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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 10 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AIG AMERICAN INTL GROUP INC Financial Services 8,306.0 $625K 0.04% -8K -50.0% $75.25 +2.4%
182 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,418.0 $623K 0.04% -3K -46.6% $182.33 +5.6%
183 MRVL MARVELL TECHNOLOGY INC Technology 6,216.0 $616K 0.04% -3K -34.5% $99.05 +98.2%
184 CBOE CBOE GLOBAL MKTS INC Financial Services 2,188.0 $615K 0.04% -411.0 -15.8% $281.07 +27.1%
185 ON ON SEMICONDUCTOR CORP Technology 9,926.0 $615K 0.04% -4K -27.4% $61.92 +87.7%
186 GAP GAP INC Consumer Cyclical 25,231.0 $611K 0.04% -4K -13.1% $24.20 -3.3%
187 LECO LINCOLN ELEC HLDGS INC Industrials 2,392.0 $596K 0.03% -878.0 -26.9% $249.08 +5.8%
188 KR KROGER CO Consumer Defensive 8,233.0 $596K 0.03% -3K -29.6% $72.36 -7.1%
189 DDOG DATADOG INC Technology 4,999.0 $590K 0.03% -4K -43.3% $118.05 +88.3%
190 ELAN ELANCO ANIMAL HEALTH INC Healthcare 24,540.0 $587K 0.03% -10K -28.4% $23.93 -9.2%
191 DGX QUEST DIAGNOSTICS INC Healthcare 2,995.0 $587K 0.03% -4K -57.5% $195.98 -0.4%
192 ROK ROCKWELL AUTOMATION INC Industrials 1,593.0 $572K 0.03% -797.0 -33.4% $359.09 +26.0%
193 INGR INGREDION INC Consumer Defensive 5,028.0 $566K 0.03% -7K -58.1% $112.66 -9.1%
194 KDP KEURIG DR PEPPER INC Consumer Defensive 21,399.0 $563K 0.03% -14K -39.6% $26.33 +10.6%
195 DG DOLLAR GEN CORP Consumer Defensive 4,699.0 $558K 0.03% -2K -34.5% $118.73 -11.0%
196 AZO AUTOZONE INC Consumer Cyclical 165.0 $557K 0.03% -3.0 -1.8% $3377.78 +0.9%
197 AMP AMERIPRISE FINL INC Financial Services 1,254.0 $557K 0.03% -292.0 -18.9% $444.40 +1.8%
198 BYD BOYD GAMING CORP Consumer Cyclical 6,734.0 $553K 0.03% -9K -57.5% $82.18 -3.5%
199 JHG JANUS HENDERSON GROUP PLC Financial Services 10,404.0 $534K 0.03% -1K -8.9% $51.37 +0.9%
200 VMI VALMONT INDS INC Industrials 1,321.0 $528K 0.03% -21.0 -1.6% $399.57 +28.5%
Page 10 of 17  ·  327 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%