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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 34 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 CATY CATHAY GEN BANCORP COM Financial Services 110.0 $6K 0.00% $50.69 +12.9%
662 WTW WILLIS TOWERS WATSON PLC LTD SHS Financial Services 19.0 $6K 0.00% $291.32 -12.8%
663 APLE APPLE HOSPITALITY REIT INC COM NEW Real Estate 478.0 $6K 0.00% NEW $11.55 +25.6%
664 BOKF BOK FINL CORP COM NEW Financial Services 43.0 $6K 0.00% $128.09 +1.3%
665 EVV EATON VANCE LIMITED DURATION I COM Financial Services 586.0 $6K 0.00% +13.0 +2.3% $9.40 -1.7%
666 FLXS FLEXSTEEL INDS INC COM Consumer Cyclical 117.0 $5K 0.00% $46.93 +19.8%
667 DOV DOVER CORP COM Industrials 26.0 $5K 0.00% $207.31 +0.2%
668 NDAQ NASDAQ INC COM Financial Services 63.0 $5K 0.00% $85.14 +6.2%
669 RVTY REVVITY INC COM Healthcare 61.0 $5K 0.00% $87.20 +8.7%
670 NWSA NEWS CORP NEW CL A Communication Services 211.0 $5K 0.00% NEW $24.71 +6.3%
671 ALLE ALLEGION PLC ORD SHS Industrials 36.0 $5K 0.00% $144.17 -9.3%
672 QQQI NEOS NASDAQ 100 HIGH INCOME ETF 102.0 $5K 0.00% NEW $50.38 +11.4%
673 KDP KEURIG DR PEPPER INC COM Consumer Defensive 199.0 $5K 0.00% +54.0 +37.2% $25.69 +12.0%
674 NXRT NEXPOINT RESIDENTIAL TR INC COM Real Estate 205.0 $5K 0.00% +193.0 +1608.3% $24.62 +19.9%
675 NXPI NXP SEMICONDUCTORS N V COM Technology 26.0 $5K 0.00% $193.92 +54.4%
676 EWBC EAST WEST BANCORP INC COM Financial Services 46.0 $5K 0.00% $109.33 +12.5%
677 INN SUMMIT HOTEL PPTYS COM Real Estate 1,183.0 $5K 0.00% NEW $4.25 +32.7%
678 VLTO VERALTO CORP COM SHS Industrials 57.0 $5K 0.00% $88.05 -2.1%
679 MLKN MILLERKNOLL INC COM Consumer Cyclical 344.0 $5K 0.00% NEW $14.50 +6.4%
680 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 245.0 $5K 0.00% $20.30 +0.1%
Page 34 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%