CAAPX
Ariel Appreciation Fund
Ariel Investment Trust

Allocation breakdown

As of March 31, 2026 · N-PORT

By asset class

By country

By sector

By industry (SIC code)

As of March 31, 2026 · N-PORT

How we map holdings to the sectors above: each holding's issuer carries a U.S. SIC industry code in its EDGAR filer record, and each SIC code rolls up to a sector. Expand a sector to see its industries, and click a SIC code to list this fund's positions in that industry. Bonds and foreign or private issuers with no SEC filer record fall into Unclassified.

Services-Miscellaneous Amusement & Recreation 6.90%
Services-Amusement & Recreation Services 4.05%
Services-Membership Sports & Recreation Clubs 3.18%
Services-Advertising Agencies 2.97%
Industrial Instruments For Measurement, Display, and Control 2.83%
Dolls & Stuffed Toys 2.35%
Motor Vehicle Parts & Accessories 1.92%
Retail-Auto Dealers & Gasoline Stations 1.54%
Services-Business Services, NEC 1.17%
Services-Detective, Guard & Armored Car Services 0.61%
Investment Advice 7.36%
Security Brokers, Dealers & Flotation Companies 2.40%
National Commercial Banks 2.29%
State Commercial Banks 2.29%
Accident & Health Insurance 1.61%
Fire, Marine & Casualty Insurance 0.77%
Services-Commercial Physical & Biological Research 3.38%
Refrigeration & Service Industry Machinery 2.83%
Water Transportation 2.83%
Special Industry Machinery (No Metalworking Machinery) 1.91%
Cutlery, Handtools & General Hardware 1.81%
Wholesale-Hardware 1.77%
Household Audio & Video Equipment 3.01%
Motors & Generators 2.95%
Laboratory Analytical Instruments 2.58%
Services-Computer Programming, Data Processing, Etc. 1.46%
Services-Medical Laboratories 2.84%
Dental Equipment & Supplies 2.83%
Pharmaceutical Preparations 2.75%
Oil & Gas Field Services, NEC 6.25%
Real Estate Agents & Managers (For Others) 3.28%
Real Estate 2.11%
Paints, Varnishes, Lacquers, Enamels & Allied Prods 2.08%
Malt Beverages 1.64%
Unclassified 7.49%

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