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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 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,171.0 $813K 0.02% -7K -55.7% $157.30 -2.8%
182 IQVIA HLDGS INC 4,759.0 $812K 0.02% -3K -40.9% $170.55
183 VEEV VEEVA SYS INC Healthcare 4,617.0 $811K 0.02% -1K -19.3% $175.66 -8.8%
184 CVS CVS HEALTH CORP Healthcare 11,241.0 $807K 0.02% -11K -50.6% $71.82 +29.8%
185 BLUEROCK PVT REAL ESTATE FD 48,325.0 $803K 0.02% -13K -20.8% $16.61
186 HPE HEWLETT PACKARD ENTERPRISE C Technology 31,754.0 $798K 0.02% -14K -30.3% $25.12 +49.6%
187 TMUS T-MOBILE US INC Communication Services 3,735.0 $784K 0.02% -7K -65.7% $209.99 -8.8%
188 SPHQ INVESCO EXCHANGE TRADED FD T 10,431.0 $784K 0.02% -663.0 -6.0% $75.19 +12.6%
189 XLF SELECT SECTOR SPDR TR 15,762.0 $779K 0.02% -5K -24.9% $49.43 +5.1%
190 ARKK ARK ETF TR 11,385.0 $770K 0.02% -2K -16.6% $67.59 +13.0%
191 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,610.0 $769K 0.02% -4K -59.2% $294.70 +33.9%
192 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,887.0 $765K 0.02% -1K -42.9% $405.34 +100.5%
193 NVS NOVARTIS AG Healthcare 5,021.0 $757K 0.02% -2K -30.4% $150.72 +0.9%
194 CBOE CBOE GLOBAL MKTS INC Financial Services 2,636.0 $751K 0.02% -210.0 -7.4% $284.84 +25.5%
195 CINF CINCINNATI FINL CORP Financial Services 4,765.0 $750K 0.02% -128.0 -2.6% $157.34 +6.8%
196 IWV ISHARES RUSSELL 3000 ETF 2,020.0 $749K 0.02% -89.0 -4.2% $370.68 +14.0%
197 HWM HOWMET AEROSPACE INC Industrials 3,231.0 $745K 0.02% -647.0 -16.7% $230.46 +11.3%
198 BP BP PLC Energy 15,847.0 $741K 0.02% -39K -71.0% $46.75 -5.1%
199 ENB ENBRIDGE INC Energy 13,558.0 $734K 0.02% -26K -65.9% $54.13 +7.2%
200 VCSH VANGUARD SCOTTSDALE FDS 9,166.0 $727K 0.02% -477.0 -5.0% $79.27 -0.5%
Page 10 of 73  ·  1,460 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%