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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 26 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 THC TENET HEALTHCARE CORP Healthcare 1,326.0 $252K 0.01% +985.0 +288.9% $190.10 -8.6%
502 TRU TRANSUNION Industrials 3,623.0 $251K 0.01% +2K +73.8% $69.31 +2.0%
503 DCI DONALDSON INC Industrials 2,952.0 $251K 0.01% +127.0 +4.5% $84.87 -1.4%
504 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 6,682.0 $250K 0.01% +107.0 +1.6% $37.44 +1.3%
505 TEAM ATLASSIAN CORPORATION Technology 3,663.0 $250K 0.01% +2K +116.2% $68.25 +25.2%
506 FNDE SCHWAB STRATEGIC TR 6,519.0 $249K 0.01% +3K +79.3% $38.26 +6.0%
507 SWK STANLEY BLACK & DECKER INC Industrials 3,495.0 $248K 0.01% +202.0 +6.1% $71.06 +7.6%
508 HAL HALLIBURTON CO Energy 6,361.0 $248K 0.01% +1K +28.7% $38.99 +6.4%
509 BWXT BWX TECHNOLOGIES INC Industrials 1,193.0 $248K 0.01% +565.0 +90.0% $207.72 -2.3%
510 TXG 10X GENOMICS INC Healthcare 11,671.0 $248K 0.01% +5K +76.3% $21.23 +11.5%
511 GOOD GLADSTONE COMMERCIAL CORP Real Estate 21,294.0 $243K 0.01% +21K +2797.1% $11.43 +10.9%
512 MOS MOSAIC CO Basic Materials 9,504.0 $242K 0.01% +950.0 +11.1% $25.49 -11.7%
513 GTM ZOOMINFO TECHNOLOGIES INC Technology 40,222.0 $241K 0.01% +36K +891.2% $5.98 -39.6%
514 DFSD DIMENSIONAL ETF TRUST 5,017.0 $240K 0.01% +62.0 +1.2% $47.88 -0.4%
515 RJF RAYMOND JAMES FINL INC Financial Services 1,658.0 $240K 0.01% +994.0 +149.7% $144.79 +4.6%
516 AOR ISHARES TR 3,729.0 $240K 0.01% +1K +63.3% $64.35 +6.9%
517 LUV SOUTHWEST AIRLS CO Industrials 6,343.0 $238K 0.01% +4K +131.3% $37.57 +8.8%
518 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 6,313.0 $237K 0.01% +226.0 +3.7% $37.49 +122.6%
519 PAYC PAYCOM SOFTWARE INC Technology 1,930.0 $235K 0.01% +2K +391.1% $121.57 +13.4%
520 AN AUTONATION INC Consumer Cyclical 1,200.0 $234K 0.01% +830.0 +224.3% $195.29 -2.7%
Page 26 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%