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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 7 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 DAL DELTA AIR LINES INC Industrials 17,081.0 $1.1M 0.06% -7K -27.9% $66.48 +14.5%
122 ES EVERSOURCE ENERGY Utilities 16,063.0 $1.1M 0.06% -1K -7.9% $69.28 +1.0%
123 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 11,949.0 $1.1M 0.06% -4K -23.5% $92.31 -0.6%
124 MPWR MONOLITHIC PWR SYS INC Technology 1,007.0 $1.1M 0.06% -32.0 -3.1% $1093.35 +45.4%
125 ADBE ADOBE INC Technology 4,385.0 $1.1M 0.06% -4K -44.6% $243.09 +0.7%
126 ZM ZOOM COMMUNICATIONS INC Technology 13,066.0 $1.1M 0.06% -14K -51.2% $80.39 +20.4%
127 TT TRANE TECHNOLOGIES PLC Industrials 2,450.0 $1.0M 0.06% -155.0 -6.0% $416.80 +8.2%
128 PSX PHILLIPS 66 Energy 5,574.0 $1.0M 0.06% -107.0 -1.9% $182.18 -2.5%
129 SO SOUTHERN CO Utilities 10,370.0 $1.0M 0.06% -907.0 -8.0% $96.52 -2.0%
130 TSN TYSON FOODS INC Consumer Defensive 15,586.0 $999K 0.06% -10K -37.9% $64.07 +1.5%
131 SHW SHERWIN WILLIAMS CO Basic Materials 3,108.0 $996K 0.06% -1K -25.0% $320.55 -3.6%
132 EXC EXELON CORP Utilities 20,154.0 $988K 0.06% -8K -29.4% $49.02 -5.7%
133 TXG 10X GENOMICS INC Healthcare 46,381.0 $985K 0.06% -20K -30.2% $21.23 +11.5%
134 AFL AFLAC INC Financial Services 8,853.0 $971K 0.06% -550.0 -5.8% $109.71 +7.4%
135 WMB WILLIAMS COS INC Energy 13,317.0 $969K 0.06% -1K -10.0% $72.78 +7.8%
136 LNG CHENIERE ENERGY INC Energy 3,410.0 $968K 0.06% -61.0 -1.8% $283.76 -15.1%
137 SLB SLB LIMITED Energy 18,230.0 $937K 0.05% -844.0 -4.4% $51.39 +11.5%
138 KEYS KEYSIGHT TECHNOLOGIES INC Technology 3,208.0 $906K 0.05% -190.0 -5.6% $282.37 +22.7%
139 MKSI MKS INC. Technology 3,928.0 $903K 0.05% -1K -26.9% $229.81 +39.5%
140 ADSK AUTODESK INC Technology 3,742.0 $896K 0.05% -2K -38.6% $239.40 +0.7%
Page 7 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%