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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 16 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INDA ISHARES TR 13,874.0 $650K 0.02% +9K +174.7% $46.85 +3.3%
302 LECO LINCOLN ELEC HLDGS INC Industrials 2,577.0 $642K 0.02% +2K +178.6% $249.12 +5.7%
303 FNDX SCHWAB STRATEGIC TR 22,961.0 $639K 0.02% +22K +4232.3% $27.85 +10.7%
304 KKR KKR & CO INC Financial Services 6,900.0 $639K 0.02% +2K +44.4% $92.64 +1.5%
305 IGRO ISHARES TR 7,579.0 $635K 0.02% +7K +626.0% $83.78 +5.5%
306 NEM NEWMONT CORP Basic Materials 5,852.0 $634K 0.02% +2K +62.7% $108.26 -0.6%
307 BEN FRANKLIN RESOURCES INC Financial Services 26,433.0 $624K 0.02% +16K +144.2% $23.62 +31.3%
308 RL RALPH LAUREN CORP Consumer Cyclical 1,794.0 $617K 0.02% +658.0 +57.9% $343.99 +9.8%
309 APOS APOLLO GLOBAL MGMT INC Financial Services 5,466.0 $609K 0.02% +841.0 +18.2% $111.50 -76.6%
310 PFF ISHARES TR 19,995.0 $606K 0.02% +3K +20.9% $30.32 +3.0%
311 SYF SYNCHRONY FINANCIAL Financial Services 8,792.0 $604K 0.02% +6K +218.4% $68.66 +4.6%
312 DRIV GLOBAL X FDS 19,298.0 $589K 0.02% +4K +29.9% $30.52 +32.4%
313 AME AMETEK INC Industrials 2,690.0 $578K 0.02% +1K +79.2% $214.89 +4.5%
314 URA GLOBAL X FDS 11,916.0 $577K 0.02% +10K +454.2% $48.43 +1.1%
315 NDSN NORDSON CORP Industrials 2,158.0 $574K 0.02% +1K +98.3% $266.06 +9.0%
316 VDE VANGUARD WORLD FD 3,301.0 $571K 0.02% +3K +445.6% $173.04 -2.9%
317 MANH MANHATTAN ASSOCIATES INC Technology 4,283.0 $570K 0.02% +2K +119.2% $133.12 +4.1%
318 INCY INCYTE CORP Healthcare 6,007.0 $568K 0.02% +6K +1320.1% $94.57 +2.7%
319 PFEB INNOVATOR ETFS TRUST 13,880.0 $557K 0.02% +1K +11.8% $40.10 +6.7%
320 DECK DECKERS OUTDOOR CORP Consumer Cyclical 5,540.0 $554K 0.02% +1K +25.3% $100.09 +6.6%
Page 16 of 78  ·  1,542 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%