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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFTX DEFINIUM THERAPEUTICS INC COM SHS Healthcare 8.0 $376.0 NEW $47.00 -12.8%
102 DUOL DUOLINGO INC CL A COM Technology 3.0 $345.0 NEW $115.00 +27.8%
103 KEEL KEEL INFRASTRUCTURE CORP COM SHS Technology 60.0 $344.0 NEW $5.73 -43.8%
104 BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF 5.0 $313.0 NEW $62.60 -0.8%
105 OLMA OLEMA PHARMACEUTICALS INC COM Healthcare 24.0 $300.0 NEW $12.50 -17.8%
106 NET CLOUDFLARE INC CL A COM Technology 1.0 $245.0 NEW $245.00 +22.4%
107 RIOT RIOT PLATFORMS INC COM Financial Services 5.0 $137.0 NEW $27.40 -30.7%
108 NU NU HLDGS LTD ORD SHS CL A Financial Services 10.0 $134.0 NEW $13.40 +6.7%
109 HIVE HIVE DIGITAL TECHNOLOGIES LTD COM NEW Financial Services 27.0 $98.0 NEW $3.63 -23.4%
110 REX-OSPREY SOL STAKING ETF 4.0 $40.0 NEW $10.00
Page 6 of 6  ·  110 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 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%