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Portfolio (Quarterly) Guide ↗

Ares Financial Consulting, LLC

· CIK 0002106717
13F Portfolio $139M AUM 1,132 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 110 New 211 Added 79 Reduced 44 Exited
Page 3 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 FDS FACTSET RESH SYS INC COM Financial Services 1 $225.0 SOLD
42 APLD APPLIED DIGITAL CORP COM NEW Technology 6 $147.0 SOLD
43 CIFR CIPHER DIGITAL INC COM Financial Services 11 $139.0 SOLD
44 GAMESTOP CORP NEW WT EXP 103026 15 $55.0 SOLD
Page 3 of 3  ·  44 positions
Sector Allocation
Technology 31.4%
Financial Services 15.4%
Industrials 12.9%
Consumer Cyclical 9.2%
Healthcare 8.3%
Communication Services 7.0%
Consumer Defensive 6.0%
Energy 4.1%
Real Estate 2.9%
Utilities 1.5%