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Portfolio (Quarterly) Guide ↗

Aristides Capital LLC

· CIK 0001595521
13F Portfolio $462M AUM 171 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 36 New 89 Added 32 Reduced 138 Exited
Page 9 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CATO CATO CORP NEW Consumer Cyclical 45,129.0 $128K 0.03% +6K +15.3% $2.83 +9.9%
162 AWRE AWARE INC MASS Technology 71,964.0 $90K 0.02% +2K +2.4% $1.25 +5.6%
163 GOLD ROYALTY CORP 53,807.0 $89K 0.02% -60K -52.7% $1.65
164 POWW OUTDOOR HOLDING CO Industrials 35,320.0 $71K 0.01% NEW $2.01 +1.5%
165 FATHOM HOLDINGS INC 54,261.0 $29K 0.01% -107K -66.4% $0.53
166 MOBIX LABS INC 72,377.0 $9K 0.00% $0.12
167 OIO GROUP 42,000.0 $4K 0.00% $0.10
168 CYCURION INC 100,000.0 $2K $0.02
169 MULTISENSOR AI HOLDINGS INC 37,500.0 $1K $0.04
170 SHF HOLDINGS INC 25,000.0 $773.0 $0.03
Page 9 of 9  ·  170 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
Technology 25.5%
Financial Services 22.5%
Consumer Cyclical 18.4%
Industrials 10.7%
Communication Services 5.5%
Consumer Defensive 5.2%
Energy 4.9%
Basic Materials 3.9%
Healthcare 2.0%
Utilities 1.1%