AIRE ADVISORS, LLC
CIK
1908177
Location
BEVERLY HILLS, CA
Portfolio Value
Small
$203,172,100
Diversification
Diversified
Filing Date
Global Rank
#4,514
/ 8,633
▲ 97
Top Industry
Consumer Electronics
24.6%
3Y Alpha vs SPY
+9.6%
Period ended 51 days ago
Filed Aug 14, 2026 · 6d
19 quarters · since Dec 2021
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+124.8%
SPY
+76.2%
Annualised alpha
+10.2%
Max drawdown
−19.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
96 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
24.0%
+0.6 pts
Top 5
44.7%
−1.3 pts
Top 10
58.3%
−1.4 pts
HHI
767
Diversified−3
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 36.8% | $74,785,459 |
| Communication Services | 19.4% | $39,509,705 |
| Financial Services | 12.6% | $25,607,243 |
| Consumer Cyclical | 11.9% | $24,118,265 |
| Industrials | 6.3% | $12,878,262 |
| Healthcare | 5.1% | $10,410,776 |
| Consumer Defensive | 2.9% | $5,812,048 |
| Unclassified | 2.3% | $4,607,992 |
| Energy | 2.2% | $4,455,868 |
| Real Estate | 0.3% | $610,949 |
| Basic Materials | 0.1% | $301,221 |
| Utilities | 0.0% | $74,312 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FPS | Forgent Power Solutions, Inc. | +20,000 | 55,000 | $3,072,300 | |
| XOM | ExxonMobil Holdings Corp | +2,699 | 12,205 | $1,668,667 | |
| BRK-B | Berkshire Hathaway Inc | +2,151 | 12,949 | $12,466,346 | |
| BATRA | Atlanta Braves Holdings, Inc. | +1,140 | 7,859 | $407,882 | |
| CSCO | Cisco Systems, Inc. | +938 | 5,682 | $667,407 | |
| GLD | Spdr Gold Trust | +552 | 2,260 | $832,538 | |
| BA | Boeing Co | +270 | 2,699 | $584,252 | |
| T | At&T Inc. | +224 | 149,166 | $3,087,736 | |
| VOYG | Voyager Technologies, Inc./TX | +222 | 8,889 | $286,670 | |
| BAC | Bank Of America Corp /De/ | +202 | 20,424 | $1,163,759 | |
| CVX | Chevron Corp | +178 | 12,460 | $2,065,369 | |
| JPM | Jpmorgan Chase & Co | +170 | 13,127 | $4,296,860 | |
| TRGP | Targa Resources Corp. | +153 | 2,692 | $721,832 | |
| PANW | Palo Alto Networks Inc | +114 | 4,935 | $1,682,933 | |
| DIS | Walt Disney Co | +104 | 5,223 | $502,713 | |
| MRK | Merck & Co., Inc. | +97 | 3,136 | $402,976 | |
| LLYVA | Liberty Live Holdings, Inc. | +97 | 15,286 | $1,594,160 | |
| HEI | Heico Corp | +92 | 892 | $317,721 | |
| PWR | Quanta Services, Inc. | +71 | 582 | $419,063 | |
| AVGO | Broadcom Inc. | +55 | 1,931 | $729,435 | |
| UNH | Unitedhealth Group Inc | +50 | 1,168 | $485,455 | |
| IONQ | IonQ, Inc. | +43 | 60,043 | $3,197,890 | |
| ORCL | Oracle Corp | +40 | 3,135 | $459,434 | |
| IRM | Iron Mountain Inc | +30 | 3,672 | $463,810 | |
| FWONA | Liberty Media Corp | +21 | 14,100 | $1,307,090 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SIRI | Sirius Xm Holdings Inc. | −3,750 | 71,648 | $2,116,481 | |
| UBER | Uber Technologies, Inc | −2,502 | 9,424 | $680,035 | |
| SNAP | Snap Inc | −1,429 | 10,102 | $44,852 | |
| LBTYA | Liberty Global Ltd. | −1,151 | 76,443 | $848,066 | |
| LBRDA | Liberty Broadband Corp | −924 | 29,880 | $993,808 | |
