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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 14 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DUK DUKE ENERGY CORP NEW COM NEW Utilities 289.0 $38K 0.03% +89.0 +44.5% $130.90 -4.8%
262 AZO AUTOZONE INC COM Consumer Cyclical 11.0 $38K 0.03% $3426.45 +0.3%
263 SPXC SPX TECHNOLOGIES INC COM Industrials 185.0 $38K 0.03% $203.16 +1.2%
264 SYK STRYKER CORPORATION COM Healthcare 114.0 $38K 0.03% $329.40 -2.4%
265 SOUTHSTATE BK CORP COM 398.0 $37K 0.03% +341.0 +598.2% $93.61
266 TFC TRUIST FINL CORP COM Financial Services 797.0 $37K 0.03% +548.0 +220.1% $46.71 +2.8%
267 FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF 789.0 $37K 0.03% $47.02 +6.0%
268 LRGF ISHARES U.S. EQUITY FACTOR ETF 550.0 $37K 0.03% $66.41 +12.3%
269 MUR MURPHY OIL CORP COM Energy 923.0 $37K 0.03% +715.0 +343.8% $39.55 -4.5%
270 RRX REGAL REXNORD CORPORATION COM Industrials 190.0 $36K 0.03% +180.0 +1800.0% $191.61 +1.9%
271 RPM RPM INTL INC COM Basic Materials 357.0 $36K 0.03% $100.63 -2.1%
272 EVRG EVERGY INC COM Utilities 430.0 $35K 0.03% +330.0 +330.0% $82.28 +1.7%
273 CMS CMS ENERGY CORP COM Utilities 453.0 $35K 0.03% +360.0 +387.1% $77.92 -5.5%
274 LOW LOWES COS INC COM Consumer Cyclical 149.0 $35K 0.03% $235.98 -7.9%
275 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 263.0 $35K 0.03% NEW $133.69 +15.3%
276 WDFC WD 40 CO COM Basic Materials 170.0 $35K 0.03% +166.0 +4150.0% $205.61 +1.2%
277 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 375.0 $35K 0.03% $92.10 +0.3%
278 SPOT SPOTIFY TECHNOLOGY S A SHS Communication Services 73.0 $34K 0.03% +32.0 +78.0% $470.01 -7.8%
279 CB CHUBB LTD SWITZ COM Financial Services 104.0 $34K 0.03% $327.16 +0.9%
280 AEP AMERICAN ELEC PWR CO INC COM Utilities 258.0 $34K 0.03% $131.43 -1.4%
Page 14 of 54  ·  1,066 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%