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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 17 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 INFY INFOSYS LTD Technology 49,399.0 $667K 0.04% +30K +156.8% $13.51 -6.2%
322 USFD US FOODS HLDG CORP Consumer Defensive 7,154.0 $660K 0.04% -2K -25.8% $92.21 -12.7%
323 VO VANGUARD INDEX FDS 2,278.0 $654K 0.04% $287.18 -72.8%
324 SHG SHINHAN FINANCIAL GROUP CO L Financial Services 10,659.0 $654K 0.04% +3K +35.8% $61.32 +4.9%
325 SCHX SCHWAB STRATEGIC TR 25,473.0 $653K 0.04% $25.64 +14.4%
326 NTES NETEASE COM INC Technology 5,834.0 $653K 0.04% +3K +147.5% $111.94 +4.1%
327 JKHY HENRY JACK & ASSOC INC Technology 4,108.0 $649K 0.04% +2K +90.3% $158.04 -11.3%
328 CRH PLC 6,175.0 $649K 0.04% -955.0 -13.4% $105.12
329 ESS ESSEX PPTY TR INC Real Estate 2,676.0 $648K 0.04% -4K -57.0% $242.00 +14.3%
330 SYF SYNCHRONY FINANCIAL Financial Services 9,498.0 $646K 0.04% -7K -42.1% $68.02 +5.6%
331 AEGON LTD 88,748.0 $644K 0.04% +55K +162.0% $7.26
332 WDAY WORKDAY INC Technology 4,916.0 $639K 0.04% +3K +170.4% $129.92 -1.4%
333 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 8,576.0 $632K 0.04% -5K -36.5% $73.70 +6.3%
334 PYPL PAYPAL HLDGS INC Financial Services 13,960.0 $631K 0.04% +4K +35.8% $45.23 -2.2%
335 AIG AMERICAN INTL GROUP INC Financial Services 8,306.0 $625K 0.04% -8K -50.0% $75.25 +2.4%
336 WSM WILLIAMS SONOMA INC Consumer Cyclical 3,418.0 $623K 0.04% -3K -46.6% $182.33 +5.6%
337 TOL TOLL BROTHERS INC Consumer Cyclical 4,553.0 $621K 0.04% +263.0 +6.1% $136.47 -1.6%
338 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,272.0 $617K 0.04% +253.0 +24.8% $484.91 +7.2%
339 MRVL MARVELL TECHNOLOGY INC Technology 6,216.0 $616K 0.04% -3K -34.5% $99.05 +98.2%
340 FFIV F5 INC Technology 2,126.0 $615K 0.04% +773.0 +57.1% $289.33 +36.0%
Page 17 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%