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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 8 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 L LOEWS CORP Financial Services 8,348.0 $891K 0.05% -452.0 -5.1% $106.74 +2.0%
142 IJH ISHARES TR 13,179.0 $890K 0.05% -12K -48.7% $67.53 +8.8%
143 GM GENERAL MTRS CO Consumer Cyclical 11,810.0 $880K 0.05% -259.0 -2.1% $74.50 +5.8%
144 OKE ONEOK INC NEW Energy 9,696.0 $876K 0.05% -619.0 -6.0% $90.39 +4.0%
145 FAST FASTENAL CO Industrials 18,710.0 $868K 0.05% -5K -21.9% $46.40 -5.3%
146 TER TERADYNE INC Technology 2,924.0 $867K 0.05% -835.0 -22.2% $296.53 +20.9%
147 AEP AMERICAN ELEC PWR CO INC Utilities 6,475.0 $849K 0.05% -1K -17.5% $131.08 +0.4%
148 PANW PALO ALTO NETWORKS INC Technology 5,277.0 $846K 0.05% -4K -44.8% $160.32 +62.5%
149 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,630.0 $838K 0.05% -6K -62.3% $230.89 -7.0%
150 DCI DONALDSON INC Industrials 9,845.0 $836K 0.05% -2K -14.4% $84.87 -1.4%
151 ALL ALLSTATE CORP Financial Services 3,922.0 $813K 0.05% -636.0 -13.9% $207.34 +4.5%
152 APP APPLOVIN CORP Technology 2,035.0 $810K 0.05% -427.0 -17.3% $398.00 +21.0%
153 MCO MOODYS CORP Financial Services 1,848.0 $806K 0.05% -260.0 -12.3% $436.25 +3.0%
154 CGNX COGNEX CORP Technology 16,352.0 $801K 0.04% -15K -47.0% $48.99 +34.9%
155 BSX BOSTON SCIENTIFIC CORP Healthcare 12,709.0 $797K 0.04% -12K -49.5% $62.75 -7.9%
156 EOG EOG RES INC Energy 5,414.0 $783K 0.04% -1K -21.1% $144.59 -2.3%
157 CCL CARNIVAL CORP Consumer Cyclical 29,572.0 $765K 0.04% -28K -48.6% $25.88 +0.4%
158 TFC TRUIST FINL CORP Financial Services 16,637.0 $765K 0.04% -502.0 -2.9% $45.97 +5.2%
159 GLPI GAMING & LEISURE P Real Estate 17,183.0 $762K 0.04% -659.0 -3.7% $44.37 +7.7%
160 MMM 3M CO Industrials 5,210.0 $757K 0.04% -2K -31.9% $145.23 +5.0%
Page 8 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%