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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 53 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 DRI DARDEN RESTAURANTS INC Consumer Cyclical 1,121.0 $220K 0.01% -492.0 -30.5% $196.04 +8.9%
1042 GPC GENUINE PARTS CO Consumer Cyclical 2,078.0 $220K 0.01% -1K -34.8% $105.74 +2.8%
1043 SLGN SILGAN HLDGS INC Consumer Cyclical 5,662.0 $220K 0.01% -446.0 -7.3% $38.80 +7.3%
1044 HTGC HERCULES CAPITAL INC Financial Services 14,803.0 $219K 0.01% $14.77 +4.9%
1045 NVO NOVO-NORDISK A S Healthcare 5,901.0 $217K 0.01% -7K -55.2% $36.75 +17.5%
1046 MLM MARTIN MARIETTA MATLS INC Basic Materials 368.0 $216K 0.01% +139.0 +60.7% $588.15 +3.6%
1047 SCHO SCHWAB STRATEGIC TR 8,857.0 $215K 0.01% -10K -52.0% $24.27 -0.7%
1048 BOH BANK HAWAII CORP Financial Services 2,891.0 $215K 0.01% -240.0 -7.7% $74.25 +4.8%
1049 NACP TIDAL TRUST III 4,435.0 $214K 0.01% NEW $48.36 +24.4%
1050 LSCC LATTICE SEMICONDUCTOR CORP Technology 2,308.0 $214K 0.01% -867.0 -27.3% $92.76 +65.7%
1051 NVCR NOVOCURE LTD Healthcare 19,607.0 $214K 0.01% -2K -10.6% $10.90 +31.0%
1052 ENOV ENOVIS CORPORATION Industrials 9,393.0 $214K 0.01% +8K +756.2% $22.75 -3.4%
1053 DWM WISDOMTREE INTERNATIONAL EQUITY FUND 3,057.0 $214K 0.01% NEW $69.89 +6.6%
1054 ICF ISHARES TR 3,452.0 $214K 0.01% $61.89 +8.1%
1055 PULS PGIM ETF TR 4,315.0 $214K 0.01% $49.50 +0.3%
1056 WOMN TIDAL TRUST III 5,393.0 $213K 0.01% NEW $39.58 +7.1%
1057 SCHZ SCHWAB STRATEGIC TR 9,160.0 $213K 0.01% +1K +12.3% $23.22 -0.4%
1058 HUN HUNTSMAN CORP Basic Materials 15,960.0 $212K 0.01% -3K -16.1% $13.31 -9.3%
1059 VVV VALVOLINE INC Energy 6,292.0 $212K 0.01% +5K +493.0% $33.70 +11.1%
1060 NEU NEWMARKET CORP Basic Materials 331.0 $212K 0.01% -16.0 -4.6% $640.51 +21.8%
Page 53 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%