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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 5 of 204  ·  4,075 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAI BLACKROCK ETF TRUST 267,829.0 $8.9M 0.26% NEW $33.30 +42.6%
82 SDVY FIRST TR EXCHANGE-TRADED FD 229,116.0 $8.8M 0.26% NEW $38.32 +7.9%
83 COST COSTCO WHSL CORP NEW Consumer Defensive 10,142.0 $8.7M 0.26% NEW $862.35 +21.8%
84 SPEM SPDR INDEX SHS FDS 185,754.0 $8.7M 0.25% NEW $46.81 +9.1%
85 QQQM INVESCO EXCH TRADED FD TR II 33,896.0 $8.6M 0.25% NEW $252.92 +16.3%
86 ITOT ISHARES TR 55,495.0 $8.3M 0.24% NEW $148.69 +9.1%
87 DFAI DIMENSIONAL ETF TRUST 212,796.0 $8.1M 0.24% NEW $38.11 +9.1%
88 VBR VANGUARD INDEX FDS 37,828.0 $8.0M 0.23% NEW $211.79 +9.0%
89 VTEB VANGUARD MUN BD FDS 158,963.0 $8.0M 0.23% NEW $50.29 -0.9%
90 MCD MCDONALDS CORP Consumer Cyclical 25,886.0 $7.9M 0.23% NEW $305.63 -7.0%
91 XSOE WISDOMTREE TR 199,037.0 $7.8M 0.23% NEW $39.02 +20.4%
92 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 83,158.0 $7.6M 0.22% NEW $91.20 +1.3%
93 BINC BLACKROCK ETF TRUST II 142,790.0 $7.5M 0.22% NEW $52.77 -1.1%
94 BUFR FIRST TR EXCHNG TRADED FD VI 206,931.0 $7.1M 0.21% NEW $34.26 +5.7%
95 RTX RTX CORPORATION Industrials 37,718.0 $6.9M 0.20% NEW $183.40 -4.7%
96 IVE ISHARES TR 32,461.0 $6.9M 0.20% NEW $212.07 +6.6%
97 FLXR TCW ETF TRUST 173,381.0 $6.9M 0.20% NEW $39.60 -1.2%
98 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 22,400.0 $6.8M 0.20% NEW $303.88 +32.2%
99 FDL FIRST TR EXCHANGE-TRADED FD 153,472.0 $6.8M 0.20% NEW $44.34 +13.8%
100 AVUS AVANTIS US EQUITY ETF 60,702.0 $6.8M 0.20% NEW $111.78 +12.0%
Page 5 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%