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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 40 of 57  ·  1,132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 CF CF INDUSTRIES HOLD COM Basic Materials 35.0 $4K 0.00% $108.26 +16.2%
782 STWD STARWOOD PPTY TR INC COM Real Estate 230.0 $4K 0.00% $16.38 -3.5%
783 GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK Healthcare 58.0 $4K 0.00% $64.17 +11.8%
784 WSC WILLSCOT HLDGS CORP COM CL A Industrials 128.0 $4K 0.00% NEW $28.86 -27.6%
785 DASH DOORDASH INC CL A Communication Services 20.0 $4K 0.00% NEW $184.55 +28.3%
786 ETH GRAYSCALE ETHEREUM STAKING MINI ETF Financial Services 245.0 $4K 0.00% $15.03 +54.8%
787 TKR TIMKEN CO COM Industrials 25.0 $4K 0.00% $145.32 -16.9%
788 CVNA CARVANA CO CL A Consumer Cyclical 55.0 $4K 0.00% NEW $65.82 +12.5%
789 TRU TRANSUNION COM Industrials 50.0 $4K 0.00% +27.0 +117.4% $72.14 +18.8%
790 HST HOST HOTELS & RESORTS INC COM Real Estate 152.0 $4K 0.00% +36.0 +31.0% $23.71 -6.0%
791 VHT VANGUARD HEALTH CARE ETF 12.0 $4K 0.00% NEW $300.00 +7.0%
792 BROWN FORMAN CORP CL B 135.0 $4K 0.00% NEW $26.65
793 LIBERTY LIVE HOLDINGS INC COM SHS SER C 34.0 $4K 0.00% $105.65
794 AD ARRAY DIGITAL INFRASTRUCTURE I COM Communication Services 99.0 $4K 0.00% $36.26 -0.7%
795 EVEREST GROUP LTD COM 10.0 $4K 0.00% $357.20
796 CCI CROWN CASTLE INC COM Real Estate 47.0 $4K 0.00% $75.72 +0.6%
797 QSR RESTAURANT BRANDS INTL INC COM Consumer Cyclical 49.0 $4K 0.00% $72.61 +7.8%
798 CSGP COSTAR GROUP INC COM Real Estate 125.0 $4K 0.00% NEW $28.32 +13.8%
799 L LOEWS CORP COM Financial Services 31.0 $4K 0.00% NEW $113.23 -3.1%
800 TOTALENERGIES SE ACT 45.0 $3K 0.00% +31.0 +221.4% $77.76
Page 40 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%