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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 16 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 WMB WILLIAMS COS INC Energy 24,092.0 $1.4M 0.04% NEW $60.11 +30.5%
302 HEICO CORP NEW 5,670.0 $1.4M 0.04% NEW $252.42
303 COP CONOCOPHILLIPS Energy 15,317.0 $1.4M 0.04% NEW $93.20 +29.3%
304 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 38,554.0 $1.4M 0.04% NEW $37.00 -11.1%
305 VTES VANGUARD WELLINGTON FD 13,925.0 $1.4M 0.04% NEW $101.58 -0.7%
306 SOXX ISHARES TR 4,683.0 $1.4M 0.04% NEW $301.15 +78.4%
307 ASTRAZENECA PLC 15,176.0 $1.4M 0.04% NEW $91.93
308 BITB BITWISE BITCOIN ETF TR Financial Services 29,205.0 $1.4M 0.04% NEW $47.56 -13.5%
309 NOC NORTHROP GRUMMAN CORP Industrials 2,411.0 $1.4M 0.04% NEW $570.18 -2.6%
310 URI UNITED RENTALS INC Industrials 1,694.0 $1.4M 0.04% NEW $809.47 +16.0%
311 PNC PNC FINL SVCS GROUP INC Financial Services 6,543.0 $1.4M 0.04% NEW $208.75 +5.0%
312 IXUS ISHARES TR 16,082.0 $1.4M 0.04% NEW $84.64 +12.2%
313 ITW ILLINOIS TOOL WKS INC Industrials 5,519.0 $1.4M 0.04% NEW $246.30 +2.4%
314 QYLD GLOBAL X FDS 76,915.0 $1.4M 0.04% NEW $17.67 +1.2%
315 FIRST TR EXCHANGE TRADED FD 65,200.0 $1.4M 0.04% NEW $20.82
316 VV VANGUARD INDEX FDS 4,304.0 $1.4M 0.04% NEW $314.80 +9.0%
317 JMUB J P MORGAN EXCHANGE TRADED FD MUNICIPAL ETF 26,754.0 $1.4M 0.04% NEW $50.50 -1.0%
318 SHOP SHOPIFY INC Technology 8,308.0 $1.3M 0.04% NEW $160.97 -36.0%
319 FMHI FIRST TR EXCH TRADED FD III 27,494.0 $1.3M 0.04% NEW $47.93 -0.6%
320 TGT TARGET CORP Consumer Defensive 13,465.0 $1.3M 0.04% NEW $97.75 +28.5%
Page 16 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%