John W. Rogers Jr. - Ariel Appreciation Fund Portfolio Allocation (Dec 31, 2025)
As of Dec 31, 2025, the Ariel Appreciation Fund portfolio managed by John W. Rogers Jr. was diversified across 12 sectors, according to the most recent SEC 13F filing dated Feb 13, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 19.4% of total portfolio value, followed by Financial Services and Healthcare and Consumer Cyclical. Together, the top three sectors account for 48.1% of the portfolio, reflecting John W. Rogers Jr.'s emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) |
|---|---|
| Financial Services | 19.40% |
| Healthcare | 14.49% |
| Consumer Cyclical | 14.18% |
| ETF | 12.29% |
| Industrials | 12.19% |
| Communication Services | 7.23% |
| Technology | 7.22% |
| Consumer Defensive | 4.25% |
| Real Estate | 3.62% |
| Energy | 3.05% |
| Utilities | 1.47% |
| Basic Materials | 0.20% |