| PLTR | Palantir Technologies Inc. | −841 | 2,017 | $235,323 | |
| VEA | Vanguard FTSE Developed Markets ETF | −592 | 3,342 | $238,117 | |
| QQQ | Invesco Qqq Trust, Series 1 | −548 | 1,523 | $1,121,537 | |
| JNJ | Johnson & Johnson | −361 | 6,900 | $1,752,393 | |
| NVDA | Nvidia Corp | −274 | 45,387 | $9,081,484 | |
| AAPL | Apple Inc. | −265 | 168,724 | $48,821,976 | |
| ETN | Eaton Corp plc | −219 | 871 | $371,150 | |
| MSFT | Microsoft Corp | −202 | 10,965 | $4,090,164 | |
| ABBV | AbbVie Inc. | −134 | 1,784 | $448,925 | |
| WMT | Walmart Inc. | −133 | 4,131 | $467,877 | |
| GOOGL | Alphabet Inc. | −53 | 23,625 | $8,402,699 | |
| CMCSA | Comcast Corp | −45 | 494,434 | $12,138,354 | |
| AMZN | Amazon Com Inc | −40 | 25,214 | $6,009,504 | |
| EXPE | Expedia Group, Inc. | −40 | 13,166 | $3,368,916 | |
| QCOM | Qualcomm Inc/De | −37 | 3,147 | $581,534 | |
| COST | Costco Wholesale Corp /New | −26 | 4,250 | $3,975,747 | |
| PH | Parker-Hannifin Corp | −25 | 368 | $359,948 | |
| V | Visa Inc. | −24 | 4,138 | $1,419,706 | |
| CRWD | CrowdStrike Holdings, Inc. | −22 | 2,628 | $2,005,531 | |
| TSLA | Tesla, Inc. | −17 | 12,990 | $5,463,594 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 2,217 | $378,796 | |
| STX | Seagate Technology Holdings plc | 338 | $326,170 | |
| FSBC | Five Star Bancorp | 6,156 | $299,735 | |
| SHBI | Shore Bancshares Inc | 12,339 | $283,180 | |
| HTB | HomeTrust Bancshares, Inc. | 5,404 | $269,605 | |
| APLD | Applied Digital Corp. | 7,000 | $261,100 | |
| UNM | Unum Group | 2,785 | $248,979 | |
| MOG-A | Moog Inc. | 575 | $243,708 | |
| LILA | Liberty Latin America Ltd. | 28,437 | $222,150 | |
| RVMD | Revolution Medicines, Inc. | 1,096 | $205,258 | |
| DXC | DXC Technology Co | 14,844 | $131,369 | |
| AHRT | AH Realty Trust, Inc. | 12,382 | $87,664 | |
| MOMO | Hello Group Inc. | 13,976 | $81,060 | |
| RNW | ReNew Energy Global plc | 11,890 | $74,312 | |
| BRSP | BrightSpire Capital, Inc. | 10,913 | $59,475 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 1,164 | $393,373 | |
| GLIBA | Liberty Capital Corp/NV | 5,975 | $222,329 | |
| PEP | Pepsico Inc | 1,359 | $211,039 | |
| KREF | KKR Real Estate Finance Trust Inc. | 21,554 | $131,910 | |
| WU | Western Union CO | 12,376 | $108,042 | |
| ANGI | Angi Inc. | 14,453 | $99,003 | |
| OSG | Octave Specialty Group Inc | 13,446 | $62,523 | |
| No positions match the current search. | ||||
96 tracked positions ·
$203,172,100 total
· filing declares
179 positions · $614,723,948
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 96 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 168,724 | $48,821,976 | 24.03% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 12,949 | $12,466,346 | 6.14% | |
| CMCSA |
Comcast Corp
Communication Services
|
Reduced | 494,434 | $12,138,354 | 5.97% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 45,387 | $9,081,484 | 4.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 23,625 | $8,402,699 | 4.14% | |
| TXRH |
Texas Roadhouse, Inc.
