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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 5 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ALL ALLSTATE CORP COM Financial Services 525.0 $107K 0.08% +292.0 +125.3% $203.93 +5.2%
82 AMGN AMGEN INC COM Healthcare 301.0 $106K 0.08% +197.0 +189.4% $353.28 -4.5%
83 TXN TEXAS INSTRS INC COM Technology 533.0 $105K 0.08% +381.0 +250.7% $196.41 +55.2%
84 SBUX STARBUCKS CORP COM Consumer Cyclical 1,141.0 $103K 0.08% +537.0 +88.9% $90.43 +17.8%
85 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 2,199.0 $101K 0.08% +14.0 +0.6% $46.12 -2.4%
86 TRV TRAVELERS COMPANIES INC COM Financial Services 345.0 $100K 0.08% +150.0 +76.9% $290.79 +5.6%
87 NEE NEXTERA ENERGY INC COM Utilities 1,049.0 $97K 0.08% +464.0 +79.3% $92.87 -3.4%
88 DIS DISNEY WALT CO COM Communication Services 1,007.0 $97K 0.08% +494.0 +96.3% $96.56 +7.3%
89 MSI MOTOROLA SOLUTIONS INC COM NEW Technology 216.0 $94K 0.07% +186.0 +620.0% $433.96 -7.8%
90 MPC MARATHON PETE CORP COM Energy 393.0 $94K 0.07% +186.0 +89.9% $238.35 +4.2%
91 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 945.0 $94K 0.07% +100.0 +11.8% $99.00 -0.7%
92 SDY STATE STREET SPDR S&P DIVIDEND ETF 616.0 $90K 0.07% +4.0 +0.7% $145.87 +2.0%
93 GS GOLDMAN SACHS GROUP INC COM Financial Services 104.0 $89K 0.07% +60.0 +136.4% $860.01 +14.9%
94 PM PHILIP MORRIS INTL INC COM Consumer Defensive 567.0 $89K 0.07% +280.0 +97.6% $157.33 +19.9%
95 VGLT VANGUARD LONG-TERM TREASURY ETF 1,540.0 $85K 0.07% +11.0 +0.7% $55.10 -2.2%
96 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 1,067.0 $84K 0.07% +7.0 +0.7% $79.07 -0.2%
97 GILD GILEAD SCIENCES INC COM Healthcare 577.0 $81K 0.06% +351.0 +155.3% $140.30 -7.0%
98 PEP PEPSICO INC COM Consumer Defensive 511.0 $79K 0.06% +260.0 +103.6% $154.65 -3.8%
99 ABT ABBOTT LABORATORIES COM Healthcare 749.0 $77K 0.06% +240.0 +47.1% $102.44 -14.3%
100 MU MICRON TECHNOLOGY INC COM Technology 205.0 $75K 0.06% +5.0 +2.5% $367.85 +107.2%
Page 5 of 14  ·  280 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%