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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 101 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2001 FTC FIRST TR EXCHANGE-TRADED ALP 160.0 $25K 0.00% $154.14 +25.4%
2002 OCTZ TRUESHARES STRUCTURED OUTCOME (OCTOBER) ETF 600.0 $25K 0.00% $41.10 +10.8%
2003 AWR AMER STATES WTR CO Utilities 326.0 $25K 0.00% +118.0 +56.7% $75.62 +2.5%
2004 WFRD WEATHERFORD INTL PLC Energy 259.0 $25K 0.00% -514.0 -66.5% $94.82 -3.2%
2005 RDN RADIAN GROUP INC Financial Services 741.0 $25K 0.00% +97.0 +15.1% $33.08 +6.0%
2006 CPF CENTRAL PAC FINL CORP Financial Services 766.0 $24K 0.00% -36.0 -4.5% $31.96 +14.3%
2007 SOUTHSTATE BK CORP 264.0 $24K 0.00% +82.0 +45.0% $92.50
2008 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 249.0 $24K 0.00% -63.0 -20.2% $97.55 +9.0%
2009 IVLU ISHARES TR 610.0 $24K 0.00% $39.68 +6.8%
2010 TPL TEXAS PACIFIC LAND CORPORATI Energy 51.0 $24K 0.00% -96.0 -65.3% $474.57 -24.3%
2011 BRZE BRAZE INC Technology 1,025.0 $24K 0.00% +1K +9218.2% $23.61 -18.9%
2012 NRP NATURAL RESOURCE PARTNERS LP Energy 200.0 $24K 0.00% $121.00 -17.1%
2013 ENFR ALPS ETF TR 632.0 $24K 0.00% $38.21 -0.8%
2014 VCTR VICTORY CAP HLDGS INC DEL Financial Services 368.0 $24K 0.00% -82.0 -18.2% $65.48 +32.7%
2015 GBX GREENBRIER COS INC Industrials 457.0 $24K 0.00% +19.0 +4.3% $52.65 -4.5%
2016 IMTM ISHARES TR 501.0 $24K 0.00% $48.02 +13.0%
2017 ALG ALAMO GROUP INC Industrials 146.0 $24K 0.00% +109.0 +294.6% $164.51 -2.5%
2018 QDPL PACER FDS TR 598.0 $24K 0.00% $40.14 +13.2%
2019 BRBR BELLRING BRANDS INC Consumer Defensive 1,491.0 $24K 0.00% +933.0 +167.2% $16.06 -37.0%
2020 SCVL SHOE CARNIVAL INC Consumer Cyclical 1,536.0 $24K 0.00% +217.0 +16.4% $15.59 +0.9%
Page 101 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%