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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 11 of 11  ·  215 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 5,671.0 $295K 0.02% +263.0 +4.9% $51.98 +27.1%
202 DPZ DOMINOS PIZZA INC Consumer Cyclical 812.0 $291K 0.02% +297.0 +57.7% $358.79 -11.8%
203 RBLX ROBLOX CORP Technology 5,143.0 $291K 0.02% +2K +80.0% $56.56 -14.9%
204 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,554.0 $284K 0.02% +342.0 +15.5% $111.06 +9.2%
205 ACGL ARCH CAP GROUP LTD Financial Services 2,918.0 $280K 0.02% +487.0 +20.0% $95.99 +0.3%
206 LEG LEGGETT & PLATT INC Consumer Cyclical 28,003.0 $277K 0.02% +3K +12.8% $9.88 +1.1%
207 AER AERCAP HOLDINGS NV Industrials 1,951.0 $268K 0.01% +202.0 +11.6% $137.18 +1.0%
208 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 2,907.0 $264K 0.01% +179.0 +6.6% $90.67 +3.8%
209 HIW HIGHWOODS PPTYS INC Real Estate 12,060.0 $258K 0.01% +3K +36.8% $21.41 +19.8%
210 GMAB GENMAB A/S Healthcare 9,285.0 $249K 0.01% +1K +17.4% $26.83 +0.1%
211 AFRM AFFIRM HLDGS INC Technology 5,334.0 $244K 0.01% +1K +28.6% $45.82 +42.3%
212 JLL JONES LANG LASALLE INC Real Estate 771.0 $235K 0.01% +67.0 +9.5% $304.32 -4.2%
213 FUTU FUTU HLDGS LTD Financial Services 1,681.0 $230K 0.01% +295.0 +21.3% $136.76 -34.4%
214 CORPAY INC 788.0 $229K 0.01% +28.0 +3.7% $290.99
215 BBD BANCO BRADESCO S A Financial Services 55,145.0 $201K 0.01% +36K +181.9% $3.65 -4.9%
Page 11 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%