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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 7 of 14  ·  280 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GLW CORNING INC COM Technology 384.0 $55K 0.04% +330.0 +611.1% $142.38 +34.8%
122 INTC INTEL CORP COM Technology 1,132.0 $54K 0.04% +667.0 +143.4% $48.03 +146.7%
123 ACN ACCENTURE PLC IRELAND SHS CLASS A Technology 275.0 $54K 0.04% +235.0 +587.5% $197.06 -9.7%
124 PGR PROGRESSIVE CORP COM Financial Services 280.0 $54K 0.04% +3.0 +1.1% $193.46 +4.7%
125 AMT AMERICAN TOWER CORP COM Real Estate 312.0 $53K 0.04% +206.0 +194.3% $170.95 +7.5%
126 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 182.0 $53K 0.04% +111.0 +156.3% $289.43 +0.3%
127 BURL BURLINGTON STORES INC COM Consumer Cyclical 159.0 $53K 0.04% +139.0 +695.0% $330.83 -4.5%
128 CVS CVS HEALTH CORP COM Healthcare 716.0 $52K 0.04% +353.0 +97.2% $72.49 +28.7%
129 CI THE CIGNA GROUP COM Healthcare 192.0 $51K 0.04% +180.0 +1500.0% $267.32 +5.5%
130 MET METLIFE INC COM Financial Services 721.0 $51K 0.04% +248.0 +52.4% $71.17 +18.4%
131 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 829.0 $51K 0.04% +378.0 +83.8% $61.73 -3.5%
132 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 463.0 $50K 0.04% +3.0 +0.7% $108.77 -0.6%
133 CRM SALESFORCE INC COM Technology 266.0 $50K 0.04% +14.0 +5.6% $186.24 -5.3%
134 BTC GRAYSCALE BITCOIN MINI TRUST ETF Financial Services 1,627.0 $49K 0.04% +597.0 +58.0% $30.16 +13.9%
135 VLO VALERO ENERGY CORP COM Energy 198.0 $48K 0.04% +137.0 +224.6% $241.46 +5.1%
136 SCCO SOUTHERN COPPER CORP COM Basic Materials 264.0 $47K 0.04% +252.0 +2100.0% $177.95 -2.2%
137 BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR Financial Services 2,142.0 $47K 0.04% +2K +1655.7% $21.82 +4.1%
138 ADBE ADOBE INC COM Technology 190.0 $46K 0.04% +135.0 +245.4% $241.37 +1.1%
139 UBS UBS GROUP AG SHS Financial Services 1,130.0 $45K 0.04% +1K +1561.8% $39.74 +18.9%
140 ELV ELEVANCE HEALTH INC FORMERLY A COM Healthcare 150.0 $45K 0.04% +120.0 +400.0% $299.35 +30.2%
Page 7 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%