John W. Rogers Jr. - Ariel Appreciation Fund Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 106 | |
| Portfolio Value | $8.51B |
Ariel Appreciation Fund Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 19.76% | |
| Consumer Cyclical | 15.43% | |
| Industrials | 14.15% | |
| Healthcare | 12.10% | |
| Communication Services | 8.78% | |
| Consumer Defensive | 5.60% | |
| Technology | 5.02% | |
| Real Estate | 3.46% | |
| Energy | 2.44% | |
| Utilities | 1.12% | |
| Basic Materials | 0.30% | |
| ETF | 0.30% | |