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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 12 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MAA MID-AMER APT CMNTYS INC Real Estate 3,549.0 $433K 0.03% -2K -32.7% $122.12 +7.4%
222 EVRG EVERGY INC Utilities 5,136.0 $421K 0.02% -2K -24.2% $81.92 +2.5%
223 UNM UNUM GROUP Financial Services 5,725.0 $418K 0.02% -5K -46.7% $73.03 +15.7%
224 ATO ATMOS ENERGY CORP Utilities 2,261.0 $418K 0.02% -414.0 -15.5% $184.72 -3.7%
225 KRC KILROY REALTY CORP Real Estate 14,769.0 $417K 0.02% -7K -32.3% $28.21 +20.4%
226 FNB F N B CORP Financial Services 24,917.0 $417K 0.02% -14K -36.5% $16.72 +4.8%
227 ENTERGY CORP NEW 3,659.0 $411K 0.02% -127.0 -3.4% $112.36
228 PODD INSULET CORP Healthcare 1,955.0 $410K 0.02% -2K -50.4% $209.84 -26.2%
229 WEC WEC ENERGY GROUP INC Utilities 3,529.0 $409K 0.02% -3K -42.0% $115.77 -2.0%
230 TEL TE CONNECTIVITY PLC Technology 1,950.0 $408K 0.02% -997.0 -33.8% $209.08 -3.0%
231 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,060.0 $407K 0.02% -3K -55.8% $197.50 +15.2%
232 MLM MARTIN MARIETTA MATLS INC Basic Materials 683.0 $402K 0.02% -19.0 -2.7% $588.93 -8.9%
233 UHS UNIVERSAL HLTH SVCS INC Healthcare 2,240.0 $401K 0.02% -4K -65.9% $178.97 -11.8%
234 PH PARKER-HANNIFIN CORP Industrials 447.0 $400K 0.02% -358.0 -44.5% $895.24 -3.2%
235 F FORD MTR CO Consumer Cyclical 34,312.0 $396K 0.02% -3K -8.8% $11.54 +29.4%
236 KKR KKR & CO INC Financial Services 4,237.0 $392K 0.02% -1K -25.7% $92.50 +1.7%
237 YUM YUM BRANDS INC Consumer Cyclical 2,513.0 $391K 0.02% -1K -37.4% $155.48 -0.7%
238 G GENPACT LIMITED Technology 10,454.0 $389K 0.02% -35K -77.0% $37.25 -14.3%
239 ROKU ROKU INC Communication Services 4,021.0 $380K 0.02% -5K -53.9% $94.62 +32.7%
240 MTD METTLER TOLEDO INTERNATIONAL Healthcare 301.0 $380K 0.02% -94.0 -23.8% $1261.20 -12.5%
Page 12 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%