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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 63 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 FNX FIRST TR EXCHANGE-TRADED ALP 1,071.0 $137K 0.00% -30.0 -2.7% $128.28 +11.6%
1242 EMD WESTERN ASSET EMERGING MKTS Financial Services 13,953.0 $137K 0.00% NEW $9.82 +8.4%
1243 ESLT Elbit Systems Ltd Industrials 162.0 $137K 0.00% +12.0 +8.0% $845.08 -6.7%
1244 NXPI NXP SEMICONDUCTORS N V Technology 643.0 $137K 0.00% -1K -66.2% $212.72 +47.3%
1245 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,766.0 $137K 0.00% -142.0 -7.4% $77.45 -14.3%
1246 BLDR BUILDERS FIRSTSOURCE INC Industrials 1,663.0 $137K 0.00% -2K -50.3% $82.16 -1.9%
1247 NUE NUCOR CORP Basic Materials 807.0 $136K 0.00% -247.0 -23.4% $169.10 +44.2%
1248 REZOLVE AI PLC ORD SHS 53,236.0 $136K 0.00% -934.0 -1.7% $2.56
1249 VLTO VERALTO CORP Industrials 1,540.0 $135K 0.00% -4K -71.2% $87.89 -4.4%
1250 ALB ALBEMARLE CORP Basic Materials 730.0 $135K 0.00% -861.0 -54.1% $185.00 -13.3%
1251 MFC MANULIFE FINL CORP Financial Services 3,912.0 $135K 0.00% -9K -70.5% $34.44 +17.9%
1252 LAMR LAMAR ADVERTISING CO Real Estate 1,062.0 $134K 0.00% -824.0 -43.7% $126.63 +18.2%
1253 PAAS PAN AMERN SILVER CORP Basic Materials 2,441.0 $133K 0.00% $54.63 -10.3%
1254 FTGC FIRST TR EXCHANGE TRAD FD VI 4,642.0 $133K 0.00% -71.0 -1.5% $28.71 -3.9%
1255 KMX CARMAX INC Consumer Cyclical 3,204.0 $133K 0.00% -5K -59.1% $41.58 +29.1%
1256 ESML ISHARES TR 2,819.0 $133K 0.00% -136.0 -4.6% $47.02 +15.9%
1257 MMD MNYLI MacKay DefndTrm Mn pprtnts Fnd Financial Services 8,922.0 $132K 0.00% -6K -40.2% $14.85 +3.2%
1258 ONEQ FIDELITY COMWLTH TR 1,560.0 $132K 0.00% -10K -86.6% $84.91 +22.8%
1259 CWB SPDR SERIES TRUST 1,437.0 $132K 0.00% +1K +326.4% $91.52 +20.8%
1260 AROC ARCHROCK INC Energy 3,744.0 $131K 0.00% +152.0 +4.2% $34.89 +6.0%
Page 63 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%