Arkolith/Funds/Aristotle Capital Boston, LLC

Aristotle Capital Boston, LLC

CIK 1633911
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Aristotle Capital Boston, LLC holds a diversified book of 122 stocks worth $1.6B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Envista Holdings Corp and trimmed Advanced Energy Industries. Their largest long position is Advanced Energy Industries at 3% of the equity book. Cloning the disclosed picks since 2015 would be +103% (+6.4%/yr). That is a simulation of the disclosed long book, not audited returns.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what Aristotle Capital Boston, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/1633911/holdings"
Ask your agent
Use Arkolith to show Aristotle Capital Boston, LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
13
existing
Trimmed
108
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+102.6%
+6.4%/yr · since Feb '15
Their reported book
+116.5%
held from quarter-end
S&P 500
+326.5%
same window
$9K$17K$26K$34K$43KFeb '15May '17Sep '19Dec '21Apr '24Jul '26
Aristotle Capital Boston, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +116.5%, a 13.9-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Aristotle Capital Boston, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
12%
Top 10 holdings
22%
Top 20 holdings
36%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

98% mapped to company sectors

Industrials
21%
Financials
20%
Information Technology
18%
Materials
12%
Health Care
10%
Consumer Discretionary
5%
Energy
4%
Real Estate
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Aristotle Capital Boston, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.80 / 80$42.6B
MORGAN STANLEY80 / 80$7.3B
PRICE T ROWE ASSOCIATES INC /MD/80 / 80$5.9B
JPMORGAN CHASE & CO80 / 80$4.0B
BANK OF AMERICA CORP /DE/80 / 80$3.9B
UBS Group AG80 / 80$3.2B
SEI INVESTMENTS CO80 / 80$1.8B
ROYAL BANK OF CANADA80 / 80$1.0B

Ranked by how many of Aristotle Capital Boston, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

