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Portfolio (Quarterly) Guide ↗

Aristides Capital LLC

· CIK 0001595521
13F Portfolio $565M AUM Filed Feb 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 272 New
Page 2 of 14  ·  272 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRC CALIFORNIA RES CORP Energy 164,561.0 $7.4M 1.30% NEW $44.71 +36.5%
22 BANK UTICA N Y 13,884.0 $7.2M 1.27% NEW $517.00
23 ACN ACCENTURE PLC IRELAND Technology 26,279.0 $7.1M 1.25% NEW $268.30 -33.5%
24 PUT SOLARIS ENERGY INFRAS INC 145,400.0 $6.7M 1.18% NEW $45.97
25 PUT PURECYCLE TECHNOLOGIES INC 690,100.0 $5.9M 1.05% NEW $8.59
26 CALL ACCENTURE PLC IRELAND 18,000.0 $4.8M 0.85% NEW $268.30
27 PUT TAIWAN SEMICONDUCTOR MFG LTD SPONSOR 15,800.0 $4.8M 0.85% NEW $303.89
28 JOUT JOHNSON OUTDOORS INC Consumer Cyclical 113,004.0 $4.8M 0.85% NEW $42.45 +3.4%
29 SLV ISHARES SILVER TR Financial Services 73,600.0 $4.7M 0.84% NEW $64.42 +7.0%
30 ITIC INVESTORS TITLE CO NC Financial Services 16,680.0 $4.2M 0.74% NEW $249.64 -4.0%
31 PUT QUANTUM COMPUTING INC 400,000.0 $4.1M 0.73% NEW $10.26
32 EVTC EVERTEC INC Technology 134,216.0 $3.9M 0.69% NEW $29.09 -18.2%
33 AKAM AKAMAI TECHNOLOGIES INC Technology 42,346.0 $3.7M 0.65% NEW $87.25 +68.7%
34 G GENPACT LIMITED Technology 74,248.0 $3.5M 0.61% NEW $46.78 -33.2%
35 BKNG BOOKING HOLDINGS INC Consumer Cyclical 644.0 $3.4M 0.61% NEW $5355.33 -96.9%
36 HCKT HACKETT GROUP INC Technology 172,373.0 $3.4M 0.60% NEW $19.63 -43.4%
37 HD HOME DEPOT INC Consumer Cyclical 9,280.0 $3.2M 0.56% NEW $344.10 -10.1%
38 PUT STRATEGY INC 21,000.0 $3.2M 0.56% NEW $151.95
39 MAMA MAMAS CREATIONS INC Consumer Defensive 217,965.0 $2.9M 0.52% NEW $13.49 +5.7%
40 MPTI M-TRON INDS INC Technology 54,054.0 $2.9M 0.51% NEW $53.22 +57.4%
Page 2 of 14  ·  272 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.1%
Technology 25.0%
Consumer Cyclical 12.2%
Industrials 9.0%
Communication Services 7.6%
Consumer Defensive 5.8%
Energy 5.2%
Healthcare 4.5%
Basic Materials 1.0%
Utilities 0.5%