AIRE ADVISORS, LLC

CIK

1908177

Location

BEVERLY HILLS, CA

Portfolio Value

Small $165,708,572

Diversification

Diversified

Filing Date

Global Rank

#4,606 / 8,603 ▲ 81 · as of Mar 2026

Top Industry

Consumer Electronics 26.5%

3Y Alpha vs SPY

-1.7%

Period ended 3 months ago

Filed May 6, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

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

Cloned portfolio

+68.9%

SPY

+76.5%

Annualised alpha

-1.8%

Max drawdown

−20.6%

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

82 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

25.9%

−1.2 pts

Top 5

45.9%

−1.5 pts

Top 10

60.1%

−2.5 pts

HHI

877

Diversified−64

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	37.6%	$62,372,605	16
Communication Services	20.5%	$34,013,478	14
Consumer Cyclical	13.0%	$21,528,212	8
Financial Services	9.7%	$16,059,849	12
Healthcare	5.6%	$9,336,451	6
Industrials	4.9%	$8,152,786	14
Consumer Defensive	3.8%	$6,282,231	4
Unclassified	2.4%	$4,021,767	3
Energy	1.9%	$3,177,748	2
Real Estate	0.3%	$503,903	2
Basic Materials	0.2%	$259,542	1

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
PANW	Palo Alto Networks Inc	+1,189	4,821	$772,902
AVGO	Broadcom Inc.	+837	1,876	$580,640
PLTR	Palantir Technologies Inc.	+677	2,858	$418,068
AMZN	Amazon Com Inc	+574	25,254	$5,259,650
CRWD	CrowdStrike Holdings, Inc.	+553	2,650	$258,646
NFLX	Netflix Inc	+510	8,040	$773,046
BA	Boeing Co	+440	2,429	$483,443
MSFT	Microsoft Corp	+421	11,167	$4,133,688
GOOGL	Alphabet Inc.	+367	13,749	$3,953,662
WMT	Walmart Inc.	+342	4,264	$529,929
JPM	Jpmorgan Chase & Co	+336	12,957	$3,811,431
CVX	Chevron Corp	+316	12,282	$2,541,145
CSCO	Cisco Systems, Inc.	+311	4,744	$368,086
SPY	Spdr S&P 500 ETF Trust	+261	3,216	$2,091,493
TSLA	Tesla, Inc.	+174	13,007	$4,835,352
T	At&T Inc.	+171	148,942	$4,317,828
VRT	Vertiv Holdings Co	+150	2,170	$543,758
V	Visa Inc.	+138	4,162	$1,257,922
KO	Coca Cola Co	+105	16,838	$1,280,529
ABBV	AbbVie Inc.	+103	1,918	$417,145
CMCSA	Comcast Corp	+101	494,479	$14,196,492
MRK	Merck & Co., Inc.	+83	3,039	$365,561
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+83	1,164	$393,373
IBM	International Business Machines Corp	+66	2,400	$581,736
IRM	Iron Mountain Inc	+50	3,642	$371,993
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
TXRH	Texas Roadhouse, Inc.	−4,000	35,000	$5,779,900
INTC	Intel Corp	−2,396	5,325	$234,992
UBER	Uber Technologies, Inc	−2,007	11,926	$857,837
NVDA	Nvidia Corp	−1,529	45,661	$7,963,278
AAPL	Apple Inc.	−1,288	168,989	$42,887,718
WBD	Warner Bros. Discovery, Inc.	−1,130	88,190	$2,421,697
JNJ	Johnson & Johnson	−920	7,261	$1,774,878
BRK-B	Berkshire Hathaway Inc	−627	10,788	$5,169,609
RIVN	Rivian Automotive, Inc. / DE	−597	10,150	$152,757
COST	Costco Wholesale Corp /New	−343	4,276	$4,260,734
VOYG	Voyager Technologies, Inc./TX	−249	8,667	$202,721
UNH	Unitedhealth Group Inc	−227	1,118	$302,519
LBTYA	Liberty Global Ltd.	−146	20,594	$248,981
ETN	Eaton Corp plc	−133	1,090	$389,860
HD	Home Depot, Inc.	−70	2,791	$917,931
BAC	Bank Of America Corp /De/	−49	20,222	$985,822
HEI	Heico Corp	−9	800	$219,360
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
FPS	Forgent Power Solutions, Inc.	35,000	$1,024,450
VSNT	Versant Media Group, Inc.	19,773	$731,996
GS	Goldman Sachs Group Inc	550	$465,294
LHX	L3harris Technologies, Inc. /De/	1,140	$393,471
CIEN	Ciena Corp	841	$326,501
PWR	Quanta Services, Inc.	511	$280,549
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
SNAP	Snap Inc	11,531	$53,042
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	7,319	$283,464
PLSE	Pulse Biosciences, Inc.	14,413	$197,890
NKLR	Terra Innovatum Global N.V.	42,125	$194,617
KODK	Eastman Kodak Co	16,240	$137,390
LAC	Lithium Americas Corp.	29,747	$129,696
PCT	PureCycle Technologies, Inc.	12,459	$107,022
EOLS	Evolus, Inc.	11,441	$76,082
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

