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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 25 of 57  ·  1,132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 45.0 $15K 0.01% $330.47 -2.6%
482 ACIW ACI WORLDWIDE INC COM Technology 294.0 $15K 0.01% $50.29 +7.0%
483 PODD INSULET CORP COM Healthcare 97.0 $15K 0.01% -12.0 -11.0% $152.25 -4.7%
484 PH PARKER-HANNIFIN CORP COM Industrials 15.0 $15K 0.01% $978.13 +1.7%
485 CSX CSX CORP COM Industrials 308.0 $15K 0.01% $47.56 +7.8%
486 EUFN ISHARES MSCI EUROPE FINANCIALS ETF 373.0 $15K 0.01% $38.99 +8.6%
487 PINNACLE FINL PARTNERS INC COM 144.0 $15K 0.01% $100.88
488 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 39.0 $14K 0.01% $370.59 -5.3%
489 WAB WABTEC COM Industrials 53.0 $14K 0.01% $269.89 +8.3%
490 AMN AMN HEALTHCARE SVCS INC COM Healthcare 441.0 $14K 0.01% $32.37 +7.0%
491 KEY KEYCORP COM Financial Services 619.0 $14K 0.01% $23.05 -4.9%
492 BJ BJS WHSL CLUB HLDGS INC COM Consumer Defensive 162.0 $14K 0.01% +20.0 +14.1% $87.22 +3.9%
493 CBRE CBRE GROUP INC CL A Real Estate 103.0 $14K 0.01% +5.0 +5.1% $134.69 +12.0%
494 ONDS ONDAS INC COM NEW Technology 1,671.0 $14K 0.01% $8.24 -4.1%
495 CIEN CIENA CORP COM NEW Technology 28.0 $14K 0.01% $490.57 -22.9%
496 WCBR WISDOMTREE CYBERSECURITY FUND 379.0 $14K 0.01% +75.0 +24.7% $36.22 +15.7%
497 KMI KINDER MORGAN INC DEL COM Energy 427.0 $14K 0.01% +43.0 +11.2% $31.99 -1.3%
498 CR CRANE COMPANY COMMON STOCK Industrials 61.0 $14K 0.01% $223.07 -7.2%
499 WSFS WSFS FINL CORP COM Financial Services 176.0 $14K 0.01% $76.73 +2.0%
500 MBC MASTERBRAND INC COMMON STOCK Consumer Cyclical 1,300.0 $13K 0.01% +1K +3723.5% $10.29 -16.1%
Page 25 of 57  ·  1,132 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%