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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 5 of 35  ·  691 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TJX TJX COS INC NEW Consumer Cyclical 18,138.0 $2.9M 0.16% -436.0 -2.4% $159.70 -0.9%
82 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 22,762.0 $2.9M 0.16% +8K +59.2% $125.46 +3.6%
83 IBM INTERNATIONAL BUSINESS MACHS Technology 11,579.0 $2.8M 0.16% +1K +14.5% $242.39 +4.7%
84 LIN LINDE PLC Basic Materials 5,619.0 $2.8M 0.16% +188.0 +3.5% $495.76 +4.4%
85 GILD GILEAD SCIENCES INC Healthcare 19,278.0 $2.7M 0.15% -1K -5.3% $139.37 -3.6%
86 KLAC KLA CORP Technology 1,777.0 $2.6M 0.15% -191.0 -9.7% $1472.41 +28.3%
87 ING ING GROEP N.V. Financial Services 97,760.0 $2.5M 0.14% +15K +18.3% $26.05 +17.1%
88 UNH UNITEDHEALTH GROUP INC Healthcare 8,947.0 $2.4M 0.14% -1K -13.0% $270.59 +43.6%
89 TM TOYOTA MOTOR CORP Consumer Cyclical 11,607.0 $2.4M 0.14% +2K +20.8% $206.09 -8.3%
90 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 139,534.0 $2.4M 0.13% +32K +30.2% $16.97 +14.3%
91 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 32,530.0 $2.4M 0.13% -5K -14.4% $72.46 +19.8%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 27,326.0 $2.3M 0.13% -2K -7.4% $85.23 +6.3%
93 CMI CUMMINS INC Industrials 4,299.0 $2.3M 0.13% $538.02 +18.9%
94 T AT&T INC Communication Services 79,715.0 $2.3M 0.13% -9K -9.7% $28.99 -12.9%
95 ADI ANALOG DEVICES INC Technology 7,239.0 $2.3M 0.13% -147.0 -2.0% $318.14 +24.8%
96 TMO THERMO FISHER SCIENTIFIC INC Healthcare 4,625.0 $2.3M 0.13% -643.0 -12.2% $491.53 -8.8%
97 ISRG INTUITIVE SURGICAL INC Healthcare 4,903.0 $2.3M 0.13% -1K -21.9% $461.08 -5.0%
98 VRTX VERTEX PHARMACEUTICALS INC Healthcare 5,042.0 $2.3M 0.13% +117.0 +2.4% $446.54 -2.7%
99 ADP AUTOMATIC DATA PROCESSING IN Industrials 11,002.0 $2.2M 0.13% -1K -9.9% $203.18 +10.9%
100 IWM ISHARES TR 9,010.0 $2.2M 0.13% $248.01 +15.0%
Page 5 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%