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월가 포트폴리오/John Rogers
John Rogers
Long-term Growth2025-12-31 기준

John Rogers

Ariel Investments LLC

에리얼 인베스트먼트의 설립자이자 흑인 최초의 뮤추얼펀드 매니저. 장기 성장투자 전략으로 $9B을 운용한다.

$9.26BAUM
97Holdings
2025-12-31 요약

6개 종목 신규 매수 (OMC, XRAY, BMY 등) · 6개 종목 추가 매수 (ZBRA, INTC, CVSA 등) · 63개 비중 축소 · 최대 보유: MSGE 4.0%

Portfolio Heatmap

크기 = 포트폴리오 비중 · 초록 = 보유량 늘림 · 빨강 = 보유량 줄임

This Quarter's Trades

2025-12-31 기준
New Buy6건
OMCOMCOMNICOM GROUP INC$87.88M0.9%XRAYXRAYDENTSPLY SIRONA INC$60.29M0.7%BMYBMYBRISTOL-MYERS SQUIBB CO$39.52M0.4%WBSWBSWEBSTER FINL CORP$36.44M0.4%FDSFDSFACTSET RESH SYS INC$36.40M0.4%HPEHPEHEWLETT PACKARD ENTERPRISE C$31.74M0.3%
Added6건
ZBRAZBRAZEBRA TECHNOLOGIES CORPORATI$115.52M1.2%INTCINTCINTEL CORP$56.24M0.6%CVSACVSAADTALEM GLOBAL ED INC$196.35M2.1%FISVFISVFISERV INC$21.56M0.2%MIDDMIDDMIDDLEBY CORP$231.72M2.5%NCLHNCLHNORWEGIAN CRUISE LINE HLDG L$320.32M3.5%
Sold / Exited6건
VEAVEAVANGUARD TAX-MANAGED FDS$1.53M<0.1%SPHRSPHRSPHERE ENTERTAINMENT CO$301.26M3.3%JHGJHGJANUS HENDERSON GROUP PLC$55.62M0.6%KMTKMTKENNAMETAL INC$67.55M0.7%IWNIWNISHARES TR$6.04M<0.1%FSLRFSLRFIRST SOLAR INC$65.72M0.7%

Holdings

97개 종목
#
Stock ⇅
Weight ↓
SharesValue
Change ⇅
Trend
1
4.07%
6,881,315$370.83M-11.07%Partial Sell
2
3.74%
1,182,223$340.81M-6.46%Partial Sell
3
3.52%
14,351,367$320.32M+18.76%Added
4
3.31%
3,168,534$301.26M-47.14%Partial Sell
5
3.30%
893,230$300.55M-6.06%Partial Sell
6
3.19%
14,011,310$290.59M+6.23%Added
7
3.13%
1,427,771$284.81M-4.18%Partial Sell
8
2.85%
11,970,544$259.88M-0.28%Partial Sell
9
2.82%
5,296,822$257.21M+0.97%Added
10
2.78%
4,102,497$253.08M+14.12%Added

FAQ

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