Aaron Wealth Advisors LLC
Filing Date
Global Rank
#1,703
/ 8,588
▼ 29
Top Industry
Semiconductors
16.1%
3Y Alpha vs SPY
-2.1%
Period ended 3 months ago
Filed Apr 21, 2026 · 57d
22 quarters · since Dec 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+69.0%
SPY
+76.8%
Annualised alpha
-1.8%
Max drawdown
−16.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
628 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.9%
−0.5 pts
Top 5
28.1%
−0.7 pts
Top 10
36.7%
−0.4 pts
HHI
232
Diversified−11
Portfolio Trend
22 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.6% | $344,263,966 |
| Healthcare | 18.0% | $190,664,858 |
| Financial Services | 12.0% | $126,354,604 |
| Consumer Cyclical | 8.6% | $90,445,429 |
| Industrials | 7.7% | $81,605,472 |
| Communication Services | 5.2% | $55,314,103 |
| Consumer Defensive | 4.8% | $50,799,690 |
| Energy | 3.5% | $36,784,827 |
| Basic Materials | 3.3% | $34,536,134 |
| Utilities | 1.9% | $19,691,390 |
| Unclassified | 1.7% | $18,166,394 |
| Real Estate | 0.8% | $8,132,035 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MBX | MBX Biosciences, Inc. | +1,098,176 | 1,168,176 | $34,870,053 | |
| AEG | Aegon Ltd. | +54,869 | 88,748 | $644,310 | |
| SAN | Banco Santander, S.A. | +50,967 | 196,165 | $2,212,741 | |
| BBD | Bank Bradesco | +35,583 | 55,145 | $201,279 | |
| MNKD | Mannkind Corp | +34,889 | 235,652 | $577,347 | |
| MUFG | Mitsubishi Ufj Financial Group Inc | +32,364 | 139,534 | $2,367,891 | |
| INFY | Infosys Ltd | +30,163 | 49,399 | $667,380 | |
| MFG | Mizuho Financial Group Inc | +28,959 | 162,923 | $1,293,608 | |
| IBN | Icici Bank Ltd | +28,400 | 54,010 | $1,398,859 | |
| LYG | Lloyds Banking Group plc | +23,750 | 190,138 | $956,394 | |
| ITUB | Itau Unibanco Holding S.A. | +21,689 | 51,877 | $434,729 | |
| BBVA | Banco Bilbao Vizcaya Argentaria, S.A. | +19,958 | 81,240 | $1,759,658 | |
| SONY | Sony Group Corp | +18,682 | 85,664 | $1,773,244 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +18,077 | 51,599 | $17,437,882 | |
| SMFG | Sumitomo Mitsui Financial Group, Inc. | +17,129 | 91,510 | $1,807,322 | |
| RELX | Relx PLC | +16,102 | 34,815 | $1,154,117 | |
| VALE | Vale S.A. | +15,640 | 37,069 | $589,767 | |
| JD | JD.com, Inc. | +15,244 | 24,256 | $717,249 | |
| ING | Ing Groep NV | +15,119 | 97,760 | $2,546,648 | |
| TAK | Takeda Pharmaceutical Co Ltd | +13,529 | 43,791 | $811,009 | |
| NOK | Nokia Corp | +12,184 | 71,285 | $573,131 | |
| HSBC | Hsbc Holdings PLC | +10,538 | 43,102 | $3,555,483 | |
| ASX | ASE Technology Holding Co., Ltd. | +10,532 | 42,039 | $911,405 | |
| IX | Orix Corp | +10,465 | 34,001 | $1,019,689 | |
| SHEL | Shell plc | +10,078 | 34,471 | $3,205,803 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FCX | Freeport-Mcmoran Inc | −55,860 | 182,234 | $10,711,714 | |
| NVDA | Nvidia Corp | −41,897 | 659,145 | $114,954,888 | |
| G | Genpact LTD | −35,105 | 10,454 | $389,411 | |
| AAPL | Apple Inc. | −32,944 | 201,114 | $51,040,722 | |
| M | Macy's, Inc. | −30,461 | 11,326 | $204,887 | |
| CCL | Carnival Corp Ltd. | −28,017 | 29,572 | $765,323 | |
| MTG | Mgic Investment Corp | −27,447 | 17,279 | $453,573 | |
| AMZN | Amazon Com Inc | −25,042 | 104,868 | $21,840,858 | |
| DBX | Dropbox, Inc. | −23,038 | 12,985 | $295,019 | |
| FLO | Flowers Foods Inc | −20,198 | 39,027 | $318,070 | |
| TXG | 10x Genomics, Inc. | −20,033 | 46,381 | $984,668 | |
| RHI | Robert Half Inc. | −19,122 | 12,285 | $312,039 | |
| CAG | Conagra Brands Inc. | −17,350 | 16,546 | $260,103 | |
