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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 11 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FVD FIRST TR EXCHANGE-TRADED FD 52,626.0 $2.4M 0.07% NEW $46.08 +3.4%
202 SPTS SPDR SERIES TRUST 82,803.0 $2.4M 0.07% NEW $29.28 -0.9%
203 DUK DUKE ENERGY CORP NEW Utilities 20,674.0 $2.4M 0.07% NEW $117.21 +6.4%
204 SHW SHERWIN WILLIAMS CO Basic Materials 7,438.0 $2.4M 0.07% NEW $324.03 -5.0%
205 GEV GE VERNOVA INC Utilities 3,677.0 $2.4M 0.07% NEW $653.72 +59.7%
206 VGSH VANGUARD SCOTTSDALE FDS 40,238.0 $2.4M 0.07% NEW $58.73 -0.9%
207 BKNG BOOKING HOLDINGS INC Consumer Cyclical 440.0 $2.4M 0.07% NEW $5355.38 -97.0%
208 CAT CATERPILLAR INC Industrials 4,069.0 $2.3M 0.07% NEW $572.86 +51.2%
209 SDY SPDR SERIES TRUST 16,628.0 $2.3M 0.07% NEW $139.16 +6.9%
210 NRG NRG ENERGY INC Utilities 14,493.0 $2.3M 0.07% NEW $159.24 -14.0%
211 LOW LOWES COS INC Consumer Cyclical 9,498.0 $2.3M 0.07% NEW $241.16 -9.9%
212 DHR DANAHER CORPORATION Healthcare 9,930.0 $2.3M 0.07% NEW $228.91 -24.3%
213 IEMG ISHARES INC 33,787.0 $2.3M 0.07% NEW $67.22 +19.9%
214 BERKSHIRE HATHAWAY INC DEL 3.0 $2.3M 0.07% NEW $754800.00
215 SATS ECHOSTAR CORP Technology 20,691.0 $2.2M 0.07% NEW $108.70 +30.4%
216 ADI ANALOG DEVICES INC Technology 8,282.0 $2.2M 0.07% NEW $271.19 +41.7%
217 INTU INTUIT Technology 3,367.0 $2.2M 0.07% NEW $662.41 -53.6%
218 BA BOEING CO Industrials 10,212.0 $2.2M 0.07% NEW $217.14 +1.1%
219 TMUS T-MOBILE US INC Communication Services 10,895.0 $2.2M 0.06% NEW $203.06 -6.4%
220 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 6,401.0 $2.2M 0.06% NEW $342.91 +13.7%
Page 11 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%