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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 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 3,017 $306K 0.02% SOLD
42 EL LAUDER ESTEE COS INC Consumer Defensive 2,899 $304K 0.02% SOLD
43 CHRW C H ROBINSON WORLDWIDE INC Industrials 1,883 $303K 0.02% SOLD
44 GLOB GLOBANT S A Technology 4,599 $301K 0.02% SOLD
45 RKT ROCKET COS INC Financial Services 15,056 $291K 0.02% SOLD
46 HUBS HUBSPOT INC Technology 720 $289K 0.02% SOLD
47 VMC VULCAN MATLS CO Basic Materials 993 $283K 0.01% SOLD
48 AME AMETEK INC Industrials 1,379 $283K 0.01% SOLD
49 WPC WP CAREY INC Real Estate 4,234 $272K 0.01% SOLD
50 GTES GATES INDL CORP PLC Industrials 12,461 $268K 0.01% SOLD
51 PPL PPL CORP Utilities 7,390 $259K 0.01% SOLD
52 NEU NEWMARKET CORP Basic Materials 376 $258K 0.01% SOLD
53 CELH CELSIUS HLDGS INC Consumer Defensive 5,646 $258K 0.01% SOLD
54 AN AUTONATION INC Consumer Cyclical 1,237 $255K 0.01% SOLD
55 WING WINGSTOP INC Consumer Cyclical 1,061 $253K 0.01% SOLD
56 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,500 $252K 0.01% SOLD
57 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,450 $248K 0.01% SOLD
58 VLTO VERALTO CORP Industrials 2,458 $245K 0.01% SOLD
59 FIX COMFORT SYS USA INC Industrials 259 $242K 0.01% SOLD
60 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1,450 $241K 0.01% SOLD
Page 3 of 5  ·  81 positions
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%