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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 52 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 TOL TOLL BROTHERS INC Consumer Cyclical 1,668.0 $228K 0.01% +928.0 +125.4% $136.47 +14.1%
1022 ENSG ENSIGN GROUP INC Healthcare 1,226.0 $227K 0.01% +474.0 +63.0% $185.23 -17.0%
1023 GCOW PACER FDS TR 4,905.0 $227K 0.01% -274.0 -5.3% $46.24 -5.6%
1024 HUBB HUBBELL INC Industrials 462.0 $227K 0.01% -152.0 -24.8% $490.74 +6.7%
1025 WPM WHEATON PRECIOUS METALS CORP Basic Materials 1,724.0 $226K 0.01% -254.0 -12.8% $131.01 -3.9%
1026 MAN MANPOWERGROUP INC WIS Industrials 7,667.0 $226K 0.01% +7K +1177.8% $29.46 +13.9%
1027 GSSC GOLDMAN SACHS ETF TR 3,029.0 $226K 0.01% NEW $74.55 +19.3%
1028 ICUI ICU MED INC Healthcare 1,747.0 $226K 0.01% -152.0 -8.0% $129.15 +8.7%
1029 UNILEVER PLC 3,959.0 $226K 0.01% -6K -59.5% $56.96
1030 LOPE GRAND CANYON ED INC Consumer Defensive 1,327.0 $225K 0.01% +653.0 +96.9% $169.60 -16.5%
1031 FAN FIRST TR EXCHANGE-TRADED FD 9,075.0 $225K 0.01% +2K +22.7% $24.74 +0.3%
1032 EWN ISHARES INC 3,901.0 $224K 0.01% $57.51 +23.2%
1033 SGVT Schwab Govt Money Mkt Etf 2,226.0 $224K 0.01% NEW $100.72 -0.0%
1034 ESI ELEMENT SOLUTIONS INC Basic Materials 6,421.0 $224K 0.01% -245.0 -3.7% $34.89 +31.8%
1035 CACC CREDIT ACCEP CORP MICH Financial Services 527.0 $223K 0.01% -294.0 -35.8% $423.46 +36.9%
1036 QUS SPDR MSCI USA StrategicFactors ETF 1,300.0 $223K 0.01% $171.64 +7.1%
1037 ROL ROLLINS INC Consumer Cyclical 4,175.0 $223K 0.01% +116.0 +2.9% $53.41 -15.8%
1038 VLUE ISHARES TR 1,564.0 $223K 0.01% -999.0 -39.0% $142.56 +40.2%
1039 RKT ROCKET COS INC Financial Services 15,361.0 $221K 0.01% -2K -11.2% $14.36 +0.4%
1040 HE HAWAIIAN ELEC INDS INC MTN B Utilities 14,818.0 $220K 0.01% -15K -50.3% $14.84 -12.3%
Page 52 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%