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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 8 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF 860.0 $95K 0.07% NEW $110.08 +0.2%
142 DDS DILLARDS INC CL A Consumer Cyclical 164.0 $95K 0.07% NEW $576.84 -4.3%
143 WY WEYERHAEUSER CO COM NEW Real Estate 3,906.0 $95K 0.07% $24.20 -4.0%
144 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 216.0 $94K 0.07% +186.0 +620.0% $433.96 -7.8%
145 MPC MARATHON PETE CORP COM Energy 393.0 $94K 0.07% +186.0 +89.9% $238.35 +4.2%
146 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 945.0 $94K 0.07% +100.0 +11.8% $99.00 -0.7%
147 RSG REPUBLIC SVCS INC COM Industrials 421.0 $93K 0.07% $220.65 -3.8%
148 TFLO ISHARES TREASURY FLOATING RATE BOND ETF 1,785.0 $90K 0.07% $50.49 +0.2%
149 SDY STATE STREET SPDR S&P DIVIDEND ETF 616.0 $90K 0.07% +4.0 +0.7% $145.87 +2.0%
150 GS GOLDMAN SACHS GROUP INC COM Financial Services 104.0 $89K 0.07% +60.0 +136.4% $860.01 +14.9%
151 PM PHILIP MORRIS INTL INC COM Consumer Defensive 567.0 $89K 0.07% +280.0 +97.6% $157.33 +19.9%
152 VGLT VANGUARD LONG-TERM TREASURY ETF 1,540.0 $85K 0.07% +11.0 +0.7% $55.10 -2.2%
153 NVS NOVARTIS AG SPONSORED ADR Healthcare 547.0 $85K 0.07% NEW $155.08 -2.1%
154 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1,067.0 $84K 0.07% +7.0 +0.7% $79.07 -0.2%
155 DCOR DIMENSIONAL US CORE EQUITY 1 ETF 1,158.0 $84K 0.07% NEW $72.48 +11.1%
156 CW CURTISS WRIGHT CORP COM Industrials 120.0 $84K 0.07% NEW $696.99 +4.3%
157 GILD GILEAD SCIENCES INC COM Healthcare 577.0 $81K 0.06% +351.0 +155.3% $140.30 -7.0%
158 GLNG GOLAR LNG LTD SHS Energy 1,498.0 $80K 0.06% NEW $53.65 -2.5%
159 PEP PEPSICO INC COM Consumer Defensive 511.0 $79K 0.06% +260.0 +103.6% $154.65 -3.8%
160 GE GE AEROSPACE COM NEW Industrials 265.0 $78K 0.06% $292.97 +3.0%
Page 8 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%