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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 32 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 729.0 $241K 0.01% -203.0 -21.8% $330.87 -10.1%
622 CSX CSX CORP Industrials 5,849.0 $240K 0.01% NEW $41.05 +10.9%
623 SNN SMITH & NEPHEW PLC Healthcare 7,544.0 $240K 0.01% NEW $31.78 -3.9%
624 TTD THE TRADE DESK INC Technology 10,502.0 $238K 0.01% -717.0 -6.4% $22.69 -1.4%
625 CTRA COTERRA ENERGY INC Energy 6,762.0 $238K 0.01% NEW $35.14 -7.3%
626 TTC TORO CO Industrials 2,541.0 $237K 0.01% NEW $93.44 -2.8%
627 VRSK VERISK ANALYTICS INC Industrials 1,249.0 $237K 0.01% NEW $189.75 -9.8%
628 RVMD REVOLUTION MEDICINES INC Healthcare 2,426.0 $236K 0.01% NEW $97.25 +55.8%
629 LULU LULULEMON ATHLETICA INC Consumer Cyclical 1,536.0 $235K 0.01% -1K -44.6% $153.10 -16.9%
630 PONY AI INC 24,911.0 $235K 0.01% NEW $9.44
631 JLL JONES LANG LASALLE INC Real Estate 771.0 $235K 0.01% +67.0 +9.5% $304.32 -4.2%
632 SPYM SPDR SERIES TRUST 3,055.0 $234K 0.01% $76.54 +14.6%
633 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 2,887.0 $234K 0.01% -2K -36.1% $80.95 -1.8%
634 BBY BEST BUY INC Consumer Cyclical 3,639.0 $234K 0.01% -4K -53.8% $64.20 -4.0%
635 PAYC PAYCOM SOFTWARE INC Technology 1,914.0 $233K 0.01% -3K -60.7% $121.56 +13.3%
636 FUTU FUTU HLDGS LTD Financial Services 1,681.0 $230K 0.01% +295.0 +21.3% $136.76 -34.4%
637 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,271.0 $230K 0.01% NEW $180.83 +4.3%
638 GPN GLOBAL PMTS INC Industrials 3,415.0 $230K 0.01% -678.0 -16.6% $67.30 +8.9%
639 CORPAY INC 788.0 $229K 0.01% +28.0 +3.7% $290.99
640 TME TENCENT MUSIC ENTMT GROUP Communication Services 24,675.0 $229K 0.01% NEW $9.28 -5.1%
Page 32 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%