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Portfolio (Quarterly) Guide ↗

Aaron Wealth Advisors LLC

· CIK 0001812198
13F Portfolio $1.8B AUM 691 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New 215 Added 327 Reduced 81 Exited
Page 10 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 APOS APOLLO GLOBAL MGMT INC Financial Services 3,184.0 $355K 0.02% +273.0 +9.4% $111.42 -76.5%
182 NET CLOUDFLARE INC Technology 1,718.0 $354K 0.02% +257.0 +17.6% $206.34 +4.8%
183 DEO DIAGEO PLC Consumer Defensive 4,747.0 $353K 0.02% +608.0 +14.7% $74.45 +15.7%
184 VST VISTRA CORP Utilities 2,340.0 $352K 0.02% +128.0 +5.8% $150.33 +4.0%
185 PPG PPG INDS INC Basic Materials 3,224.0 $345K 0.02% +834.0 +34.9% $106.88 +0.8%
186 BIDU BAIDU INC Communication Services 3,057.0 $341K 0.02% +1K +69.3% $111.42 +14.7%
187 AOS SMITH A O CORP Industrials 5,118.0 $337K 0.02% +117.0 +2.3% $65.94 -13.1%
188 TKO TKO GROUP HOLDINGS INC Communication Services 1,670.0 $337K 0.02% +11.0 +0.7% $201.65 -5.0%
189 FTV FORTIVE CORP Technology 6,087.0 $336K 0.02% +813.0 +15.4% $55.28 +7.0%
190 BEONE MEDICINES LTD 1,114.0 $331K 0.02% +185.0 +19.9% $296.97
191 CSGP COSTAR GROUP INC Real Estate 8,130.0 $328K 0.02% +655.0 +8.8% $40.34 -15.8%
192 EMN EASTMAN CHEM CO Basic Materials 4,131.0 $315K 0.02% +907.0 +28.1% $76.32 -2.9%
193 THC TENET HEALTHCARE CORP Healthcare 1,670.0 $315K 0.02% +156.0 +10.3% $188.71 -7.9%
194 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,593.0 $311K 0.02% +104.0 +7.0% $195.52 +7.6%
195 ETSY INC 6,144.0 $307K 0.02% +1K +30.6% $49.98
196 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 4,569.0 $306K 0.02% +227.0 +5.2% $67.07 +21.3%
197 SSNC SS&C TECH HLDGS Technology 4,461.0 $301K 0.02% +899.0 +25.2% $67.57 -0.8%
198 IVZ INVESCO LTD Financial Services 12,404.0 $301K 0.02% +3K +37.3% $24.29 +11.4%
199 FE FIRSTENERGY CORP Utilities 5,942.0 $301K 0.02% +115.0 +2.0% $50.66 -8.6%
200 ANNALY CAPITAL MANAGEMENT IN 14,031.0 $297K 0.02% +3K +27.0% $21.15
Page 10 of 11  ·  215 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.6%
Healthcare 18.6%
Financial Services 12.6%
Consumer Cyclical 8.6%
Industrials 7.9%
Communication Services 7.1%
Consumer Defensive 4.8%
Energy 3.6%
Basic Materials 3.3%
Utilities 2.2%