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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 18 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BFST BUSINESS FIRST BANCSHARES IN Financial Services 54,565.0 $1.5M 0.04% +55K +10000.0% $27.04 +3.6%
342 EMR EMERSON ELEC CO Industrials 11,179.0 $1.5M 0.04% -11K -49.5% $131.02 +3.0%
343 MPC MARATHON PETE CORP Energy 5,983.0 $1.5M 0.04% -1K -19.9% $244.35 +1.7%
344 VGIT VANGUARD SCOTTSDALE FDS 24,377.0 $1.5M 0.04% $59.55 -1.3%
345 CRWD CROWDSTRIKE HLDGS INC Technology 3,680.0 $1.4M 0.04% -4K -50.1% $392.74 +65.1%
346 GD GENERAL DYNAMICS CORP Industrials 4,196.0 $1.4M 0.04% -583.0 -12.2% $343.18 -1.3%
347 TRV TRAVELERS COMPANIES INC Financial Services 4,920.0 $1.4M 0.04% +2K +57.6% $292.40 +5.0%
348 FIRST TR EXCH TRADED FD III 66,237.0 $1.4M 0.04% +6K +10.0% $21.70
349 XLU SELECT SECTOR SPDR TR 31,296.0 $1.4M 0.04% +12K +58.5% $45.89 -1.9%
350 NSC NORFOLK SOUTHN CORP Industrials 4,996.0 $1.4M 0.04% +1K +32.2% $287.00 +8.5%
351 PAVE GLOBAL X FDS 28,032.0 $1.4M 0.04% +25K +811.9% $50.81 +7.3%
352 MRVL MARVELL TECHNOLOGY INC Technology 14,335.0 $1.4M 0.04% +9K +162.2% $99.05 +92.5%
353 DIS DISNEY WALT CO Communication Services 14,712.0 $1.4M 0.04% -23K -60.9% $96.38 +7.5%
354 CUBE CUBESMART Real Estate 38,563.0 $1.4M 0.04% +37K +1898.1% $36.65 +9.4%
355 IUSG ISHARES TR 9,095.0 $1.4M 0.04% -273.0 -2.9% $155.10 +20.3%
356 OUNZ VANECK MERK GOLD ETF Financial Services 31,162.0 $1.4M 0.04% $45.05 -3.1%
357 TGT TARGET CORP Consumer Defensive 11,426.0 $1.4M 0.04% -2K -15.1% $121.03 +1.1%
358 JCI JOHNSON CONTROLS INTERNATION Industrials 10,394.0 $1.4M 0.04% +5K +101.4% $132.74 +2.1%
359 FIRST TR EXCHANGE TRADED FD 69,233.0 $1.4M 0.04% +4K +6.2% $19.92
360 CAH CARDINAL HEALTH INC Healthcare 6,624.0 $1.4M 0.04% -6K -49.5% $203.90 -1.6%
Page 18 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%