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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 34 of 78  ·  1,542 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
661 IONQ IONQ INC Technology 3,222.0 $103K 0.00% +410.0 +14.6% $32.00 +98.8%
662 OIS OIL STS INTL INC Energy 8,854.0 $103K 0.00% +1K +16.5% $11.64 -24.4%
663 BFAM BRIGHT HORIZONS FAM SOL IN D Consumer Cyclical 1,251.0 $103K 0.00% +755.0 +152.2% $82.13 -20.8%
664 PAGS PAGSEGURO DIGITAL LTD Technology 10,187.0 $102K 0.00% +10K +10000.0% $10.02 -8.0%
665 NTAP NETAPP INC Technology 795.0 $101K 0.00% +625.0 +367.6% $127.20 +9.2%
666 VLYPN VALLEY NATL BANCORP Financial Services 8,172.0 $100K 0.00% +7K +757.5% $12.28 +111.4%
667 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 5,054.0 $99K 0.00% +3K +119.4% $19.67 +11.0%
668 AEO American Eagle Outfitters Inc Consumer Cyclical 6,363.0 $99K 0.00% +6K +6138.2% $15.61 +9.7%
669 LVHD LEGG MASON ETF INVT 2,332.0 $99K 0.00% +25.0 +1.1% $42.55 +1.0%
670 ATR APTARGROUP INC Healthcare 796.0 $99K 0.00% +604.0 +314.6% $124.48 -6.5%
671 TW TRADEWEB MKTS INC Financial Services 840.0 $99K 0.00% +628.0 +296.2% $117.66 -13.1%
672 BRX BRIXMOR PPTY GROUP INC Real Estate 3,418.0 $98K 0.00% +3K +409.4% $28.80 +8.2%
673 OLED UNIVERSAL DISPLAY CORP Technology 1,075.0 $98K 0.00% +261.0 +32.1% $91.45 +2.1%
674 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,424.0 $98K 0.00% +700.0 +96.7% $68.93 -17.6%
675 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 2,484.0 $98K 0.00% +1K +75.9% $39.51 +6.3%
676 BIIB BIOGEN INC Healthcare 515.0 $98K 0.00% +260.0 +102.0% $190.34 +1.4%
677 EXLS EXLSERVICE HLDGS INC Technology 3,203.0 $98K 0.00% +3K +736.3% $30.45 -4.9%
678 PUK PRUDENTIAL PLC ADR Financial Services 3,098.0 $97K 0.00% +3K +925.8% $31.21 -1.4%
679 CR CRANE COMPANY COMMON STOCK Industrials 558.0 $95K 0.00% +419.0 +301.4% $171.00 +6.3%
680 AKRE PROFESIONALLY MANAGED PORTFO 1,803.0 $95K 0.00% +224.0 +14.2% $52.85 +2.4%
Page 34 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%