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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 56 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 O REALTY INCOME CORP Real Estate 3,117.0 $191K 0.01% -6K -64.0% $61.18 -1.5%
1102 DBMF LITMAN GREGORY FDS TR 6,320.0 $191K 0.01% +6K +1132.0% $30.15 +2.6%
1103 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 16,940.0 $190K 0.01% +15K +686.1% $11.23 +3.2%
1104 WU WESTERN UN CO Financial Services 21,692.0 $189K 0.01% +21K +9130.6% $8.73 -17.9%
1105 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 1,432.0 $189K 0.01% +1K +275.9% $132.00 +19.9%
1106 DFAX DIMENSIONAL ETF TRUST 5,143.0 $189K 0.01% +4K +305.9% $36.74 +3.3%
1107 TH TARGET HOSPITALITY CORP Industrials 20,351.0 $189K 0.01% -533.0 -2.5% $9.28 +117.2%
1108 DMXF ISHARES TR 2,502.0 $189K 0.01% -165.0 -6.2% $75.45 +12.9%
1109 RY ROYAL BK CDA COM Financial Services 1,164.0 $188K 0.01% NEW $161.78 +24.6%
1110 VIKING HOLDINGS LTD 2,560.0 $188K 0.01% +2K +3664.7% $73.48
1111 TDOC TELADOC HEALTH INC Healthcare 34,495.0 $188K 0.01% +9K +34.8% $5.45 +48.1%
1112 ACIW ACI WORLDWIDE INC Technology 4,582.0 $188K 0.01% +2K +60.0% $41.01 +7.5%
1113 SKYY FIRST TR EXCHANGE-TRADED FD 1,718.0 $188K 0.01% -55.0 -3.1% $109.36 +20.6%
1114 UDR UDR INC Real Estate 5,551.0 $188K 0.01% +80.0 +1.5% $33.78 +11.2%
1115 DK DELEK US HLDGS INC NEW Energy 4,003.0 $187K 0.01% +4K +1921.7% $46.74 -11.3%
1116 HISF FIRST TR EXCHANGE-TRADED FD 4,210.0 $187K 0.01% $44.34 +0.3%
1117 EFAV ISHARES TR 2,042.0 $187K 0.01% -4K -68.6% $91.38 -4.4%
1118 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,375.0 $187K 0.01% -4K -75.1% $135.67 -7.8%
1119 AKAM AKAMAI TECHNOLOGIES INC Technology 1,566.0 $186K 0.01% +1K +602.2% $119.09 +4.9%
1120 PEN PENUMBRA INC Healthcare 567.0 $186K 0.01% -114.0 -16.7% $328.37 -3.4%
Page 56 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%