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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 17 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 COF CAPITAL ONE FINL CORP Financial Services 8,840.0 $1.6M 0.05% +3K +41.2% $182.57 +2.2%
322 PANW PALO ALTO NETWORKS INC Technology 10,045.0 $1.6M 0.04% +781.0 +8.4% $160.31 +57.8%
323 VRT VERTIV HOLDINGS CO Industrials 6,235.0 $1.6M 0.04% +2K +46.6% $257.83 +22.4%
324 FUTY FIDELITY COVINGTON TRUST 27,066.0 $1.6M 0.04% +439.0 +1.6% $59.07 -1.5%
325 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,259.0 $1.6M 0.04% +819.0 +186.1% $1261.86 -87.3%
326 EWZ ISHARES INC 41,077.0 $1.6M 0.04% +41K +10000.0% $38.39 -3.6%
327 VTES VANGUARD WELLINGTON FD 15,543.0 $1.6M 0.04% +2K +11.6% $101.14 -0.4%
328 UPS UNITED PARCEL SVCS INC Industrials 15,942.0 $1.6M 0.04% -22K -58.4% $98.38 +0.5%
329 FXL FIRST TR EXCHANGE-TRADED FD 9,860.0 $1.6M 0.04% +102.0 +1.1% $158.87 +23.4%
330 SJM SMUCKER J M CO Consumer Defensive 16,230.0 $1.6M 0.04% +16K +8817.6% $96.44 +4.2%
331 NOW SERVICENOW INC Technology 14,870.0 $1.5M 0.04% +4K +43.3% $104.10 -4.2%
332 CIEN CIENA CORP Technology 3,955.0 $1.5M 0.04% -478.0 -10.8% $388.23 +51.3%
333 SCHM SCHWAB STRATEGIC TR 49,534.0 $1.5M 0.04% +8K +20.3% $30.96 +11.6%
334 FIRST TR EXCHANGE-TRADED FD 57,586.0 $1.5M 0.04% +3K +4.9% $26.56
335 UBER UBER TECHNOLOGIES INC Technology 21,212.0 $1.5M 0.04% +140.0 +0.7% $72.08 +3.5%
336 SEIC SEI INVTS CO Financial Services 19,319.0 $1.5M 0.04% +18K +1675.6% $78.47 +15.7%
337 LIN LINDE PLC Basic Materials 3,045.0 $1.5M 0.04% -419.0 -12.1% $496.75 +3.6%
338 WDC WESTERN DIGITAL CORP Technology 5,574.0 $1.5M 0.04% -959.0 -14.7% $270.49 +69.9%
339 CPT CAMDEN PPTY TR Real Estate 15,245.0 $1.5M 0.04% +13K +480.5% $97.66 +8.7%
340 XUSP INNOVATOR ETFS TRUST 33,445.0 $1.5M 0.04% $44.16 +18.4%
Page 17 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%