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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 7 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 UPS UNITED PARCEL SVCS INC Industrials 15,942.0 $1.6M 0.04% -22K -58.4% $98.38 +2.7%
122 CIEN CIENA CORP Technology 3,955.0 $1.5M 0.04% -478.0 -10.8% $388.23 +50.4%
123 LIN LINDE PLC Basic Materials 3,045.0 $1.5M 0.04% -419.0 -12.1% $496.75 +4.2%
124 WDC WESTERN DIGITAL CORP Technology 5,574.0 $1.5M 0.04% -959.0 -14.7% $270.49 +79.0%
125 EMR EMERSON ELEC CO Industrials 11,179.0 $1.5M 0.04% -11K -49.5% $131.02 +4.1%
126 MPC MARATHON PETE CORP Energy 5,983.0 $1.5M 0.04% -1K -19.9% $244.35 +4.2%
127 CRWD CROWDSTRIKE HLDGS INC Technology 3,680.0 $1.4M 0.04% -4K -50.1% $392.74 +68.9%
128 GD GENERAL DYNAMICS CORP Industrials 4,196.0 $1.4M 0.04% -583.0 -12.2% $343.18 -0.1%
129 DIS DISNEY WALT CO Communication Services 14,712.0 $1.4M 0.04% -23K -60.9% $96.38 +6.9%
130 IUSG ISHARES TR 9,095.0 $1.4M 0.04% -273.0 -2.9% $155.10 +20.3%
131 TGT TARGET CORP Consumer Defensive 11,426.0 $1.4M 0.04% -2K -15.1% $121.03 +3.8%
132 CAH CARDINAL HEALTH INC Healthcare 6,624.0 $1.4M 0.04% -6K -49.5% $203.90 -1.6%
133 XDSQ INNOVATOR ETFS TRUST 33,789.0 $1.3M 0.04% -6K -14.9% $39.58 +7.7%
134 CTAS CINTAS CORP Industrials 7,658.0 $1.3M 0.04% -1K -13.7% $169.12 +2.3%
135 BA BOEING CO Industrials 6,465.0 $1.3M 0.04% -4K -36.7% $200.27 +9.4%
136 MDT MEDTRONIC PLC Healthcare 15,381.0 $1.3M 0.04% -12K -43.8% $84.04 -6.5%
137 NOC NORTHROP GRUMMAN CORP Industrials 1,808.0 $1.2M 0.04% -603.0 -25.0% $682.20 -18.6%
138 CBRE CBRE GROUP INC Real Estate 9,043.0 $1.2M 0.04% -1K -11.4% $135.76 -3.5%
139 FTEC FIDELITY COVINGTON TRUST 5,872.0 $1.2M 0.03% -10K -62.7% $208.03 +32.8%
140 FMHI FIRST TR EXCH TRADED FD III 25,587.0 $1.2M 0.03% -2K -6.9% $47.54 +0.3%
Page 7 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%