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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 5 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BND VANGUARD BD INDEX FDS 37,670.0 $2.8M 0.08% -37K -49.6% $73.64 -1.0%
82 CLOX ELDRIDGE AAA CLO ETF 106,406.0 $2.7M 0.08% -4K -3.6% $25.57 +0.1%
83 HDV ISHARES TR 19,945.0 $2.7M 0.08% -8K -27.4% $135.72 -79.6%
84 WCN WASTE CONNECTIONS INC Industrials 16,512.0 $2.7M 0.08% -2K -9.3% $162.44 -3.4%
85 CAT CATERPILLAR INC Industrials 3,778.0 $2.7M 0.08% -291.0 -7.2% $708.40 +22.2%
86 MTUM ISHARES TR 11,129.0 $2.7M 0.07% -3K -23.9% $239.99 +25.9%
87 MMLG FIRST TR EXCHNG TRADED FD VI 84,416.0 $2.6M 0.07% -8K -8.6% $31.35 +15.2%
88 VMC VULCAN MATLS CO Basic Materials 9,181.0 $2.5M 0.07% -1K -12.0% $272.32 -3.3%
89 VONG VANGUARD SCOTTSDALE FDS 22,277.0 $2.4M 0.07% -135K -85.8% $109.69 +17.0%
90 TLH ISHARES TR 24,175.0 $2.4M 0.07% -28K -53.4% $100.72 -2.4%
91 FTSM FIRST TR EXCHANGE-TRADED FD 40,528.0 $2.4M 0.07% -13K -24.4% $59.78 +0.2%
92 FVD FIRST TR EXCHANGE-TRADED FD 51,351.0 $2.4M 0.07% -1K -2.4% $47.03 +1.4%
93 TLT ISHARES TR 27,585.0 $2.4M 0.07% -30K -52.2% $86.69 -2.9%
94 SCHW SCHWAB CHARLES CORP Financial Services 24,694.0 $2.3M 0.07% -9K -25.7% $93.98 -4.1%
95 PM PHILIP MORRIS INTL INC Consumer Defensive 13,799.0 $2.3M 0.06% -8K -35.9% $165.33 +14.1%
96 SPTS SPDR SERIES TRUST 77,637.0 $2.3M 0.06% -5K -6.2% $29.18 -0.6%
97 ADI ANALOG DEVICES INC Technology 7,052.0 $2.3M 0.06% -1K -14.8% $320.28 +20.0%
98 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 24,424.0 $2.3M 0.06% -59K -70.6% $92.30 +0.0%
99 SHW SHERWIN WILLIAMS CO Basic Materials 6,941.0 $2.2M 0.06% -497.0 -6.7% $320.54 -4.0%
100 ASML ASML HLDG NV Technology 1,666.0 $2.2M 0.06% -1K -42.8% $1328.63 +19.8%
Page 5 of 73  ·  1,460 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%