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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 29 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 AVNT AVIENT CORPORATION COM Basic Materials 253.0 $9K 0.01% +231.0 +1050.0% $36.40 -6.3%
562 FHN FIRST HORIZON CORPORATION COM Financial Services 400.0 $9K 0.01% $22.98 +4.9%
563 Q QNITY ELECTRONICS INC COMMON STOCK Technology 77.0 $9K 0.01% $118.56 +29.1%
564 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 285.0 $9K 0.01% NEW $32.01 -0.2%
565 WEN WENDYS CO COM Consumer Cyclical 1,322.0 $9K 0.01% NEW $6.90 +12.3%
566 CMPR CIMPRESS PLC SHS EURO Communication Services 123.0 $9K 0.01% NEW $74.04 +28.5%
567 INGERSOLL RAND INC COM 113.0 $9K 0.01% $80.02
568 MMS MAXIMUS INC COM Industrials 144.0 $9K 0.01% NEW $62.56 -1.9%
569 FDX FEDEX CORP COM Industrials 25.0 $9K 0.01% $359.32 +8.2%
570 ESLT ELBIT SYS LTD ORD Industrials 10.0 $9K 0.01% NEW $896.50 -14.8%
571 HAS HASBRO INC COM Consumer Cyclical 100.0 $9K 0.01% $89.38 +0.8%
572 JKHY HENRY JACK & ASSOC INC COM Technology 57.0 $9K 0.01% NEW $155.63 -10.3%
573 AMLP ALERIAN MLP ETF 170.0 $9K 0.01% $52.09 +4.0%
574 IWS ISHARES RUSSELL MID-CAP VALUE ETF 60.0 $9K 0.01% $147.58 +6.7%
575 HPQ HP INC COM Technology 456.0 $9K 0.01% $18.95 +15.6%
576 EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 92.0 $9K 0.01% $93.67 +1.4%
577 TEL TE CONNECTIVITY PLC ORD SHS Technology 40.0 $8K 0.01% $211.68 -4.9%
578 CVBF CVB FINL CORP COM Financial Services 434.0 $8K 0.01% $19.50 +4.2%
579 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 20.0 $8K 0.01% $423.10 +77.5%
580 FIVE FIVE BELOW INC COM Consumer Cyclical 36.0 $8K 0.01% $234.92 -6.4%
Page 29 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%