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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 27 of 57  ·  1,132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 Q QNITY ELECTRONICS INC COMMON STOCK Technology 77.0 $13K 0.01% $163.31 -26.4%
522 RF REGIONS FINANCIAL CORP NEW COM Financial Services 415.0 $13K 0.01% +53.0 +14.6% $30.20 +0.4%
523 INTU INTUIT COM Technology 48.0 $13K 0.01% -9.0 -15.8% $261.00 +37.2%
524 INTERNATIONAL BANCSHARES CORP COM 163.0 $12K 0.01% $75.95
525 EPD ENTERPRISE PRODS PARTNERS L P COM 336.0 $12K 0.01% $36.76
526 WRB BERKLEY W R CORP COM Financial Services 175.0 $12K 0.01% $70.53 -3.0%
527 NXST NEXSTAR MEDIA GROUP INC COMMON STOCK Communication Services 69.0 $12K 0.01% +9.0 +15.0% $178.59 +2.6%
528 INDB INDEPENDENT BK CORP MASS COM Financial Services 147.0 $12K 0.01% $83.72 -2.0%
529 QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND 200.0 $12K 0.01% -20.0 -9.1% $61.32 -20.3%
530 EXC EXELON CORP COM Utilities 262.0 $12K 0.01% $46.62 -5.8%
531 CEG CONSTELLATION ENERGY CORP COM Utilities 49.0 $12K 0.01% $248.37 +11.4%
532 NTRS NORTHERN TR CORP COM Financial Services 70.0 $12K 0.01% $173.84 +7.4%
533 HALO HALOZYME THERAPEUTICS INC COM Healthcare 154.0 $12K 0.01% $78.27 +34.6%
534 RNR RENAISSANCERE HLDGS LTD COM Financial Services 38.0 $12K 0.01% $316.89 +4.4%
535 LNG CHENIERE ENERGY INC COM NEW Energy 50.0 $12K 0.01% NEW $239.02 +18.1%
536 OXY OCCIDENTAL PETE CORP COM Energy 246.0 $12K 0.01% +70.0 +39.8% $48.57 +21.7%
537 CMG CHIPOTLE MEXICAN GRILL INC COM Consumer Cyclical 350.0 $12K 0.01% -95.0 -21.4% $34.00 +11.9%
538 CAH CARDINAL HEALTH INC COM Healthcare 50.0 $12K 0.01% $237.56 -1.3%
539 BJRI BJS RESTAURANTS INC COM Consumer Cyclical 190.0 $12K 0.01% $60.74 +7.2%
540 PEBO PEOPLES BANCORP INC COM Financial Services 300.0 $12K 0.01% $38.41 +3.3%
Page 27 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%