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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 25 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 BLUEROCK PVT REAL ESTATE FD 48,325.0 $803K 0.02% -13K -20.8% $16.61
482 HPE HEWLETT PACKARD ENTERPRISE C Technology 31,754.0 $798K 0.02% -14K -30.3% $25.12 +49.6%
483 BKGI BNY MELLON ETF TRUST 17,765.0 $791K 0.02% NEW $44.54 +4.3%
484 SPOT SPOTIFY TECHNOLOGY S A Communication Services 1,638.0 $787K 0.02% +586.0 +55.7% $480.76 +8.1%
485 CMI CUMMINS INC Industrials 1,463.0 $787K 0.02% +74.0 +5.3% $538.12 +18.8%
486 TMUS T-MOBILE US INC Communication Services 3,735.0 $784K 0.02% -7K -65.7% $209.99 -8.8%
487 SPHQ INVESCO EXCHANGE TRADED FD T 10,431.0 $784K 0.02% -663.0 -6.0% $75.19 +12.6%
488 GII SPDR INDEX SHS FDS 10,281.0 $782K 0.02% +10K +7572.4% $76.02 +0.7%
489 XLF SELECT SECTOR SPDR TR 15,762.0 $779K 0.02% -5K -24.9% $49.43 +5.1%
490 LITE LUMENTUM HLDGS INC Technology 1,061.0 $779K 0.02% +111.0 +11.7% $733.80 +29.0%
491 EQIX EQUINIX INC Real Estate 789.0 $776K 0.02% +229.0 +40.9% $983.87 +9.7%
492 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 3,909.0 $772K 0.02% +1K +59.2% $197.50 +15.2%
493 ROKU ROKU INC Communication Services 7,709.0 $772K 0.02% +2K +33.0% $100.10 +25.4%
494 XAR SPDR SERIES TRUST 3,038.0 $772K 0.02% +3K +507.6% $253.98 +6.8%
495 ARKK ARK ETF TR 11,385.0 $770K 0.02% -2K -16.6% $67.59 +13.0%
496 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,610.0 $769K 0.02% -4K -59.2% $294.70 +33.9%
497 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,887.0 $765K 0.02% -1K -42.9% $405.34 +100.5%
498 XPO XPO INC Industrials 3,905.0 $760K 0.02% +527.0 +15.6% $194.55 +4.3%
499 BUCK SIMPLIFY EXCHANGE TRADED FUN 32,215.0 $757K 0.02% +25K +377.7% $23.50 +0.3%
500 NVS NOVARTIS AG Healthcare 5,021.0 $757K 0.02% -2K -30.4% $150.72 +0.9%
Page 25 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%