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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 55 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 JBGS JBG SMITH PPTYS Real Estate 13,567.0 $198K 0.01% +13K +1443.5% $14.61 -3.1%
1082 VMBS VANGUARD SCOTTSDALE FDS 4,204.0 $197K 0.01% +549.0 +15.0% $46.95 -0.4%
1083 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,070.0 $197K 0.01% -228.0 -17.6% $184.40 -11.0%
1084 PNNT PENNANTPARK INVT CORP Financial Services 43,935.0 $197K 0.01% NEW $4.49 -23.6%
1085 SAIA SAIA INC Industrials 561.0 $197K 0.01% -107.0 -16.0% $351.28 +23.9%
1086 UAA UNDER ARMOUR INC Consumer Cyclical 33,073.0 $195K 0.01% +33K +10000.0% $5.91 +2.5%
1087 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 2,693.0 $195K 0.01% -2K -41.0% $72.55 +5.7%
1088 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 55,507.0 $195K 0.01% +55K +10000.0% $3.51 +11.4%
1089 BLOCK INC 3,228.0 $194K 0.01% -513.0 -13.7% $60.18
1090 GRNY TIDAL TRUST I 8,116.0 $194K 0.01% +468.0 +6.1% $23.87 +15.2%
1091 SPG SIMON PPTY GROUP INC NEW Real Estate 1,037.0 $193K 0.01% -849.0 -45.0% $186.52 +13.3%
1092 CSL CARLISLE COS INC Industrials 579.0 $193K 0.01% -48.0 -7.7% $333.62 +8.2%
1093 APA APA CORPORATION Energy 4,952.0 $193K 0.01% +3K +152.7% $39.00 -15.3%
1094 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 9,472.0 $193K 0.01% -9K -49.6% $20.35 +24.0%
1095 HUBG HUB GROUP INC Industrials 5,332.0 $192K 0.01% -703.0 -11.7% $36.04 +23.1%
1096 SPUU DIREXION DAILY S&P 500 BULL 2X ETF 1,161.0 $192K 0.01% $165.35 +30.6%
1097 SNX TD SYNNEX CORPORATION Technology 1,034.0 $192K 0.01% +1K +3876.9% $185.49 +53.4%
1098 TRIP TRIPADVISOR INC Consumer Cyclical 17,975.0 $192K 0.01% +17K +2359.0% $10.66 +21.7%
1099 MASI MASIMO CORP Healthcare 1,076.0 $191K 0.01% +998.0 +1279.5% $177.87 +1.2%
1100 JXN JACKSON FINANCIAL INC Financial Services 1,748.0 $191K 0.01% +2K +1381.4% $109.29 -2.3%
Page 55 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%