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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 33 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 MOOG INC CL A 21.0 $6K 0.01% $301.67
642 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 90.0 $6K 0.01% +70.0 +350.0% $70.11 +8.3%
643 KHC KRAFT HEINZ CO COM Consumer Defensive 283.0 $6K 0.01% -71.0 -20.1% $22.27 +5.7%
644 NMR NOMURA HLDGS INC SPONSORED ADR Financial Services 766.0 $6K 0.01% NEW $8.15 +0.9%
645 SAN BANCO SANTANDER SA ADR Financial Services 537.0 $6K 0.01% $11.57 +7.0%
646 IDXX IDEXX LABS INC COM Healthcare 11.0 $6K 0.01% $564.64 -2.0%
647 RIVN RIVIAN AUTOMOTIVE INC COM CL A Consumer Cyclical 412.0 $6K 0.01% $14.94 -8.1%
648 UMH UMH PPTYS INC COM Real Estate 416.0 $6K 0.01% NEW $14.62 +5.2%
649 ROP ROPER TECHNOLOGIES INC COM Industrials 17.0 $6K 0.01% $355.88 -7.6%
650 YELP YELP INC CL A Communication Services 237.0 $6K 0.01% NEW $25.19 -10.8%
651 SYY SYSCO CORP COM Consumer Defensive 82.0 $6K 0.01% $72.17 +4.6%
652 POST POST HLDGS INC COM Consumer Defensive 60.0 $6K 0.01% +53.0 +757.1% $97.23 +0.3%
653 ELS EQUITY LIFESTYLE PROPERTIES COM Real Estate 91.0 $6K 0.01% $63.26 -0.3%
654 KVUE KENVUE INC COM Consumer Defensive 331.0 $6K 0.01% $17.38 +0.5%
655 PK PARK HOTELS & RESORTS INC COM Real Estate 554.0 $6K 0.01% NEW $10.38 +9.7%
656 VST VISTRA CORP COM Utilities 37.0 $6K 0.00% $153.97 -6.5%
657 MAT MATTEL INC COM Consumer Cyclical 389.0 $6K 0.00% NEW $14.56 +2.8%
658 SOLS SOLSTICE ADVANCED MATLS INC COM SHS Basic Materials 73.0 $6K 0.00% +42.0 +135.5% $77.52 +9.0%
659 CCJ CAMECO CORP COM Energy 51.0 $6K 0.00% $110.67 -4.8%
660 CCRN CROSS CTRY HEALTHCARE INC COM Healthcare 605.0 $6K 0.00% NEW $9.32 +40.0%
Page 33 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%