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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 54 of 54  ·  1,066 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 EMBC EMBECTA CORP COMMON STOCK Healthcare 7.0 $62.0 NEW $8.86 -62.5%
1062 GAMESTOP CORP NEW WT EXP 103026 15.0 $55.0 $3.67
1063 HYT BLACKROCK CORPOR HI YLD FD INC COM Financial Services 6.0 $48.0 -62K -100.0% $8.00 +6.2%
1064 HTGC HERCULES CAPITAL INC COM Financial Services 2.0 $33.0 -48K -100.0% $16.50 -6.2%
1065 PGEN PRECIGEN INC COM Healthcare 6.0 $24.0 $4.00 +6.7%
1066 IVR INVESCO MORTGAGE CAPITAL INC COM Real Estate 1.0 $8.0 -16K -100.0% $8.00 -1.1%
Page 54 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%