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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 73 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1441 RGTI RIGETTI COMPUTING INC Technology 6,416.0 $90K 0.00% -1K -15.3% $14.04 +52.1%
1442 PRI PRIMERICA INC Financial Services 342.0 $90K 0.00% +133.0 +63.6% $262.67 +7.3%
1443 JUCY APTUS ENHANCED YIELD ETF 4,050.0 $90K 0.00% $22.15 -0.4%
1444 WSO WATSCO INC Industrials 246.0 $90K 0.00% -256.0 -51.0% $363.86 +10.2%
1445 AZZ AZZ INC Industrials 665.0 $89K 0.00% +175.0 +35.7% $134.52 +16.8%
1446 BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A Real Estate 4,662.0 $89K 0.00% -104.0 -2.2% $19.15 -5.5%
1447 LEIDOS HOLDINGS INC 573.0 $89K 0.00% -4K -88.5% $155.52
1448 GSBD GOLDMAN SACHS BDC INC Financial Services 10,000.0 $89K 0.00% -42K -80.8% $8.88 +4.8%
1449 CNS COHEN & STEERS INC Financial Services 1,326.0 $89K 0.00% +778.0 +142.0% $66.92 +11.9%
1450 BBAI BIGBEAR AI HLDGS INC Technology 25,193.0 $89K 0.00% +3K +13.2% $3.52 +11.4%
1451 CVNA CARVANA CO Consumer Cyclical 282.0 $89K 0.00% -57.0 -16.8% $314.38 -78.8%
1452 TOI THE ONCOLOGY INSTITUTE INC COM Healthcare 28,706.0 $88K 0.00% NEW $3.07 +71.3%
1453 AIR LEASE CORP 1,354.0 $88K 0.00% +366.0 +37.0% $64.93
1454 EHAB Enhabit Inc Healthcare 6,226.0 $88K 0.00% +123.0 +2.0% $14.09 -2.1%
1455 SPMB SPDR SERIES TRUST 3,909.0 $88K 0.00% -815.0 -17.2% $22.39 -0.4%
1456 BC BRUNSWICK CORP Consumer Cyclical 1,199.0 $87K 0.00% -3K -71.5% $72.78 +14.8%
1457 EW EDWARDS LIFESCIENCES CORP Healthcare 1,089.0 $87K 0.00% -463.0 -29.8% $79.86 +9.4%
1458 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 1,092.0 $87K 0.00% +1K +2041.2% $79.59 +2.8%
1459 SR SPIRE INC Utilities 964.0 $87K 0.00% -1K -52.4% $89.94 -14.3%
1460 SM SM ENERGY COMPANY Energy 2,782.0 $86K 0.00% +2K +595.5% $31.03 -12.5%
Page 73 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%