Aaron Wealth Advisors LLC

CIK

1812198

Location

Chicago, IL

Portfolio Value

Micro $34,536,134

Diversification

Diversified

Filing Date

Global Rank

#1,703 / 8,586 ▼ 29

Top Industry

Semiconductors 16.1%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed Apr 21, 2026 · 56d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+69.1%

SPY

+78.1%

Annualised alpha

-2.1%

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, 2025

Top 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	Positions
Technology	32.6%	$344,263,966	104
Healthcare	18.0%	$190,664,858	78
Financial Services	12.0%	$126,354,604	108
Consumer Cyclical	8.6%	$90,445,429	70
Industrials	7.7%	$81,605,472	83
Communication Services	5.2%	$55,314,103	34
Consumer Defensive	4.8%	$50,799,690	34
Energy	3.5%	$36,784,827	34
Basic Materials	3.3%	$34,536,134	29
Utilities	1.9%	$19,691,390	31
Unclassified	1.7%	$18,166,394	5
Real Estate	0.8%	$8,132,035	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
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
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
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
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.

Portfolio Positions

Compact Export CSV View 13F filing

29 positions · $34,536,134 total · Basic Materials 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FCX	Freeport-Mcmoran Inc Basic Materials	Reduced	182,234	-55,860	$10,711,714	−11.4%	31.02%
RGLD	Royal Gold Inc Basic Materials	Reduced	11,471	-234	$2,919,254	+12.2%	8.45%
LIN	Linde PLC Basic Materials	Added	5,619	+188	$2,785,675	+20.3%	8.07%
BHP	BHP Group Ltd Basic Materials	Added	29,907	+9,483	$2,175,435	+76.4%	6.30%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	15,733	-742	$2,061,180	+6.5%	5.97%
ECL	Ecolab Inc. Basic Materials	Reduced	5,203	-846	$1,384,102	−12.8%	4.01%
NEM	NEWMONT Corp /DE/ Basic Materials	Added	11,451	+183	$1,239,570	+10.2%	3.59%
RIO	Rio Tinto PLC Basic Materials	Added	13,238	+3,678	$1,234,973	+61.4%	3.58%
SHW	Sherwin Williams Co Basic Materials	Reduced	3,108	-1,037	$996,269	−25.8%	2.88%
CF	CF Industries Holdings, Inc. Basic Materials	NEW	6,444	NEW	$836,688	NEW	2.42%
CTVA	Corteva, Inc. Basic Materials	Added	8,168	+1,921	$683,743	+63.3%	1.98%
ESI	Element Solutions Inc Basic Materials	Reduced	19,687	-2,579	$672,114	+20.8%	1.95%
CRH	Crh Public Ltd Co Basic Materials	Reduced	6,175	-955	$649,116	−27.1%	1.88%
IFF	International Flavors & Fragrances Inc Basic Materials	Added	8,330	+817	$604,341	+19.4%	1.75%
VALE	Vale S.A. Basic Materials	Added	37,069	+15,640	$589,767	+111.2%	1.71%
PKX	Posco Holdings Inc. Basic Materials	NEW	8,495	NEW	$496,872	NEW	1.44%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	10,386	-2,227	$475,678	−6.2%	1.38%
NUE	Nucor Corp Basic Materials	Added	2,384	+36	$403,134	+5.3%	1.17%
MLM	Martin Marietta Materials Inc Basic Materials	Reduced	683	-19	$402,068	−8.0%	1.16%
STLD	Steel Dynamics Inc Basic Materials	Reduced	2,002	-204	$360,360	−3.6%	1.04%
GFI	Gold Fields Ltd Basic Materials	Added	7,912	+2,387	$359,204	+48.9%	1.04%
PPG	Ppg Industries Inc Basic Materials	Added	3,224	+834	$344,581	+40.7%	1.00%
HMY	Harmony Gold Mining Co Ltd Basic Materials	NEW	22,204	NEW	$341,275	NEW	0.99%
APD	Air Products & Chemicals, Inc. Basic Materials	NEW	1,144	NEW	$332,320	NEW	0.96%
RPM	Rpm International Inc/De/ Basic Materials	Reduced	3,233	-9,769	$321,360	−76.2%	0.93%
EMN	Eastman Chemical Co Basic Materials	Added	4,131	+907	$315,277	+53.2%	0.91%
MT	ArcelorMittal Basic Materials	Added	5,671	+263	$294,778	+19.6%	0.85%
SCCO	Southern Copper Corp/ Basic Materials	Reduced	1,641	-436	$282,350	−4.5%	0.82%
ICL	ICL Group Ltd. Basic Materials	NEW	50,760	NEW	$262,936	NEW	0.76%