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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 9 of 17  ·  327 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 HAS HASBRO INC Consumer Cyclical 8,037.0 $752K 0.04% -4K -30.6% $93.60 -5.9%
162 NVST ENVISTA HOLDINGS CORPORATION Healthcare 29,635.0 $752K 0.04% -11K -27.2% $25.37 -7.6%
163 TRGP TARGA RES CORP Energy 2,982.0 $748K 0.04% -540.0 -15.3% $250.73 +10.4%
164 XEL XCEL ENERGY INC Utilities 9,395.0 $746K 0.04% -1K -12.1% $79.44 +2.1%
165 MO ALTRIA GROUP INC Consumer Defensive 11,290.0 $745K 0.04% -458.0 -3.9% $65.99 +12.0%
166 LAMR LAMAR ADVERTISING CO Real Estate 5,878.0 $745K 0.04% -1K -19.4% $126.66 +20.9%
167 CI THE CIGNA GROUP Healthcare 2,732.0 $729K 0.04% -565.0 -17.1% $266.75 +7.3%
168 REGCO REGENCY CTRS CORP Real Estate 9,478.0 $717K 0.04% -2K -18.9% $75.66 -70.4%
169 UAL UNITED AIRLS HLDGS INC Industrials 7,737.0 $712K 0.04% -3K -28.4% $92.07 +8.6%
170 ST SENSATA TECHNOLOGIES HLDG PL Technology 19,788.0 $697K 0.04% -7K -24.9% $35.22 +38.0%
171 HIG HARTFORD INSURANCE GROUP INC Financial Services 5,136.0 $695K 0.04% -317.0 -5.8% $135.23 +0.6%
172 RSG REPUBLIC SVCS INC Industrials 3,136.0 $687K 0.04% -618.0 -16.5% $219.02 -4.6%
173 CEG CONSTELLATION ENERGY CORP Utilities 2,458.0 $686K 0.04% -1K -33.4% $279.25 +5.3%
174 AEE AMEREN CORP Utilities 6,218.0 $683K 0.04% -959.0 -13.4% $109.92 +1.2%
175 ESI ELEMENT SOLUTIONS INC Basic Materials 19,687.0 $672K 0.04% -3K -11.6% $34.14 +19.4%
176 USFD US FOODS HLDG CORP Consumer Defensive 7,154.0 $660K 0.04% -2K -25.8% $92.21 -12.7%
177 CRH PLC 6,175.0 $649K 0.04% -955.0 -13.4% $105.12
178 ESS ESSEX PPTY TR INC Real Estate 2,676.0 $648K 0.04% -4K -57.0% $242.00 +14.3%
179 SYF SYNCHRONY FINANCIAL Financial Services 9,498.0 $646K 0.04% -7K -42.1% $68.02 +5.6%
180 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 8,576.0 $632K 0.04% -5K -36.5% $73.70 +6.3%
Page 9 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%