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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 14 of 73  ·  1,460 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CDW CDW CORP Technology 4,235.0 $513K 0.01% -2K -27.2% $121.02 -8.4%
262 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,558.0 $510K 0.01% -1K -43.8% $327.16 +12.8%
263 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 6,654.0 $500K 0.01% -2K -18.4% $75.16 +15.5%
264 EMB ISHARES TR 5,238.0 $492K 0.01% -3K -38.8% $93.93 +1.3%
265 F FORD MTR CO Consumer Cyclical 42,609.0 $492K 0.01% -41K -49.2% $11.54 +29.4%
266 QTEC FIRST TR EXCHANGE-TRADED FD 2,268.0 $490K 0.01% -640.0 -22.0% $215.98 +41.0%
267 TMFC RBB FD INC 7,399.0 $488K 0.01% -129.0 -1.7% $65.97 +17.5%
268 SATS ECHOSTAR CORP Technology 4,151.0 $486K 0.01% -17K -79.9% $117.06 +6.1%
269 FIDELITY COVINGTON TRUST 6,891.0 $485K 0.01% -1K -16.1% $70.36
270 KNSL KINSALE CAP GROUP INC Financial Services 1,432.0 $483K 0.01% -112.0 -7.2% $337.22 -8.0%
271 PCOR PROCORE TECHNOLOGIES INC Technology 8,438.0 $481K 0.01% -565.0 -6.3% $57.00 -17.8%
272 SNY SANOFI SA Healthcare 10,259.0 $480K 0.01% -11K -52.5% $46.76 -5.3%
273 REGN REGENERON PHARMACEUTICALS Healthcare 613.0 $471K 0.01% -375.0 -38.0% $768.82 -16.9%
274 MET METLIFE INC Financial Services 6,552.0 $465K 0.01% -4K -35.6% $71.01 +18.4%
275 DTE DTE ENERGY CO Utilities 3,173.0 $464K 0.01% -4K -54.4% $146.21 -0.6%
276 AIG AMERICAN INTL GROUP INC Financial Services 6,076.0 $458K 0.01% -2K -28.1% $75.37 +2.2%
277 EVRG EVERGY INC Utilities 5,541.0 $454K 0.01% -518.0 -8.6% $81.93 +2.4%
278 SPYV SPDR SERIES TRUST 7,992.0 $452K 0.01% -405.0 -4.8% $56.58 +8.0%
279 CTVA CORTEVA INC Basic Materials 5,373.0 $450K 0.01% -2K -22.3% $83.69 -4.9%
280 ED CONSOLIDATED EDISON INC Utilities 3,970.0 $449K 0.01% -608.0 -13.3% $113.18 -4.1%
Page 14 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%