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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 10 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRUS CIRRUS LOGIC INC Technology 8,663.0 $1.3M 0.07% -6K -40.7% $144.62 +18.4%
182 INTU INTUIT Technology 2,894.0 $1.3M 0.07% -1K -31.9% $432.38 -26.0%
183 CWAN CLEARWATER ANALYTICS HLDGS I Technology 52,902.0 $1.3M 0.07% +772.0 +1.5% $23.65 +2.8%
184 BP BP PLC Energy 26,596.0 $1.3M 0.07% +6K +26.2% $47.00 -5.6%
185 SNA SNAP ON INC Industrials 3,441.0 $1.2M 0.07% -991.0 -22.4% $363.22 +0.9%
186 CFG CITIZENS FINL GROUP INC Financial Services 20,711.0 $1.2M 0.07% -174.0 -0.8% $59.97 +4.9%
187 NEM NEWMONT CORP Basic Materials 11,451.0 $1.2M 0.07% +183.0 +1.6% $108.25 -0.6%
188 BKD BROOKDALE SR LIVING INC Healthcare 90,421.0 $1.2M 0.07% -710.0 -0.8% $13.68 -2.8%
189 RIO RIO TINTO PLC Basic Materials 13,238.0 $1.2M 0.07% +4K +38.5% $93.29 +11.7%
190 NGG NATIONAL GRID PLC Utilities 14,572.0 $1.2M 0.07% +6K +67.4% $84.60 +2.4%
191 MDT MEDTRONIC PLC Healthcare 14,181.0 $1.2M 0.07% -15K -51.2% $86.65 -9.3%
192 CLH CLEAN HARBORS INC Industrials 4,279.0 $1.2M 0.07% -574.0 -11.8% $286.73 +0.1%
193 LMT LOCKHEED MARTIN CORP Industrials 2,011.0 $1.2M 0.07% +481.0 +31.4% $604.52 -11.8%
194 TPR TAPESTRY INC Consumer Cyclical 8,440.0 $1.2M 0.07% -3K -25.5% $141.11 -1.9%
195 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 17,132.0 $1.2M 0.07% -229.0 -1.3% $69.19 -5.9%
196 USB US BANCORP Financial Services 22,477.0 $1.2M 0.07% -2K -7.8% $52.01 +5.4%
197 RELX RELX PLC Communication Services 34,815.0 $1.2M 0.07% +16K +86.0% $33.15 -0.4%
198 ILMN ILLUMINA INC Healthcare 9,310.0 $1.1M 0.07% -2K -17.2% $123.27 +17.1%
199 CMCSA COMCAST CORP NEW Communication Services 39,927.0 $1.1M 0.07% -238.0 -0.6% $28.71 -12.2%
200 DAL DELTA AIR LINES INC Industrials 17,081.0 $1.1M 0.06% -7K -27.9% $66.48 +14.5%
Page 10 of 35  ·  691 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%