| ABT | Abbott Laboratories | −15,701 | 13,746 | $1,411,301 | |
| MDT | Medtronic plc | −14,885 | 14,181 | $1,228,783 | |
| CGNX | Cognex Corp | −14,529 | 16,352 | $801,084 | |
| FNB | Fnb Corp/Pa/ | −14,294 | 24,917 | $416,612 | |
| KDP | Keurig Dr Pepper Inc. | −14,028 | 21,399 | $563,435 | |
| MSFT | Microsoft Corp | −13,791 | 93,286 | $34,531,678 | |
| ZM | Zoom Communications, Inc. | −13,709 | 13,066 | $1,050,375 | |
| TAP | Molson Coors Beverage Co | −13,067 | 7,481 | $322,131 | |
| TTEK | Tetra Tech Inc | −12,989 | 9,181 | $276,531 | |
| QCOM | Qualcomm Inc/De | −12,505 | 11,054 | $1,423,534 | |
| BSX | Boston Scientific Corp | −12,451 | 12,709 | $797,489 | |
| FOXA | Fox Corp | −12,341 | 4,967 | $290,072 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AZN | Astrazeneca PLC | 6,644 | $1,310,329 | |
| CF | CF Industries Holdings, Inc. | 6,444 | $836,688 | |
| SRE | Sempra | 6,202 | $602,648 | |
| SNPS | Synopsys Inc | 1,503 | $595,909 | |
| PWR | Quanta Services, Inc. | 1,045 | $573,725 | |
| PSO | Pearson PLC | 39,412 | $517,479 | |
| FTS | Fortis Inc. | 8,960 | $499,878 | |
| PKX | Posco Holdings Inc. | 8,495 | $496,872 | |
| DSGX | Descartes Systems Group Inc | 6,858 | $490,758 | |
| TRI | Thomson Reuters Corp /Can/ | 5,307 | $477,523 | |
| EXLS | ExlService Holdings, Inc. | 15,529 | $472,858 | |
| MAN | ManpowerGroup Inc. | 14,755 | $434,682 | |
| CHT | Chunghwa Telecom Co Ltd | 10,283 | $434,353 | |
| BG | Bunge Global SA | 3,379 | $429,808 | |
| LI | Li Auto Inc. | 23,463 | $418,345 | |
| NICE | NICE Ltd. | 3,742 | $412,592 | |
| PNW | Pinnacle West Capital Corp | 4,025 | $405,518 | |
| GMED | Globus Medical Inc | 4,705 | $405,382 | |
| CWEN | Clearway Energy, Inc. | 10,217 | $401,425 | |
| BEKE | KE Holdings Inc. | 26,080 | $390,417 | |
| DAR | Darling Ingredients Inc. | 6,312 | $390,397 | |
| OTEX | Open Text Corp | 17,069 | $379,614 | |
| PBR | Petrobras - Petroleo Brasileiro SA | 18,292 | $379,559 | |
| EMA | Emera Inc | 7,270 | $377,094 | |
| ALC | Alcon Inc | 4,984 | $375,544 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| AWI | Armstrong World Industries Inc | 7,585 | $1,449,493 | |
| AYI | Acuity Inc. (De) | 3,087 | $1,111,443 | |
| QRVO | Qorvo, Inc. | 10,736 | $907,299 | |
| TRU | TransUnion | 9,070 | $777,752 | |
| TECH | BIO-TECHNE Corp | 12,450 | $732,184 | |
| DT | Dynatrace, Inc. | 16,732 | $725,164 | |
| AXTA | Axalta Coating Systems Ltd. | 20,563 | $664,390 | |
| W | Wayfair Inc. | 6,566 | $659,292 | |
| REYN | Reynolds Consumer Products Inc. | 26,604 | $609,763 | |
| HEI | Heico Corp | 1,816 | $587,639 | |
| ICUI | Icu Medical Inc/De | 4,037 | $575,958 | |
| POST | Post Holdings, Inc. | 5,749 | $569,438 | |
| MAT | Mattel Inc /De/ | 27,051 | $536,691 | |
| GEN | Gen Digital Inc. | 19,646 | $534,174 | |
| TROW | Price T Rowe Group Inc | 5,197 | $532,068 | |
| GNTX | Gentex Corp | 21,309 | $495,860 | |
| BR | Broadridge Financial Solutions, Inc. | 2,164 | $482,939 | |
| AMH | American Homes 4 Rent | 14,085 | $452,128 | |
| LDOS | Leidos Holdings, Inc. | 2,472 | $445,948 | |
| ESTC | Elastic N.V. | 5,842 | $440,720 | |
| FBIN | Fortune Brands Innovations, Inc. | 8,056 | $402,961 | |
| PCAR | Paccar Inc | 3,600 | $394,236 | |
| NVCR | NovoCure Ltd | 29,220 | $377,814 | |
| CUZ | Cousins Properties Inc | 14,568 | $375,563 | |
| TRMB | Trimble Inc. | 4,692 | $367,618 | |
| No positions match the current search. | ||||
34 positions ·
$50,799,690 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
NEW | 2,379 | $222,008 | 0.44% | |
| KVUE |
Kenvue Inc.
