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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 10 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AMAT APPLIED MATLS INC Technology 9,903.0 $3.4M 0.10% -3K -25.9% $347.59 +23.0%
182 GS GOLDMAN SACHS GROUP INC Financial Services 3,969.0 $3.4M 0.10% +728.0 +22.5% $849.19 +16.4%
183 XLK SELECT SECTOR SPDR TR 24,976.0 $3.3M 0.09% +6K +31.7% $133.98 +33.3%
184 IWF ISHARES TR 7,678.0 $3.3M 0.09% -357.0 -4.4% $426.41 -70.8%
185 LMBS FIRST TR EXCHANGE-TRADED FD 64,360.0 $3.2M 0.09% -3K -4.8% $49.81 -0.4%
186 ICVT ISHARES TR 30,711.0 $3.1M 0.09% +28K +1140.8% $101.79 +15.9%
187 BIL SPDR SERIES TRUST 34,099.0 $3.1M 0.09% -30K -46.7% $91.64 -0.1%
188 JBHT HUNT J B TRANS SVCS INC Industrials 14,566.0 $3.1M 0.09% +13K +711.5% $211.90 +22.3%
189 GEV GE VERNOVA INC Utilities 3,415.0 $3.0M 0.09% -262.0 -7.1% $886.77 +17.7%
190 DGRO ISHARES TR 42,680.0 $3.0M 0.09% +27K +180.2% $70.18 +5.7%
191 VGSH VANGUARD SCOTTSDALE FDS 50,756.0 $3.0M 0.08% +11K +26.1% $58.54 -0.5%
192 AVUS AMERICAN CENTY ETF TR 26,360.0 $2.9M 0.08% -34K -56.6% $111.18 +12.6%
193 MCK MCKESSON CORP Healthcare 3,451.0 $2.9M 0.08% +815.0 +30.9% $844.03 -9.2%
194 IJR ISHARES TR 23,263.0 $2.9M 0.08% -5K -17.0% $124.31 +9.6%
195 BCSF BAIN CAP SPECIALTY FIN INC Financial Services 230,050.0 $2.9M 0.08% +225K +4501.0% $12.40 +7.3%
196 CGDV CAPITAL GROUP DIVIDEND VALUE 66,840.0 $2.9M 0.08% +58K +665.8% $42.66 +12.2%
197 SPGI S&P GLOBAL INC Financial Services 6,667.0 $2.8M 0.08% -1K -14.7% $425.23 -1.9%
198 GE GE AEROSPACE Industrials 9,987.0 $2.8M 0.08% $283.79 +6.3%
199 C CITIGROUP INC Financial Services 24,961.0 $2.8M 0.08% -21K -45.5% $113.41 +10.4%
200 CB CHUBB LTD SWITZ Financial Services 8,666.0 $2.8M 0.08% +4K +82.8% $325.20 +1.6%
Page 10 of 189  ·  3,766 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%