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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 49 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 BWA BORGWARNER INC COM Consumer Cyclical 18.0 $982.0 0.00% $54.56 +16.5%
962 MOS MOSAIC CO COM Basic Materials 37.0 $982.0 0.00% $26.54 -17.3%
963 VNT VONTIER CORPORATION COM Technology 27.0 $971.0 0.00% $35.96 -21.0%
964 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 26.0 $967.0 0.00% NEW $37.19 +12.6%
965 DIOD DIODES INC COM Technology 14.0 $965.0 0.00% $68.93 +39.7%
966 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 15.0 $962.0 0.00% $64.13 +3.9%
967 LBRT LIBERTY ENERGY INC COM CL A Energy 34.0 $949.0 0.00% $27.91 +17.8%
968 LNN LINDSAY CORP COM Industrials 8.0 $937.0 0.00% $117.12 -6.8%
969 ST SENSATA TECHNOLOGIES HLDG PLC SHS Technology 26.0 $912.0 0.00% $35.08 +36.1%
970 ALKS ALKERMES PLC SHS Healthcare 26.0 $911.0 0.00% $35.04 +5.5%
971 INFY INFOSYS LTD SPONSORED ADR Technology 68.0 $904.0 0.00% $13.29 -4.9%
972 NTES NETEASE COM INC SPONSORED ADS Technology 8.0 $901.0 0.00% $112.62 +1.5%
973 SITE CTRS CORP COM 165.0 $885.0 0.00% +112.0 +211.3% $5.36
974 ACM AECOM COM Industrials 10.0 $876.0 0.00% $87.60 -19.9%
975 AIZ ASSURANT INC COM Financial Services 4.0 $865.0 0.00% $216.25 +18.2%
976 ALGN ALIGN TECHNOLOGY INC COM Healthcare 5.0 $864.0 0.00% $172.80 -5.6%
977 AR ANTERO RESOURCES CORP COM Energy 21.0 $858.0 0.00% $40.86 -9.3%
978 DRH DIAMONDROCK HOSPITALITY CO COM Real Estate 91.0 $852.0 0.00% $9.36 +15.1%
979 ANIP ANI PHARMACEUTICALS INC COM Healthcare 11.0 $836.0 0.00% $76.00 +8.9%
980 MTB M & T BK CORP COM Financial Services 4.0 $836.0 0.00% $209.00 +1.6%
Page 49 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%