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Ariel Focus Fund (ARFFX) is an MF managed by Independent / Boutique. Its largest position is APA Corp (APA), representing 5.45% of fund assets.

Ariel Focus Fund Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
ARFFX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 28, 2026
Showing 30 out of 30 holdings
Holding Weight Market Value Shares
-
APA Corp
5.45% $4,431,245.28 104,412
-
BOK FINANCIAL CORP
5.44% $4,423,448.52 34,542
-
JOHNSON & JOHNSON
5.40% $4,391,364.60 17,965
-
SLB LIMITED/NV
5.27% $4,281,300.90 83,310
-
PHINIA INC.
5.01% $4,067,457.64 59,431
-
Prestige Consumer Healthcare Inc.
4.91% $3,993,197.71 67,373
-
CHEVRON CORP
4.77% $3,878,340.50 18,745
-
BARRICK MINING CORP
4.73% $3,847,516.75 94,325
-
AFFILIATED MANAGERS GROUP, INC.
4.67% $3,796,877.40 13,722
-
Snap-on Inc
4.53% $3,679,055.38 10,129
-
LOCKHEED MARTIN CORP
4.51% $3,666,834.13 6,067
-
BANK OF AMERICA CORP /DE/
4.29% $3,484,016.25 71,467
-
LABCORP HOLDINGS INC.
3.74% $3,040,833.57 11,397
-
BOYD GAMING CORP
3.69% $2,994,721.38 36,441
-
MOHAWK INDUSTRIES INC
3.46% $2,808,473.04 28,524
-
J M SMUCKER Co
3.41% $2,772,650.00 28,750
-
RESIDEO TECHNOLOGIES, INC.
3.09% $2,512,372.59 74,529
-
FISERV INC
2.98% $2,419,599.60 43,362
-
First American Financial Corp
2.61% $2,119,916.98 35,162
-
Madison Square Garden Sports Corp.
2.29% $1,864,441.40 5,801
-
MOSAIC CO
2.20% $1,791,783.00 70,266
-
Arthur J. Gallagher & Co.
2.15% $1,746,717.70 8,065
-
BORGWARNER INC
2.13% $1,727,746.92 31,842
-
FACTSET RESEARCH SYSTEMS INC
2.09% $1,702,069.56 7,844
-
NORTHERN INSTITUTIONAL FUNDS TREASURY PORTFOLIO, PREMIER CLASS
2.05% $1,664,971.07 1,664,971
-
Madison Square Garden Entertainment Corp.
1.55% $1,255,784.47 21,317
-
ORACLE CORP
1.38% $1,124,361.73 7,643
-
GENERAC HOLDINGS INC.
0.86% $700,844.04 3,588
-
ADT Inc.
0.77% $628,157.70 95,610
-
BIO-RAD LABORATORIES, INC.
0.52% $418,682.50 1,502
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