largest exposure in Unclassified Sector, which represents approximately 56.77% of the portfolio. This sector forms the core of John Rogers - Ariel Investments's investment stance during this reporting period.
Additional major allocations include Non-U.S. Assets (about 6.11%) and Industrials (approximately 5.55%) , reflecting how John Rogers - Ariel Investments diversifies beyond its primary sector focus.
These sector weightings provide a clear view into John Rogers - Ariel Investments's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MSI | 696 | $433.91 | Reduced | -7.81% | 0.00% | $302K | 2026 Q1 |
| ZBH | 3,014 | $90.58 | Reduced | -6.66% | 0.00% | $273.01K | 2026 Q1 |
| BRC | 2,764 | $81.4 | Reduced | -7.74% | 0.00% | $224.99K | 2026 Q1 |
| FICO | 204 | $1068.63 | Reduced | -7.69% | 0.00% | $218K | 2026 Q1 |
| PGR | 1,010 | $198.02 | Reduced | -7.68% | 0.00% | $200K | 2026 Q1 |
| IWS | 1,145 | $145.85 | Buy | 100.00% | 0.00% | $167K | 2026 Q1 |