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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  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FITB FIFTH THIRD BANCORP Financial Services 6,280.0 $292K 0.02% NEW $46.46 +6.5%
42 CAVA CAVA GROUP INC Consumer Cyclical 3,532.0 $286K 0.02% NEW $80.90 -0.6%
43 BURL BURLINGTON STORES INC Consumer Cyclical 871.0 $283K 0.02% NEW $325.38 -0.3%
44 EA ELECTRONIC ARTS INC Communication Services 1,376.0 $281K 0.02% NEW $203.87 -1.4%
45 NDAQ NASDAQ INC Financial Services 3,268.0 $277K 0.02% NEW $84.89 +7.2%
46 NSC NORFOLK SOUTHN CORP Industrials 963.0 $276K 0.02% NEW $287.00 +9.6%
47 MTCH MATCH GROUP INC NEW Communication Services 8,808.0 $270K 0.01% NEW $30.71 +16.6%
48 STLA STELLANTIS N.V Consumer Cyclical 38,111.0 $270K 0.01% NEW $7.09 +7.3%
49 VEEV VEEVA SYS INC Healthcare 1,537.0 $270K 0.01% NEW $175.66 -8.8%
50 RTO RENTOKIL INITIAL PLC Industrials 8,569.0 $270K 0.01% NEW $31.48 -0.4%
51 O REALTY INCOME CORP Real Estate 4,408.0 $270K 0.01% NEW $61.18 +1.4%
52 ICL ICL GROUP LTD Basic Materials 50,760.0 $262K 0.01% NEW $5.15 +25.3%
53 APA APA CORPORATION Energy 6,126.0 $260K 0.01% NEW $42.44 -8.6%
54 RYANAIR HOLDINGS PLC 4,475.0 $259K 0.01% NEW $57.80
55 SLF SUN LIFE FINANCIAL INC. Financial Services 4,122.0 $258K 0.01% NEW $62.56 +16.8%
56 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 3,948.0 $257K 0.01% NEW $65.09 +19.7%
57 BDX BECTON DICKINSON & CO Healthcare 1,584.0 $249K 0.01% NEW $157.23 -6.1%
58 SMURFIT WESTROCK PLC 6,229.0 $248K 0.01% NEW $39.85
59 TD TORONTO DOMINION BK ONT Financial Services 2,634.0 $246K 0.01% NEW $93.31 +19.9%
60 CNP CENTERPOINT ENERGY INC Utilities 5,659.0 $244K 0.01% NEW $43.16 -0.8%
Page 3 of 5  ·  97 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%