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Portfolio (Quarterly) Guide ↗

Aaron Wealth Advisors LLC

· CIK 0001812198
13F Portfolio $1.8B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 675 New
Page 16 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RJF RAYMOND JAMES FINL INC Financial Services 4,920.0 $790K 0.04% NEW $160.59 -5.1%
302 XEL XCEL ENERGY INC Utilities 10,691.0 $790K 0.04% NEW $73.86 +9.8%
303 LECO LINCOLN ELEC HLDGS INC Industrials 3,270.0 $784K 0.04% NEW $239.64 +10.7%
304 VWO VANGUARD INTL EQUITY INDEX F 14,542.0 $782K 0.04% NEW $53.76 +12.0%
305 TRU TRANSUNION Industrials 9,070.0 $778K 0.04% NEW $85.75 -17.5%
306 PAYC PAYCOM SOFTWARE INC Technology 4,867.0 $776K 0.04% NEW $159.37 -15.9%
307 ELAN ELANCO ANIMAL HEALTH INC Healthcare 34,270.0 $776K 0.04% NEW $22.63 +1.0%
308 FDX FEDEX CORP Industrials 2,678.0 $774K 0.04% NEW $288.86 +38.4%
309 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 9,309.0 $773K 0.04% NEW $83.00 -37.6%
310 CME CME GROUP INC Financial Services 2,814.0 $768K 0.04% NEW $273.08 +3.9%
311 RIO RIO TINTO PLC Basic Materials 9,560.0 $765K 0.04% NEW $80.03 +33.1%
312 ICICI BANK LIMITED 25,610.0 $763K 0.04% NEW $29.80
313 ACWI ISHARES TR 5,366.0 $759K 0.04% NEW $141.49 +11.4%
314 OKE ONEOK INC NEW Energy 10,315.0 $758K 0.04% NEW $73.50 +24.2%
315 AMP AMERIPRISE FINL INC Financial Services 1,546.0 $758K 0.04% NEW $490.34 -7.1%
316 RELX RELX PLC Communication Services 18,713.0 $756K 0.04% NEW $40.42 -18.5%
317 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,453.0 $751K 0.04% NEW $137.80 -2.0%
318 MRSH MARSH & MCLENNAN COS INC Financial Services 4,040.0 $750K 0.04% NEW $185.52 -12.3%
319 TTEK TETRA TECH INC NEW Industrials 22,170.0 $744K 0.04% NEW $33.54 -17.2%
320 GAP GAP INC Consumer Cyclical 29,022.0 $743K 0.04% NEW $25.60 -8.9%
Page 16 of 34  ·  675 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 33.3%
Healthcare 14.7%
Financial Services 13.3%
Consumer Cyclical 10.2%
Industrials 7.9%
Communication Services 7.8%
Consumer Defensive 4.7%
Basic Materials 2.9%
Energy 2.2%
Utilities 1.8%