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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.5B AUM 3,772 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 407 New 1542 Added 1460 Reduced 716 Exited
Page 6 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEMG ISHARES INC 52,323.0 $3.7M 0.10% +19K +54.9% $70.46 +14.4%
102 CIBR FIRST TR EXCHANGE-TRADED FD 56,635.0 $3.5M 0.10% +4K +6.6% $62.68 +31.1%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 24,066.0 $3.5M 0.10% +9K +55.5% $145.98 -6.0%
104 GS GOLDMAN SACHS GROUP INC Financial Services 3,969.0 $3.4M 0.10% +728.0 +22.5% $849.19 +16.4%
105 XLK SELECT SECTOR SPDR TR 24,976.0 $3.3M 0.09% +6K +31.7% $133.98 +33.3%
106 ICVT ISHARES TR 30,711.0 $3.1M 0.09% +28K +1140.8% $101.79 +15.9%
107 JBHT HUNT J B TRANS SVCS INC Industrials 14,566.0 $3.1M 0.09% +13K +711.5% $211.90 +22.3%
108 DGRO ISHARES TR 42,680.0 $3.0M 0.09% +27K +180.2% $70.18 +5.7%
109 VGSH VANGUARD SCOTTSDALE FDS 50,756.0 $3.0M 0.08% +11K +26.1% $58.54 -0.5%
110 MCK MCKESSON CORP Healthcare 3,451.0 $2.9M 0.08% +815.0 +30.9% $844.03 -9.2%
111 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 230,050.0 $2.9M 0.08% +225K +4501.0% $12.40 +7.3%
112 CGDV CAPITAL GROUP DIVIDEND VALUE 66,840.0 $2.9M 0.08% +58K +665.8% $42.66 +12.2%
113 CB CHUBB LTD SWITZ Financial Services 8,666.0 $2.8M 0.08% +4K +82.8% $325.20 +1.6%
114 PROP PRAIRIE OPER CO Financial Services 1,386,533.0 $2.8M 0.08% +1.4M +10000.0% $2.03 -58.9%
115 HSY HERSHEY CO Consumer Defensive 13,316.0 $2.8M 0.08% +13K +2384.3% $207.89 -8.4%
116 SDY SPDR SERIES TRUST 18,927.0 $2.8M 0.08% +2K +13.8% $145.94 +1.9%
117 BDX BECTON DICKINSON & CO Healthcare 17,559.0 $2.8M 0.08% +8K +77.3% $156.82 -6.7%
118 USHY ISHARES TR 74,724.0 $2.8M 0.08% +57K +329.1% $36.84 +0.4%
119 VGT VANGUARD WORLD FD 3,942.0 $2.8M 0.08% +2K +62.6% $697.69 -83.6%
120 VV VANGUARD INDEX FDS 8,947.0 $2.7M 0.07% +5K +107.9% $298.85 +14.3%
Page 6 of 78  ·  1,542 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
Financial Services 28.8%
Technology 20.9%
Healthcare 10.7%
Industrials 9.7%
Consumer Cyclical 8.4%
Communication Services 6.7%
Consumer Defensive 5.1%
Energy 3.6%
Utilities 2.5%
Real Estate 2.0%