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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 28 of 57  ·  1,132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 UE URBAN EDGE PPTYS COM Real Estate 497.0 $11K 0.01% $22.88 -6.5%
542 TGT TARGET CORP COM Consumer Defensive 87.0 $11K 0.01% +30.0 +52.6% $130.61 +24.9%
543 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 200.0 $11K 0.01% +100.0 +100.0% $56.26 +3.7%
544 HUM HUMANA INC COM Healthcare 28.0 $11K 0.01% NEW $397.21 -2.9%
545 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 229.0 $11K 0.01% NEW $48.43 -1.7%
546 CLDT CHATHAM LODGING TR COM Real Estate 833.0 $11K 0.01% $13.23 +3.3%
547 DFAW DIMENSIONAL WORLD EQUITY ETF 133.0 $11K 0.01% -6.0 -4.3% $82.74 +3.1%
548 EXPE EXPEDIA GROUP INC COM NEW Consumer Cyclical 43.0 $11K 0.01% $255.88 +28.7%
549 MAS MASCO CORP COM Industrials 135.0 $11K 0.01% $81.37 -10.0%
550 EOG EOG RES INC COM Energy 85.0 $11K 0.01% +29.0 +51.8% $129.01 +11.1%
551 WEN WENDYS CO COM Consumer Cyclical 1,322.0 $11K 0.01% $8.29 -0.2%
552 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 56.0 $11K 0.01% -6.0 -9.7% $191.75 -6.6%
553 HII HUNTINGTON INGALLS INDS INC COM Industrials 38.0 $11K 0.01% $280.71 +4.8%
554 SR SPIRE INC COM Utilities 136.0 $11K 0.01% $78.09 +5.7%
555 AWK AMERICAN WTR WKS CO INC NEW COM Utilities 80.0 $11K 0.01% $131.57 +5.1%
556 PGX INVESCO PREFERRED ETF 970.0 $11K 0.01% $10.84 -2.2%
557 CENCORA INC COM 37.0 $10K 0.01% +17.0 +85.0% $282.97
558 NTCT NETSCOUT SYS INC COM Technology 237.0 $10K 0.01% $43.55 -10.3%
559 FHN FIRST HORIZON CORPORATION COM Financial Services 400.0 $10K 0.01% $25.64 -3.9%
560 MTD METTLER TOLEDO INTERNATIONAL COM Healthcare 8.0 $10K 0.01% $1277.50 +9.5%
Page 28 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%