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Portfolio (Quarterly) Guide ↗

Arax Advisory Partners

· CIK 0001586767
13F Portfolio $3.4B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4075 New
Page 15 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 GD GENERAL DYNAMICS CORP Industrials 4,779.0 $1.6M 0.05% NEW $336.62 +1.9%
282 FDVV FIDELITY COVINGTON TRUST 28,279.0 $1.6M 0.05% NEW $56.69 +7.1%
283 CENCORA INC 4,733.0 $1.6M 0.05% NEW $337.77
284 NOW SERVICENOW INC Technology 10,375.0 $1.6M 0.05% NEW $153.19 -33.3%
285 XUSP INNOVATOR ETFS TRUST 33,408.0 $1.6M 0.05% NEW $47.50 +10.8%
286 SYK STRYKER CORPORATION Healthcare 4,512.0 $1.6M 0.05% NEW $351.44 -9.9%
287 IUSG ISHARES TR 9,368.0 $1.6M 0.05% NEW $167.93 +11.1%
288 TDG TRANSDIGM GROUP INC Industrials 1,170.0 $1.6M 0.04% NEW $1330.53 -8.8%
289 GM GENERAL MTRS CO Consumer Cyclical 18,931.0 $1.5M 0.04% NEW $81.32 -3.1%
290 FSTA FIDELITY COVINGTON TRUST 31,120.0 $1.5M 0.04% NEW $49.19 +8.8%
291 CASY CASEYS GEN STORES INC Consumer Cyclical 2,759.0 $1.5M 0.04% NEW $552.77 +49.3%
292 FIRST TR EXCHANGE-TRADED FD 54,893.0 $1.5M 0.04% NEW $27.74
293 COF CAPITAL ONE FINL CORP Financial Services 6,262.0 $1.5M 0.04% NEW $242.36 -22.5%
294 AIQ GLOBAL X FDS 29,467.0 $1.5M 0.04% NEW $50.86 +23.5%
295 CB CHUBB LIMITED Financial Services 4,741.0 $1.5M 0.04% NEW $312.10 +5.1%
296 LIN LINDE PLC Basic Materials 3,464.0 $1.5M 0.04% NEW $426.42 +21.4%
297 APD AIR PRODS & CHEMS INC Basic Materials 6,063.0 $1.5M 0.04% NEW $242.79 +19.2%
298 FUTY FIDELITY COVINGTON TRUST 26,627.0 $1.5M 0.04% NEW $55.22 +6.2%
299 VGIT VANGUARD SCOTTSDALE FDS 24,499.0 $1.5M 0.04% NEW $59.93 -2.0%
300 XLE SELECT SECTOR SPDR TR 32,731.0 $1.5M 0.04% NEW $44.71 +33.1%
Page 15 of 204  ·  4,075 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 25.8%
Technology 25.4%
Healthcare 10.8%
Consumer Cyclical 9.2%
Industrials 7.7%
Communication Services 7.6%
Consumer Defensive 4.5%
Energy 3.1%
Utilities 2.7%
Basic Materials 1.7%