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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 107 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2121 APLD APPLIED DIGITAL CORP Technology 803.0 $19K 0.00% -4K -83.7% $23.74 +90.4%
2122 SJNK SPDR SERIES TRUST 763.0 $19K 0.00% -200.0 -20.8% $24.98 +0.2%
2123 AVAV AEROVIRONMENT INC Industrials 104.0 $19K 0.00% -153.0 -59.5% $183.05 -17.3%
2124 OR OR ROYALTIES INC. Basic Materials 500.0 $19K 0.00% $38.02 -10.9%
2125 VPL VANGUARD INTL EQUITY INDEX F 194.0 $19K 0.00% $97.73 +23.5%
2126 BROS DUTCH BROS INC Consumer Cyclical 373.0 $19K 0.00% -8K -95.7% $50.70 +32.2%
2127 AM ANTERO MIDSTREAM CORP Energy 838.0 $19K 0.00% -896.0 -51.7% $22.55 -3.1%
2128 CERT CERTARA INC Healthcare 3,282.0 $19K 0.00% +3K +495.6% $5.70 -6.3%
2129 DHT DHT HOLDINGS INC SHS NEW Energy 1,016.0 $19K 0.00% +816.0 +408.0% $18.39 +7.5%
2130 NTES NETEASE COM INC SPONSORED ADS Technology 165.0 $19K 0.00% -429.0 -72.2% $113.16 +7.4%
2131 GLNG GOLAR LNG LTD Energy 345.0 $19K 0.00% +59.0 +20.6% $54.11 -6.2%
2132 MTH MERITAGE HOMES CORP Consumer Cyclical 292.0 $19K 0.00% -53.0 -15.4% $63.41 +18.4%
2133 BME BlackRock Health SC Financial Services 479.0 $18K 0.00% $38.51 +3.5%
2134 SOUN SOUNDHOUND AI INC Technology 2,684.0 $18K 0.00% -11K -80.6% $6.87 +0.1%
2135 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 1,080.0 $18K 0.00% -1K -56.7% $17.07 -17.9%
2136 EMBOTELLADORA ANDINA S A SPON ADR B 727.0 $18K 0.00% -1K -63.1% $25.22
2137 XT ISHARES FUTURE EXPONENTIAL TECHNOLOGIES ETF 267.0 $18K 0.00% -2K -87.6% $68.05 +21.5%
2138 LII LENNOX INTL INC Industrials 39.0 $18K 0.00% -49.0 -55.7% $464.15 +15.5%
2139 FLR FLUOR CORP Industrials 388.0 $18K 0.00% -35.0 -8.3% $46.65 +16.7%
2140 KFRC KFORCE INC Industrials 614.0 $18K 0.00% +131.0 +27.1% $29.25 +50.2%
Page 107 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%