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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 7 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CAH CARDINAL HEALTH INC Healthcare 10,258.0 $2.1M 0.12% NEW $205.50 -2.3%
122 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 14,301.0 $2.1M 0.12% NEW $146.58 -11.3%
123 GEV GE VERNOVA INC Utilities 3,200.0 $2.1M 0.11% NEW $653.57 +58.9%
124 TM TOYOTA MOTOR CORP Consumer Cyclical 9,605.0 $2.1M 0.11% NEW $214.06 -11.7%
125 ED CONSOLIDATED EDISON INC Utilities 20,550.0 $2.0M 0.11% NEW $99.32 +9.3%
126 PGR PROGRESSIVE CORP Financial Services 8,870.0 $2.0M 0.11% NEW $227.72 -12.4%
127 ANET ARISTA NETWORKS INC Technology 15,342.0 $2.0M 0.11% NEW $131.03 +17.6%
128 ULTA ULTA BEAUTY INC Consumer Cyclical 3,320.0 $2.0M 0.11% NEW $605.01 -14.9%
129 ADI ANALOG DEVICES INC Technology 7,386.0 $2.0M 0.11% NEW $271.20 +46.4%
130 BK BANK NEW YORK MELLON CORP Financial Services 17,041.0 $2.0M 0.11% NEW $116.09 +19.9%
131 VB VANGUARD INDEX FDS 7,648.0 $2.0M 0.11% NEW $257.98 +12.1%
132 RL RALPH LAUREN CORP Consumer Cyclical 5,574.0 $2.0M 0.11% NEW $353.61 +6.8%
133 BLK BLACKROCK INC Financial Services 1,830.0 $2.0M 0.11% NEW $1070.34 +0.2%
134 URI UNITED RENTALS INC Industrials 2,394.0 $1.9M 0.11% NEW $809.32 +16.0%
135 WPM WHEATON PRECIOUS METALS CORP Basic Materials 16,475.0 $1.9M 0.11% NEW $117.52 +7.7%
136 ITOT ISHARES TR 12,797.0 $1.9M 0.10% NEW $148.69 +9.6%
137 EMR EMERSON ELEC CO Industrials 14,334.0 $1.9M 0.10% NEW $132.72 +2.8%
138 DBAW DBX ETF TR 45,898.0 $1.9M 0.10% NEW $41.22 +13.2%
139 CASY CASEYS GEN STORES INC Consumer Cyclical 3,328.0 $1.8M 0.10% NEW $552.71 +49.3%
140 APH AMPHENOL CORP NEW Technology 13,598.0 $1.8M 0.10% NEW $135.14 -2.3%
Page 7 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%