John W. Rogers Jr. – Ariel Appreciation Fund Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, 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 Aug 14, 2025. 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 18.6% of total portfolio value, followed by Consumer Cyclical and ETF and Industrials. Together, the top three sectors account for 47.6% 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.