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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 21 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SGOL ETFS GOLD TR Financial Services 8,368.0 $373K 0.01% +568.0 +7.3% $44.62 -3.8%
402 PERIMETER SOLUTIONS INC 15,227.0 $372K 0.01% +14K +1354.3% $24.42
403 AMLP ALPS ETF TR 7,041.0 $371K 0.01% +6K +421.9% $52.64 +3.6%
404 IDU ISHARES TR 3,182.0 $369K 0.01% +3K +1020.4% $116.11 -1.4%
405 RTO RENTOKIL INITIAL PLC Industrials 11,680.0 $368K 0.01% +4K +46.7% $31.48 -0.4%
406 DINO HF SINCLAIR CORP Energy 5,821.0 $363K 0.01% +5K +1238.2% $62.39 +12.1%
407 ADT ADT INC DEL Industrials 55,184.0 $363K 0.01% +30K +116.8% $6.58 +6.0%
408 EQT EQT CORP Energy 5,719.0 $363K 0.01% +4K +211.2% $63.45 -8.7%
409 APTIV PLC 5,255.0 $362K 0.01% +2K +63.8% $68.80
410 ARES ARES MANAGEMENT CORPORATION Financial Services 3,242.0 $355K 0.01% +2K +224.2% $109.53 +13.6%
411 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,189.0 $355K 0.01% +1K +130.9% $162.13 -7.2%
412 AVDE AMERICAN CENTY ETF TR 3,933.0 $355K 0.01% +743.0 +23.3% $90.23 +0.6%
413 FOXA FOX CORP Communication Services 5,869.0 $354K 0.01% +948.0 +19.3% $60.33 +6.1%
414 PDEC INNOVATOR ETFS TRUST 8,316.0 $353K 0.01% +239.0 +3.0% $42.50 +7.2%
415 SANDISK CORP 466.0 $353K 0.01% +417.0 +851.0% $758.08
416 AMP AMERIPRISE FINL INC Financial Services 790.0 $353K 0.01% +475.0 +150.8% $446.53 +1.3%
417 TTC TORO CO Industrials 3,709.0 $347K 0.01% +1K +65.4% $93.44 -2.8%
418 MHK MOHAWK INDS INC Consumer Cyclical 3,519.0 $346K 0.01% +3K +1360.2% $98.46 +4.0%
419 XYLD GLOBAL X FDS 8,848.0 $346K 0.01% +111.0 +1.3% $39.13 +3.3%
420 VALE VALE S A Basic Materials 21,367.0 $345K 0.01% +17K +388.7% $16.17 +1.9%
Page 21 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%