Consumer Defensive
|
NEW | 13,111 | $226,033 | 0.44% | |
| CAG |
Conagra Brands Inc.
Consumer Defensive
|
Reduced | 16,546 | $260,103 | 0.51% | |
| CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
Consumer Defensive
|
Added | 2,907 | $263,577 | 0.52% | |
| FMX |
Mexican Economic Development Inc
Consumer Defensive
|
Added | 2,554 | $283,647 | 0.56% | |
| FLO |
Flowers Foods Inc
Consumer Defensive
|
Reduced | 39,027 | $318,070 | 0.63% | |
| TAP |
Molson Coors Beverage Co
Consumer Defensive
|
Reduced | 7,481 | $322,131 | 0.63% | |
| SAM |
Boston Beer Co Inc
Consumer Defensive
|
NEW | 1,529 | $352,281 | 0.69% | |
| DEO |
Diageo PLC
Consumer Defensive
|
Added | 4,747 | $353,414 | 0.70% | |
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
NEW | 6,312 | $390,397 | 0.77% | |
| BG |
Bunge Global SA
Consumer Defensive
|
NEW | 3,379 | $429,808 | 0.85% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 7,996 | $460,889 | 0.91% | |
| LOPE |
Grand Canyon Education, Inc.
Consumer Defensive
|
Reduced | 3,046 | $517,911 | 1.02% | |
| DG |
Dollar General Corp
Consumer Defensive
|
Reduced | 4,699 | $557,912 | 1.10% | |
| KDP |
Keurig Dr Pepper Inc.
Consumer Defensive
|
Reduced | 21,399 | $563,435 | 1.11% | |
| INGR |
Ingredion Inc
Consumer Defensive
|
Reduced | 5,028 | $566,454 | 1.12% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 8,233 | $595,739 | 1.17% | |
| SPB |
Spectrum Brands Holdings, Inc.
Consumer Defensive
|
Reduced | 8,576 | $632,051 | 1.24% | |
| USFD |
US Foods Holding Corp.
Consumer Defensive
|
Reduced | 7,154 | $659,670 | 1.30% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 11,290 | $745,027 | 1.47% | |
| BUD |
Anheuser-Busch InBev SA/NV
Consumer Defensive
|
Added | 12,153 | $843,053 | 1.66% | |
| TSN |
Tyson Foods, Inc.
Consumer Defensive
|
Reduced | 15,586 | $998,595 | 1.97% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 5,394 | $1,121,358 | 2.21% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 24,385 | $1,389,213 | 2.73% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
Added | 24,241 | $1,417,371 | 2.79% | |
| TGT |
Target Corp
Consumer Defensive
|
Reduced | 13,391 | $1,622,989 | 3.19% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 10,723 | $1,665,174 | 3.28% | |
| CL |
Colgate Palmolive Co
Consumer Defensive
|
Reduced | 27,326 | $2,328,994 | 4.58% | |
| MNST |
Monster Beverage Corp
Consumer Defensive
|
Reduced | 32,530 | $2,357,123 | 4.64% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 18,749 | $3,099,959 | 6.10% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Reduced | 47,785 | $3,634,049 | 7.15% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 29,386 | $4,244,513 | 8.36% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 5,583 | $5,563,068 | 10.95% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 94,896 | $11,793,674 | 23.22% |