Fund Holdings

Ariston Services Group

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
TESLA INC(TSLA)059,789+59,78921,870,42425,147,25313.88%+3,276,829
VANGUARD SPECIALIZED FUNDS0117,216+117,21625,208,57327,735,76015.30%+2,527,187
SPACE EXPLORATION TECHN CORP013,075+13,07502,233,9951.23%+2,233,995
VANGUARD WHITEHALL FDS0158,764+158,76423,454,80125,089,53413.84%+1,634,733
VANGUARD INTL EQUITY INDEX F0196,446+196,44610,617,90611,725,8626.47%+1,107,956
VANGUARD INDEX FDS023,137+23,1375,961,2937,013,2803.87%+1,051,987
ISHARES TR011,713+11,7133,695,4274,614,4532.55%+919,026
VANGUARD INDEX FDS09,476+9,4765,692,9686,508,3373.59%+815,369
VANGUARD INDEX FDS079,763+79,7637,038,1467,691,5224.24%+653,376
ADVANCED MICRO DEVICES INC(AMD)01,295+1,295263,442752,2780.42%+488,836
APPLE INC(AAPL)01,652+1,6520478,0230.26%+478,023
AMAZON COM INC(AMZN)02,978+2,978276,583709,7770.39%+433,194
VANGUARD WHITEHALL FDS085,423+85,4237,556,5197,976,8004.40%+420,281
INTEL CORP(INTC)04,848+4,848271,311676,9260.37%+405,615
ALPHABET INC(GOOG)05,446+5,4461,566,0521,946,2371.07%+380,185
VANGUARD WHITEHALL FDS090,421+90,4218,521,2888,879,3554.90%+358,067
ALPHABET INC(GOOG)04,075+4,0751,168,9551,439,8200.79%+270,865
VANGUARD MALVERN FDS03,214+3,2140248,2410.14%+248,241
CAPITAL ONE FINL CORP(COF)01,064+1,0640213,4600.12%+213,460
QUALCOMM INC(QCOM)03,514+3,514452,533649,3520.36%+196,819
VANGUARD INDEX FDS05,460+5,4601,021,3591,189,8330.66%+168,474
NVIDIA CORPORATION(NVDA)06,008+6,0081,047,7951,202,1410.66%+154,346
CVS HEALTH CORP(CVS)04,546+4,546326,494470,2840.26%+143,790
TAIWAN SEMICONDUCTOR MANUFAC(TSM)01,020+1,020344,709487,1210.27%+142,412
MICROSOFT CORP(MSFT)01,021+1,021244,312380,8530.21%+136,541
VANGUARD INDEX FDS02,172+2,172679,837803,7740.44%+123,937
JPMORGAN CHASE & CO(JPM)02,321+2,321682,745759,7330.42%+76,988
UNITEDHEALTH GROUP INC(UNH)0789+789257,872327,9320.18%+70,060
BANK OF AMER CORP06,313+6,313307,759359,7150.20%+51,956
TRAVELERS COMPANIES INC(TRV)01,212+1,212353,516400,1050.22%+46,589
DEERE & CO(DE)0565+565318,265358,3960.20%+40,131
PNC FINL SVCS GROUP INC(PNC)0983+983204,552242,0340.13%+37,482
VISA INC(V)0736+736222,449252,5140.14%+30,065
AMERICAN EXPRESS CO(AXP)0792+792239,564267,8940.15%+28,330
JOHNSON & JOHNSON(JNJ)02,527+2,527617,700641,7820.35%+24,082
VANGUARD CALIF TAX FREE FDS013,025+13,0251,290,5661,310,3650.72%+19,799
SHERWIN WILLIAMS CO(SHW)0800+800256,440275,4560.15%+19,016
HOME DEPOT INC(HD)0676+676222,330238,4120.13%+16,082
BERKSHIRE HATHAWAY INC DEL0705+705337,836352,7750.19%+14,939
LINDE PLC(LIN)0543+543269,198281,7840.16%+12,586
VANGUARD MUN BD FDS015,279+15,279762,256772,7980.43%+10,542
WILLIAMS COS INC(WMB)06,078+6,078442,357451,8390.25%+9,482
THERMO FISHER SCIENTIFIC INC(TMO)0717+717352,427359,4750.20%+7,048
AIR PRODUCTS AND CHEMICALS I01,402+1,402407,267411,0380.23%+3,771
PROCTER & GAMBLE CO(PG)01,628+1,628235,148238,7300.13%+3,582
WEC ENERGY GROUP INC(WEC)03,351+3,351387,945391,2960.22%+3,351
OREILLY AUTOMOTIVE INC(ORLY)03,668+3,668338,593337,7860.19%-807
MICROCHIP TECHNOLOGY INC.(MCHP)03,503+3,503320,336319,4740.18%-862
RTX CORPORATION(RTX)01,663+1,663320,793315,5210.17%-5,272
MARTIN MARIETTA MATLS INC(MLM)0516+516303,759297,5770.16%-6,182
SCHWAB CHARLES CORP(SCHW)03,958+3,958371,973365,2050.20%-6,768
BROADCOM INC(AVGO)0796+796308,272300,6890.17%-7,583
MARSH & MCLENNAN COS INC(MRSH)01,568+1,568271,970261,3390.14%-10,631
MOTOROLA SOLUTIONS INC(MSI)0629+629272,967261,2170.14%-11,750
SEMPRA(SRE)03,149+3,149305,988291,9440.16%-14,044
HALEON PLC(HLN)020,721+20,721207,417193,3270.11%-14,090
ENERGY TRANSFER L P(ET)0100,683+100,6831,943,1821,925,0591.06%-18,123
XPO INC(XPO)01,960+1,960427,815402,3680.22%-25,447
VANGUARD WORLD FD018,137+18,1373,588,7393,549,9821.96%-38,757
PFIZER INC(PFE)010,040+10,040281,923241,7630.13%-40,160
PARKER-HANNIFIN CORP(PH)0403+403451,201394,1820.22%-57,019
CONOCOPHILLIPS(COP)03,166+3,166417,912329,1370.18%-88,775
MCKESSON CORP(MCK)0345+345364,317260,6820.14%-103,635
BOEING CO(BA)01,835+1,835509,119397,2220.22%-111,897
SCRIPPS E W CO OHIO0187,786+187,786698,565520,1680.29%-178,397
FORD MTR CO(F)000208,2970-208,297
EXXON MOBIL CORP06,450+6,4501,094,307881,8440.49%-212,463
META PLATFORMS INC(META)000222,5590-222,559
NETFLIX INC.(NFLX)07,434+7,434758,624530,7880.29%-227,836
HONEYWELL INTL INC(HON)000240,4960-240,496
BECTON DICKINSON & CO(BDX)000247,3230-247,323
CHEVRON CORPORATION(CVX)000375,1100-375,110
BLACKSTONE INC(BX)04,127+4,127989,604485,6240.27%-503,980
SPDR GOLD TR(GLD)010,693+10,6934,811,5033,939,0872.17%-872,416
ISHARES GOLD TR(IAU)0125,399+125,39911,055,1769,468,8785.22%-1,586,298
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