Institutional manager
Arax Advisory Partners
Holds positions in 551 of the S&P 500, worth $5.87bn as reported for the quarter ended 30-jun-2026.
Positions held551of 488 index companies covered
Reported value$5.87bnS&P 500 positions only
Top ten weight31%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 551 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.4m$403mInformation TechnologyNvidiaNVDA1.5m$299mInformation TechnologyAlphabet Inc. (Class A)GOOGL699,070$248mCommunication ServicesComfort Systems USAFIX91,674$182mIndustrialsMicrosoftMSFT475,444$177mInformation TechnologyAmazonAMZN661,042$158mConsumer DiscretionaryENTERPRISE PRODUCTS PARTNERS L.P.EPD2.6m$97mBroadcomAVGO245,487$93mInformation TechnologyJPMorgan ChaseJPM279,772$92mFinancialsJohnson & JohnsonJNJ326,790$83mHealth CareBank of AmericaBAC1.4m$80mFinancialsMerck & Co.MRK608,608$78mHealth CareMeta PlatformsMETA127,822$72mCommunication ServicesMicron TechnologyMU61,796$71mInformation TechnologyExxonMobilXOM476,668$65mEnergyBerkshire HathawayBRK.B116,513$61mFinancialsLilly (Eli)LLY46,821$56mHealth CareChevron CorporationCVX330,878$55mEnergyWalmartWMT475,928$54mConsumer StaplesVisa Inc.V157,055$54mFinancialsRTX CorporationRTX279,030$53mIndustrialsAdvanced Micro DevicesAMD85,318$50mInformation TechnologyUnitedHealth GroupUNH116,619$48mHealth CareCiscoCSCO404,460$48mInformation TechnologyCaterpillar Inc.CAT42,605$45mIndustrialsTesla, Inc.TSLA100,289$42mConsumer DiscretionaryGE VernovaGEV35,430$42mIndustrialsAbbVieABBV164,897$41mHealth CareIBMIBM141,970$40mInformation TechnologyIntelINTC270,605$38mInformation TechnologyPalantir TechnologiesPLTR307,090$36mInformation TechnologyMarvell TechnologyMRVL116,222$35mInformation TechnologyFreeport-McMoRanFCX534,216$34mMaterialsEnergy Transfer LPET1.7m$33mEmerson ElectricEMR228,415$33mIndustrialsCostcoCOST34,743$32mConsumer StaplesGE AerospaceGE86,629$32mIndustrialsMcDonald'sMCD119,544$32mConsumer DiscretionaryCoca-Cola Company (The)KO388,999$32mConsumer StaplesCME GroupCME133,725$30mFinancialsTaiwan Semiconductor ManufacturingTSM59,468$28mMastercardMA54,818$28mFinancialsPNC Financial ServicesPNC114,053$28mFinancialsCitigroupC192,816$27mFinancialsTravelers Companies (The)TRV81,086$27mFinancialsProcter & GamblePG179,023$26mConsumer StaplesAT&TT1.3m$26mCommunication ServicesQualcommQCOM135,115$25mInformation TechnologyUnited Parcel ServiceUPS230,676$25mIndustrialsCintasCTAS144,844$25mIndustrialsCrowdStrikeCRWD32,266$25mInformation TechnologyWestern DigitalWDC38,169$24mInformation TechnologyGeneral DynamicsGD67,665$24mIndustrialsAmerican Electric PowerAEP172,534$24mUtilitiesApplied MaterialsAMAT32,497$23mInformation TechnologyOracle CorporationORCL160,155$23mInformation TechnologyVertivVRT69,752$23mIndustrialsIllinois Tool WorksITW85,390$23mIndustrialsKinder MorganKMI712,052$23mEnergyNetflixNFLX311,654$22mCommunication Services
What this page is not
Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.