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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 106 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2101 SWX SOUTHWEST GAS HLDGS INC Utilities 235.0 $20K 0.00% +186.0 +379.6% $86.90 +1.9%
2102 MARA MARA HOLDINGS INC Financial Services 2,495.0 $20K 0.00% +2K +398.0% $8.16 +82.0%
2103 OSIS OSI SYSTEMS INC Technology 76.0 $20K 0.00% +1.0 +1.3% $265.53 -17.4%
2104 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 801.0 $20K 0.00% -163.0 -16.9% $25.02 +8.0%
2105 AXTI AXT INC Technology 221.0 $20K 0.00% NEW $90.62 +2.0%
2106 HAP VanEck Natural Resources ETF 276.0 $20K 0.00% -1K -82.9% $72.50 -3.8%
2107 BGIG BAHL GAYNOR INCOME GROWTH ETF 601.0 $20K 0.00% NEW $33.26 +6.6%
2108 STNC HENNESSY FDS TR 588.0 $20K 0.00% NEW $33.98 +12.1%
2109 EGBN EAGLE BANCORPORATION INC Financial Services 800.0 $20K 0.00% -286.0 -26.3% $24.87 +11.9%
2110 XCEM COLUMBIA ETF TR II 485.0 $20K 0.00% $40.81 +34.7%
2111 TTAN SERVICETITAN INC Technology 309.0 $20K 0.00% +103.0 +50.0% $63.46 -1.4%
2112 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 415.0 $20K 0.00% -1K -75.6% $47.16 +0.0%
2113 INNOVATOR ETFS TRUST 666.0 $20K 0.00% NEW $29.38
2114 AGM FEDERAL AGRIC MTG CORP Financial Services 132.0 $20K 0.00% -150.0 -53.2% $148.17 +23.6%
2115 FMS FRESENIUS MEDICAL CARE AG SPONSORED ADR Healthcare 866.0 $20K 0.00% -747.0 -46.3% $22.56 +3.7%
2116 NJAN INNOVATOR ETFS TRUST 363.0 $19K 0.00% NEW $53.37 +10.3%
2117 AVTR AVANTOR INC Healthcare 2,464.0 $19K 0.00% +2K +188.9% $7.84 +19.2%
2118 INNOVATOR ETFS TRUST 704.0 $19K 0.00% NEW $27.39
2119 TENB TENABLE HLDGS INC Technology 1,140.0 $19K 0.00% +1K +3157.1% $16.91 +55.7%
2120 OSW ONESPAWORLD HOLDINGS LIMITED COM Consumer Cyclical 831.0 $19K 0.00% -766.0 -48.0% $23.14 +17.1%
Page 106 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%