122 positions
#SecurityValueShares% PortLast moveHistory
1Advanced Energy Inds
COM
$48.9M151.4K
3.0%
−19%
Reduced · −36K sh
2Macom Tech Solutions Hldgs I
COM
$45.8M206.1K
2.8%
−20%
Reduced · −50K sh
3Ha Sustainable Infra Cap Inc
COM
$37.7M1.03M
2.3%
−14%
Reduced · −164K sh
4Aercap Holdings NV
SHS
$34.5M251.6K
2.1%
−16%
Reduced · −46K sh
5Alamos Gold Inc
COM CL A
$33.9M759.0K
2.1%
−21%
Reduced · −207K sh
6Healthequity Inc
COM
$33.2M397.2K
2.1%
−8.2%
Reduced · −36K sh
7Huron Consulting Group Inc
COM
$31.9M249.9K
2.0%
−14%
Reduced · −40K sh
8Littelfuse Inc
COM
$29.5M87.0K
1.8%
−13%
Reduced · −13K sh
9Aci Worldwide Inc
COM
$27.1M660.8K
1.7%
−14%
Reduced · −106K sh
10Itron Inc
COM
$26.3M292.8K
1.6%
−0.9%
Reduced · −3K sh
11Merit Med Sys Inc
COM
$26.1M377.6K
1.6%
−0.1%
Reduced · −281 sh
12Knowles Corp
COM
$25.8M1.00M
1.6%
−14%
Reduced · −163K sh
13Scotts Miracle-Gro Co
CL A
$22.8M374.4K
1.4%
−13%
Reduced · −55K sh
14National BK Hldgs Corp
CL A
$22.8M581.2K
1.4%
−14%
Reduced · −92K sh
15Perella Weinberg Partners
CLASS A COM
$22.4M1.23M
1.4%
+153%
Added · +746K sh
16Belden Inc
COM
$22.0M191.0K
1.4%
−13%
Reduced · −29K sh
17Tko Group Holdings Inc
CL A
$21.7M107.5K
1.3%
−13%
Reduced · −16K sh
18Byline Bancorp Inc
COM
$21.3M674.8K
1.3%
−16%
Reduced · −126K sh
19Silgan Hldgs Inc
COM
$20.9M537.0K
1.3%
−7.5%
Reduced · −44K sh
20Stag Industrial Inc
COM
$20.8M577.7K
1.3%
−15%
Reduced · −100K sh
21Hexcel Corp New
COM
$20.4M251.2K
1.3%
−14%
Reduced · −39K sh
22Chemed Corp New
COM
$20.0M52.8K
1.2%
−13%
Reduced · −8K sh
23Customers Bancorp Inc
COM
$19.7M284.4K
1.2%
+5.3%
Added · +14K sh
24Novanta Inc
COM
$19.6M165.9K
1.2%
−6.1%
Reduced · −11K sh
25Haemonetics Corp Mass
COM
$19.5M346.4K
1.2%
−6.5%
Reduced · −24K sh
26Mercury Sys Inc
COM
$19.5M266.4K
1.2%
−4.6%
Reduced · −13K sh
27Atlantic Un Bankshares Corp
COM
$19.4M541.9K
1.2%
−14%
Reduced · −86K sh
28Guardian Pharmacy Svcs Inc
CL A
$18.7M495.9K
1.2%
−16%
Reduced · −93K sh
29Valvoline Inc
COM
$18.5M549.0K
1.1%
−13%
Reduced · −79K sh
30Bankunited Inc
COM
$18.4M407.4K
1.1%
−12%
Reduced · −56K sh
31Charles Riv Labs Intl Inc
COM
$16.8M97.4K
1.0%
+13%
Added · +11K sh
32Pursuit Attractions And Hosp
COM
$16.7M457.2K
1.0%
−16%
Reduced · −86K sh
33Voya Financial Inc
COM
$16.7M244.2K
1.0%
−14%
Reduced · −39K sh
34Liquidity Svcs Inc
COM
$16.5M539.5K
1.0%
−16%
Reduced · −101K sh
35Aptargroup Inc
COM
$16.5M130.5K
1.0%
−13%
Reduced · −19K sh
36Knight-Swift Transn Hldgs In
CL A
$16.5M285.5K
1.0%
−12%
Reduced · −41K sh
37Box Inc
CL A
$16.4M695.5K
1.0%
−14%
Reduced · −110K sh
38Euronet Worldwide Inc
COM
$16.4M247.2K
1.0%
−14%
Reduced · −39K sh
39Range Res Corp
COM
$16.2M358.3K
1.0%
−3.8%
Reduced · −14K sh
40James Hardie Inds PLC
ORD SHS
$16.1M847.5K
1.0%
−1.9%
Reduced · −17K sh
41KBR Inc
COM
$15.7M424.5K
1.0%
−9.4%
Reduced · −44K sh
42Casella Waste Sys Inc
CL A
$15.5M196.0K
1.0%
+14%
Added · +24K sh
43Prestige Consmr Healthcare I
COM
$15.0M253.1K
0.9%
−14%
Reduced · −42K sh
44The Baldwin Insurance Grp In
COM CL A
$15.0M682.1K
0.9%
−7.6%
Reduced · −56K sh
45Gxo Logistics Incorporated
COMMON STOCK
$14.9M287.0K
0.9%
−5.8%
Reduced · −18K sh
46Benchmark Electrs Inc
COM
$14.9M265.4K
0.9%
−16%
Reduced · −50K sh
47Wolverine World Wide Inc
COM
$14.5M888.6K
0.9%
+27%
Added · +187K sh
48Agree Rlty Corp
COM
$14.4M191.4K
0.9%
−14%
Reduced · −30K sh
49Ardmore Shipping Corp
COM
$14.3M938.7K
0.9%
−7.9%
Reduced · −80K sh
50LKQ Corp
COM
$14.3M485.0K
0.9%
−13%
Reduced · −71K sh
Showing 50 of 122 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026122$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 17, 2026125$1.8B13F-HR
Q3 2025Sep 30, 2025Nov 14, 2025127$1.9B13F-HR
Q2 2025Jun 30, 2025Aug 14, 2025127$2.0B13F-HR
Q1 2025Mar 31, 2025May 15, 2025125$2.0B13F-HR
Q4 2024Dec 31, 2024Feb 14, 2025127$2.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 2024127$3.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 2024126$3.0B13F-HR
Q1 2024Mar 31, 2024May 15, 2024128$3.3B13F-HR
Q4 2023Dec 31, 2023Feb 14, 2024131$3.3B13F-HR
Q3 2023Sep 30, 2023Nov 14, 2023129$3.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 2023133$3.3B13F-HR
Q1 2023Mar 31, 2023May 15, 2023132$3.2B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023133$3.2B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022133$3.0B13F-HR
Q2 2022Jun 30, 2022Aug 15, 2022133$3.4B13F-HR
Q1 2022Mar 31, 2022May 16, 2022133$4.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 2022134$4.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021136$4.3B13F-HR
Q2 2021Jun 30, 2021Aug 16, 2021138$4.4B13F-HR
Q1 2021Mar 31, 2021May 17, 2021137$4.5B13F-HR
Q4 2020Dec 31, 2020Feb 22, 2021135$4.2B13F-HR/A
Q3 2020Sep 30, 2020Nov 16, 2020137$3.5B13F-HR
Amended / restated
  • Q4 2020 · filed Feb 16, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.