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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 51 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 AN AUTONATION INC Consumer Cyclical 1,200.0 $234K 0.01% +830.0 +224.3% $195.29 -3.4%
1002 FCN FTI CONSULTING INC Industrials 1,325.0 $234K 0.01% +1K +1535.8% $176.77 -17.6%
1003 CBSH COMMERCE BANCSHARES INC Financial Services 4,741.0 $233K 0.01% -2K -27.6% $49.20 +11.2%
1004 EMN EASTMAN CHEM CO Basic Materials 3,054.0 $233K 0.01% +3K +3410.3% $76.32 -5.0%
1005 DOV DOVER CORP Industrials 1,115.0 $232K 0.01% -268.0 -19.4% $208.45 +7.3%
1006 BRLN BLACKROCK ETF TRUST II 4,573.0 $232K 0.01% NEW $50.75 +1.1%
1007 DRVN DRIVEN BRANDS HLDGS INC Consumer Cyclical 18,392.0 $232K 0.01% +18K +10000.0% $12.61 +0.6%
1008 VIRT VIRTU FINL INC Financial Services 5,260.0 $231K 0.01% -36.0 -0.7% $43.98 +43.4%
1009 SON SONOCO PRODS CO Consumer Cyclical 4,269.0 $231K 0.01% +2K +54.3% $54.08 -6.3%
1010 AR ANTERO RESOURCES CORP Energy 5,444.0 $231K 0.01% +5K +1058.3% $42.39 -21.6%
1011 COKE COCA COLA CONS INC Consumer Defensive 1,200.0 $230K 0.01% +1K +5900.0% $191.75 -5.3%
1012 MEDP MEDPACE HLDGS INC Healthcare 481.0 $230K 0.01% +326.0 +210.3% $477.71 -3.7%
1013 TOTALENERGIES SE 2,510.0 $230K 0.01% -4K -58.6% $91.54
1014 YETI YETI HLDGS INC Consumer Cyclical 6,274.0 $230K 0.01% -1K -14.8% $36.61 +29.0%
1015 NVST ENVISTA HOLDINGS CORPORATION Healthcare 9,059.0 $230K 0.01% -4K -32.5% $25.35 +2.2%
1016 WY WEYERHAEUSER CO Real Estate 9,393.0 $229K 0.01% -7K -43.4% $24.43 -0.4%
1017 GSLC GOLDMAN SACHS ETF TR 1,827.0 $229K 0.01% -68.0 -3.6% $125.13 +13.4%
1018 GSEW Goldman Sachs Equal Wght US Lg Cp Eq ETF 2,700.0 $229K 0.01% $84.66 +10.1%
1019 ACWV ISHARES INC 1,910.0 $228K 0.01% -510.0 -21.1% $119.51 -0.2%
1020 DXJ WISDOMTREE TR 1,436.0 $228K 0.01% +1K +963.7% $158.58 +12.6%
Page 51 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%