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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 100 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1981 LCII LCI INDS Consumer Cyclical 219.0 $26K 0.00% +92.0 +72.4% $117.95 -22.6%
1982 Amrize Ltd 469.0 $26K 0.00% NEW $55.04
1983 OGS ONE GAS INC Utilities 300.0 $26K 0.00% +134.0 +80.7% $85.96 -10.6%
1984 GATX GATX CORP Industrials 151.0 $26K 0.00% -7.0 -4.4% $170.74 +5.0%
1985 AG FIRST MAJESTIC SILVER CORP Basic Materials 1,200.0 $26K 0.00% -700.0 -36.8% $21.48 -17.2%
1986 CPK CHESAPEAKE UTILS CORP Utilities 204.0 $26K 0.00% -112.0 -35.4% $126.07 -4.8%
1987 IAI ISHARES TR 156.0 $26K 0.00% -6.0 -3.7% $164.19 +13.7%
1988 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,636.0 $26K 0.00% -10K -86.2% $15.65 +9.7%
1989 EIS ISHARES INC 220.0 $26K 0.00% +200.0 +1000.0% $116.04 +3.8%
1990 ESGV VANGUARD WORLD FD 226.0 $25K 0.00% +102.0 +82.3% $112.41 +17.5%
1991 SKEENA RES LTD NEW 850.0 $25K 0.00% -300.0 -26.1% $29.72
1992 ULS UL SOLUTIONS INC Industrials 294.0 $25K 0.00% -136.0 -31.6% $85.71 +5.6%
1993 THO THOR INDS INC Consumer Cyclical 315.0 $25K 0.00% -31.0 -9.0% $79.89 -11.1%
1994 WGO WINNEBAGO INDS INC Consumer Cyclical 805.0 $25K 0.00% -92.0 -10.3% $30.99 -9.4%
1995 UMC UNITED MICROELECTRONICS CORP SPON ADR NEW Technology 2,774.0 $25K 0.00% -6K -68.0% $8.98 +210.0%
1996 DEM WISDOMTREE TR 501.0 $25K 0.00% +100.0 +24.9% $49.69 +12.9%
1997 REGCO REGENCY CTRS CORP Real Estate 329.0 $25K 0.00% -587.0 -64.1% $75.66 -70.5%
1998 INSM INSMED INC Healthcare 152.0 $25K 0.00% -215.0 -58.6% $163.53 -40.4%
1999 STM STMICROELECTRONICS N V Technology 718.0 $25K 0.00% -1K -65.7% $34.54 +131.8%
2000 EQIN COLUMBIA ETF TR I 503.0 $25K 0.00% $49.15 +5.1%
Page 100 of 189  ·  3,766 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%