Arax Advisory Partners Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$7.0B
Holdings
3,600
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (3,600 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MHKMOHAWK INDS INC | 44,711 | $5.8B | 82.74% | |
| 202 | FEMSFIRST TR EXCH TRD ALPHDX FD | 129,264 | $5.7B | 82.24% | |
| 203 | TMOTHERMO FISHER SCIENTIFIC INC | 11,711 | $5.7B | 81.54% | |
| 204 | NBIXNEUROCRINE BIOSCIENCES INC | 40,334 | $5.7B | 81.27% | |
| 205 | BMRNBIOMARIN PHARMACEUTICAL INC | 103,334 | $5.6B | 80.33% | |
| 206 | ELVELEVANCE HEALTH INC FORMERLY | 17,207 | $5.6B | 79.81% | |
| 207 | ZBRAZEBRA TECHNOLOGIES CORPORATI | 18,709 | $5.6B | 79.80% | |
| 208 | GRMNGARMIN LTD | 22,452 | $5.5B | 79.35% | |
| 209 | VRTVERTIV HOLDINGS CO | 36,480 | $5.5B | 79.00% | |
| 210 | AMATAPPLIED MATLS INC | 26,789 | $5.5B | 78.73% | |
| 211 | EVREVERCORE INC | 16,203 | $5.5B | 78.45% | |
| 212 | NFLXNETFLIX INC | 4,529 | $5.4B | 77.93% | |
| 213 | JCIJOHNSON CTLS INTL PLC | 49,320 | $5.4B | 77.84% | |
| 214 | PBPROSPERITY BANCSHARES INC | 81,487 | $5.4B | 77.61% | |
| 215 | TMUST-MOBILE US INC | 22,198 | $5.3B | 76.28% | |
| 216 | REGNREGENERON PHARMACEUTICALS | 9,442 | $5.3B | 76.21% | |
| 217 | IQVIQVIA HLDGS INC | 27,947 | $5.3B | 76.20% | |
| 218 | ROPROPER TECHNOLOGIES INC | 10,617 | $5.3B | 76.01% | |
| 219 | ULTAULTA BEAUTY INC | 9,672 | $5.3B | 75.91% | |
| 220 | NWSANEWS CORP NEW | 171,979 | $5.3B | 75.91% | |
| 221 | MDBMONGODB INC | 16,890 | $5.2B | 75.25% | |
| 222 | USBUS BANCORP DEL | 108,000 | $5.2B | 74.92% | |
| 223 | AMDADVANCED MICRO DEVICES INC | 32,246 | $5.2B | 74.89% | |
| 224 | TXRHTEXAS ROADHOUSE INC | 31,081 | $5.2B | 74.13% | |
| 225 | NNNNNN REIT INC | 119,741 | $5.1B | 73.17% | |
| 226 | THCTENET HEALTHCARE CORP | 25,089 | $5.1B | 73.12% | |
| 227 | GBDCGOLUB CAP BDC INC COM | 369,559 | $5.1B | 72.62% | |
| 228 | VLTOVERALTO CORP | 46,027 | $4.9B | 70.44% | |
| 229 | ACIALBERTSONS COS INC | 279,489 | $4.9B | 70.25% | |
| 230 | BBEUJ P MORGAN EXCHANGE TRADED F | 93,433 | $4.9B | 69.91% | |
| 231 | BXBLACKSTONE INC | 28,337 | $4.8B | 69.49% | |
| 232 | JHGJANUS HENDERSON GROUP PLC | 108,571 | $4.8B | 69.37% | |
| 233 | URIUNITED RENTALS INC | 5,025 | $4.8B | 68.86% | |
| 234 | CSHINEOS ETF TRUST | 96,307 | $4.8B | 68.71% | |
| 235 | LMTLOCKHEED MARTIN CORP | 9,569 | $4.8B | 68.57% | |
| 236 | CATCATERPILLAR INC | 9,960 | $4.8B | 68.28% | |
| 237 | CHRDCHORD ENERGY CORPORATION | 47,572 | $4.7B | 67.86% | |
| 238 | ROKUROKU INC | 47,168 | $4.7B | 67.79% | |
| 239 | MDTMEDTRONIC PLC | 49,371 | $4.7B | 67.50% | |
| 240 | OCOWENS CORNING NEW | 33,192 | $4.7B | 67.40% | |
| 241 | HUBSHUBSPOT INC | 10,029 | $4.7B | 67.34% | |
| 242 | ZTSZOETIS INC | 31,903 | $4.7B | 67.01% | |
| 243 | GAPGAP INC | 217,102 | $4.6B | 66.66% | |
| 244 | HOODROBINHOOD MKTS INC | 32,166 | $4.6B | 66.11% | |
| 245 | LVSLAS VEGAS SANDS CORP | 85,413 | $4.6B | 65.95% | |
| 246 | SHWSHERWIN WILLIAMS CO | 13,189 | $4.6B | 65.56% | |
| 247 | GWREGUIDEWIRE SOFTWARE INC | 19,827 | $4.6B | 65.42% | |
| 248 | BROBROWN & BROWN INC | 48,507 | $4.5B | 65.30% | |
