John W. Rogers Jr. - Ariel Appreciation Fund Sector Allocation (Q1 2026)

As of Mar 31, 2026, 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 May 14, 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 18.8% of total portfolio value, followed by Financial Services and Healthcare and Consumer Cyclical. Together, the top three sectors account for 46.9% 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.