Arkolith/Funds/Aristotle Pacific Capital, LLC

Aristotle Pacific Capital, LLC

CIK 1844577
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Aristotle Pacific Capital, LLC holds a concentrated book of 4 stocks worth $123.0M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they trimmed SSGA ACTIVE ETF TR. Their largest long position is SSGA ACTIVE ETF TR at 33% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
0
new positions
Added to
0
existing
Trimmed
4
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
100%
Top 10 holdings
100%
Top 20 holdings
100%

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

Direct sector allocation

0% mapped to company sectors

ETF / fund or unclassified
100%

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

No buys this quarter.

Trimmed / exited
  • ISHARES TR
    −65%$36.6M
  • INVESCO EXCH TRADED FD TR II
    −41%$25.7M
  • −46%$22.4M
  • SSGA ACTIVE ETF TR
    −34%$20.9M

Funds with the most overlap

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

Manager / fundShared namesTheir $ in those
MORGAN STANLEY5 / 4$3.3B
BANK OF AMERICA CORP /DE/5 / 4$2.1B
Clark Capital Management Group, Inc.5 / 4$1.9B
BlackRock, Inc.5 / 4$1.8B
WELLS FARGO & COMPANY/MN5 / 4$1.4B
ASSETMARK, INC5 / 4$1.3B
UBS Group AG5 / 4$1.0B
LPL Financial LLC5 / 4$780.6M

Ranked by how many of Aristotle Pacific Capital, LLC's top 4 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.

5 positions
#SecurityValueShares% PortLast moveHistory
1Ssga Active ETF TR
STATE STREET BLA
$40.0M997.1K
32.5%
−34%
Reduced · −520K sh
2Invesco Exch Traded FD TR II
SR LN ETF
$36.8M1.80M
29.9%
−41%
Reduced · −1.3M sh
3SPDR Series Trust
STATE STREET SPD
$22.5M235.0K
18.3%
−59%
Reduced · −339K sh
4Ishares TR
IBOXX HI YD ETF
$19.4M243.9K
15.8%
−65%
Reduced · −460K sh
5SPDR Series Trust
STATE STREET SPD
$4.3M171.0K
3.5%
Held
Showing all 5 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 20265$123.0M13F-HR
Q4 2025Dec 31, 2025Feb 17, 20265$243.8M13F-HR
Q3 2025Sep 30, 2025Nov 14, 20256$205.4M13F-HR
Q2 2025Jun 30, 2025Aug 14, 20256$208.5M13F-HR
Q1 2025Mar 31, 2025May 15, 20256$303.8M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20256$319.3M13F-HR
Q3 2024Sep 30, 2024Nov 14, 20246$348.4M13F-HR
Q2 2024Jun 30, 2024Jan 7, 20256$303.2M13F-HR/A
Q1 2024Mar 31, 2024Jan 7, 20256$271.4M13F-HR/A
Q4 2023Dec 31, 2023Jan 7, 20255$241.7M13F-HR/A
Q3 2023Sep 30, 2023Nov 14, 20235$169.0M13F-HR
Q2 2023Jun 30, 2023Aug 14, 20234$55.9M13F-HR
Q1 2023Mar 31, 2023Apr 25, 20236$11.6M13F-HR
Q4 2022Dec 31, 2022Jan 26, 20237$116.8M13F-HR
Q3 2022Sep 30, 2022Oct 19, 20226$64K13F-HR
Q2 2022Jun 30, 2022Jul 21, 202212$137.2M13F-HR
Q1 2022Mar 31, 2022Apr 26, 202211$114.5M13F-HR
Q4 2021Dec 31, 2021Jan 27, 202219$140.4M13F-HR
Q3 2021Sep 30, 2021Oct 25, 202117$113.8M13F-HR
Q2 2021Jun 30, 2021Jul 21, 202118$107.4M13F-HR
Q1 2021Mar 31, 2021Apr 29, 202121$154.2M13F-HR
Amended / restated
  • Q2 2024 · filed Aug 12, 202413F-HR · superseded
  • Q1 2024 · filed May 6, 202413F-HR · superseded
  • Q4 2023 · filed Feb 9, 202413F-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.