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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 17 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LMT LOCKHEED MARTIN CORP Industrials 1,530.0 $740K 0.04% NEW $483.81 +10.1%
322 ON ON SEMICONDUCTOR CORP Technology 13,666.0 $740K 0.04% NEW $54.15 +134.8%
323 NMR NOMURA HLDGS INC Financial Services 87,673.0 $736K 0.04% NEW $8.39 -4.1%
324 ROL ROLLINS INC Consumer Cyclical 12,236.0 $734K 0.04% NEW $60.02 -11.0%
325 PSX PHILLIPS 66 Energy 5,681.0 $733K 0.04% NEW $129.04 +35.8%
326 MAA MID-AMER APT CMNTYS INC Real Estate 5,276.0 $733K 0.04% NEW $138.91 -5.9%
327 TECH BIO-TECHNE CORP Healthcare 12,450.0 $732K 0.04% NEW $58.81 -18.1%
328 SLB SLB LIMITED Energy 19,074.0 $732K 0.04% NEW $38.38 +52.1%
329 BP BP PLC Energy 21,075.0 $732K 0.04% NEW $34.73 +22.5%
330 KR KROGER CO Consumer Defensive 11,696.0 $731K 0.04% NEW $62.48 +4.0%
331 TER TERADYNE INC Technology 3,759.0 $728K 0.04% NEW $193.59 +100.3%
332 KKR KKR & CO INC Financial Services 5,704.0 $727K 0.04% NEW $127.48 -26.0%
333 USFD US FOODS HLDG CORP Consumer Defensive 9,635.0 $726K 0.04% NEW $75.32 +8.4%
334 DT DYNATRACE INC Technology 16,732.0 $725K 0.04% NEW $43.34 -5.2%
335 HEICO CORP NEW 2,867.0 $724K 0.04% NEW $252.43
336 PFE PFIZER INC Healthcare 29,055.0 $723K 0.04% NEW $24.90 +3.4%
337 EOG EOG RES INC Energy 6,863.0 $721K 0.04% NEW $105.02 +30.7%
338 VOE VANGUARD INDEX FDS 4,044.0 $717K 0.04% NEW $177.37 +10.1%
339 AEE AMEREN CORP Utilities 7,177.0 $717K 0.04% NEW $99.86 +11.4%
340 PH PARKER-HANNIFIN CORP Industrials 805.0 $708K 0.04% NEW $878.96 -1.6%
Page 17 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%