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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 59 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 VFH VANGUARD WORLD FD 1,392.0 $168K 0.01% -183.0 -11.6% $120.79 +8.8%
1162 NULV NUSHARES ETF TR 3,688.0 $168K 0.01% $45.50 +9.3%
1163 DNP DNP SELECT INCOME FD INC Financial Services 16,216.0 $167K 0.01% +15K +966.8% $10.30 +3.8%
1164 SITE SITEONE LANDSCAPE SUPPLY INC Industrials 1,252.0 $167K 0.01% +1K +482.3% $133.11 -17.2%
1165 SMURFIT WESTROCK PLC 4,131.0 $167K 0.01% +848.0 +25.8% $40.34
1166 GERN Geron Corporation Healthcare 111,428.0 $166K 0.01% -516K -82.2% $1.49 -15.4%
1167 RSPT INVESCO EXCHANGE TRADED FD T 3,659.0 $166K 0.01% $45.26 +41.2%
1168 WBD WARNER BROS DISCOVERY INC Communication Services 6,006.0 $165K 0.01% -3K -33.1% $27.46 -4.6%
1169 FDN FIRST TR EXCHANGE-TRADED FD 700.0 $164K 0.01% -56.0 -7.4% $234.03 +13.5%
1170 NCA NUVEEN CALIFORNIA MUNI VLU FD COM STK Financial Services 17,459.0 $164K 0.01% -8K -30.2% $9.38 -2.1%
1171 MTG MGIC INVT CORP WIS Financial Services 6,226.0 $163K 0.01% -2K -25.8% $26.25 -0.7%
1172 MLI MUELLER INDS INC Industrials 1,475.0 $163K 0.01% +1K +567.4% $110.80 +24.0%
1173 DLTR DOLLAR TREE INC Consumer Defensive 1,488.0 $163K 0.01% +1K +376.9% $109.51 +2.0%
1174 BIO BIO RAD LABS INC Healthcare 590.0 $163K 0.01% -152.0 -20.5% $276.08 +2.3%
1175 ALSN ALLISON TRANSMISSION HLDGS I Consumer Cyclical 1,354.0 $163K 0.01% +363.0 +36.6% $120.25 -1.0%
1176 CM CANADIAN IMPERIAL BANK OF CO Financial Services 1,718.0 $163K 0.01% -1K -38.4% $94.75 +17.9%
1177 EMLC VANECK ETF TRUST 6,414.0 $162K 0.01% -6K -46.4% $25.30 +1.1%
1178 UGI UGI CORP NEW Utilities 4,447.0 $162K 0.01% -5K -50.7% $36.42 -7.2%
1179 QLYS QUALYS INC Technology 1,842.0 $162K 0.01% +431.0 +30.6% $87.85 +26.7%
1180 GDV GABELLI DIVID & INCOME TR Financial Services 6,003.0 $162K 0.01% +990.0 +19.8% $26.93 +7.6%
Page 59 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%