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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 57 of 57  ·  1,132 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 LENZ LENZ THERAPEUTICS INC COM Healthcare 19.0 $108.0 $5.68 -10.1%
1122 HIVE HIVE DIGITAL TECHNOLOGIES LTD COM NEW Financial Services 27.0 $98.0 NEW $3.63 -23.5%
1123 CCOI COGENT COMM HOLDINGS INC COM NEW Communication Services 7.0 $97.0 $13.86 -31.6%
1124 DXC DXC TECHNOLOGY CO COM Technology 10.0 $89.0 $8.90 +26.0%
1125 COTY COTY INC COM CL A Consumer Defensive 37.0 $80.0 $2.16 +31.8%
1126 S SENTINELONE INC CL A Technology 4.0 $68.0 -29.0 -87.9% $17.00 +26.7%
1127 LIBERTY CAP CORP SER A GCI GROUP 3.0 $66.0 $22.00
1128 HYT BLACKROCK CORPOR HI YLD FD INC COM Financial Services 5.0 $45.0 -1.0 -16.7% $9.00 -7.9%
1129 REX-OSPREY SOL STAKING ETF 4.0 $40.0 NEW $10.00
1130 PGEN PRECIGEN INC COM Healthcare 6.0 $34.0 $5.67 +22.6%
1131 HTGC HERCULES CAPITAL INC COM Financial Services 2.0 $32.0 $16.00 +9.2%
1132 EMBC EMBECTA CORP COMMON STOCK Healthcare 7.0 $23.0 $3.29 +53.7%
Page 57 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%