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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 12 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SYK STRYKER CORPORATION Healthcare 7,835.0 $2.6M 0.07% +3K +73.7% $328.59 -2.2%
222 MO ALTRIA GROUP INC Consumer Defensive 38,675.0 $2.6M 0.07% +11K +38.5% $66.42 +11.0%
223 EEM ISHARES TR 44,302.0 $2.5M 0.07% +37K +523.3% $56.79 +16.3%
224 WEC WEC ENERGY GROUP INC Utilities 21,723.0 $2.5M 0.07% +15K +216.4% $115.70 -4.4%
225 VMC VULCAN MATLS CO Basic Materials 9,181.0 $2.5M 0.07% -1K -12.0% $272.32 -3.3%
226 SBUX STARBUCKS CORP Consumer Cyclical 27,762.0 $2.5M 0.07% +8K +39.2% $89.59 +18.9%
227 BX BLACKSTONE INC Financial Services 21,601.0 $2.5M 0.07% +403.0 +1.9% $115.00 +3.1%
228 PAYX PAYCHEX INC Industrials 26,867.0 $2.5M 0.07% +23K +553.9% $92.12 +2.3%
229 LRCX LAM RESEARCH CORP Technology 11,515.0 $2.5M 0.07% +5K +83.4% $213.65 +41.5%
230 ROP ROPER TECHNOLOGIES INC Industrials 6,931.0 $2.5M 0.07% +4K +176.9% $353.86 -7.1%
231 VONG VANGUARD SCOTTSDALE FDS 22,277.0 $2.4M 0.07% -135K -85.8% $109.69 +17.0%
232 TLH ISHARES TR 24,175.0 $2.4M 0.07% -28K -53.4% $100.72 -2.4%
233 FTSM FIRST TR EXCHANGE-TRADED FD 40,528.0 $2.4M 0.07% -13K -24.4% $59.78 +0.2%
234 FVD FIRST TR EXCHANGE-TRADED FD 51,351.0 $2.4M 0.07% -1K -2.4% $47.03 +1.4%
235 TLT ISHARES TR 27,585.0 $2.4M 0.07% -30K -52.2% $86.69 -2.9%
236 VHT VANGUARD WORLD FD 8,776.0 $2.4M 0.07% +2K +34.2% $272.31 +1.6%
237 TFX TELEFLEX INCORPORATED Healthcare 19,836.0 $2.4M 0.07% $119.61 +13.0%
238 SCHW SCHWAB CHARLES CORP Financial Services 24,694.0 $2.3M 0.07% -9K -25.7% $93.98 -4.1%
239 SPYM SPDR SERIES TRUST 30,216.0 $2.3M 0.07% +25K +536.8% $76.54 +14.2%
240 LOW LOWES COS INC Consumer Cyclical 9,759.0 $2.3M 0.07% +261.0 +2.8% $236.27 -8.0%
Page 12 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%