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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 6 of 21  ·  407 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BKF ISHARES INC 292.0 $12K NEW $40.67 -0.3%
102 EGY VAALCO ENERGY INC Energy 1,858.0 $12K NEW $6.34 -9.8%
103 ESRT EMPIRE ST RLTY TR INC Real Estate 2,209.0 $11K NEW $5.20 +7.3%
104 SAFT Safety Insurance Group Inc Financial Services 157.0 $11K NEW $72.64 +0.1%
105 BCTK BARON ETF TR 487.0 $11K NEW $23.33 +27.6%
106 GNRC GENERAC HLDGS INC Industrials 58.0 $11K NEW $195.34 +38.3%
107 QGRW WISDOMTREE TR 210.0 $11K NEW $53.43 +22.3%
108 BROOKFIELD BUSINESS CORP 337.0 $11K NEW $31.64
109 DXPE DXP ENTERPRISES INC COM NEW Industrials 73.0 $10K NEW $139.73 +3.2%
110 ASLE Aersale Corp Industrials 1,572.0 $10K NEW $6.48 -3.7%
111 EQPT EquipmentShare.com Inc Industrials 489.0 $10K NEW $20.38 +1.7%
112 RFDI FIRST TR EXCH TRADED FD III 121.0 $10K NEW $82.12 +5.6%
113 NUKZ EXCHANGE TRADED CONCEPTS TRU 143.0 $9K NEW $65.78 +7.6%
114 FAD FIRST TR EXCHANGE-TRADED ALP 58.0 $9K NEW $160.26 +14.7%
115 CALIDI BIOTHERAPEUTICS INC 37,345.0 $9K NEW $0.24
116 DFTX DEFINIUM THERAPEUTICS INC Healthcare 466.0 $9K NEW $18.90 +19.0%
117 WTV WISDOMTREE TR 92.0 $9K NEW $94.59 +7.7%
118 RWM PROSHARES TR 529.0 $9K NEW $16.22 -12.6%
119 ITM VANECK ETF TRUST 184.0 $9K NEW $46.43 +0.1%
120 OneStream Inc A 351.0 $8K NEW $24.00
Page 6 of 21  ·  407 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%