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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 75 of 189  ·  3,766 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1481 EFX EQUIFAX INC Industrials 454.0 $82K 0.00% -122.0 -21.2% $180.07 -14.5%
1482 QBTS D-WAVE QUANTUM INC Technology 5,660.0 $82K 0.00% -2K -25.4% $14.43 +71.1%
1483 BRKR BRUKER CORP Healthcare 2,260.0 $82K 0.00% -404.0 -15.2% $36.11 +58.5%
1484 BKR BAKER HUGHES COMPANY Energy 1,315.0 $81K 0.00% -12K -90.1% $61.53 -5.1%
1485 NUV Nuveen Municipal Value Financial Services 9,000.0 $81K 0.00% -15K -63.1% $8.99 +1.9%
1486 ALC ALCON AG Healthcare 1,073.0 $81K 0.00% -378.0 -26.1% $75.37 -14.2%
1487 RKLB ROCKET LAB CORP Industrials 1,259.0 $81K 0.00% -1K -46.8% $64.21 +67.0%
1488 HIGH SIMPLIFY EXCHANGE TRADED FUN 3,781.0 $81K 0.00% +26.0 +0.7% $21.34 +1.7%
1489 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 4,343.0 $80K 0.00% -3K -39.5% $18.52 -15.6%
1490 FMAT FIDELITY COVINGTON TRUST 1,395.0 $80K 0.00% -900.0 -39.2% $57.64 +3.6%
1491 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 1,898.0 $80K 0.00% -623.0 -24.7% $42.33 -6.9%
1492 DFAT DIMENSIONAL U.S. TARGETED VALUE ETF 1,264.0 $80K 0.00% +287.0 +29.4% $63.40 +8.0%
1493 PODD INSULET CORP Healthcare 380.0 $80K 0.00% -40.0 -9.5% $209.84 -30.5%
1494 IGM ISHARES EXPANDED TECH SECTOR ETF 671.0 $80K 0.00% -499.0 -42.6% $118.51 +38.9%
1495 HOOD ROBINHOOD MKTS INC Financial Services 1,138.0 $79K 0.00% -2K -63.4% $69.30 +56.1%
1496 JBL JABIL INC Technology 296.0 $79K 0.00% -133.0 -31.0% $265.63 +40.0%
1497 ESTC ELASTIC N V Technology 1,571.0 $79K 0.00% +1K +206.8% $49.99 +18.0%
1498 MORN MORNINGSTAR INC Financial Services 464.0 $78K 0.00% +312.0 +205.3% $169.05 -9.1%
1499 WES WESTERN MIDSTREAM PARTNERS L Energy 1,900.0 $78K 0.00% +550.0 +40.7% $41.17 +4.3%
1500 FEMB FIRST TR EXCH TRADED FD III 2,710.0 $78K 0.00% -963.0 -26.2% $28.74 +2.7%
Page 75 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%