Consumer Cyclical
|
Held | 35,000 | $6,763,050 | 3.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 25,214 | $6,009,504 | 2.96% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 12,990 | $5,463,594 | 2.69% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 13,940 | $5,047,952 | 2.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 13,127 | $4,296,860 | 2.11% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 7,324 | $4,125,535 | 2.03% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 10,965 | $4,090,164 | 2.01% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 4,250 | $3,975,747 | 1.96% | |
| EXPE |
Expedia Group, Inc.
Consumer Cyclical
|
Reduced | 13,166 | $3,368,916 | 1.66% | |
| IONQ |
IonQ, Inc.
Technology
|
Added | 60,043 | $3,197,890 | 1.57% | |
| T |
At&T Inc.
Communication Services
|
Added | 149,166 | $3,087,736 | 1.52% | |
| FPS |
Forgent Power Solutions, Inc.
Industrials
|
Added | 55,000 | $3,072,300 | 1.51% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 2,873 | $3,059,457 | 1.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 3,235 | $2,415,800 | 1.19% | |
| WBD |
Warner Bros. Discovery, Inc.
Communication Services
|
Reduced | 88,186 | $2,351,038 | 1.16% | |
| SIRI |
Sirius Xm Holdings Inc.
Communication Services
|
Reduced | 71,648 | $2,116,481 | 1.04% | |
| AON |
Aon plc
Financial Services
|
Added | 6,287 | $2,085,335 | 1.03% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,724 | $2,067,817 | 1.02% | |
| CVX |
Chevron Corp
Energy
|
Added | 12,460 | $2,065,369 | 1.02% | |
| CRWD |
CrowdStrike Holdings, Inc.
Technology
|
Reduced | 2,628 | $2,005,531 | 0.99% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 6,900 | $1,752,393 | 0.86% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Added | 4,935 | $1,682,933 | 0.83% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 12,205 | $1,668,667 | 0.82% | |
| LLYVA |
Liberty Live Holdings, Inc.
Communication Services
|
Added | 15,286 | $1,594,160 | 0.78% | |
| USB |
US Bancorp De
Financial Services
|
Held | 23,927 | $1,445,190 | 0.71% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 4,138 | $1,419,706 | 0.70% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 16,838 | $1,368,424 | 0.67% | |
| FWONA |
Liberty Media Corp
Communication Services
|
Added | 14,100 | $1,307,090 | 0.64% | |
| GE |
General Electric Co
Industrials
|
Held | 3,178 | $1,187,713 | 0.58% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 20,424 | $1,163,759 | 0.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,523 | $1,121,537 | 0.55% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 855 | $1,004,505 | 0.49% | |
| LBRDA |
Liberty Broadband Corp
Communication Services
|
Reduced | 29,880 | $993,808 | 0.49% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 2,781 | $980,803 | 0.48% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 3,472 | $938,516 | 0.46% | |
| LBTYA |
Liberty Global Ltd.
Communication Services
|
Reduced | 76,443 | $848,066 | 0.42% | |
| GLD |
Spdr Gold Trust
|
Added | 2,260 | $832,538 | 0.41% | |
| INTC |
Intel Corp
Technology
|
Held | 5,325 | $743,529 | 0.37% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 1,931 | $729,435 | 0.36% | |
| TRGP |
Targa Resources Corp.
Energy
|
Added | 2,692 | $721,832 | 0.36% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 2,154 | $721,202 | 0.35% | |
| VSNT |
Versant Media Group, Inc.
Communication Services
|
Held | 19,773 | $712,025 | 0.35% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,420 | $680,528 | 0.33% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 9,424 | $680,035 | 0.33% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 5,682 | $667,407 | 0.33% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.