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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 24 of 34  ·  675 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 AMH AMERICAN HOMES 4 RENT Real Estate 14,085.0 $452K 0.03% NEW $32.10 -0.2%
462 PDD PDD HOLDINGS INC Consumer Cyclical 3,962.0 $449K 0.03% NEW $113.39 -14.8%
463 ATO ATMOS ENERGY CORP Utilities 2,675.0 $448K 0.03% NEW $167.63 +6.0%
464 MPC MARATHON PETE CORP Energy 2,751.0 $447K 0.02% NEW $162.63 +52.5%
465 LEIDOS HOLDINGS INC 2,472.0 $446K 0.02% NEW $180.43
466 TRV TRAVELERS COMPANIES INC Financial Services 1,535.0 $445K 0.02% NEW $290.06 +5.1%
467 VABS VIRTUS ETF TR II 18,295.0 $444K 0.02% NEW $24.25 -0.6%
468 ESTC ELASTIC N V Technology 5,842.0 $441K 0.02% NEW $75.44 -27.9%
469 EFV ISHARES TR 6,167.0 $440K 0.02% NEW $71.42 +11.1%
470 RRC RANGE RES CORP Energy 12,445.0 $439K 0.02% NEW $35.26 +13.6%
471 SWKS SKYWORKS SOLUTIONS INC Technology 6,908.0 $438K 0.02% NEW $63.41 +31.6%
472 MLM MARTIN MARIETTA MATLS INC Basic Materials 702.0 $437K 0.02% NEW $622.92 -10.0%
473 HMC HONDA MOTOR LTD Consumer Cyclical 14,811.0 $437K 0.02% NEW $29.48 -10.4%
474 PTC PTC INC Technology 2,493.0 $434K 0.02% NEW $174.21 -16.8%
475 PSA PUBLIC STORAGE OPER CO Real Estate 1,671.0 $434K 0.02% NEW $259.50 +17.3%
476 JAAA JANUS DETROIT STR TR 8,541.0 $432K 0.02% NEW $50.58 +0.2%
477 AJG GALLAGHER ARTHUR J & CO Financial Services 1,662.0 $430K 0.02% NEW $258.79 -21.2%
478 SF STIFEL FINL CORP Financial Services 3,406.0 $426K 0.02% NEW $125.22 -42.0%
479 CRL CHARLES RIV LABS INTL INC Healthcare 2,137.0 $426K 0.02% NEW $199.48 -21.4%
480 TTD THE TRADE DESK INC Technology 11,219.0 $426K 0.02% NEW $37.96 -41.6%
Page 24 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 33.3%
Healthcare 14.7%
Financial Services 13.3%
Consumer Cyclical 10.2%
Industrials 7.9%
Communication Services 7.8%
Consumer Defensive 4.7%
Basic Materials 2.9%
Energy 2.2%
Utilities 1.8%