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Portfolio (Quarterly) Guide ↗

Ares Financial Consulting, LLC

· CIK 0002106717
13F Portfolio $127M AUM 1,066 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 198 New 280 Added 30 Reduced 27 Exited
Page 10 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 EPR EPR PPTYS COM SH BEN INT Real Estate 516.0 $26K 0.02% +186.0 +56.4% $50.29 +16.7%
182 BKH BLACK HILLS CORP COM Utilities 371.0 $26K 0.02% +270.0 +267.3% $69.89 +6.1%
183 UAL UNITED AIRLS HLDGS INC COM Industrials 269.0 $26K 0.02% +168.0 +166.3% $95.08 +3.1%
184 TECH BIO-TECHNE CORP COM Healthcare 468.0 $25K 0.02% +360.0 +333.3% $53.48 -12.7%
185 PSX PHILLIPS 66 COM Energy 137.0 $24K 0.02% +110.0 +407.4% $175.64 +2.1%
186 HBAN HUNTINGTON BANCSHARES INC COM Financial Services 1,515.0 $24K 0.02% +1K +324.4% $15.88 -0.2%
187 FFIN FIRST FINL BANKSHARES INC COM Financial Services 792.0 $24K 0.02% +772.0 +3860.0% $29.85 +7.8%
188 LSTR LANDSTAR SYS INC COM Industrials 146.0 $24K 0.02% +140.0 +2333.3% $161.57 +18.3%
189 CMCSA COMCAST CORP NEW CL A Communication Services 841.0 $24K 0.02% +588.0 +232.4% $28.05 -10.6%
190 TTWO TAKE-TWO INTERACTIVE SOFTWARE COM Communication Services 115.0 $23K 0.02% +93.0 +422.7% $198.20 +19.4%
191 BIIB BIOGEN INC COM Healthcare 123.0 $23K 0.02% +98.0 +392.0% $183.78 +3.1%
192 TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS Healthcare 1,204.0 $23K 0.02% +1K +1595.8% $18.77 -11.1%
193 PODD INSULET CORP COM Healthcare 109.0 $23K 0.02% +86.0 +373.9% $207.04 -24.4%
194 SXT SENSIENT TECHNOLOGIES CORP COM Basic Materials 243.0 $22K 0.02% +230.0 +1769.2% $91.55 +24.6%
195 PYPL PAYPAL HLDGS INC COM Financial Services 493.0 $22K 0.02% +418.0 +557.3% $44.64 -0.6%
196 FLS FLOWSERVE CORP COM Industrials 290.0 $22K 0.02% +273.0 +1605.9% $75.40 -8.8%
197 HPE HEWLETT PACKARD ENTERPRISE CO COM Technology 901.0 $22K 0.02% +402.0 +80.6% $23.98 +41.7%
198 MGEE MGE ENERGY INC COM Utilities 277.0 $22K 0.02% +270.0 +3857.1% $77.71 -2.2%
199 BUD ANHEUSER BUSCH INBEV SA NV SPONSORED ADR Consumer Defensive 301.0 $21K 0.02% +290.0 +2636.4% $70.77 +17.8%
200 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 371.0 $21K 0.02% +264.0 +246.7% $57.07 +7.8%
Page 10 of 14  ·  280 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 26.3%
Financial Services 13.2%
Industrials 13.0%
Communication Services 12.9%
Consumer Cyclical 9.0%
Healthcare 7.8%
Consumer Defensive 6.2%
Energy 5.8%
Real Estate 2.7%
Utilities 1.5%