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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 19 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 NOK NOKIA CORP Technology 71,285.0 $573K 0.03% +12K +20.6% $8.04 +92.4%
362 ROK ROCKWELL AUTOMATION INC Industrials 1,593.0 $572K 0.03% -797.0 -33.4% $359.09 +26.0%
363 INGR INGREDION INC Consumer Defensive 5,028.0 $566K 0.03% -7K -58.1% $112.66 -9.1%
364 KDP KEURIG DR PEPPER INC Consumer Defensive 21,399.0 $563K 0.03% -14K -39.6% $26.33 +10.6%
365 MORN MORNINGSTAR INC Financial Services 3,323.0 $562K 0.03% +1K +50.9% $169.05 +6.3%
366 DG DOLLAR GEN CORP Consumer Defensive 4,699.0 $558K 0.03% -2K -34.5% $118.73 -11.0%
367 AZO AUTOZONE INC Consumer Cyclical 165.0 $557K 0.03% -3.0 -1.8% $3377.78 +0.9%
368 AMP AMERIPRISE FINL INC Financial Services 1,254.0 $557K 0.03% -292.0 -18.9% $444.40 +1.8%
369 BYD BOYD GAMING CORP Consumer Cyclical 6,734.0 $553K 0.03% -9K -57.5% $82.18 -3.5%
370 HE HAWAIIAN ELEC INDS INC MTN B Utilities 37,257.0 $553K 0.03% +7K +21.4% $14.84 -7.9%
371 CIEN CIENA CORP Technology 1,419.0 $551K 0.03% +331.0 +30.4% $388.23 +50.4%
372 OXY OCCIDENTAL PETE CORP Energy 8,462.0 $550K 0.03% +656.0 +8.4% $65.00 -9.5%
373 KURA KURA ONCOLOGY INC Healthcare 66,840.0 $543K 0.03% $8.13 +38.4%
374 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,414.0 $537K 0.03% +30.0 +0.9% $157.28 -2.7%
375 RMD RESMED INC Healthcare 2,391.0 $537K 0.03% +453.0 +23.4% $224.48 -7.3%
376 JHG JANUS HENDERSON GROUP PLC Financial Services 10,404.0 $534K 0.03% -1K -8.9% $51.37 +0.9%
377 VGT VANGUARD WORLD FD 760.0 $530K 0.03% $697.72 -83.4%
378 VMI VALMONT INDS INC Industrials 1,321.0 $528K 0.03% -21.0 -1.6% $399.57 +28.5%
379 WAB WABTEC Industrials 2,106.0 $526K 0.03% +815.0 +63.1% $249.91 +2.6%
380 FANG DIAMONDBACK ENERGY INC Energy 2,621.0 $518K 0.03% -464.0 -15.0% $197.79 +1.5%
Page 19 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%