82 positions · $165,708,572 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 82 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	168,989	-1,288	$42,887,718	−7.4%	25.88%
CMCSA	Comcast Corp Communication Services	Added	494,479	+101	$14,196,492	+2.5%	8.57%
NVDA	Nvidia Corp Technology	Reduced	45,661	-1,529	$7,963,278	−9.5%	4.81%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Reduced	35,000	-4,000	$5,779,900	−10.7%	3.49%
AMZN	Amazon Com Inc Consumer Cyclical	Added	25,254	+574	$5,259,650	−7.7%	3.17%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	10,788	-627	$5,169,609	−9.9%	3.12%
AMGN	Amgen Inc Healthcare	Added	13,926	+37	$4,899,863	+7.8%	2.96%
TSLA	Tesla, Inc. Consumer Cyclical	Added	13,007	+174	$4,835,352	−16.2%	2.92%
T	At&T Inc. Communication Services	Added	148,942	+171	$4,317,828	+16.8%	2.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,276	-343	$4,260,734	+7.0%	2.57%
META	Meta Platforms, Inc. Communication Services	Added	7,339	+40	$4,198,862	−12.9%	2.53%
MSFT	Microsoft Corp Technology	Added	11,167	+421	$4,133,688	−20.5%	2.49%
GOOGL	Alphabet Inc. Communication Services	Added	13,749	+367	$3,953,662	−5.6%	2.39%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,957	+336	$3,811,431	−6.3%	2.30%
EXPE	Expedia Group, Inc. Consumer Cyclical	Added	13,206	+17	$3,049,133	−18.4%	1.84%
CVX	Chevron Corp Energy	Added	12,282	+316	$2,541,145	+39.3%	1.53%
WBD	Warner Bros. Discovery, Inc. Communication Services	Reduced	88,190	-1,130	$2,421,697	−5.9%	1.46%
SPY	Spdr S&P 500 ETF Trust	Added	3,216	+261	$2,091,493	+3.8%	1.26%
CAT	Caterpillar Inc Industrials	Added	2,878	+10	$2,038,947	+24.1%	1.23%
AON	Aon plc Financial Services	Added	6,273	+16	$2,024,798	−8.3%	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	7,261	-920	$1,774,878	+4.8%	1.07%
SIRI	Sirius Xm Holdings Inc. Communication Services	Held	75,398	0	$1,740,185	+15.4%	1.05%
IONQ	IonQ, Inc. Technology	Held	60,000	0	$1,729,800	−35.7%	1.04%
LLY	ELI LILLY & Co Healthcare	Added	1,714	+21	$1,576,485	−13.4%	0.95%
KO	Coca Cola Co Consumer Defensive	Added	16,838	+105	$1,280,529	+9.5%	0.77%
V	Visa Inc. Financial Services	Added	4,162	+138	$1,257,922	−10.9%	0.76%
USB	US Bancorp De Financial Services	Added	23,927	+36	$1,244,443	−2.4%	0.75%
QQQ	Invesco Qqq Trust, Series 1	Added	2,071	+27	$1,195,339	−4.8%	0.72%
MCD	Mcdonalds Corp Consumer Cyclical	Added	3,474	+18	$1,079,684	+2.2%	0.65%
FPS	Forgent Power Solutions, Inc. Industrials	NEW	35,000	NEW	$1,024,450	NEW	0.62%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	20,222	-49	$985,822	−11.6%	0.59%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,791	-70	$917,931	−6.8%	0.55%
GE	General Electric Co Industrials	Added	3,178	+18	$901,821	−7.4%	0.54%
UBER	Uber Technologies, Inc Technology	Reduced	11,926	-2,007	$857,837	−24.6%	0.52%
NFLX	Netflix Inc Communication Services	Added	8,040	+510	$773,046	+9.5%	0.47%
PANW	Palo Alto Networks Inc Technology	Added	4,821	+1,189	$772,902	+15.5%	0.47%
GEV	GE Vernova Inc. Industrials	Added	844	+7	$736,727	+34.7%	0.44%
GLD	Spdr Gold Trust	Added	1,708	+39	$734,935	+11.1%	0.44%
VSNT	Versant Media Group, Inc. Communication Services	NEW	19,773	NEW	$731,996	NEW	0.44%
TRGP	Targa Resources Corp. Energy	Added	2,539	+3	$636,603	+36.1%	0.38%
IBM	International Business Machines Corp Technology	Added	2,400	+66	$581,736	−15.9%	0.35%
AVGO	Broadcom Inc. Technology	Added	1,876	+837	$580,640	+61.5%	0.35%
VRT	Vertiv Holdings Co Industrials	Added	2,170	+150	$543,758	+66.2%	0.33%
WMT	Walmart Inc. Consumer Defensive	Added	4,264	+342	$529,929	+21.3%	0.32%
DIS	Walt Disney Co Communication Services	Added	5,119	+7	$493,369	−15.2%	0.30%
BA	Boeing Co Industrials	Added	2,429	+440	$483,443	+11.9%	0.29%
GS	Goldman Sachs Group Inc Financial Services	NEW	550	NEW	$465,294	NEW	0.28%
ORCL	Oracle Corp Technology	Added	3,095	+46	$455,305	−23.4%	0.27%
SCI	Service Corp International Consumer Cyclical	Held	5,500	0	$453,805	+5.8%	0.27%
AXP	American Express Co Financial Services	Added	1,492	+12	$451,300	−17.6%	0.27%