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Portfolio (Quarterly) Guide ↗

Aaron Wealth Advisors LLC

· CIK 0001812198
13F Portfolio $1.8B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 675 New
Page 10 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 61,282.0 $1.4M 0.08% NEW $23.31 +24.0%
182 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 15,616.0 $1.4M 0.08% NEW $91.21 -9.1%
183 AIG AMERICAN INTL GROUP INC Financial Services 16,619.0 $1.4M 0.08% NEW $85.55 -12.9%
184 GLW CORNING INC Technology 16,193.0 $1.4M 0.08% NEW $87.56 +81.6%
185 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 14,071.0 $1.4M 0.07% NEW $97.90 +21.4%
186 SYF SYNCHRONY FINANCIAL Financial Services 16,394.0 $1.4M 0.07% NEW $83.43 -10.1%
187 RPM RPM INTL INC Basic Materials 13,002.0 $1.4M 0.07% NEW $104.00 -4.8%
188 BYD BOYD GAMING CORP Consumer Cyclical 15,863.0 $1.4M 0.07% NEW $85.24 -14.9%
189 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,600.0 $1.4M 0.07% NEW $293.61 -15.9%
190 SHW SHERWIN WILLIAMS CO Basic Materials 4,145.0 $1.3M 0.07% NEW $324.03 -0.8%
191 FR FIRST INDL RLTY TR INC Real Estate 23,186.0 $1.3M 0.07% NEW $57.27 +8.3%
192 INGR INGREDION INC Consumer Defensive 12,002.0 $1.3M 0.07% NEW $110.26 -12.0%
193 FIVE FIVE BELOW INC Consumer Cyclical 7,017.0 $1.3M 0.07% NEW $188.36 +25.4%
194 VTI VANGUARD INDEX FDS 3,934.0 $1.3M 0.07% NEW $335.27 +13.7%
195 MTG MGIC INVT CORP WIS Financial Services 44,726.0 $1.3M 0.07% NEW $29.22 +0.8%
196 UNILEVER PLC 19,937.0 $1.3M 0.07% NEW $65.40
197 CEG CONSTELLATION ENERGY CORP Utilities 3,689.0 $1.3M 0.07% NEW $353.27 -25.8%
198 USB US BANCORP DEL Financial Services 24,380.0 $1.3M 0.07% NEW $53.36 +13.3%
199 NANR SPDR INDEX SHS FDS 18,719.0 $1.3M 0.07% NEW $67.83 +28.1%
200 GSK GSK PLC Healthcare 25,832.0 $1.3M 0.07% NEW $49.04 +4.2%
Page 10 of 34  ·  675 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 34.0%
Healthcare 15.0%
Financial Services 13.4%
Consumer Cyclical 10.5%
Industrials 8.1%
Communication Services 6.0%
Consumer Defensive 4.8%
Basic Materials 3.0%
Energy 2.3%
Utilities 1.9%