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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 67 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 M MACYS INC Consumer Cyclical 6,340.0 $115K 0.00% -5K -42.4% $18.18 +32.8%
1322 AVB AVALONBAY CMNTYS INC Real Estate 694.0 $115K 0.00% -2K -72.6% $165.28 +7.3%
1323 CEF SPROTT ASSET MANAGEMENT LP Financial Services 2,400.0 $115K 0.00% -67.0 -2.7% $47.72 -9.3%
1324 JHG JANUS HENDERSON GROUP PLC Financial Services 2,224.0 $114K 0.00% +1K +150.2% $51.40 +0.9%
1325 HDB HDFC BANK LTD SPONSORED ADS Financial Services 4,621.0 $114K 0.00% -8K -62.2% $24.68 +1.5%
1326 WEX WEX INC Technology 743.0 $114K 0.00% +621.0 +509.0% $152.96 -16.6%
1327 NOV NOV INC Energy 5,959.0 $113K 0.00% +3K +139.1% $19.03 -1.9%
1328 AMKR AMKOR TECHNOLOGY INC Technology 1,690.0 $113K 0.00% +1K +150.4% $66.74 +35.5%
1329 KD KYNDRYL HLDGS INC Technology 8,580.0 $113K 0.00% +5K +160.7% $13.12 -16.2%
1330 SPB SPECTRUM BRANDS HOLDINGS INC Consumer Defensive 1,525.0 $113K 0.00% +370.0 +32.0% $73.81 +13.8%
1331 DY DYCOM INDS INC Industrials 332.0 $112K 0.00% -710.0 -68.1% $338.82 +34.8%
1332 LGLV SPDR SERIES TRUST 629.0 $112K 0.00% $178.08 -0.0%
1333 CGNX COGNEX CORP Technology 2,282.0 $112K 0.00% -292.0 -11.3% $49.00 +34.9%
1334 BLCR BLACKROCK ETF TRUST 2,714.0 $111K 0.00% +2K +608.6% $41.06 +22.5%
1335 MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH Basic Materials 1,896.0 $110K 0.00% +138.0 +7.8% $57.85 +9.6%
1336 DHS WISDOMTREE U.S. HIGH DIVIDEND FUND 1,004.0 $110K 0.00% $109.22 +2.2%
1337 BSOL BITWISE SOLANA STAKING ETF Financial Services 9,920.0 $110K 0.00% +10K +4535.5% $11.05 -14.9%
1338 BWA BORGWARNER INC Consumer Cyclical 1,995.0 $109K 0.00% +1K +110.0% $54.60 +31.6%
1339 SCCO SOUTHERN COPPER CORP Basic Materials 626.0 $109K 0.00% -304.0 -32.7% $173.49 +11.2%
1340 CVRX CVRX INC Healthcare 11,476.0 $109K 0.00% +11K +10000.0% $9.46 -47.7%
Page 67 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%