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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 6 of 10  ·  198 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 INTERNATIONAL BANCSHARES CORP COM 163.0 $11K 0.01% NEW $67.87
102 DFAW DIMENSIONAL WORLD EQUITY ETF 139.0 $10K 0.01% NEW $74.47 +9.8%
103 NPK NATIONAL PRESTO INDS INC COM Industrials 71.0 $10K 0.01% NEW $141.89 -9.2%
104 SNN SMITH & NEPHEW PLC SPDN ADR NEW Healthcare 312.0 $10K 0.01% NEW $32.09 -3.4%
105 PEBO PEOPLES BANCORP INC COM Financial Services 300.0 $10K 0.01% NEW $33.31 +3.9%
106 UE URBAN EDGE PPTYS COM Real Estate 497.0 $10K 0.01% NEW $19.89 +10.5%
107 GMAB GENMAB A/S SPONSORED ADS Healthcare 363.0 $10K 0.01% NEW $27.22 -0.6%
108 NICE NICE LTD SPONSORED ADR Technology 89.0 $10K 0.01% NEW $110.11 -13.4%
109 AMWD AMERICAN WOODMARK CORP COM Consumer Cyclical 246.0 $10K 0.01% NEW $39.50 -2.7%
110 DIGITALBRIDGE GROUP INC CL A NEW 625.0 $10K 0.01% NEW $15.45
111 NIO NIO INC SPON ADS Consumer Cyclical 1,500.0 $9K 0.01% NEW $6.20 -9.7%
112 RTO RENTOKIL INITIAL PLC SPONSORED ADR Industrials 285.0 $9K 0.01% NEW $32.01 -0.2%
113 WEN WENDYS CO COM Consumer Cyclical 1,322.0 $9K 0.01% NEW $6.90 +12.3%
114 CMPR CIMPRESS PLC SHS EURO Communication Services 123.0 $9K 0.01% NEW $74.04 +28.5%
115 MMS MAXIMUS INC COM Industrials 144.0 $9K 0.01% NEW $62.56 -1.9%
116 ESLT ELBIT SYS LTD ORD Industrials 10.0 $9K 0.01% NEW $896.50 -14.8%
117 JKHY HENRY JACK & ASSOC INC COM Technology 57.0 $9K 0.01% NEW $155.63 -10.3%
118 GIS GENERAL MILLS INC COM Consumer Defensive 226.0 $8K 0.01% NEW $37.21 -10.0%
119 AUB ATLANTIC UN BANKSHARES CORP COM Financial Services 228.0 $8K 0.01% NEW $35.99 +4.7%
120 AMN AMN HEALTHCARE SVCS INC COM Healthcare 441.0 $8K 0.01% NEW $18.56 +38.2%
Page 6 of 10  ·  198 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%