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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 70 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1381 WTAI WISDOMTREE TR 3,529.0 $100K 0.00% -652.0 -15.6% $28.23 +68.5%
1382 DBO INVESCO DB MULTI-SECTOR COMM Financial Services 5,054.0 $99K 0.00% +3K +119.4% $19.67 -4.0%
1383 AEO American Eagle Outfitters Inc Consumer Cyclical 6,363.0 $99K 0.00% +6K +6138.2% $15.61 +14.1%
1384 LVHD LEGG MASON ETF INVT 2,332.0 $99K 0.00% +25.0 +1.1% $42.55 +1.0%
1385 SA SEABRIDGE GOLD INC Basic Materials 3,500.0 $99K 0.00% $28.34 +4.6%
1386 USFD US FOODS HLDG CORP Consumer Defensive 1,075.0 $99K 0.00% -2K -65.8% $92.21 -0.3%
1387 ATR APTARGROUP INC Healthcare 796.0 $99K 0.00% +604.0 +314.6% $124.48 -3.3%
1388 TW TRADEWEB MKTS INC Financial Services 840.0 $99K 0.00% +628.0 +296.2% $117.66 -15.4%
1389 MPLX MPLX LP Energy 1,730.0 $99K 0.00% -2K -58.1% $57.06 -0.4%
1390 HPQ HP INC Technology 5,103.0 $98K 0.00% -23K -81.7% $19.30 +21.8%
1391 BRX BRIXMOR PPTY GROUP INC Real Estate 3,418.0 $98K 0.00% +3K +409.4% $28.80 +7.3%
1392 OLED UNIVERSAL DISPLAY CORP Technology 1,075.0 $98K 0.00% +261.0 +32.1% $91.45 -2.7%
1393 EDEN ISHARES TR 939.0 $98K 0.00% $104.69 +1.5%
1394 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1,424.0 $98K 0.00% +700.0 +96.7% $68.93 -21.3%
1395 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 2,484.0 $98K 0.00% +1K +75.9% $39.51 +0.2%
1396 BIIB BIOGEN INC Healthcare 515.0 $98K 0.00% +260.0 +102.0% $190.34 +3.3%
1397 LRGE LEGG MASON ETF INVT 1,300.0 $98K 0.00% $75.20 +13.9%
1398 RRX REGAL REXNORD CORPORATION Industrials 521.0 $98K 0.00% -766.0 -59.5% $187.26 +21.1%
1399 EXLS EXLSERVICE HLDGS INC Technology 3,203.0 $98K 0.00% +3K +736.3% $30.45 -14.8%
1400 PUK PRUDENTIAL PLC ADR Financial Services 3,098.0 $97K 0.00% +3K +925.8% $31.21 -14.2%
Page 70 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%