| 249 | MTCHMATCH GROUP INC NEW | 128,630 | $4.5B | 65.21% | |
| 250 | BKNGBOOKING HOLDINGS INC | 835 | $4.5B | 64.71% | |
| 251 | DHID R HORTON INC | 26,553 | $4.5B | 64.59% | |
| 252 | FNFFIDELITY NATIONAL FINANCIAL | 74,206 | $4.5B | 64.43% | |
| 253 | ETSYETSY INC | 67,381 | $4.5B | 64.21% | |
| 254 | PHPARKER-HANNIFIN CORP | 5,886 | $4.5B | 64.07% | |
| 255 | SIRISIRIUSXM HOLDINGS INC | 191,521 | $4.5B | 63.99% | |
| 256 | DDDUPONT DE NEMOURS INC | 56,815 | $4.4B | 63.53% | |
| 257 | VNTVONTIER CORPORATION | 105,214 | $4.4B | 63.39% | |
| 258 | LRCXLAM RESEARCH CORP | 32,823 | $4.4B | 63.09% | |
| 259 | MNSTMONSTER BEVERAGE CORP NEW | 65,031 | $4.4B | 62.83% | |
| 260 | ACNACCENTURE PLC IRELAND | 17,702 | $4.4B | 62.66% | |
| 261 | SAICSCIENCE APPLICATIONS INTL CO | 43,469 | $4.3B | 62.00% | |
| 262 | FULTFULTON FINL CORP PA | 230,500 | $4.3B | 61.64% | |
| 263 | WCNWASTE CONNECTIONS INC | 24,285 | $4.3B | 61.28% | |
| 264 | CSCOCISCO SYS INC | 62,046 | $4.2B | 60.94% | |
| 265 | DOVDOVER CORP | 25,293 | $4.2B | 60.57% | |
| 266 | MCKMCKESSON CORP | 5,453 | $4.2B | 60.48% | |
| 267 | RHCRH PLC | 35,126 | $4.2B | 60.45% | |
| 268 | ESTCELASTIC N V | 49,625 | $4.2B | 60.18% | |
| 269 | MCOMOODYS CORP | 8,784 | $4.2B | 60.08% | |
| 270 | AWIARMSTRONG WORLD INDS INC NEW | 21,329 | $4.2B | 60.01% | |
| 271 | NTNXNUTANIX INC | 56,107 | $4.2B | 59.91% | |
| 272 | CGNXCOGNEX CORP | 92,092 | $4.2B | 59.88% | |
| 273 | VONEVANGUARD RUSSELL 1000 ETF | 13,624 | $4.1B | 59.13% | |
| 274 | MDPLNORTHERN LTS FD TR IV | 122,869 | $4.1B | 59.06% | |
| 275 | HCAHCA HEALTHCARE INC | 9,518 | $4.1B | 58.23% | |
| 276 | BABOEING CO | 18,686 | $4.0B | 57.89% | |
| 277 | CITCINTAS CORP | 19,544 | $4.0B | 57.59% | |
| 278 | PFEPFIZER INC | 156,995 | $4.0B | 57.42% | |
| 279 | ADIANALOG DEVICES INC | 16,241 | $4.0B | 57.28% | |
| 280 | T7DTRANSDIGM GROUP INC | 3,016 | $4.0B | 57.09% | |
| 281 | PNRPENTAIR PLC | 35,643 | $3.9B | 56.67% | |
| 282 | UBERUBER TECHNOLOGIES INC | 40,194 | $3.9B | 56.52% | |
| 283 | CHWYCHEWY INC | 97,338 | $3.9B | 56.52% | |
| 284 | CRWDCROWDSTRIKE HLDGS INC | 8,004 | $3.9B | 56.34% | |
| 285 | EWEDWARDS LIFESCIENCES CORP | 50,445 | $3.9B | 56.31% | |
| 286 | KLACKLA CORP | 3,636 | $3.9B | 56.30% | |
| 287 | SSNCSS&C TECHNOLOGIES HLDGS INC | 44,024 | $3.9B | 56.09% | |
| 288 | NUENUCOR CORP | 28,752 | $3.9B | 55.89% | |
| 289 | PSAPUBLIC STORAGE OPER CO | 13,470 | $3.9B | 55.85% | |
| 290 | WBSWEBSTER FINL CORP | 65,012 | $3.9B | 55.47% | |
| 291 | OVVOVINTIV INC | 95,133 | $3.8B | 55.14% | |
| 292 | LOWLOWES COS INC | 15,264 | $3.8B | 55.07% | |
| 293 | VMIVALMONT INDS INC | 9,872 | $3.8B | 54.95% | |
| 294 | MRSHMARSH & MCLENNAN COS INC | 18,993 | $3.8B | 54.94% | |
| 295 | AG8AGILENT TECHNOLOGIES INC | 29,797 | $3.8B | 54.90% | |
| 296 | ASMLASML HOLDING N V | 3,947 | $3.8B | 54.86% | |
| 297 | PINSPINTEREST INC | 118,303 | $3.8B | 54.63% | |
| 298 | CPRTCOPART INC | 84,620 | $3.8B | 54.62% | |
| 299 | CRMSALESFORCE INC | 15,882 | $3.8B | 54.03% | |
| 300 | BSXBOSTON SCIENTIFIC CORP | 38,477 | $3.8B | 53.92% |